For your reference, please see below the highlights of this week’s report:
Europe & Mediterranean:
– Odesa traffic collapses to one ship a day after renewed port strikes – Orlivka ferry crossing shut after Russian strikes on Odesa–Romania corridor – Black Sea grain-shipping ceasefire remains blocked as port attacks intensify – Ukraine hits Kstovo refinery again, extending pressure on Russian processing – Putin says Ukrainian ship strikes caused damage equal to one percent of GDP – Russian crude exports remain under pressure from port and tanker attacks – Sulina Canal backlog grows as Ukrainian cargo is forced inland and westward – Finland airspace incident keeps Baltic approaches on elevated watch – Russia set to keep diesel export ban in place through September – Russian oil freight remains elevated on Black Sea security risk and vessel scarcity – CMA CGM imposes inland emergency fee amid Rhine and European river lows
Middle East & Indian Ocean Region:
– Two VLCCs struck while exiting Strait of Hormuz near Khasab – United States resumes strikes on IRGC targets after tanker attacks – CENTCOM claims Hormuz mine clearance as JMIC keeps danger warning – Iran repeats threat to block normal Gulf oil exports – Iran’s 45-tanker blacklist continues to distort Hormuz shuttle trades – United States blockade enforcement remains an active routing constraint – Iran–Oman corridor talks continue without a usable traffic mechanism -Proposed Hormuz service-fee regime adds payment and sanctions uncertainty -Washington pairs new strikes with a wider Iran shipping sanctions campaign – Strait of Hormuz traffic stays about 90 percent below pre-war levels
West Africa:
– Nigerian forces press Borgu rescue as Kogi kidnap victims are freed – Sokoto boat capsize kills at least 50, exposing persistent waterway-safety failures – Mali extends Koulikoro curfew, maintaining restrictions around Bamako approaches – Operation Anouanze Gulf of Guinea patrols off Liberia conclude – Hapag-Lloyd surcharge increases costs for Conakry and Freetown cargo – Côte d’Ivoire cocoa traceability rollout raises export-delay risk – Severe congestion continues across major West African ports – Nigerian Navy disrupts crude-oil theft infrastructure near Bonny – Senegalese Navy rescues 210 migrants off Saint-Louis
North Africa:
– Sudan ethnic violence kills at least 27 civilians in South Kordofan – Tunisia receives at least 19 migrant bodies as search continues after boat sinking – Nouakchott substation fires disrupt power supply to critical infrastructure – Suez recovery continues but remains more than 40 percent below pre-crisis levels – Algeria secures new LPG export demand as India diversifies supply
Libya:
– Misrata ammunition-depot explosion spreads unexploded ordnance across surrounding districts – Eastern Libya–Crete migration surge sustains search-and-rescue exposure – Benina International Airport imposes nightly closure until 4 September – Washington welcomes Chevron Sirte deal as Libya offers Europe supply offset – Eastern and western representatives initial draft election agreement – Presidential Council refers United Nations oil-smuggling findings to prosecutor – Electricity crisis drives eastern outages and industrial curtailment
Asia:
– Ocean Winner search continues; 22 crew still missing off Odisha – North Korea launches more than ten ballistic missiles during allied exercises – China warns Philippine aircraft over Scarborough Shoal – Myanmar military offensive targets Russia-backed Dawei deep-sea port area – Taiwan warns off Chinese research vessel in sensitive Taiwan Strait waters – Taiwan proposes record 2027 defence budget amid Chinese pressure – Philippines moves to expand military drone capabilities – China and Indonesia deepen military cooperation and plan joint munitions facility – Typhoons Narra and Saudel disrupt southern China and Japan operations – Tugboat sinks off Zambales during salvage, all ten personnel rescued – South Korea launches first commercial Arctic route test from Busan
Latin America:
2 Sep 2026: Panama | Draft cut takes effect as September transit caps approach 31 Aug 2026: Brazil | Brasilia and Washington resume tariff talks without a breakthrough 2 Sep 2026: Venezuela | Jose congestion still caps crude-export recovery 20–21 Aug 2026: Mexico | Pajaritos terminal fire remains a live infrastructure-risk reminder
