Commodities & Pricing
Six months into the U.S.–Iran war, Hormuz crossings are down 80% and diesel and jet fuel cost far more than before it began
Middle East Gulf tanker rates hit a record, European diesel cargoes are up about 70% since February, and Morgan Stanley sees oil markets in deficit into early 2027. Here is what that means for freight, energy and petrochemical-based categories.
Aug 28, 2026
