Insights
Analysis and commentary on shipping, procurement, supply chain and commodity markets.
Some of this was written here. Some first appeared on LinkedIn and is reproduced or reworked, with its origin recorded on the piece itself.
11 articles
The futures curve suggests the disruption eventually eases. But with inventories being drawn, demand already adjusting and Gulf supply still constrained, the physical market may be relying on a thinner cushion than prices imply.
Originally published on LinkedIn, 3 June 2026
The closure of Hormuz delivered a major shock to tanker markets, but trade adapted through rerouting, longer voyages and greater vessel-day absorption.
Originally published on LinkedIn, 1 May 2026
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