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In the latest edition of the SSY Monthly Shipping Review (MSR), we examine the far-reaching consequences of the Hormuz disruption and what it means for commodity markets, freight demand and shipping flows around the world. IN THIS ISSUE – read the latest analysis on: 🔷 The growing impact of the global sulphur shortage on fertiliser production, metals processing and dry bulk markets 🔷 Why China's coal market could be tightening amid supply disruptions and stronger demand 🔷 The factors behind falling iron ore prices, including Simandou's ramp-up and softer Chinese steel demand 🔷 Grain prices trading near 20-year averages – and the risks that could drive them higher 🔷 How Russian refinery disruptions and export restrictions are affecting product flows and tanker markets 🔷 The remarkable rise of Hengli Shipbuilding and its growing influence on global newbuilding capacity 📥 To download the latest edition of the MSR, visit SSY Navigator: https://lnkd.in/eswYT-dX To subscribe, contact [email protected] #ExperienceMatters

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