Business, Commodities & Shipping News 2026

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Dow closes more than 200 points higher, S&P 500 rises as traders look past Iran war: Live updates

The Dow Industrials broke a three-day losing streak on Wednesday, advancing more than 200 points.

www.cnbc.com

 

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The Commodities Feed: Putin’s gas threat to the EU adds to upside risk for markets

Russia developments pose risks to European balance amid current supply impact from Persian Gulf

think.ing.com

FX Daily: No quick fix

Risk assets are under pressure and the dollar is bid as investors conclude there will be no quick fix to events in the Middle East

think.ing.com

 

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FMCSA purges dozens of ELDs amid compliance crackdown

Federal regulators have removed 27 electronic logging devices from the approved list since January.

www.freightwaves.com

Lawmaker pushes for ICE coordination in CDL crackdowns

Josh Brecheen advocated for a national expansion of a program that empowers local law enforcement to assist ICE in removing non-citizen truck drivers from the road.

www.freightwaves.com

 

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Torc Robotics takes autonomous trucks into Michigan’s snow and ice

Torc Robotics is taking autonomous trucks into Michigan’s snow and ice for the first time. The Daimler Truck subsidiary expands public-road testing with its latest Freightliner Cascadia AV 3.0 chassis near Ann Arbor, moving beyond Sun Belt corridors on the path to 2027 commercialization.

www.freightwaves.com

 

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First shots fired at Supreme Court in broker liability case

The Supreme Court got its first legal arguments as it takes up the issue of broker liability.

www.freightwaves.com

Update

Broker liability at SCOTUS: judges debate meaning of ‘motor vehicles’

(Editor’s note: FreightWaves streamed news and commentary from the arguments before the Supreme Court in Montgomery vs. Caribe II earlier Wednesday. That

www.freightwaves.com

 

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Dow falls 850 points as oil resumes surge, hitting $80 a barrel amid Iran conflict: Live updates

Traders caught their breath after a strong performance in the previous session and kept an eye on oil rising prices.

www.cnbc.com

 

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Amid an increasingly chaotic world, container lines crave more ships

The container shipping industry is thinking long term, viewing effective capacity through a geopolitical lens

www.lloydslist.com

 

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Concerns raised on the Strait of Hormuz with the IRGC announcing ban on US Israel and European vessels - Newsquawk US Opening News<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

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Rare Earths Norway says estimate of Europe's biggest deposit jumps 81% - ArcticToday

An estimate of the mineral resources at a mine being developed by Rare Earths Norway, Europe’s largest rare earth project, has soared by 81% since the last evaluation two years ago, the privately held firm said on Tuesday. Europe has no operating rare earth mines, and the development of the...

www.arctictoday.com

Canada backs Greenland molybdenum mine in $3.6 billion critical minerals strategy - ArcticToday

The Canadian government will invest up to $7 million in Greenland Resources Inc.’s Malmbjerg molybdenum project, part of a $3.6 billion push to develop domestic and allied supply chains for critical minerals currently dominated by China. The funding, announced at the PDAC conference, supports a...

www.arctictoday.com

 

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Fearnleys Weekly

https://fearnpulse.com/

World Container Index - 05 Mar

05 Mar 2026: Drewry’s World Container Index increased 3% to $1,958 per 40ft container this week.

www.drewry.co.uk

 

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Bancosta Weekly

https://www.hellenicshippingnews.com/wp-content/uploads/2026/03/Bancosta-Weekly-2026-09.pdf

Baltic Dry

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry traded flat at 2,484 Index Points on April 15, 2026. Over the past month, Baltic Dry's price has risen 21.88%, and is up 100.16% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic...

tradingeconomics.com

 

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Dow falls 850 points as oil resumes surge, hitting $80 a barrel amid Iran conflict: Live updates

Traders caught their breath after a strong performance in the previous session and kept an eye on oil rising prices.

www.cnbc.com

 

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Dow falls 850 points as oil resumes surge, hitting $80 a barrel amid Iran conflict: Live updates

Traders caught their breath after a strong performance in the previous session and kept an eye on oil rising prices.

www.cnbc.com

 

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The Commodities Feed: The US scrambles to rein in oil prices

The only way for oil prices to drop on sustained basis is resumption of flows through Strait of Hormuz

think.ing.com

FX Daily: Jobs data, monetary policy and energy support packages

FX markets are nervous, but some downside risks exist from the jobs report and a US Treasury support package

think.ing.com

 

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Asia week ahead: Focus on Japan’s GDP data and key inflation release from China

Japan's Q4 GDP data is set to strengthen on strong winter bonuses

think.ing.com

 

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Dow falls 450 points, posts worst week in nearly a year as oil tops $90, jobs data disappoints: Live updates

Stocks fell Friday, adding to their weekly declines, as oil prices spiked and traders reacted to an unexpected drop in new U.S. jobs data.

www.cnbc.com

Maersk, a bellwether for global trade, suspends two key shipping services due to Iran war

The update comes as the Iran war enters its seventh day and the escalating regional conflict continues to disrupt global supply chains.

www.cnbc.com

 

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Splash Wrap: Iran front and centre - Splash247

Ships under attack, oil spills, soaring tanker rates, punishing bunker bills, 20,000 stranded seafarers and 3,200 marooned vessels – just some of the takeaways from the first week of Operation Epic Fury, the Trump administration’s bid – in cooperation with Israel – to reduce the perceived threat...

splash247.com

 

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Quenching the Nuclear Stockpile’s Thirst for Tritium

Most accounts of the Manhattan Project tell a familiar story: American scientists relentlessly racing to design and build the fission bombs that would

warontherocks.com

 

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US-sanctioned gas tanker reportedly transited the Strait of Hormuz this morning; US equity futures softer into NFP - Newsquawk US Opening News<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

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The Daily View: Their word is still their bond

www.lloydslist.com

 

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They all said Hormuz closure would be brief. What if they were wrong?

On day six of the Middle East war, hope of a swift reopening of the Strait of Hormuz is fading. There does not seem to be a quick fix. A material return of transits in the future will require shipowners to be convinced that the route is safe for their crew and vessel assets

www.lloydslist.com

 

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Middle East port update: Friday, March 6

Strait of Hormuz traffic remains severely disrupted and shipping companies continue to avoid transits through the strait amid elevated security risks

www.lloydslist.com

 

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Reinsurers Scrap War-Risk Cover After US Torpedoes Iranian Ship

London-based reinsurers are issuing seven-day cancellation notices on marine war-risk coverage after a US submarine torpedoed an Iranian warship off Sri Lanka, amplifying risk perception, according to people familiar with the matter.

gcaptain.com

 

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Dow falls 450 points, posts worst week in nearly a year as oil tops $90, jobs data disappoints: Live updates

Stocks fell Friday, adding to their weekly declines, as oil prices spiked and traders reacted to an unexpected drop in new U.S. jobs data.

www.cnbc.com

 

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What's Going on With Shipping Stocks with J. Mintzmyer of Value Investor's Edge​

Mar 6, 2026
We are joined by J. Mintzmyer of Value Investor's Edge to discuss shipping stocks with the current situation going on with global shipping. We examined the container, tanker and bulk sectors and some of the underlying issues affecting the industry. NOTE: For some reason, we had some video quality issues with J's feed. I apologize for the poor quality.


36:20

00:00 Introduce Guest - J. Mintzmyer of Value Investor's Edge
02:25 Tanker Sector
07:57 Container Sector
19:54 Dry Bulk
27:42 Value Investor's Edge
30:18 Recap

- J. Mintzmyer on X https://x.com/mintzmyer
- Value Investor's Edge Link https://seekingalpha.com/affiliate_li...

 

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Week Ahead: War and More War

Breaking Down and Making Sense of the Global Capital Markets with Political Economist Marc Chandler

www.marctomarket.com

 

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This Week's Market Wrap: Energy, Defense Stocks Take the Lead as Oil Prices Spike Higher

Mar 6, 2026 – Markets faced a volatile week as three major forces collided: a surge in oil prices tied to escalating Middle East conflict, continued leadership from AI infrastructure and semiconductor companies like NVIDIA and Broadcom...

www.financialsense.com

 

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Nick / FA

IRAN WAR MARKET SHOCK: Oil, Gold & Stocks React​

Mar 7, 2026
As the price of crude oil skyrockets during the Iran Israel US war, what are the effects on Gold, Silver, Stocks and Bonds?
As the price of crude oil futures has the biggest one week jump in history, the yield on the US 10 Year note is rising quickly on inflation fears. Even though crude oil is much higher, silver and gold have not moved in sympathy with this commodity. Is there a reason why gold and silver have not made new highs ?
There are forces acting independent of the Iran war that are affecting the stock and bond markets. I look at the overpriced stock market based on multiple factors. The Shiller CAPE ratio is the second highest it has been since the internet bubble. Friday's Oracle and Open AI news are signs of the cracks forming in the AI datacenter buildouts. The gating of investor funds in Black Rock and Blue Owl Capital are signs that the private credit market is seizing up.


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Borderlands Mexico: Authorities move to cancel permits for 350 Mexican steel importers

This week in Borderlands Mexico: Authorities move to cancel permits for 350 Mexican steel importers; Serviacero USA buys rail-served site at Gulf Inland Logistics Park; and Phoenix-area men sentenced in $4.5M Amazon logistics fraud scheme.

www.freightwaves.com

 

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Why U.S. Farm Bankruptcies Are Surging?​

Mar 6, 2026 #USFarmers #FarmCrisis #Agriculture
As export markets shrink and costs rise, farmers across the country are warning about the future of American agriculture. John Zarrella reports.


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Dow futures tumble 800 points as U.S. oil tops $100 a barrel to begin the week's trading: Live updates

The Dow recorded its worst week since President Trump unveiled his tariff policy in April.

www.cnbc.com

 

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Oil surges as Gulf producers cut output; Yields climb sparking hawkish re-pricing - Newsquawk US Market Open<!-- --> | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

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The Commodities Feed: Oil surges above $100 amid Middle East disruptions

There are no signs of de-escalation in the Persian Gulf. If anything, the situation appears to be deteriorating

think.ing.com

FX Daily: Dollar holds its own as economic fallout builds

Dollar will stay in demand until a military position is resolved

think.ing.com

 

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