Houthi toll denial and Hormuz attack keep Middle East sea lanes tense for offshore logistics.

Middle East maritime security remains volatile despite the Houthis denying plans to toll Bab el-Mandeb. A fresh attack damaged a GasLog LNG carrier near the Strait of Hormuz, while EU naval forces remain active escorting vessels and boarding a suspected Russian shadow-fleet tanker.

Cadeler expanded its offshore wind installation capacity with the newbuild Wind Ace, strengthening its fleet at a time when renewables are claiming record shares of electricity generation, including 52% of UK supply in 2025.

Climate stress is intensifying: half of England is in severe drought, heatwaves are damaging crops, and the ECB warns nature loss threatens financial stability. These trends reinforce the policy and economic case for offshore wind build-out.