Commodity Trade

Commodity Trade

+5

The Ras Laffan Shock: Repricing Gulf Supply Risk Across LNG, Fertilizer, and Maritime Logistics

Mar 22, 2026

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4 min read

The Ras Laffan Shock: Repricing Gulf Supply Risk Across LNG, Fertilizer, and Maritime Logistics

Ras Laffan shock disrupts fertilizer flows through Hormuz, triggering freight delays, war-risk repricing, and maritime logistics strain.

Massimiliano Giunchi

Commodity Trade

+5

Kharg Island Under Fire: The Crude Oil Market Impact of US Kinetic Strikes and the Criticality of Medium Sour Disruption for Asian Energy Security

Mar 17, 2026

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5 min read

Kharg Island Under Fire: The Crude Oil Market Impact of US Kinetic Strikes and the Criticality of Medium Sour Disruption for Asian Energy Security

A Strategic Assessment of Gulf Supply Vulnerability, Medium Sour Grade Substitution Constraints, and Cascading Risks Across Asia's Energy Value Chain

Massimiliano Giunchi