News & Analysis

Featured April 1, 2026

Russia One Of Just Five Countries Allowed To Pass The Strait Of Hormuz: Global Impact 

Iran has stated it will only allow ships from Russia, China, India, Pakistan and Iraq through the Strait of Hormuz. We look at the wider implications as the conflict spreads beyond military force and is now being impacted by anti-conflict Western financiers with specific implications for Europe, Asia and the United States. Western politicians are no longer being supported by their own backers.

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Featured March 31, 2026

Russia Not To Supply Any Oil To Countries Imposing Price Caps

The Russian Deputy Foreign Minister Andrey Rudenko has stated that Russia will not export oil to any countries imposing a price cap. This affects all the G7 nations including the European Union, who have imposed price caps at US$45 a barrel for Russian fuel oil. However, volatility created by the conflict in Iran has seen prices fluctuate between US$75 to above US$100 a barrel while Russia has shifted its energy export priorities to markets in Asia. JP Morgan analysts suggest the price could reach US$150 a barrel if the Strait of Hormuz is not reopened soon.

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March 31, 2026

Russia Agrees Extension Of LNG Supplies To Serbia

Russia has agreed to extend a gas supply contract with Serbia ‘on favourable terms’ following conversations between the Russian and Serbian Presidents. The existing contract was due to expire on March 31. Alternative energy supplies to Serbia have significantly dropped since the Iran conflict began, however Belgrade has a good relationship with Moscow meaning it can mitigate against these problems.

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March 30, 2026

New Multi-Modal Supply Chain Development: Russian Expertise In Saudi Arabia

Russian logistics operators and shipping companies have found themselves in demand in Saudi Arabia due to their expertise in developing new supply chain routes in the wake of sanctions and handling regional conflicts. With the Strait of Hormuz remaining closed for Saudi exports, Russian and Saudi logistics professionals have been working the problem and coming up with creative solutions. It is a trend likely to impact future supply chains in the Middle East, Eurasia, Southeast Asia and Africa.

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March 30, 2026

Russia’s Rail Transport Volumes With Shanghai Cooperation Organisation Countries Increases 

Russian rail connectivity and freight volumes with the Shanghai Cooperation Organisation countries has been increasing and is set to continue this trend. We examine the rail development plans of each of the major national carriers as it becomes apparent that overland supply chains must improve in the wake of regional maritime uncertainties and conflicts.

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