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Minimalist editorial illustration of an oil tanker crossing a blue-grey sea, casting an enormous shadow resembling a bank vault door
Geopolitics

Russia’s shadow fleet enters a new geopolitical phase

Western sanctions are tightening around Russia’s shadow fleet, but Washington’s decision to ease restrictions on Russian diesel exposes a deeper conflict between geopolitical pressure, energy security and the credibility of sanctions enforcement

22/10/2026
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Energy
Geopolitics
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GeoTrends Analysis
A tanker sails across a calm blue sea, leaving behind a widening trail of cracked, barren earth instead of water, symbolising the depletion of oil reserves and the erosion of future energy security

The oil market is borrowing time from the future

17/10/2026

More than 2 billion barrels of lost Middle Eastern production expose the fragility of energy security, shrinking safety margins and shipping’s increasingly strategic role in global oil supply

Conceptual illustration of a container ship crossing the ocean, its wake transforming into a flowing ribbon entering a black cube, symbolising AI’s growing control over maritime knowledge

AI and the battle for shipping’s knowledge

16/10/2026

Artificial intelligence promises to transform shipping. But as algorithms absorb decades of maritime expertise, a more consequential battle is emerging over who controls the knowledge that gives companies their competitive edge

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