Disruptions spread beyond the Strait of Hormuz after ceasefire collapsed
The Strait of Hormuz has returned to full crisis conditions, Houthi forces have widened their campaign to Saudi ports, and EU sanctions enforcement has intensified From de-escalation to renewed disruption July opened with cautious optimism after the June Islamabad Memorandum established a temporary ceasefire between the United States and Iran. Shipping traffic through Hormuz was […]
National carbon pricing regimes expand as shipping awaits a global framework
In the UK, allowances are now due on emissions from vessels of 5,000 GT and above calling any UK port Maritime carbon pricing is becoming increasingly fragmented as individual countries introduce their own emissions trading systems ahead of a global framework. This trend is adding a new layer of cost exposure and compliance requirements for […]
Record Chinese exports sustain demand, but trade barriers and competition are reshaping the landscape
China’s overcapacity is driving a structural shift in global vehicle trade flows, with implications for both cargo volumes and the regulatory environment Chinese exports cross one million units in a month for the first time China exported more than one million vehicles in June, up 71% year-on-year, putting the country on track to export more […]
Record-territory rates return as strait closure reshapes trade flows
Houston-Chiba earnings reached their third-strongest week on record as Middle Eastern supply was again cut off and Panama Canal constraints tightened further US supply fills the gap left by the Gulf The Islamabad Memorandum, the US-Iran ceasefire signed in mid-June that briefly reopened the Strait of Hormuz, collapsed in early July after Iran resumed attacks […]
Renewed Hormuz disruption keeps tanker markets elevated
A failed ceasefire, rising regional tensions, and shifting trade patterns have strengthened tanker demand and increased tonne-mile requirements Brief reopening gives way to renewed closure July began with the Strait of Hormuz partially reopened following the ceasefire signed in mid-June. Crude flows from the Gulf had begun to recover, Brent had eased toward pre-conflict levels, […]
EMF’s operationelle flåde
Freeport Star I øjeblikket beliggende i Canaport, Canada Var på vej fra Houston, USA til Canaport, Canada, ankomsttid 28. juli Havnen i Canaport, beliggende i Saint John, New Brunswick, er Canadas største terminal for import af råolie og er forbundet med landets største olieraffinaderi Stavanger Star I øjeblikket beliggende i Corpus Christi, USA Var på […]
Bjarne Thorup tiltræder bestyrelsen for EMF’s forvaltede AIF’er
Styrkelse af EMF’s governance med dyb ekspertise fra den finansielle sektor Vi er glade for at byde Bjarne Thorup velkommen i AIF-bestyrelserne. Han har mere end 35 års erfaring inden for finanssektoren med omfattende baggrund inden for kapitalforvaltning, investeringer og virksomhedsledelse. I løbet af sin lederkarriere var han Chief Investment Officer og medlem af ledelsesteamet […]
Forstyrrelserne spredte sig ud over Hormuzstrædet efter våbenhvilens sammenbrud
Hormuzkrisen er tilbage på fuldt blus – geopolitisk risiko løfter usikkerheden i shippingmarkederne Fra deeskalering til fornyet forstyrrelse Juli begyndte med forsigtig optimisme, efter at Islamabad-aftalen i juni etablerede en midlertidig våbenhvile mellem USA og Iran. Skibstrafikken gennem Hormuzstrædet var gradvist ved at normalisere sig, olieeksporten fra Golfen steg igen, og oliepriserne faldt tilbage. Den […]
Flere lande indfører CO₂-prissætning, mens shipping afventer en global løsning
I Storbritannien skal der nu betales afgifter på emissioner fra skibe på 5.000 GT og derover, der anløber enhver britisk havn Den maritime CO₂-regulering bliver i stigende grad fragmenteret, efterhånden som flere lande implementerer egne emissionshandelssystemer forud for en global ordning. Udviklingen medfører øgede omkostninger og skærpede compliance-krav for rederier, der opererer på tværs af […]
Rekordhøj kinesisk eksport understøtter fortsat efterspørgslen, men handelsbarrierer ændrer markedsbilledet
Kinas overkapacitet driver et strukturelt skift i de globale køretøjshandelsstrømme, med konsekvenser for både godsvolumen og det regulatoriske miljø Kinesiske eksportvarer overstiger for første gang en million enheder på en måned Kina eksporterede mere end en million køretøjer i juni, en stigning på 71 % år-til-år, hvilket er mere end 10 millioner køretøjer i 2026. Milepælen afspejler […]
