Research / Maritime & Shipping desk
STANDING DESK · MAR
Maritime & Shipping.
The maritime desk holds standing watch on the corridors and infrastructure that carry seaborne trade: chokepoint regimes, the war-risk insurance market, subsea cables and pipelines, and the fleets that move where sanctions apply.
REPORTS: 2
WATCHLIST: 4 INDICATORS
COLLECTION: CONTINUOUS
LAST PUBLICATION: 2026-06-03
01 · STANDING WATCH
STANDING WATCHLIST
Hormuz transit authority / MOU trackELEVATED
War-risk premia, listed areasWATCH
Subsea incident clusters, Baltic & North SeaWATCH
Sanctions-touched fleet movementsSTEADY
Strait of Hormuz5 transits/day
IMF PORTWATCH · T4 · THROUGH 21 JUN 2026
SCOPE
Chokepoints, war-risk pricing, subsea infrastructure, sanctions-touched fleets.
MONITORED CONTINUOUSLY AGAINST THE APPROVED SOURCE ALLOWLIST.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
02 · THE DESK RECORD
Every report this desk has published.
| NO. | DATE | REPORT | STATUS |
|---|---|---|---|
| AIG-MAR-26-002 | 2026-06-03 | The Attribution GapHow the West's Subsea Infrastructure Became a Politically Costless Target, the Repair-Fleet Constraint No One Has Re-Priced, and W | CURRENT |
| AIG-MAR-26-001 | 2026-06-01 | The Re-Priced CorridorSovereign transit authority, the $40 billion backstop no one is using, and what the Hormuz reopening actually costs. | PERISHABLE |
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