Daily Briefing
Keep up-to-date with the latest news, features and analysis from the Lloyd’s List team with our Daily Briefing.
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Daily Briefing 10 March 2026
Shadow fleet dominates Hormuz crossings as Iran ramps up bypass loadings | More Chinese-linked vessels broadcast identity to transit Hormuz, but tankers stay away | Hormuz crisis highlights shipping’s new operating reality, says SSA president
Daily Briefing 9 March 2026
Chinese bulker’s Hormuz run sparks interest but not a rush yet | No large tankers tracked entering the Middle East Gulf | Customs ordered to refund $166bn in tariffs but it can’t comply (yet)
Daily Briefing 6 March 2026
P&I clubs hit Middle East war risk buyback deadline, but pricing not cheap | They all said Hormuz closure would be brief. What if they were wrong? | Red Sea return dashed by war in Middle East
Daily Briefing 5 March 2026
Trump’s escort announcement met with scepticism as traffic trickles through Strait of Hormuz | Panama-Liberia revised NZF proposal suggests US deal is possible | No, P&I clubs have not ‘cancelled war risk cover’
Daily Briefing 4 March 2026
US signals U-turn on naval convoys to restart Hormuz transits | US, UK and Israeli ships charged three times more than others for Middle East war cover | Around 200 compliant tankers stranded as Strait of Hormuz closure freezes Gulf traffic
Daily Briefing 3 March 2026
Strait of Hormuz transits collapse as shipping’s risk appetite is tested | Shipowners weigh up risk of dark Hormuz transits | Gulf liner trades seize up as carriers retreat from Hormuz and wider disruption looms
Daily Briefing 2 March 2026
Tankers shun Strait of Hormuz as total vessel traffic plunges | Middle East port suspend operations amid fears of attacks | Iran attacks prompt Red Sea rethink as box shipping exits Strait of Hormuz | Trading houses suspend oil shipments | Maritime warning zone in place as US and Israel launch ‘massive’ strikes on Iran
Daily Briefing 27 February 2026
China’s grip on global container trade deepens as export routes diversify | One in three Baltic tanker transits are covered by Russian insurance | DNV plots a rocky road to onboard carbon capture
Daily Briefing 26 February 2026
Shadow tanker plausibly reverts to compliant trade after Venezuela loading | Are $200K-per-day VLCC rates just the beginning for this tanker rally? | NGOs sue EU Commission over green taxonomy
Daily Briefing 25 February 2026
Slow pace of tariff refunds could mute container shipping upside | Container front-loading rush unlikely as China opposes tariffs and Asia remains cautious | Case closed? Vitol and Tinos I owners end litigation
Daily Briefing 24 February 2026
Trump’s Supreme Court defeat could make future tariffs even worse | Venezuela’s shadow fleet sits idle after US intervention | EU fails to agree maritime services ban and delays sanctions package
Daily Briefing 23 February 2026
Trump swiftly replaces lost IEEPA tariffs but new levies are far less flexible | Sinokor’s tonnage grab to redefine tanker market dynamics as sellers hand over VLCCs | Demand for shadow fleet scrapping is growing but regulators are not moving
Daily Briefing 20 February 2026
Flag states rush to flush out fake registries in build up to IMO meeting | Tanker execs parse Iran, Venezuela and ‘seismic’ Sinokor strategy | Watering down the NZF would sabotage green goals, GMF warns
Daily Briefing 19 February 2026
Red Sea traffic slows under seasonal challenges and increased security risk | Zim workers take strike action following Hapag-Lloyd takeover | Nordic Plan war risk policies may not protect ships against state seizure
Daily Briefing 18 February 2026
VLCC rates hit new cycle high as geopolitics buoys sentiment | Red Sea dark transits at two-year high | Russia ramps up retaliatory rhetoric ahead of EU sanctions decision
Daily Briefing 17 February 2026
Hapag-Lloyd confirms $4bn takeover of Zim | Madagascar flags fraudulent ship scam | Battling 10-metre waves and 100 mph winds: the MSC Baltic III story
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