Over the past four years, tanker markets have been reshaped by geopolitical shocks, with freight volatility increasingly driven by inefficiencies rather than pure cycles. The Russian invasion of Ukraine triggered a major reconfiguration of crude and pr…
Long Voyages in a Fragmented World: The Evolution of Tankers Read More »
“During April to May, Western Africa’s clean petroleum product (CPP) imports fell 44% year on year, from 1,144 thousand barrels per day (kbpd) to 642 kbpd,” says Niels Rasmussen, Chief Shipping Analyst at BIMCO. The drop in import volumes cut ton…
Western Africa’s import of clean petroleum products drops 44% year on year Read More »
Shipping has talked itself into a convenient, yet erroneous, belief: that headline efficiency percentages on paper tell an owner what a clean technology will deliver in the real world. In reality, a single figure quoted out of context, or a fuel saving…
How shipping should be buying clean technology Read More »
Over the spring of 2026, we logged 354 reported tanker fixtures across two of the Middle East’s principal crude gateways and set them side by side to compare how each region’s fixing activity behaves: Yanbu on Saudi Arabia’s Red Sea c…
Red Sea vs Arabian Gulf: Comparing the Fixing Activity Behind the Barrels Read More »
Global trade today is at the centre of a ‘structural stress’ in which geopolitics, energy dependency and climate constraints are crashing together to reshape flows of goods, capital and policy priorities. That was the central theme of a recent wide-ran…
Choke points, energy shock and policy drift Read More »