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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
Analysis

The oil market is borrowing time from the future

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

Abstract GeoTrends illustration of a world map formed entirely by tankers, with intense shipping concentrations linking the Middle East to China, the Atlantic to Europe, and the Black Sea to the Mediterranean

Where the tankers go oil power follows

The world’s most profitable tanker routes are exposing a new geography of oil power, where the decisive variables are no longer miles sailed, but ships, scarcity, chokepoints and strategic dependence

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

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

EDITORIAL
Beyond Borders