Case Studies and Research

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Israel vs. Iran: Escalation at the Strait of Hormuz?

Rising hostilities from the Israel-Palestine conflict might impact the LNG market. We examine LNG shipping implications in the Strait of Hormuz after recent Israel-Iran direct attacks.

22 April 2024

Houthi Attacks: New Challenges around Red Sea and Suez Shipping

Trading

Houthi rebel attacks in Red Sea and continuous Panama closures drive pressure in LNG trade. Calypso Commodities compared the Panama, Suez, and Cape shipping routes for US Gulf Cargos to Northeast Asia and built a case-study on current impairments and route economics.

6 Dec 2023

Drought Limits at Panama Canal & Impacts on LNG Shipping

Commentary

Restrictions at the Panama Canal are affecting LNG shipping, as highlighted by ENEOS's USD 4 M payment to jump the transit queue. In this case study, we tested the resilience of Atlantic vs. global LNG portfolios with JKTC positions and exposure to the Panama route.

29 Nov 2023

US Sanctions and Arctic LNG 2

News

Calypso Commodities examines the impact of US sanctions on the initial Arctic LNG 2 shipments, focusing on shipping length and profit & loss shifts between European and Asian markets, alongside the viability of the Northeast Passage.

22 Nov 2023