
Trump Administration Proposes Oil Tanker Escorts Through the Strait of Hormuz The Trump administration has proposed a new mechanism for enhancing oil tanker security through the Strait of Hormuz: direct US government-backed escort services and insurance arrangements for commercial oil tankers transiting this critical chokepoint. The proposal reflects recognition that the Strait of Hormuz—through which…

Storage Capacity Filling Rapidly: A Critical Constraint Oil storage facilities in the Middle East are filling rapidly, reaching capacity limits that constrain production flexibility and signal growing imbalances in global oil markets. When storage facilities reach capacity, producers face difficult choices: they cannot continue production at current levels without somewhere to store the oil, existing…

Four Cost Categories Reshaping Global Logistics Economics Middle East instability now functions as a direct cost driver for global shippers, operating through four distinct but interconnected cost categories that collectively transform the economics of international supply chains. Understanding these categories is essential for any importer or manufacturer sourcing goods from Asia, Europe, or global manufacturers…