For your reference, please see below the highlights of this week’s report:
Europe & Mediterranean:
– Russian drone attack kills captain of Tanzania-flagged vessel bound for Ukraine. – Large Ukrainian drone attack halts output at Moscow refinery. – London marine insurers widen Black Sea high-risk reporting area. – European naval posture tightens as Red Sea threat rises. – United States sanctions law expands pressure on Russia-linked tanker trade. – European Union renews Russia sanctions listings. – Black Sea disruption pushes Russian grain exports toward Baltic and Arctic ports. – Saudi Arabia restarts East-West pipeline and prepares Yanbu export recovery. – Europe faces fourth-quarter jet fuel deficit as inventories tighten. – Rhine low water deepens barge and inland-logistics pressure. – Black Sea grain movements near standstill as export volumes collapse.
Middle East & Indian Ocean Region:
– Iran strikes Togo-flagged tanker Trend and warns against unauthorized Hormuz passage. – Two tankers struck in separate Hormuz attacks, two crew injured. – Separate tanker struck by projectile and catches fire in Strait of Hormuz. – Houthi strike on Riyadh expands Saudi threat while targeting policy excludes United Statesvessels. – Skiff pursues tanker east of Aden in fresh Gulf of Aden security incident. – Iran offers conditional Hormuz reopening if United States eases pressure and blockade. – United States blockade redirections rise to 105 commercial vessels. – Saudi East-West Pipeline restarts at reduced rate after three pumping stations damaged. – Italian naval escort supports merchant transit through Bab el-Mandeb. – Hormuz traffic remains severely depressed with only three commodity vessels crossing. – France prepares new United Nations Security Council initiative to protect Hormuz shipping.
West Africa:
– Minna custody deaths trigger curfew and independent investigation. – Niger State communities protest as hundreds remain captive after mass kidnapping. – BOST Energies Limited cuts fuel exports to Burkina Faso and Mali. – Nigeria launches intelligence-led Blue-Green maritime enforcement operation. – West African port congestion sustains schedule and landside risk. – Mali strike notices threaten Loulo-Gounkoto output from 28 September. – Bel Air Mining resumes Boffa vessel loading after temporary interruption.
North Africa:
– Sudan army reports major drone attack on El Obeid amid North Kordofan offensive. – United States pressure over ceasefire deepens diplomatic friction with Sudanese army leadership. – Morocco and Israel agree to upgrade diplomatic relations. – Morocco holds parliamentary election amid youth discontent and major investment programme. – Mauritania moves to secure petroleum supplies through new international tender. – Spanish security forces clear migrants from Ceuta beaches and port approaches.
Libya:
– Sharara–Zawiya pipeline and refinery closures raise force majeure risk. – Libya seeks International Criminal Court support in investigation into attacks on critical infrastructure. – Power cuts and fuel shortages deepen operational pressure across Libya. – Libya launches SEABORDER 2026 maritime-security exercise in territorial waters. – Heavy thunderstorms and flash-flood risk threaten transport and shore-side operations. – Smaller Convening renews commitment to implement election agreement.
Asia:
– Indonesia recovery operation continues with 116 still missing. – China–Philippines collision damages government vessel near Palawan. – Pakistan strikes Afghanistan as cross-border tensions re-escalate. – North Korea fires two ballistic missiles from Wonsan. – Typhoon Dujuan causes deadly flooding and landslides in eastern Japan. – Taiwan conducts first joint attack-drone and missile combat drills. – South Korea rules out combat role but reviews Hormuz navigation support. – Philippines drafts new ferry rules for transporting electric vehicles. – China–United States container rates approach record highs as fuel costs surge. – Bulk carrier takes on water near Vietnam’s Dung Quat port. – Bangladesh raises fuel prices as Gulf disruption increases import costs.
Latin America:
22 Sep 2026 – Mexico | Category 5 Hurricane Polo threatens Pacific coast and Manzanillo operations. 21 Sep 2026 – Uruguay | Port strike disrupts Montevideo before operations resume. 18 Sep 2026 – Cuba | Nationwide grid collapse deepens logistics and service disruption. 22 Sep 2026 – Venezuela | Higher tanker freight costs increase pressure on crude exports.
