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● Neutral for Indian equities
Arctic sea routes boom as Gulf war and global warming divert shipping
The brief
- Northern Sea Route transits quadrupled as melting ice opened the route to more shipping
- Vessels are avoiding the Middle East amid the Gulf war
- Hormuz LNG shipments reach post-war high in September, with reports differing on cargo count
- Hormuz crude flows return to pre-war levels, yet oil may still stay at $90–$100 | Here's why
- The Bond Rout Is Deepening Even as Oil Tankers Return to the Strait of Hormuz
- Indian refiners hire tankers to collect crude inside the Persian Gulf
- Oil rebounds as Middle East supply and shipping risks persist