Oil
Shipping
+5
If you only read one thing this week
“Could Surging Oil Prices Cause a Global Depression?” New Statesman podcast – 17 March 2026
Mar 26, 2026
•
2 min read
Shipping
+4
The crisis is pulling the energy system apart
The instinctive read on an energy crisis is straightforward. Supply disrupts, prices spike, the transition slows.
Mar 26, 2026
•
8 min read
Equities
+5
Where the disruption becomes investable
What began as an oil shock is already propagating through adjacent supply chains.
Mar 19, 2026
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9 min read
Shipping
+4
The number that shut the Strait
The Strait wasn't shut by force. It was shut by this chart.
Mar 19, 2026
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2 min read
Briefing
+2
Three things the oil price isn’t telling you
Oil has absorbed most of the attention since the Strait closed.
Mar 19, 2026
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10 min read
Shipping
+4
This week in energy
Iraq's oil minister confirmed on Tuesday that Baghdad is in direct contact with Iran to negotiate passage for its oil tankers through the Strait.
Mar 19, 2026
•
2 min read
Equities
+5
Not enough pipes to plug the leak
The LNG system was built for a world where supply risk was diffuse.
Mar 12, 2026
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11 min read
If you only read one thing this week
Qatar supply shock: repricing global gas
Mar 12, 2026
•
1 min read
Shipping
+4
This week in energy
The EU's ban on short-term Russian LNG contracts takes effect on 25 April, with a full prohibition on long-term LNG deals from 2027.
Mar 12, 2026
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2 min read
Shipping
+4
The three clocks of Hormuz
At some point a ceasefire will reopen the strait. But it will not restart the system.
Mar 9, 2026
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8 min read
Shipping
+5
The two-phase shipping trap
The market has priced longer voyages. It has not priced fewer cargoes.
Mar 6, 2026
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10 min read
Equities
+6
The €40 billion question
Europe must refill its gas storage this summer. The question is who collects the margin.
Mar 6, 2026
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8 min read
Equities
+6
The last supplier standing
The Middle East war has left the United States as the world’s indispensable gas supplier. The question is what Donald Trump does with that power – and the answer may be more unsettling than investors think.
Mar 5, 2026
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10 min read
