For your reference, please see below the highlights of this week’s report:
Europe & Mediterranean:
– Odesa energy strike cuts power to 350,000 households – Follow-on Odesa strikes, 3–4 September – Ukraine hits Ryazan, then Perm and Tatarstan refineries – Black Sea export corridor still functionally closed – Ships fit improvised anti-drone defences on Bosphorus transit – Black Sea war-risk and Urals freight remain elevated
Middle East & Indian Ocean Region:
– US strike on three IRGC-linked tankers – US destroys five Iranian oil tankers; Iran hits Jordan and claims tanker strikes – 8 September — Houthis strike four southern Saudi cities and energy sites – Hormuz traffic stays well below average – Blockade and facilitated-transit tallies updated – Houthi renew attacks on Saudi facilities
West Africa:
– Nigeria, Dangote Refinery has set a low entry point for its planned $1.6 billion IPO – At least 37 dead in Nigeria pipeline incident – Nigeria, Nationwide kidnap metrics remain elevated – Port congestion unchanged as a schedule risk – Cameroon warns to 20 Insurance Brokers Over Regulatory Breaches – S&P pushes Senegal’s rating deeper into junk on “extremely likely” debt restructuring risk – Rebel-held eastern Congo records new Ebola case after declaring outbreak over – Caixabank’s BPI leaves Angola market – Angola approves sale of 34% stake in Standard Bank
North Africa:
– Egypt establishes EGP 10bn industrial investment sub-fund to boost exports – Toyota Tsusho explores renewable energy and auto investment expansion in Egypt – Morocco Reaches Out to U.S. to Secure LNG Supplies Sources to Avoid Disruptions – Morocco sets wheat import subsidy as purchases resume
Libya:
– Libya, rehabilitation of oil well in Al-Rimal field increases production to 3,026 bpd – Libya’s North Africa Bank to launch direct payment service to China using Alipay – Voyages by vessel Gothica to resume from Benghazi Maritime Terminal to Istanbul, Turkey – Misrata-Benghazi passenger ferry line launched
Asia:
– North Korea commissions nuclear-capable guided-missile destroyer – China intercepts Philippine aircrafts over Scarborough Shoal – Taiwan’s cabinet approves supplementary defence budget amid Chinese pressure – Philippines moves to expand military drone capabilities – Philippines and South Korea defence cooperation – China and Indonesia deepen military cooperation and plan joint munitions facility – Typhoons Narra and Saudel disrupt southern China and Japan operations – Tugboat MTUG SL SUAL 1, status update – South Korea launches first commercial Arctic route test from Busan
Latin America:
– Panama | Canal status on 4 September – 2 Sep 2026 – Venezuela | U.S. commercial agreement
