Five energy ETFs have soared in 2026 as Iran war shocks push freight and fuel higher. Breakwave Tanker Shipping ETF (BWET) leads at 4,050% YTD, while gasoline UGA, Brent BNO, USO and DBE each topped 114%. #Energy#ETFs#Oil#Shipping#Marketshttps://t.co/9YHYXetWAz
Shipping around Southern Africa has doubled since the Hormuz crisis began, but local ports are seeing little benefit. Most vessels simply sail past as high costs, congestion and aging infrastructure limit port calls. #Hormuz#Shipping#SouthAfrica#Energy
Russia's Black Sea oil export costs have hit record highs as Ukrainian attacks, higher insurance costs and a tanker shortage squeeze shipping. Freight from Novorossiysk now costs $23.20/bbl to India and $25.70/bbl to China. #Russia#Oil#Shipping
The Baltic Dry Index jumped 5.5% to 3,331 points — its highest since December 2023 — as Pacific typhoons squeeze Capesize supply while Australian miners and Guinea's Simandou ramp up iron ore shipments. Analysts are calling it a perfect storm. #BalticDryIndex#Shipping#IronOre
Saudi Aramco is using ship-to-ship transfers off Fujairah to move Gulf crude without Asian buyers sending their own tankers through Hormuz. With VLCC earnings above $500,000/day, bypassing the chokepoint comes at a steep premium. #Oil#SaudiArabia#Shipping
34
Les cookies te permettent de mieux naviguer sur ce site et de personnaliser l'expérience de navigation.
