News & Highlights

• Bunker fuel shortages in Asia at tipping point as war disruption continues

  March 25th 2026

  Stocks that were already in the fuel supply chain and en route to refueling hubs when the Middle East conflict started have now been delivered, and th (read more)

• Diesel shock puts floor under trucking rates as demand shows some life

  March 25th 2026

  The American Trucking Associations’ February truck tonnage report showed a 2.6% month-over-month increase, making it the largest sequential gain in (read more)

• Offshore wind cancellations set up energy project pivot in the US

  March 25th 2026

  TotalEnergies accepted a $1 billion payment from the Trump administration to walk away from two offshore wind projects and instead reinvest the funds (read more)

• Container shipping faces ‘shallow’ downcycle amid strong carrier finances

  March 25th 2026

  Ocean carriers have a stronger financial backstop than past downcycles after having retired significant debt and increasing their profitability in the (read more)

• War hands railroads the ‘gift’ of higher diesel prices

  March 24th 2026

  The Iran-driven fuel spike has created the widest intermodal cost advantage in years, but capturing it — and keeping it — requires something railr (read more)