Kpler

Global commodity and shipping markets remain deeply shaped by geopolitics and shifting energy dynamics. At the latest Kpler Market Insights Forum in NYC, discussions focused on how risks around Hormuz, evolving LNG balances, and disruption across grain and fertiliser trade flows are influencing markets. Speakers also explored how shadow fleets, tanker constraints, and changing power market dynamics are reshaping the outlook across commodities. 🎥 Watch the highlights and key insights from the forum.

🚨 Kpler’s Hiring Spotlight 🚨 🥁 Sales Team 🥁 We’re excited to spotlight a high-impact commercial role at Kpler this week! We’re looking for a Sales Specialist to drive the adoption and growth of Kpler’s new arbitrage solutions across APAC. As we expand our footprint, this role will be instrumental in positioning our Bridgeton and arbitrage suites as the go-to strategic tools for the commodities market. 📍 The Role: 👉 Sales Specialist - Arbitrage 🌏 Location - Singapore 💡 Why join this team? At Kpler, sales is about more than hitting targets - it’s about empowering the world’s biggest traders with a definitive competitive edge. You’ll own and grow a defined book of business across the APAC region, driving the full sales cycle from initial prospecting to closing high-value deals. You’ll also partner closely with Product and Data teams, ensuring real-world client feedback directly shapes our arbitrage roadmap. This is an opportunity to leverage your deep oil market expertise to solve complex challenges for senior stakeholders in a fast-paced, innovative environment. If you’re a goal-oriented sales professional with a passion for commodities and a drive to win - this is your next move: https://okt.to/4ZJrhI Know someone who’d be a great fit? Share this post or tag them below 🚀

Markets are pricing one story, fundamentals may be telling another. With LNG supply tightening and structural pressures building across European power markets, the outlook for Summer 2026 remains uncertain. At Kpler’s London briefing, we’ll challenge consensus and explore what’s driving the divergence. Join the conversation.

Traffic through the Strait of Hormuz remains highly volatile. According to Kpler data, crossings picked up early on Saturday before stalling again following renewed attacks. The pattern highlights a corridor where flows can resume quickly — but remain fragile.

An interesting #dataviz to start to week - this timelapse looks at the traffic in the Strait of Hormuz over the weekend whilst highlighting Kpler confirmed crossings. Traffic fluctuated over the weekend but slowed significantly following the attack on Sanmar Herald early Saturday morning. The past few weeks I have been busy developing our geo-animation tools at Kpler to enable faster responses to geo-political events and global data stories. I've always loved what can be done with WebGL and whilst glossy ray-traced octane oututs still hold a place in my heart I am enjoying the new era of "building" that ai is affording us! Watch this space for me tools and dataviz! #threejs #mapboxgl #webgl #map #gis #animation

A brief recovery in Hormuz traffic has already reversed. Kpler analysis shows crossings rising at the start of the weekend, only to stall again after vessels were targeted. The result is a stop-start pattern, reflecting ongoing risk and uncertainty. #straitofhormuz #shipping #maritime #Kpler

Stay closer to the market. Kpler is now on WhatsApp, delivering real-time insights and exclusive content on energy and commodity flows — straight to your phone.

Flows through the Strait of Hormuz remain well below normal. Even with a slight uptick in crossings, Kpler data suggests the corridor is still operating under tight constraints. Uncertainty around potential enforcement measures is now a key factor keeping shipping activity subdued.

Traffic through the Strait of Hormuz is starting to recover — but remains constrained. According to Kpler data, vessel crossings have increased from last month’s unusually low levels, with activity spreading across a broader mix of cargoes and becoming more balanced in both directions. While no new attacks have been reported, flows remain well below normal, suggesting that operational caution — not conflict — is still the main limiting factor.