The Bunkers Only podcast launches with a fascinating deep dive into the story the commodity markets tell about the conflict in the middle east. Recorded on April 22nd and published April 23rd, host Ash Gavin sits down with two internationally recognised analysts who happen to work only minutes apart - Ole Sloth Hansen, Head of Commodity Strategy at Saxo Bank, and Arne Lohmann Rasmussen, Chief Analyst and Head of Research at Global Risk Management. 

At Bunkers Only, and in the context of the closure of the Strait of Hormuz, it’s not just oil that’s caught in the crossfire.  

From crude oil, LNG and jet fuel to fertilizers, metals, freight rates and food supply, we explore how one geopolitical flashpoint is sending shockwaves through global shipping, commodity markets and supply chains. A timely conversation on disruption, risk, and what the maritime industry should be watching next.