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Alice Hancock

@alicemhancock.bsky.social
4.6K followers 190 following 207 posts

Financial Times global shipping and industry correspondent covering ships, steel, chemicals and the like. London-based. Views my own. Tips and thoughts: alice.hancock@ft.com

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Alice Hancock @alicemhancock.bsky.social · 05/10/2026
Shipping groups seek counter-drone protection after wave of attacks in the Black Sea and Middle East www.ft.com/content/8da8...
ft.com
Shipping groups seek counter-drone protection after wave of attacks
Incidents in conflict hotspots including the Middle East and Black Sea prompt surge of demand for specialist systems
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Reposted by Alice Hancock
Financial Times @financialtimes.com · 02/10/2026
Arctic sea routes boom as Gulf war and global warming divert shipping ft.trib.al/8YIYQ97
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Arctic sea routes boom as Gulf war and global warming divert shipping
Transits via Northern Sea Route quadruple as melting ice makes journey more passable and vessels avoid the Middle East
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Reposted by Alice Hancock
Financial Times @financialtimes.com · 02/10/2026
Diesel falls sharply as EU considers releasing 50mn barrels under pressure from Trump ft.trib.al/kTGUxpR
ft.trib.al
Diesel falls sharply as EU considers releasing 50mn barrels under pressure from Trump
US president has threatened to ban US exports of the fuel if the continent does not unlock reserves
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Alice Hancock @alicemhancock.bsky.social · 27/09/2026
Bizarrely the price of 10 year old oil tankers is now getting more expensive than new ones as values of available tankers to ship oil from the Gulf go "bananas" www.ft.com/content/a2c2...
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Alice Hancock @alicemhancock.bsky.social · 25/09/2026
EXCL: Houthis have assured the EU that they are not trying to hit European ships while extending their control over the Bab al Mandeb strait www.ft.com/content/a255...
ft.com
Houthis promise not to target European ships
Pledge comes as container shipping through key Bab al-Mandeb Strait reaches highest level in almost three years
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Alice Hancock @alicemhancock.bsky.social · 25/09/2026
ArcelorMittal has said it will shut Ukraine's biggest operational steel plant after four strikes in five weeks killed five employees and injured 17 www.ft.com/content/218f...
ft.com
ArcelorMittal to shutter Ukraine plant after Russian strikes kill workers
Steel giant faces $1bn impairment charge in wake of attack on Kryvyi Rih operations
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Alice Hancock @alicemhancock.bsky.social · 24/09/2026
Europe’s biggest stainless steelmaker finds new way to extract critical metal that could help build a Western-only supply chain to counter China www.ft.com/content/ffb3...
ft.com
Europe’s biggest stainless steelmaker finds new way to extract critical metal
Outokumpu says its method to produce chrome used in jet engines could also help build western supply chain of critical metals
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Reposted by Alice Hancock
Financial Times @financialtimes.com · 23/09/2026
Oil price on track for longest losing streak in more than 12 months ft.trib.al/430Rj02
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Oil price on track for longest losing streak in more than 12 months
Brent crude falls below $99 a barrel in Asian trading amid talks over Middle East conflict
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Alice Hancock @alicemhancock.bsky.social · 21/09/2026
EXCL: Trafigura is planning to list an oil tanker business with a fleet of the largest size of tankers, taking advantage of record high rates thanks to the Middle East. www.ft.com/content/a1c9...
ft.com
Trafigura to float supertanker arm in first IPO of a business
Commodities trader to take Volare Shipping public in Oslo as Gulf crisis drives tanker rates to record highs
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Tony Tassell @tonytassell.bsky.social · 16/09/2026
The US billionaires lining up to bankroll Republicans’ election push - www.ft.com/content/2285...
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Financial Times @financialtimes.com · 11/09/2026
Sanctions loophole lets UK insurer cover tankers carrying Russian gas ft.trib.al/NHznWvk
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Sanctions loophole lets UK insurer cover tankers carrying Russian gas
NorthStandard legally insuring vessels despite government expanding powers to restrict maritime services
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Alice Hancock @alicemhancock.bsky.social · 08/09/2026
EXCL: A group of 18 of major seafaring nations have published a statement for the first time in its 60ish year history to underline their concerns that the maritime system as we know it is at risk of collapse www.ft.com/content/c651...
ft.com
Global shipping rules are collapsing, say maritime nations
Wars and the growth of the shadow fleet are causing a ‘structural shift’ in global trade, according to 18 maritime authorities
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Alice Hancock @alicemhancock.bsky.social · 07/09/2026
Decarbonising steel production with electric arc furnaces is good for the planet but will it ever make a profit for companies like ArcelorMittal? as.ft.com/r/ffed1805-0...
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ArcelorMittal faces green steel price test at flagship low-carbon plant
Company has ‘no real visibility’ over whether its new electric-arc furnace will be able to pass on added costs to buyers
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Aron Lund @aronlund.bsky.social · 07/09/2026
On the mining and demining of the Strait of Hormuz, by @financialtimes.com’s Bob Haslett, Charles Clover, and Alice Hancock. www.ft.com/content/0403...
ft.com
The risky mission to de-mine the Strait of Hormuz
US Navy divers, boats and robots made covert night-time trips to dispose of explosives in the crucial channel
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Alice Hancock @alicemhancock.bsky.social · 03/09/2026
Jebel Ali is the 9th largest port in the world and the biggest in the Middle East but the war has had a major impact and could well threaten its future: www.ft.com/content/daab...
ft.com
The port that built Dubai: war exposes a dangerous dependence
Jebel Ali faces ‘existential risk’ as Strait of Hormuz disruption stifles marine traffic to the Gulf
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Alice Hancock @alicemhancock.bsky.social · 02/09/2026
Maersk is planning to instal the first wind sail on a container ship -- age old techniques and that... www.ft.com/content/6e50...
ft.com
Maersk turns to wind sails to cut fuel for container ships
Maritime industry returns to age-old technology to reduce future fuel consumption
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Alice Hancock @alicemhancock.bsky.social · 24/08/2026
Iran has listed 46 vessels that it says are "non-compliant" with its rules for transiting the Strait of Hormuz. Those listed are mostly ships deployed on shuttle runs for oil and gas in and out of the Gulf. TBC whether Iran's threats will put them off. www.ft.com/content/9ebc...
ft.com
Iran threatens 46 ships in Strait of Hormuz transit crackdown
Tehran said vessels violated protocols for travelling across waterway and could face fines or confiscation
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Reposted by Alice Hancock
Emma Jacobs @emmavj.bsky.social · 22/08/2026
Great piece by Gill Plimmer - who has been on water companies for years giftarticle.ft.com/giftarticle/... The fight to save England’s rivers
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Alice Hancock @alicemhancock.bsky.social · 20/08/2026
Meanwhile in tanker world, asset prices are nearing record highs as owners buy ships to take advantage of rocketing freight rates in the Middle East. And, interestingly, Gulf countries buy up more ships to gain better control of their exports: www.ft.com/content/a805...
ft.com
Demand for tankers soars as Gulf oil producers search for ways to export cargoes
Middle Eastern countries looking to secure their own fleets are driving up prices
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Alice Hancock @alicemhancock.bsky.social · 20/08/2026
The shipping container is just a simple steel box that can carry around 120,000 bananas. Yet it has transformed global trade, enabled China's manufacturing dominance - and is now pushing the global shipping network to its absolute limits: www.ft.com/content/b88c... @pmdfoster.bsky.social
ft.com
The box that built globalisation
Containers have transformed ports, cities and trade. Now the revolution is reaching a limit
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Christopher Miller @christopherjm.ft.com · 13/08/2026
The Caruzo, a 28-year-old tanker sanctioned by EU and UK governments, sailed out of the Black Sea through the Bosphorus on Tuesday with anti-drone nets and stackable water tanks hung off its sides, according to footage filmed by shipping analyst @yoruk.bsky.social. w/ @alicemhancock.bsky.social
ft.com
Russian ghost fleet tankers use ‘Mad Max’ nets to fend off Ukraine’s drones
Defences on vessels under sanctions aim to protect against Ukraine’s vast maritime drone campaign
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Financial Times @financialtimes.com · 11/08/2026
German states suspend Sunday truck ban as low Rhine levels disrupt shipping ft.trib.al/qAoevKE
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German states suspend Sunday truck ban as low Rhine levels disrupt shipping
Emergency move comes as economists warn of hit to country’s GDP growth
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Financial Times @financialtimes.com · 12/08/2026
JD Vance asked Ukraine to halt strikes on tankers using Russian port ft.trib.al/x4FtSAL
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JD Vance asked Ukraine to halt strikes on tankers using Russian port
Washington alarmed by Kyiv’s campaign on vessels collecting Kazakh oil from Novorossiysk
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Alice Hancock @alicemhancock.bsky.social · 10/08/2026
Back from summer hols with a story about the ice: While Arctic sea ice is melting at record rates, Chinese shipping companies are eyeing up a route to reach Europe in half the time via an ‘Ice Silk Road’ www.ft.com/content/4456...
ft.com
China bypasses shipping chokepoints with ‘Ice Silk Road’ through Arctic
First scheduled container service between Europe and Asia will significantly reduce voyage times
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Alice Hancock @alicemhancock.bsky.social · 22/07/2026
It appears that Iran has taken a third ship if satellite imagery is to be believed... This time belonging to the Greek shipping company Dynacom: www.ft.com/content/0c0b...
ft.com
Greek tycoon’s tanker towed into Iranian waters
Shipping group Dynacom ‘trying to verify’ whereabouts of vessel hit in Strait of Hormuz
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Alice Hancock @alicemhancock.bsky.social · 22/07/2026
Great piece on Venezuela's missing billions of oil money that appears to have disappeared into the US www.ft.com/content/0e56... from excellent @financialtimes.com LatAm and data colleagues
ft.com
The US has collected about $13bn of Venezuela’s oil money. Where is it?
Washington has given diverging accounts of where the earthquake-shattered country’s funds are going
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Reposted by Alice Hancock
Henry Foy @henryjfoy.ft.com · 19/07/2026
EU approaching “peak sanctions” as France, Germany, Greece & others demand measures against Russia be cut to protect their companies “Around the table, the moral imperative is functioning less and less” said one diplomat w @alicemhancock.bsky.social & @chriscook.news as.ft.com/r/b8082481-c...
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EU faces crumbling support for new Russia sanctions
National capitals refuse to support measures that could hurt big companies
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Henry Foy @henryjfoy.ft.com · 15/07/2026
⛴️ Athens blocks EU sanctions against Moscow to protect Greek billionaire shipping tycoon that built fleet to serve Putin’s Arctic gas projects w @alicemhancock.bsky.social & @chriscook.news as.ft.com/r/793a4480-5...
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Athens opposes new EU sanctions on Russia to shield Greek shipping company
George Prokopiou’s Dynagas specialises in transporting cargoes from Moscow’s Arctic LNG
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Christopher Miller @christopherjm.ft.com · 14/07/2026
Ukraine said it has hit more than 110 Russian vessels in nine days in the Sea of Azov, making it one of the most concentrated series of attacks on shipping ever to take place. www.ft.com/content/6d5e... w/ @alicemhancock.bsky.social
ft.com
Ukraine targets Russian shipping in ‘unprecedented’ drone assault
Over the past week, Kyiv has struck vessels in the Sea of Azov at a faster pace than during the 1980s Iran-Iraq tanker wars
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Alice Hancock @alicemhancock.bsky.social · 13/07/2026
NEW: Dubai plans new port to bypass Strait of Hormuz in the latest sign of this crisis having much longer term impacts for trade and shipping: www.ft.com/content/1f97... Story with Middle East colleagues @financialtimes.com
ft.com
Dubai plans new port to bypass Strait of Hormuz
Project to build capacity on UAE’s east coast represents a major shift after US-Iran war
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Alice Hancock @alicemhancock.bsky.social · 09/07/2026
Lovely visual piece about transformers from the @financialtimes.com visual team... A century-old device that is holding up progress on AI: ig.ft.com/transformers/
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The century-old device choking the world’s AI push
Surging data-centre power demands are intensifying pressure on transformer supply chains
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Reposted by Alice Hancock
Financial Times @financialtimes.com · 07/07/2026
FT Exclusive: Of the top 20 companies that have earned the most from Russian shipments since June 2023, eight are Greek, led by Dynacom Tankers, which was founded by shipping billionaire George Prokopiou. ft.trib.al/CwxPNRR
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Alice Hancock @alicemhancock.bsky.social · 06/07/2026
There's a lot more interest building around nuclear-powered ships as shipowners lose faith in green fuels coming to fruition. Other ideas are Co2 capture on ships - and trad fossil fuels... I took a deep dive in here: www.ft.com/content/2eb3...
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Alice Hancock @alicemhancock.bsky.social · 01/07/2026
CMA CGM nears $1.4bn deal for FedEx logistics unit www.ft.com/content/f4a8... @financialtimes.com
ft.com
CMA CGM nears $1.4bn deal for FedEx logistics unit
French shipping group aims to expand in US and strengthen foothold in supply chain
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Alice Hancock @alicemhancock.bsky.social · 25/06/2026
Notable moment: Oil prices are back at prewar levels as Gulf flows pick up through Hormuz from @financialtimes.com energy desk colleagues www.ft.com/content/7a05...
ft.com
Oil price back at prewar levels as Gulf flows pick up
Brent crude drops below the $72.48 a barrel it traded at in late February before Iran conflict erupted
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Reposted by Alice Hancock
Financial Times @financialtimes.com · 24/06/2026
Qatar says US-Iran hotline essential to reopen Strait of Hormuz ft.trib.al/QWTAmGq
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Qatar says US-Iran hotline essential to reopen Strait of Hormuz
Prime Minister Sheikh Mohammed says Gulf state will resume normal LNG production within weeks
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Alice Hancock @alicemhancock.bsky.social · 19/06/2026
NEW: Iran has said it could seek "insurance fees" for ships to pass through the Strait of Hormuz as it looks for ways to monetise its leverage over the waterway. www.ft.com/content/e106...
ft.com
Iran to seek ‘insurance fees’ for passage through Strait of Hormuz
Vessels must hold Tehran-approved insurance policy to use vital waterway, says government agency
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Alice Hancock @alicemhancock.bsky.social · 18/06/2026
As the Strait of Hormuz opens up, will the 100+ day crisis result in any changes for seafarers who spend months at sea on low pay and in cramped conditions? www.ft.com/content/73a2...
ft.com
Better internet, more pay: will Hormuz crisis improve life at sea?
Months stuck on stranded vessels have exposed mental and physical strains on shipping crews
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Alice Hancock @alicemhancock.bsky.social · 18/06/2026
Ships have had to sail as far as Japan to Korea or east India to Singapore to find increasingly scarce supplies of fuel: www.ft.com/content/1a54...
ft.com
Ships hunt far and wide for fuel after Iran war hits supplies
Bosses warn of continued disruption despite deal to end conflict and open Strait of Hormuz
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Reposted by Alice Hancock
Financial Times @financialtimes.com · 16/06/2026
Strait of Hormuz flow will take ‘weeks’ to resume, largest tanker operator warns ft.trib.al/NtFIJ3g
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Strait of Hormuz flow will take ‘weeks’ to resume, largest tanker operator warns
Mitsui OSK Lines boss cautions that fleet owners need to build confidence after US-Iran deal
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Alice Hancock @alicemhancock.bsky.social · 15/06/2026
Shipowners warn that the situation in the Gulf is still "volatile" and that clearing the backlog of ships wanting to get out could take weeks in spite of any peace deal. It appears (from Iranian reports) that after 60 days they will also start trying to charge tolls www.ft.com/content/c2d4...
ft.com
Oil falls on US-Iran deal but Hormuz backlog may last weeks
Prices slip even as analysts warn that flows may be slow to recover and remain vulnerable to renewed disruption
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Alice Hancock @alicemhancock.bsky.social · 11/06/2026
Around 15 ships per day are going in and out of the Strait of Hormuz under cover of darkness and with their GPS signals off, raising the very real possibility of a crash: www.ft.com/content/3145...
ft.com
Oil tankers increase ‘dark’ transits through Strait of Hormuz
Donald Trump says US launched ‘secret mission’ to help move crude through the waterway
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Reposted by Alice Hancock
Financial Times @financialtimes.com · 03/06/2026
Can the Middle East crisis save Jim Ratcliffe’s Ineos empire? ft.trib.al/4QfNKho
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Can the Middle East crisis save Jim Ratcliffe’s Ineos empire?
Some bond investors believe the group’s debt is unsustainable, but others think its scale and edge will see it through
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Reposted by Alice Hancock
Financial Times @financialtimes.com · 02/06/2026
Greek shipping tycoon Evangelos Marinakis said he would be ready to pay fees to transit the Strait of Hormuz if that would keep the waterway open to shipping. ft.trib.al/gNQD4q2
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Alice Hancock @alicemhancock.bsky.social · 02/06/2026
Yesterday Greek shipping tycoon George Prokopiou came as close as he’s come publicly to admitting that he has sent ships through the Strait of Hormuz and now he’s readying more… as.ft.com/r/37082f61-d...
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Greek tanker operator Dynacom readies vessels for possible opening of Hormuz
The group, one of the few to transit the strait since the conflict, has moved six ships in the vicinity
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RazomWeStand 🇺🇦 @razomwestand.bsky.social · 01/06/2026
It is important that the @financialtimes.com, and @alicemhancock.bsky.social continue to shine a light on the loopholes that allow Russian LNG exports to benefit from Western services. www.ft.com/content/945c...
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Alice Hancock @alicemhancock.bsky.social · 01/06/2026
Denmark’s Fayard is the only remaining shipyard in Europe to service ice-class LNG tankers that export from Russia’s Yamal LNG. It’s not a sanctioned activity but has provided a critical lifeline for Russian gas to reach the EU. as.ft.com/r/37f4ddb1-d...
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Danish shipyard still servicing LNG tankers for Russia trade
Fayard is only remaining EU yard taking on dry-dock work for ships carrying gas exported from Siberia
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Henry Foy @henryjfoy.ft.com · 25/05/2026
How Europe learned to stop worrying and love… state aid @bmoens.bsky.social & @alicemhancock.bsky.social on the dangerous weapon with the power to break the EU single market as.ft.com/r/c3275d69-c...
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How Europe learnt to love subsidies
EU state aid has increased. Will that fend off China or fragment the single market?
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Financial Times @financialtimes.com · 17/05/2026
Shipping companies are turning to trucks to move cargo across the Gulf as disruption in the Strait of Hormuz sends freight rates soaring and leaves goods stranded across global ports. Tap the link here to read more: ft.trib.al/QLBa69f
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Alice Hancock @alicemhancock.bsky.social · 16/05/2026
Trump’s Hormuz ship insurance facility has done $0 business — partly because it was designed for naval escorts that have not materialised Story with @leeharris.ft.com as.ft.com/r/ad660c84-6...
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Trump’s Hormuz ship insurance facility has done $0 business
US president’s $40bn scheme has had zero uptake due to absence of naval escorts through key waterway
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