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

Azerbaijan and Georgia are using their latest energy and transport package to reinforce a corridor that matters far beyond bilateral diplomacy. The deal around the Baku-Supsa pipeline is less about one dormant line than about restoring optionality in Caspian crude flows, widening transit revenues, and tightening the region’s role in Eurasian energy logistics. For traders and buyers, the significance is that another western outlet for Caspian barrels may become more usable at

The 48th ASEAN Summit in Cebu was not just another diplomatic gathering. It became a stress test for Southeast Asia’s energy system as leaders confronted the spillover effects of the Middle East conflict, rising oil prices and the strategic risk of disrupted shipping through the Strait of Hormuz.

The United Arab Emirates’ decision to leave OPEC and OPEC+ marks one of the biggest ruptures in oil diplomacy in decades, and it comes at a time when the market is already strained by the Iran war and tight spare capacity. For traders, suppliers, and buyers, the key takeaway is not an immediate supply shock but a structural shift: the UAE is breaking free from quotas to pursue its own production strategy, and that changes the balance inside OPEC and the wider industry.

Enerdealers has reached a defining moment in its sustainability journey. With the formal approval by its board of directors of the Global Reporting Initiative (GRI) guidelines and a structured reporting calendar, the company has moved decisively from ESG ambition to ESG execution.

The war involving Iran has become far more than a regional security crisis. By disrupting the Strait of Hormuz and destabilizing energy, shipping, and insurance markets, it is now hitting the physical and financial plumbing of global trade.

The main message from the FT Commodities Global Summit in Lausanne was that the market is no longer being shaped by supply and demand alone. Traders, producers and policymakers are now operating in a world defined by geopolitics, sanctions risk, tariffs, de-dollarisation, shifting alliances and increasingly volatile trade routes. Reuters’ coverage from the summit shows a sector that is still profit-driven, but far more cautious about where barrels, cargoes and capital will fl

The Middle East crisis is no longer just an energy story. It is now a fertilizer, feedstock, logistics, and food-security story that is pushing up costs for farmers and agribusinesses from Asia to Latin America, with Africa and Europe also exposed through imports, freight, and gas-linked production.

Europe has no shortage of hydrogen ambition. What it still lacks is the combination of regulation, infrastructure, demand certainty, and financing needed to turn plans into bankable projects at scale. That is the gap the new European Resilience Alliance for Clean Hydrogen & Derivatives, or ERA, wants to close.

The crisis in the Strait of Hormuz is no longer just an upstream crude-price story; it is becoming a refined-products and logistics story, with governments in Asia, Europe, Africa and Latin America moving quickly to protect diesel, gasoline, jet fuel and fuel oil supply. For decision makers, the key takeaway is that the disruption is forcing a re-rating of supply security from “available on the market” to “available on the right route, in the right grade, at the right time.

Temporary U.S. sanctions waivers on Russian and Iranian oil have acted less like a structural reset and more like a pressure valve for a market shocked by the Iran war. They briefly restored supply confidence, softened the immediate risk of a deeper crude and products squeeze, and bought time for refiners, traders and buyers to reposition—but they did not remove the underlying geopolitical premium, especially as the waivers now approach expiry.

The war involving Iran is no longer a distant geopolitical shock for the aluminium industry. It is now a direct market force, tightening supply, lifting premiums, and exposing just how fragile global aluminium logistics can be when one strategic corridor comes under pressure. For producers, traders, and industrial buyers, the implications go far beyond a temporary price spike.

What began as a shock to oil and gas markets has rapidly morphed into a broader supply chain crisis. About a third of the world’s traded urea and up to half of global sulphur exports are linked to Gulf producers and seaborne routes that are now severely constrained. Qatar alone normally supplies roughly one‑third of global helium, a niche market with almost no spare capacity elsewhere. The result is a cascade of second‑order effects that are hitting Asia, Africa, Europe and L

Asian refiners, power utilities, and aviation hubs are being squeezed by the Hormuz crisis, which has choked off traditional Gulf export routes just as regional demand recovers. In this context, reliable FOB supply out of Jurong and other Asian ports —paired with CIF cargoes on an ASWP basis— offers a concrete way for traders and end‑users to secure EN590, Jet A1, and other refined products without waiting for geopolitics to normalize.

Since early 2022, the Russia–Ukraine war and the escalating Iran–Israel confrontation have combined into a twin shock that has redrawn the global energy map. Together they have fractured long‑standing trade routes, birthed parallel market systems, and injected structural volatility into pricing, logistics, and policy.

As crude and LNG flows out of the Gulf are choked by attacks and the near‑closure of the Strait of Hormuz, governments and corporates are reframing renewable energy from a climate option to a national security imperative. This article unpacks what the conflict means for oil and gas balances, how it is reshaping risk premia and supply strategies, and why it is turbo‑charging investment narratives around renewables and storage.

The Trans‑Caspian International Transport Route (TITR) –the Middle Corridor– is emerging from the sidelines as a strategic, if imperfect, alternative for both containerized goods and selected energy flows between Asia and Europe. Initially framed as a workaround to war‑related risks in the Black Sea and the Red Sea, the Middle Corridor is now being stress‑tested by an unprecedented combination of container diversion, fuel trade rerouting and geopolitical pressure.

Spain’s green hydrogen story is moving from strategy papers to bankable reality. The latest milestone is Brussels’ approval of a 440 million euro Spanish aid scheme to support renewable hydrogen production through the European Hydrogen Bank’s “Auctions‑as‑a‑Service” (AaaS) mechanism. This second Spanish participation under the AaaS framework is financed with Recovery and Resilience Plan (PRTR) funds and is explicitly tailored to scale industrial‑grade electrolysis capacity.

The EU is being squeezed between its long-term strategy to phase out Russian energy and short-term pressure to keep fuel prices under control amid war-driven volatility and supply disruptions. At the same time, Washington is moving in the opposite direction, with President Donald Trump signaling a partial easing of oil sanctions on Russia to cool prices, while Brussels publicly rejects any relaxation of its own measures.

The ongoing security crisis in and around the Strait of Hormuz has turned a boilerplate paragraph in oil and gas contracts into a front‑page market driver: the force majeure clause. Roughly 20% of the world’s seaborne oil and a significant share of globally traded LNG normally cross this narrow chokepoint between Iran and Oman, so when tanker traffic drops toward zero the legal and logistical consequences ripple through every refined products desk on the planet.