energy trade
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Panama Canal is becoming a global trade shock amplifier
September 18, 2026 -
Asia’s LNG demand slump is hiding the cost of adjustment
September 17, 2026 -
Japan is paying heavily to bring crude supplies forward
September 16, 2026 -
Record freight costs are repricing the economics of Asian oil supply
September 16, 2026 -
Tanker rates reveal the oil shock crude prices cannot fully show
September 11, 2026 -
Hormuz has turned oil’s supply crisis into a measurement crisis
September 10, 2026 -
Oil market looks calm only until you price the physical barrels
September 8, 2026 -
Hormuz risk is rewriting the economics of Asian oil supply
September 7, 2026 -
China is stabilising crude prices by withdrawing from the market
September 7, 2026 -
Fuel oil shortage shows the refining system has run out of trade-offs
September 7, 2026