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Brent breaks $113 as Hormuz traffic collapses by 95%. EU ETS Methane taxes activate and Panama launches its “TIA” booking trial.
New projectile strikes near Sharjah and Ras Laffan puncture the “Strategic Pause.” EU ETS 100% carbon taxing and the Methane Tax activate today, while Adani Ports hits a 500MT milestone.
MARITIME ALERT: Tanker struck by projectile NW of Dubai. SUCCESS: LPG carrier BW TYR reaches Mumbai after Hormuz transit. China’s Panama-flag blockade hits 70 ships. Adani launches “Ports of Refuge” in India. #Shipping #TheDeepDraft #MaritimeSecurity
FMC probes China’s detention of 70 Panama-flagged ships while Adani Ports launches India’s first “Ports of Refuge” at Dighi and Gopalpur. A structural shift in maritime safety and registry politics is underway.
Hormuz deadline extended to April 6 as China detains Panama-flagged vessels, exposing registry risk and sustaining pressure across global shipping chokepoints.
Hormuz ultimatum nears expiry as Bosphorus strike signals multi-theatre risk, with GNSS collapse, rising war premiums, and chokepoint disruption reshaping global shipping operations.
U.S. shifts to low-altitude Strait enforcement as LNG supply loss and EU ETS costs intensify pressure on global shipping operations.
IRGC hardens infrastructure threats as strategic pause holds, with contested transit, GNSS degradation, and rising carbon costs defining current maritime operations.