Around one-fifth of global oil supplies and large volumes of liquefied natural gas move through the narrow waterway, making it one of the world‘s most important maritime chokepoints. Any disruption can quickly affect fuel prices, shipping costs and inflation worldwide.
Archiv: Ressourcen / ressources
Trumpâs Hormuz toll plan jolts a global oil lifeline
The Strait of Hormuz is a narrow passage with global consequences. A proposed U.S. toll would mark a sharp escalation after recent strikes and a fragile interim deal with Iran.
Pakistan Bypasses Afghanistan With New Corridors Through Iran and China
(July 6, 2026)
This development is particularly critical given the ongoing Strait of Hormuz crisis. Gwadar is situated 400 km east of the strait and serves as a virtual bypass of the conflict zone, allowing Central Asian exports to reach international waters without entering the high-risk zones of the Persian Gulf.
For Pakistan, this creates a substantial economic windfall as well. By positioning itself as the primary transit state for a massive market, the country is positioning itself to secure consistent revenue through port handling, logistics, and transit fees. In the wake of the Strait of Hormuz crisis, tariff at the Gwadar port has multiplied.
Oil prices drop in early trade
Oil prices continue to fall after Qatar said Iran and the US had made âpositive progressâ in indirect technical talks in its capital Doha.
Iran-Krieg: Ălkonzern BP profitiert stark von Ălpreisschock
Angesichts der gestiegenen Ălpreise wegen des Kriegs im Nahen Osten hat der britische Energieriese BP seinen Gewinn krĂ€ftig gesteigert. Das bereinigte Ergebnis lag von Januar bis MĂ€rz bei 3,2 Milliarden Dollar – nach 1,4 Milliarden im Vorjahreszeitraum.
âObscene Transfer of Wealthâ Continues as Another Oil Giant Posts Massive War-Fueled Profits
TotalEnergies announced in its first-quarter earnings report that it would increase returns to shareholders through a higher dividend and stock buybacks after seeing $5.8 billion in profits and $8.6 billion in cash flow during the first three months of 2026.
Panama Canal prices take flight on Iran butterfly effect
(April 24, 2026)
Vice president of finance VĂctor Vial confirmed that while certain vessels have recently paid more than $1m to secure a crossing, such sums reflect temporary spikes in demand rather than structural pricing shifts. Before the outbreak of conflict in the Middle East, average auction prices ran between $135,000 and $140,000. That figure rose some 180% to around $385,000 between March and April as demand surged.
The canal makes three to five slots available each day through its auction mechanism, aimed at vessels that have not booked in advance.
BlackRock strikes $23 billion deal to place Panama Canal ports under American control
(March 5, 2025)
But while much attention was focused on Mr. Trump‘s threat to retake control of the canal, his administration trained its sights on Hutchison Ports, the Hong Kong-based consortium that manages the canal‘s key ports, at either end of the canal. As a result of BlackRock‘s deal with CK Hutchison Holding, those two key ports will be placed under American control.
Energie-Lockdown: Ăgypten verhĂ€ngt Sperrstunde
Als Reaktion auf die Energiepreisexplosion hat die Ă€gyptische Regierung eine landesweite GeschĂ€ftssperrstunde verhĂ€ngt. Ab dem heutigen Samstag mĂŒssen GeschĂ€fte, Restaurants, CafĂ©s und Einkaufszentren unter der Woche um 21 Uhr schlieĂen. Donnerstags und freitags dĂŒrfen sie bis 22 Uhr geöffnet bleiben.
ZunĂ€chst wird die MaĂnahme fĂŒr ein Monat verhĂ€ngt. MinisterprĂ€sident Mostafa Madbouly begrĂŒndete den Schritt mit den gestiegenen Energiepreisen. .
PM apologises for disruption stemming from governmentâs handling of oil crisis
Thailandâs prime minister Anutin Charnvirakul offered a public apology today for the disruptions people are experiencing as a result of the governmentâs handling of the current oil crisis.
He raised his hands in a âwaiâ gesture of apology during the regular press gaggle this morning at Government House.
Saudi Aramco cuts oil supply to Asia for second month in April
Saudi Arabia âhas exported 4.355 million barrels per day of crude so âfar â in March, data from analytics firm Kpler showed, down from 7.108 million bpd in February.
The producer is trying to boost crude exports via âYanbu to âoffset the â Strait of Hormuz disruption, with loadings seen rising to record volumes in âMarch. China‘s top refiner Sinopec (600028.SS), opens new tab is âset â to load about 24 million barrels of Saudi crude from Yanbu in March.
U.S. Waives Shipping Regulation to Ease Fuel, Fertilizer Deliveries
The waiver, a rare exception to the century-old law, underscores the administrationâs urgent response to a crisis that has sent gasoline prices sharply higher and disrupted critical fertilizer supplies for U.S. farmers.
China restricts fertiliser exports, further crimping war-tightened supply
In mid-March, Beijing banned exports of nitrogen-potassium fertiliser blends and certain phosphate varieties, sources told Reuters.
The ban, which has not been formally unveiled, was reported earlier this week âby Bloomberg News.
Added to existing bans and export quotas for urea, only a handful of fertilisers – notably ammonium sulphate – can be exported, five sources âsaid. That would mean between half and three quarters of China‘s exports last year are restricted, potentially up to 40 â million metric tons, according to a Reuters estimate.
The Other Global Crisis Stemming From the Strait of Hormuzâs Blockage
(March 12, 2026)
Deprived of their natural gas supplies from Qatar, fertilizer firms in India, Bangladesh, and Pakistan have had to shut down production. Egypt, another important producer, has lost its gas imports from Israel and must turn to the ever-pricier LNG market. The benchmark price of urea, the most widely traded fertilizer, is up about 30 percent in the last month.
The damage extends beyond nitrogen to another key crop nutrient, phosphorus. Gulf countries produce around 20 percent of phosphate fertilizers, and as well as a quarter of global sulfur, which is largely an oil and gas byproduct. Fertilizer producers need sulfur (sulfuric acid, to be precise) to turn phosphate rock into a liquid that plants can absorb.
Korea, Taiwan chip sectors most exposed to helium shortage amid Middle East war: Fitch
Helium, a by-product of natural gas extraction used in semiconductor manufacturing for ultra-clean cooling, leak detection and inert shielding, faces a global squeeze, with Qatar among the worldâs most important suppliers.
This comes as the US-Israeli attacks on Iran have already disrupted liquefied natural gas (LNG) production in Qatar, a leading LNG supplier, and constrained shipments through the Strait of Hormuz, a key energy chokepoint that is now paralysed.
Energie-Lockdowns breiten sich aus
Besonders Asien ist durch die Energiekrise, die der US-israelische Angriff auf den Iran ausgelöst hat, hart getroffen. Am ganzen Kontinent werden Spar- und RationierungsmaĂnahmen von Regierungen verordnet.
Thailands ungewöhnliche MaĂnahmen gegen Energieknappheit
Premierminister Anutin Charnvirakul hat staatliche Behörden angewiesen, ihren Energieverbrauch deutlich zu reduzieren. Eine der ersten MaĂnahmen: Viele Staatsbedienstete sollen vorĂŒbergehend von zu Hause aus arbeiten. Damit sollen Pendelverkehr, Stromverbrauch in BĂŒrogebĂ€uden und andere energieintensive AblĂ€ufe reduziert werden. Ausgenommen von dieser Regelung sind lediglich Mitarbeiter, die im direkten Kontakt mit BĂŒrgern arbeiten und deren PrĂ€senz in BehördengebĂ€uden notwendig ist.
ZusĂ€tzlich hat die Regierung ihre Angestellten dazu aufgefordert, Treppen statt AufzĂŒge zu benutzen, um den Stromverbrauch in öffentlichen GebĂ€uden zu senken. Auch wenn diese MaĂnahme eher symbolisch wirkt, soll sie Teil eines umfassenderen Programms sein, mit dem staatliche Institutionen ihren Energiebedarf möglichst schnell reduzieren.
What could fuel rationing look like? Five options for a NZ response
MBIE data from Monday showed New Zealand had a 58-day supply of petrol, 50 days of diesel, and 47 days of jet fuel, meaning 43 days as of today.
While a further supply to the country was on its way, Stuff reported earlier on Thursday that we may already be down to 17 or 18 days left by the time it arrives.
NOC rations cooking gas, directs bottlers to sell half-filled cylinders
KATHMANDU, March 12: Nepal Oil Corporation (NOC) has enforced a rationing system for cooking gas, directing liquefied petroleum gas (LPG) bottlers to sell only half-filled cylinders. The decision comes amid a surge in demand driven by panic buying from consumers, fueled by the ongoing crisis in the Middle East.
According to NOC, there are approximately 150,000 LPG cylinders currently in circulation across the country.
China Halts Fuel Exports as Hormuz Crisis Tightens Global Supply
(today)
The Chinese government has moved to ban all fuel exports amid a worsening supply crunch because of the severe disruption in tanker traffic in the Strait of Hormuz. The ban covers gasoline, diesel, and jet fuel, unnamed sources told Reuters.
The restrictions will take immediate effect, applying to all cargoes that had not passed through customs as of March 11, the sources also said.
IEA Member countries to carry out largest ever oil stock release amid market disruptions from Middle East conflict
IEA members hold emergency stockpiles of over 1.2 billion barrels, with a further 600 million barrels of industry stocks held under government obligation. The coordinated stock release is the sixth in the history of the IEA, which was created in 1974. Previous collective actions were taken in 1991, 2005, 2011, and twice in 2022.
The conflict in the Middle East that began on 28 February 2026 has impeded oil flows through the Strait of Hormuz, with export volumes of crude and refined products currently at less than 10% of pre-conflict levels. This is forcing operators across the region to shut in or curtail a substantial amount of production.
An average of 20 million barrels per day of crude oil and oil products transited the Strait of Hormuz in 2025, or around 25% of the worldâs seaborne oil trade. Options for oil flows to bypass the Strait of Hormuz are limited.
Libya signs $20bn oil deals with US and French energy companies
Libyaâs Tripoli-based government signed a 25-year oil development agreement with France‘s TotalEnergies and the USâs ConocoPhillips that could more than double the output of its Waha Oil company.
(…)
Tripoli also signed an agreement with Chevron and the government of Egypt to cooperate on energy logistics, exploration and production.
Freihandelsabkommen unterzeichnet Was das Mercosur-Abkommen fĂŒr die Wirtschaft bedeutet
Sechs Staaten sind Mitglied von Mercosur, von denen vier Teil des Abkommens mit der EU sind: Argentinien, Brasilien, Paraguay und Uruguay.
EU and South Americaâs Mercosur bloc sign landmark free trade agreement
The European Union and the Mercosur bloc of South American countries formally signed a long-sought landmark free trade agreement on Saturday, capping more than a quarter-century of torturous negotiations to strengthen commercial ties in the face of rising protectionism and trade tensions around the world.
The signing ceremony in Paraguayâs humid capital of AsunciĂłn marks a major geopolitical victory for the EU in an age of American tariffs and surging Chinese exports, expanding the blocâs foothold in a resource-rich region increasingly contested by Washington and Beijing.
Exclusive: China state oil majors suspend Russian oil buys due to sanctions, sources say
A sharp drop in oil demand from Russiaâs two largest customers will put a strain on Moscowâs oil revenues and force the worldâs top importers to seek alternative supplies and push up global prices.
Chinese national oil companies PetroChina (601857.SS), Sinopec, CNOOC and Zhenhua Oil will refrain from dealing in seaborne Russian oil at least in the short-term due to concern over sanctions, the sources said.