Roxana Nicknami, Professor of European Studies at the University of Tehran, examines the unraveling Iran–U.S. ceasefire, the legal foundations of deterrence, verification failures, and why sustainable regional stability ultimately depends on credible institutions rather than coercion
Saudi Arabia successfully reduced its reliance on the Strait of Hormuz, but rising Red Sea security threats are creating new vulnerabilities for energy exports, global shipping, freight markets and international supply chains
Drawing on data from the week ending 24 July 2026, the global Ultramax and Handysize markets navigated softer Atlantic conditions, resilient regional pockets and persistent geopolitical risks that continued shaping freight sentiment and commercial strategy
Three weeks after Trump told the shipping world to start its engines, he declared the Iran deal over. African ports that absorbed the overflow have spent the windfall on infrastructure, not celebrations
The period of 29 June–4 July 2026 opened with Iran replacing drones with invoices, closed with France and the UK deploying warships, and delivered a $1.47 billion VLCC orderbook bet in between.
Dr. Foad Izadi, Professor of American Studies at the University of Tehran and a specialist in U.S. foreign policy, explains how Tehran interprets the war’s outcome, the ceasefire and the strategic lessons shaping its next move
Drawing on market data from the week ending 19 June 2026, the dry bulk market revealed a familiar pattern: Atlantic strength continued to outpace Pacific softness, keeping overall sentiment moderately bullish
The Strait of Hormuz reopened and then closed again this week as the United States and Iran signed a peace deal, while global shipping markets repriced freight, bunkers and sentiment, 14–20 June 2026
A diplomatic text will not move a single tanker through the Strait of Hormuz. But it can move the war risk premiums that decide whether any tanker can afford to try
The industry has a new consensus word. What nobody is saying out loud is what it costs — and who pays when freight rates can no longer carry the weight
