Criza combustibilului marin: Scumpiri de 76% din cauza războaielor
The maritime transport and fuel markets are bracing for a potential shortage in Q3 2026 due to geopolitical tensions. The blockade of oil transit in the Strait of Hormuz, stemming from the US-Israel conflict with Iran, is severely impacting these industries. Additionally, Ukraine's drone attacks on Russian refineries are exacerbating the energy crisis, which may worsen by 2027. China's reduction in refining capacity and exports is further straining supply. The price of low-sulfur fuel oil has surged by 76% since the conflict began, raising concerns about increased global transport costs. Analysts predict a significant deficit in fuel oil supply, directly affecting consumers and goods producers.