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Europe’s LNG Map After Hormuz
Enerdealers Editorial The Iran war and the effective closure of the Strait of Hormuz have not created a total European LNG supply shock, but they have changed the economics, route risk, and origin mix of cargoes flowing into Europe. The result is a market that is still supplied, but more expensive, more competitive, and more dependent on a handful of Atlantic and North Sea suppliers than it was only weeks ago. For traders, buyers, and suppliers, the key issue is no longer whe
1 day ago7 min read


Africa’s Growth Meets a Cost Shock
Africa still has one of the strongest growth profiles among emerging regions, but the near-term outlook is being squeezed by imported inflation, tighter financing conditions, and renewed geopolitical risk. The African Development Bank now expects the continent’s economy to expand by 4.2% in 2026, down from 4.4% in 2025, with the Middle East crisis feeding higher fuel and food costs and weighing on trade and production across the region.
May 287 min read


EU Fertiliser Reset: Turning Policy Into Supply
The European Union’s new fertiliser action plan is a response to a structural problem, not just a price spike. Brussels is trying to protect farm incomes, stabilize food production, and reduce dependence on volatile external supply chains while keeping the transition toward lower-carbon agriculture on track. For market participants, the message is clear: the next phase of the fertiliser trade will reward suppliers that can combine security of supply, cost discipline, and comp
May 217 min read
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