[Market Insight] Hormuz Risk and the Fertilizer Supply Chain – How Are Shipping Markets and Inflation Connected?
May 10, 2026
Risk around the Strait of Hormuz is usually interpreted first as an oil market issue. That is understandable. The most direct scenario is clear: tanker traffic is restricted, crude oil prices rise, and energy costs move higher. But in this case, there is another important axis to watch: fertilizers. The Strait of Hormuz is not
Crude oil is separated through fractional distillation based on boiling points. Lighter products such as LPG, naphtha, and gasoline rise to the top, while heavier products like diesel, fuel oil, and residue remain at the bottom. What looks like a basic chemistry concept is actually the starting point for understanding today’s energy markets. The U.S.
[Market Insight] Hormuz Risk and the Hidden Capacity Shortage – Why the Market Is Still Supply Tight
May 1, 2026
Looking at the World Container Index, the recent decline in rates should be interpreted not as a sign of market weakness, but as a correction on top of a structurally tight supply environment. The container market remains supply tight.With idle capacity at only around 0.7%, the global fleet is effectively fully utilized. However, geopolitical risks
BPT Sinseondae-Gamman Terminal at Busan Port has recently introduced additional ARMGC units. * ARMGC stands for Automated Rail Mounted Gantry Crane. It is an automated yard crane that runs on rails and handles containers in the yard without an onboard operator. At first glance, this may look like a simple equipment upgrade, with several new
[Tech Insight] What Is the Difference Between OOG and Break Bulk Cargo in Container Shipping?
November 28, 2017
When handling oversized or heavy cargo in container transportation, practitioners frequently encounter the terms OOG (Out-of-Gauge) and Break Bulk cargo. However, depending on terminal conditions, carrier policies, container specifications, and vessel structure, the same cargo may be classified as OOG in one case and as Break Bulk in another. This often leads to uncertainty regarding
