Splash Wrap: Hormuz at a standstill

Taiwanese prosecutors raided the premises of Evergreen Marine as part of an insider trading investigation linked to one of the world's largest containerlines. Ukraine has sharply escalated its campaign against Russian shipping and oil infrastructure over the past week. The proposed sale of ZIM Integrated Shipping Services to Hapag-Lloyd and Israeli private equity firm FIMI is facing its most serious political challenge yet. The Panama Canal is preparing to tighten draught limits for neopanamax vessels again.

Russia’s Size and Centralization Become Liabilities

Geopolitical Futures is a free newsletter with weekly analysis from New York Times bestselling author George Friedman and a global team of analysts. It includes special offers and reports on Turkey, Iran, and the future of the Middle East. Sign up now to receive the special report on Turkey and Iran.

Live: Iran buries Ali Khamenei after new fighting with US erupts

Greek PM announces a deal to cut fuel prices over summer. IEA warns of an oil market surplus next year if the US-Iran war escalates. Gasoline and diesel markets are signalling a fuel supply crunch despite relatively subdued crude oil prices. LNG tankers have resumed transit through the Strait of Hormuz despite renewed fighting in the Middle East.

Macquarie strategists expect the renewed tension in the Middle East between the U.S. and Iran to be 'relatively short-lived'. The market's fundamental oversupply is large enough to allow for downside participation once current tensions subside. Inbound and outbound traffic through Hormuz had started to recover to pre-war levels.

Daily Memo: Israeli Anxieties About Turkey

Geopolitical Futures is a free newsletter with weekly analysis from New York Times bestselling author George Friedman and a global team of analysts. It includes special offers and reports on Turkey, Iran, and the future of the Middle East. Sign up now to receive the special report on Turkey and Iran.

Splash Wrap: Hormuz at a standstill
Splash Wrap: Hormuz at a standstill

Taiwanese prosecutors raided the premises of Evergreen Marine as part of an insider trading investigation linked to one of the world's largest containerlines. Ukraine has sharply escalated its campaign against Russian shipping and oil infrastructure over the past week. The proposed sale of ZIM Integrated Shipping Services to Hapag-Lloyd and Israeli private equity firm FIMI is facing its most serious political challenge yet. The Panama Canal is preparing to tighten draught limits for neopanamax vessels again.

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Russia’s Size and Centralization Become Liabilities
Russia’s Size and Centralization Become Liabilities

Geopolitical Futures is a free newsletter with weekly analysis from New York Times bestselling author George Friedman and a global team of analysts. It includes special offers and reports on Turkey, Iran, and the future of the Middle East. Sign up now to receive the special report on Turkey and Iran.

Geopolitical Futures
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Live: Iran buries Ali Khamenei after new fighting with US erupts
Live: Iran buries Ali Khamenei after new fighting with US erupts

Greek PM announces a deal to cut fuel prices over summer. IEA warns of an oil market surplus next year if the US-Iran war escalates. Gasoline and diesel markets are signalling a fuel supply crunch despite relatively subdued crude oil prices. LNG tankers have resumed transit through the Strait of Hormuz despite renewed fighting in the Middle East.

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Strategists Expect USA-Iran Tension to be Short Lived

Macquarie strategists expect the renewed tension in the Middle East between the U.S. and Iran to be 'relatively short-lived'. The market's fundamental oversupply is large enough to allow for downside participation once current tensions subside. Inbound and outbound traffic through Hormuz had started to recover to pre-war levels.

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Daily Memo: Israeli Anxieties About Turkey
Daily Memo: Israeli Anxieties About Turkey

Geopolitical Futures is a free newsletter with weekly analysis from New York Times bestselling author George Friedman and a global team of analysts. It includes special offers and reports on Turkey, Iran, and the future of the Middle East. Sign up now to receive the special report on Turkey and Iran.

Geopolitical Futures
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