With much in the news, I wish you good fixtures and safe travels. And now for the news before the headlines.

Despite heightened war risks and the rise of the poorly maintained shadow fleet, the shipping industry has become radically safer than it was just 10 years ago: Allianz

Following constructive US Iran talks, the IMO and Oman have launched an evacuation plan for ships trapped in the Persian Gulf region.

UREA has come off sharply from its war-risk highs, with buyers stepping back as Gulf tensions ease and Chinese export hopes return but tight logistics mean the market is softer, not yet fully normal.

Hormuz traffic is moving again, but the backlog shows the market is far from normal — with tanker confidence recovering slower than oil prices.

Russia is now adapting Ukraine’s unmanned boat tactics in the Black Sea, reportedly using the same covert communications systems: Serhii Beskrestnov.

A new dry bulk shipping venture has been launched in Dubai by two well-known industry figures. Mayborne Bulk has been founded by Jesper Lollesgaard and Parikshit Sial.

Yantai CIMC Raffles Offshore Ltd. has secured the EPCIC contract for Azule Energy’s Greater PAJ FPSO off Angola.

Cido Shipping is being linked to four VLCC newbuildings at HD Hyundai’s Philippines yard, with the 300,000 dwt tankers reportedly priced around $130m each.

Eutelsat and AST Networks’ expanded One Web deal shows hybrid LEO connectivity becoming standard infrastructure for digital fleet operations.

Tampnet’s US Gulf expansion shows offshore connectivity becoming core infrastructure for safer, smarter and more remote deepwater operations.

China’s export controls on 10 U.S. firms, including Jaia Robotics and L3Harris Maritime Services Employee Rights, may have limited immediate impact on shipping, but they show maritime technology is increasingly caught in the wider U.S.-China geopolitical fight.

A further Oaktree selldown could turn TORM into a strategic prize — and Hafnia is the obvious name if product-tanker consolidation moves from theory to action.

Womar Logistics Pte Ltd is moving from pure pool flexibility to hard resilience — reshaping its network and adding owned tonnage to stay ahead of disruption in the chemical trades.

Incobrasa Industries Ltd’s new Illinois crush plant is a clear feedstock signal: more soybeans moving in, more meal and oil moving out, and another boost for the renewable fuels supply chain.

MSC Mediterranean Shipping Company’s backing gives Gram Car Carriers deeper capital, faster decision-making and container-line know-how as it looks to scale well beyond its current fleet.

India’s battery recycling is moving from waste management to supply-chain strategy, turning spent batteries into a domestic source of lithium cobalt nickel and manganese for EVs.

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