Global Chokepoint
Global Chokepoint - The Suez Canal Sells a Shortcut. Wars Are Repricing It
A canal need not close to lose traffic. Rising security costs can make sailing thousands of extra miles the cheaper option.
Global Chokepoint - Panama Canal Tightens Draft Limits as Water Levels Come Under Pressure
Falling water levels are tightening Panama Canal draft limits, raising transit prices.
Global Chokepoint - Iran Says Hormuz Shipping Route Deal Reached With Oman (Aug 6, 2026)
Iran said it had reached an agreement with Oman on a proposed route for shipping through the Strait of Hormuz, a potential step toward a reopening of the critical waterway for energy supplies.
Global Chokepoint - Hormuz Update - Container Liner CMA CGM's Emergency Fuel Surcharge Implementation
French shipping firm CMA CGM will impose an emergency fuel surcharge following the renewed escalation of hostilities in the Strait of Hormuz, effective August 1, it says in a notice posted on its website.
Global Chokepoint - Hormuz Update - Vessel on fire, caution advised; Iran vows not a ‘single drop’ of oil or gas will pass strait - July 20, 2026
Another vessel allegedly under attack; Iran vows not a ‘single drop’ of oil or gas will pass strait of Hormuz as US carries out ninth night of strikes
Global Chokepoint - Trump Drops 20% Fee for Hormuz Cargo After Gulf Pressure
President Donald Trump backed away from his plan to impose a 20% charge on cargo shipments through the Strait of Hormuz after US allies in the Gulf urged him to drop it.
Global Chokepoint - US Military Launches Strikes on Iran for Second Straight Day
The US military struck Iran for the second straight day, an escalation of violence that threatens efforts to reach a permanent peace deal.
Global Chokepoint - US Strikes Iran and Blocks Oil Sales in New Test of Truce
US President Donald Trump said his tentative ceasefire with Iran is done, raising the prospect of a renewed military conflict between the two countries, bringing fresh volatility to energy markets and tested an already fragile peace agreement between Washington and Tehran.
Global Chokepoint - U.S., Iran pause hostilities as Hormuz shipping resumes after weekend clashes
The U.S. and Iran agreed Sunday to pause hostilities and allow commercial vessels to transit the Strait of Hormuz freely, following a weekend of military exchanges that threatened to derail negotiations aimed at ending their conflict. Will A More Thorough Agreement be Reached Before the Expiry of Existing 60-
Global Chokepoint - Reopening of Strait of Hormuz No Longer Equates to Normal Resumption
Following the June 17 signing at Versailles of the US and Iran memorandum of understanding, the market reaction was immediate: oil prices fell, Asian equities rallied, and traders began to price a partial reopening of the Strait of Hormuz. Crude oil prices fell over 4%, while Asian benchmarks surged, responding
Global Chokepoint - Ukraine Peace Deal Odds: The Market May Be Misreading the Word "Deal"
Polymarket gives a Ukraine-Russia peace deal before 2027 only a 28% chance, but the market rules leave room for a ceasefire or roadmap. Is this enough for a repricing?
Global Chokepoint - Why Restoring Normal Traffic Through Hormuz Won’t Be Easy
The fragile reopening of the Strait of Hormuz faces multifaceted challenges, from mines and attacks to unclear authority, making a swift return to prewar energy flows slow and uncertain.
