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War with Iran Ceasefire: Diesel Risk, Inflation & Global Car Shipping

By Alex Naumov on April 8, 2026 at 12:17 PM

View of a Port

War with Iran and Diesel Risk A conditional two‑week ceasefire between the US and Iran, under which Iran will allow safe passage through the Strait of Hormuz, has eased immediate pressure on energy markets but has not removed the underlying risk. According to recent BBC reporting on t …

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Iran War Day 37: Hormuz Deadline Ends, Bab al-Mandeb Threats

By Alex Naumov on April 6, 2026 at 10:56 AM

Vibrant Container Port with Cargo Cranes

Tehran has rejected President Trump’s latest Tuesday deadline to reopen the Strait of Hormuz, making clear it will not trade a short-term ceasefire for access through the chokepoint. At the same time, Iranian officials are now openly talking about the possibility of disrupting Bab al‑ …

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Iran War Day 32: IRGC Threatens US Firms, Kharg Island & Shipping

By Alex Naumov on April 1, 2026 at 12:38 PM

Container Ships during Twiligh

The Iran war has entered a new and potentially more volatile phase as the IRGC issues a 24-hour ultimatum threatening to attack US corporate facilities across the Gulf, while Kharg Island, Iran's primary oil export terminal moves closer to the center of the conflict. For global contai …

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Iran War Day 31: Dubai Tanker Hit, Hormuz Risk & Car Shipping

By Alex Naumov on March 31, 2026 at 11:47 AM

Busy Shipping Port with Stacked Cargo Containers

March 31, 2026 — Day 31 of the Iran war brings a direct hit on a fully loaded Kuwaiti oil tanker off Dubai and a quiet but important shift in Washington. An apparent Iranian attack has set the tanker Al Salmi on fire near Dubai Port, briefly raising fears of a spill near one of the Gu …

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Iran War Day 30: Trump Take the Oil, Houthis Enter, Brent $115

By Alex Naumov on March 30, 2026 at 10:39 AM

Container Ships at Shipping Port on a Clear Day

March 30, 2026 — Day 30 marks one month of continuous conflict and delivers the most consequential cluster of developments since the war began on February 28. In a Sunday Financial Times interview published before the markets opened Monday, President Trump explicitly stated his prefer …

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Iran War Day 27: Trump Delays April 6, IRGC Turns Back 3 Ships

By Alex Naumov on March 27, 2026 at 10:59 AM

Aerial Photography of Blue and Red Cargo Containers on a Pier

March 27, 2026 — Day 27 delivers a paradox that has become the defining rhythm of this conflict: diplomatic extension and military escalation occurring simultaneously within hours of each other. President Trump extended his deadline for attacking Iran's energy facilities by 10 more da …

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Iran War Day 26: US Demands Iran Accept Defeat, GCC Red Lines

By Alex Naumov on March 26, 2026 at 9:44 AM

Blue and Red Cargo Ship With Crane

March 26, 2026 — Day 26 of the Iran war marks a sharp hardening of the US negotiating position. The White House declared on Thursday that Iran has "hit a military ceiling" and must acknowledge defeat before any deal can be struck, with Press Secretary Karoline Leavitt warning that Pre …

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Iran War Day 23: Trump's Hormuz Ultimatum and the Worst Energy Crisis

By Alex Naumov on March 23, 2026 at 10:20 AM

Harbour Cranes at a Port

March 23, 2026 — The Iran war entered a dangerous new phase over the weekend as President Trump issued a 48-hour ultimatum to Iran: reopen the Strait of Hormuz to all vessels or face the destruction of Iran's power plants, starting with the largest. Iran responded by threatening to st …

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Iran War Day 21: IMO Safe Corridor, Kuwait Hit Again, Oil $107

By Alex Naumov on March 20, 2026 at 11:37 AM

Busy Industrial Port with Cargo Cranes and Ships

March 20, 2026 — The Iran war enters its fourth week with a significant institutional escalation: the UN's International Maritime Organization has unanimously called for the creation of a safe maritime corridor to evacuate approximately 20,000 stranded seafarers from the Gulf, followi …

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Iran War Day 20: Qatar LNG Hit, Oil at $114, Gulf Ablaze

By Alex Naumov on March 19, 2026 at 10:34 AM

Shipping Port Near Body of Water

March 19, 2026 — Iran carried out its threatened retaliation overnight, striking energy facilities across Qatar, Saudi Arabia, the UAE, and Kuwait in response to Israel's attack on the South Pars gas field. The damage to Qatar's Ras Laffan complex, the world's largest LNG facility, wi …

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