Ukraine has expanded its military operations inside Russian territory, marking a strategic shift from smaller border skirmishes...
Geopolitical Events
Despite some diplomatic efforts and isolated successful ship transits, the overall picture remains one of disruption, with...
August saw only 3 STS cargoes (~3% of pre-war monthly flow). September featured one open transit (Al...
Geopolitical tensions, particularly the Iran-U.S. conflict, have significantly affected oil prices, with the Strait of Hormuz's restricted...
Volatility has been extreme (~70% range in 12 months) driven by geopolitics rather than typical seasonality (Q4...
The planned U.S. envoy visits, Putin’s newly more conciliatory rhetoric, and the history of holiday- or prisoner-exchange-linked...
Russia has rejected Ukraine’s offer for a truce to halt attacks on commercial shipping in the...
Geopolitical volatility, such as potential escalations in US-Iran or Israeli-Iranian relations, remains a significant uncertainty. Conditional risks...
The current evidence strongly favors a No resolution. LNG traffic has been effectively absent since July, exporters...
The probability of Brent Crude oil prices falling below $50 per barrel in 2026 is very low,...