VLCC Orderbook Poses Challenge for Earnings Outlook
VLCC sector earnings continue to languish as recent rate movements broke through previously estimated seasonal support levels. TD1 spot…
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Tanker Opinions
Poten & Partners tanker research and consulting group monitors and analyzes tanker market and energy developments around the world and advises companies on strategy development and implementation. Below you will find our team’s Weekly Tanker Opinions. To subscribe, click here.
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Chinese Growth Provides Impetus for Fluid Crude Oil Supply Mix
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Chinese oil majors have been on a substantial buying run over the past four years, peaking at $35bn worth…
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Distillate Inventory Impact Continues on Atlantic Coast
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The recovery from last autumn’s Hurricane Sandy continues in some of the hardest hit areas of the Northeastern United…
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Benefits of Canadian Crude Oil Production Remain Untapped
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Canada has recently seen substantial growth in crude oil production, and consensus forecasts portray even larger volumes of near-term…
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Falling Inventory Levels Keep Downward Pressure on Tanker Market
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The weak earnings environment has obstinately continued in the spot market this week, as low cargo counts have persisted….
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A Dreary Week for Rates, Could Chinese Macro Situation Spell Relief?
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This week saw fresh lows for several tanker routes, and the usual seasonal spike in earnings has largely failed…
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OPEC Moving to Tighten Market, as Demand Rebounds
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In today’s Oil Market Report (OMR), the International Energy Agency (IEA) provided a revised outlook that suggested a tighter…
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North American Production Continues to Alter Cargo Flows
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The US Energy Information Agency (EIA) released their first Short-Term Energy Outlook (STEO) of 2013 earlier this week to…
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Dirty Spot Fixture Activity Rises, But Top Rankings Shift
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Reported spot activity for larger dirty tankers increased by 5% from 2011 to 2012. Suezmaxes saw the greatest gains,…
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Tanker Gloom Continues, but Room for Optimism
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As the Holiday Season nears its crescendo, the approaching new year has provided its usual litany of annual reviews…
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FSU Pipeline Optionality Shifts Export Flows
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Export flows out of Former Soviet Union (FSU) states continue to undergo rather dramatic shifts. A recently completed expansion…
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Lingering Over-Supply Tempers VLCC Outlook
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Much like the broader macroeconomic news of the past two weeks, VLCC indicators have been seemingly incongrous. An ominous…
