Navigating The Hurricane Season
19-Jul-2019: Last weekend we saw Barry, the first major storm of the U.S. hurricane season, make landfall close to…
Navigating Geopolitics
12 Jul 2019: Geopolitical tension and the tanker market are linked, because there is typically a close relationship between geopolitical…
Tanker Midterms
June 28 2019: We have reached the middle of the year, so it is time to take stock of…
Refinery Fire Sparks Tanker Rally
June 21 2019: U.S. oil industry news is usually dominated by reporting on shale oil, Permian crude production and…
Tanker Wars 2.0?
June 14 2019: Two oil tankers, the 110,000 dwt LR2 Front Altair (built 2016) and the 27,000 dwt product…
Dark Clouds or Silver Lining?
June 7 2019: Until recently, the consensus view on crude prices, oil supply and demand as well as tanker rates,…
Trump’s Tariffs Threat
31 May 2019: On May 30, President Trump tweeted that he will impose 5% tariffs on all imports from Mexico…
OPEC+, OPEC- or NOPEC
24 May 2019: OPEC production has always been a significant driver of tanker demand and rate volatility. Most of its…
Back to Square One
10 May 2019: After the tanker freight market recovered in the fourth quarter of 2018, most analysts (including ourselves) expected…
Russian Roulette for Refiners
3 May 2019: Last week, reports surfaced that Russian Urals crude flowing through the Druzhba pipeline was contaminated with organic…
