The Oil Crisis Is Becoming a Shipping Crisis

The world is not simply running short of oil. Increasingly, the problem is getting the right barrels to the right place.

ET&A Research · 14 September 2026

Save
The Oil Crisis Is Becoming a Shipping Crisis

Brent crude briefly moved back above $108 a barrel on Monday, continuing a rally that has taken oil close to $110 for the first time since May. But focusing purely on the headline oil price risks missing the more important development underneath it.

Insight research

Continue reading with a subscription

Insight members get deeper company research, sector analysis and premium market commentary. Or buy just this report.

More in Markets and Economics

Cheap Chinese Cars Are Forcing Britain to Choose
INSIGHTMarkets and EconomicsInsight

Cheap Chinese Cars Are Forcing Britain to Choose

Chinese electric cars are becoming cheaper, better and more popular in Britain. That is good news for consumers. It may be much less comfortable for Britain's car industry.

A. Francis Ugbabe · 6 October 2026 · 4 min read

Higher for Longer Is Back
INSIGHTMarkets and EconomicsInsight

Higher for Longer Is Back

The Global Easing Cycle Is Going Into Reverse

ET&A Research · 21 September 2026 · 10 min read

The Rate-Cutting Cycle May Be Over Before It Really Began
INSIGHTMarkets and EconomicsInsight

The Rate-Cutting Cycle May Be Over Before It Really Began

The Federal Reserve is increasingly expected to raise interest rates this week. The more important question for investors is whether this represents a one-off response to inflation—or the beginning of an entirely new market regime.

ET&A Research · 14 September 2026 · 8 min read