Shipping and industry correspondent @FT // Occasional @spectator_LIFE // Views own. DMs open. Email [email protected]
Joined September 2010
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Iranian ships have been spotted by maritime observers @WindwardAI hovering over subsea cables in the Gulf in patterns that are highly suggestive of surveillance or disruption:
ft.com/content/492b2c62-8e15…
Very interesting on Hormuz transit mechanics
RE: #tankers #shipping #Hormuz: very interesting testimony from Mercuria trader just released during Baltic Exchange trial. A lot of details here on efforts to get crude through Hormuz during first 4-5 months of the crisis. Here’s the story, free to read: tinyurl.com/2aw66sbp
alicemhancock retweeted
The panel discussions are underway on day two of the UK Metals Expo.
At Theatre 1, adjacent to the MEPS stand (B16), the CEOs of @TataSteelUK, @BritishSteelUK, @ForgemastersHQ and #7Steel are being questioned by the @FT's @alicemhancock.
#steel #steelprices
alicemhancock retweeted
Donald Trump's diesel deal with Vladimir Putin falters as tankers divert course away from the US coast - even as American fuel stockpiles hit 20-year low ft.com/content/f66ebf48-6d09… via @ft @alicemhancock
Iran is using limpet mines against ships for the first time since 2019 and at least 12 oil spills in the Gulf are threatening the UAE's attempt to retain "businesss as usual" (and marine wildlife to boot)
ft.com/content/2ae8d419-e495… w/ @ChloeNCornish @NicolasParasie @nassos_
alicemhancock retweeted
Her comments come as three tankers — including one blacklisted by the US and another blacklisted by the EU — are scheduled to arrive at American ports just days after the midterm elections. ft.trib.al/rEYLl20
Will ships that are apprently en route to the US carrying Russian diesel be able to land it?
@JamieSmythF tracked down the governor of New Jersey who said that she was "evaluating options to stop it from arriving"
ft.com/content/3d9ac5af-d6c7…
alicemhancock retweeted
I’m sending a sledgehammer message to shipping companies whose tankers are transporting illegal Russian diesel to our ports. Reverse course while there’s still time.
alicemhancock retweeted
Three Russian diesel tankers steam for US — including two under sanctions — raising legal risks for firms bringing the fuel into Americas @alicemhancock ft.com/content/d847744f-cfa5… via @ft
H/t Bloomberg colleagues, this is a great read
MUST READ: The WhatsApp messages shaking up the oil tanker industry.
"... The details vary, but the messages from Sinokor Group [...] mostly boil down to the same thing — one of its vessels has just been hired at a new sky-high rate..."
@alexlongley1
bloomberg.com/news/articles/…
ICYMI the case between Mercuria and the 282 year old Baltic Exchange has started in the English High Court today in what will be a critical test of shipping's main benchmark rates.
Am just about to parse the opening statements...
ft.com/content/eedb7159-65df…
More sailors died in the Black Sea than in any other body of water this year, outstripping fatalities in the headline-dominating Gulf.
“Each attack on a ship is an attack with the intention to cause death .”
as.ft.com/r/24957c19-041b-46… w/ @SavageSusannah @nassos_ @sdbernard
Russian vessels in the Black Sea are using an unusual and potentially co-ordinated method of spoofing their tracking systems to hide voyages, as Moscow brings the shadow fleet under its own control to protect it from attack.
as.ft.com/r/10c88f95-cc44-48…
The US is considering lifting sanctions on shadow fleet tankers to get oil moving.
Some shadow fleet tankers not listed by Ofac have previously been bought by players e.g. Sinokor.
@JamieSmythF and @mylesmccormick_ tracked down the latest: ft.com/content/6dfa9879-589a…
alicemhancock retweeted
Two chemical tankers have been set ablaze in Romanian territorial waters, in a further escalation of what western authorities suspect are Russian drones breaching Nato territory. via @mdunai @alicemhancock @AndyBounds
ft.com/content/f0975e34-5d18…
alicemhancock retweeted
PHOTOS OF THE DAY: The aftermath of the sinking of a container ship (the GFS PRIDE) in the Strait of Hormuz.
Note the field of floating containers (red) and two oil tankers exiting the waterway in full daylight (green) plus close-ups. 🛰️📷 @CopernicusEU Sentinel 2
It's been a dangerous few days for shipping:
1) Hormuz: ft.com/content/a4ab83d4-81b5…
2) Black Sea: ft.com/content/c6bd25b8-ef9e…
Maersk has for 10 years tried to become and increasing integrated logistics company.
But this year the company realised it really needs to compete again on the shipping side even though the number of container ships on order is near all-time highs: ft.com/content/bcf1ad86-8529…
alicemhancock retweeted
The global energy order after Hormuz | FT Film ft.trib.al/AxHORUK
