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Gulf Bunker Surpluses in a 60-Day Hormuz Window: Lock Spot Deals or Hedge Long-Term?
The 60-day US-Iran ceasefire memorandum signed 17 June 2026 has reopened the Strait of Hormuz and created a narrow window of temporary bunker oversupply across Gulf ports. For the first time in months, buyers can capitalise on favourable spot pricing while traditional supply hubs in Africa and Singa
Durban's Transshipment Pivot: Regional Feeder Networks and Cargo Diversification as a Resilience Strategy
Durban is repositioning itself as a major African transshipment hub and not merely a destination port competing on throughput alone. The port's strategic shift—reinforced by private terminal investment, inland logistics corridors, and recovery from June 2026 landside disruptions—centres on capturing
Hormuz Ceasefire Fragile: Bunker Costs Remain Fragmented, Operators Pivot to Asian Hubs
On 17 June 2026, Trump and Iranian President Masoud Pezeshkian signed a 14-point memorandum of understanding to extend a 60-day ceasefire, pledging to reopen the Strait of Hormuz and lift naval blockades. Yet a month into the deal, vessel transit remains fractional, industry costs soar, and bunker s