Six Ships a Day: How Hormuz Is Rewiring Global Energy
Six vessels transited Hormuz on 10 August, down from 140. With diesel crack spreads at $85/bbl and inventories gone, markets are pricing a structural shift, not a blip.
Supply Chain
Walsh's Farewell Broadside: OEMs, Oil, and ATM Failure
At his final IATA AGM, Willie Walsh named manufacturers, oil companies, and governments as the parties costing airlines billions. The numbers behind the speech.