Oil Transport

U.S. freight markets are repricing around two simultaneous shocks: the Iran conflict and tariff deadlines

Saudi crude flows to the U.S. have hit zero, Brent is at $82.55, and a 50% Canadian tariff deadline lands Aug. 19. Here's what supply chain teams need to act on

Saudi crude shipments to the U.S. hit zero as Hormuz disruption reshapes global freight costs

The U.S.-Iran conflict has pushed Saudi crude exports to the U.S. to zero and sent Brent crude up 3.9% to $82.55, squeezing fleet operators and procurement team

Supertanker rates near $500,000 a day as Hormuz talks stall, threatening a diesel crunch this winter

Strait of Hormuz disruptions have sent supertanker benchmark rates toward $500,000 a day, with diesel supplies tightening ahead of winter and peace talks losing

Persian Gulf supply disruption is now the defining freight risk of 2026

Saudi crude to the U.S. has dropped to zero, Brent hit $82.55, and Hormuz transit talks are shaping every freight and fuel decision ops teams face this quarter.

Brent crude at $94 and record diesel output signal a new cost floor for freight operators

Iran conflict pushes Brent crude to $94/barrel while U.S. refiners hit a record July diesel output, a dual pressure point every fleet operator needs to model n

Freight demand is recovering, but rising oil prices and new tariffs are already pressuring the rebound

Rail carriers post stronger Q2 results as freight demand firms, while $100 oil and Section 301 tariff shifts create new cost headwinds for logistics operators.