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China’s Iranian crude imports near record high, again
17 July 2025 Vortexa China imported over 1.7 mbd of Iranian crude in June—just shy of the March record. But what’s different this time?...
24h2 min read


Does Peak Season Still Exist? A 10-Year Look at Shipping Seasonality Amid Black Swan Disruptions
17 July 2025 VIZION Global container shipping has undergone a structural shift over the past decade, reshaping not only how goods move...
24h2 min read


Iran shipments to Houthis a masterclass in AIS manipulation
17 July 2025 Lloyd's List The Houthis have a robust weapons supply chain and there are limited options for interrupting these networks...
24h2 min read


Strait of Hormuz: Risk perception drives up freight rates, but transits continue
26 June 2025 Vortexa Since the Israel-Iran conflict started in the early hours of June 13, the vulnerability of the Strait of Hormuz...
Jun 262 min read


Strait of Hormuz Scenarios: Dry Bulk and Geopolitical Risk in the Middle East
26 June 2025 Signal Escalating tensions between Iran and Israel are analysed for their potential effects on dry bulk markets,...
Jun 263 min read


Caution, U-turns and rising rates, but tanker traffic continues largely unscathed for now
26 June 2025 Lloyd's List Tanker traffic through the Strait of Hormuz paused in the wake of US military strike on Iran’s nuclear...
Jun 262 min read


Refinery Closures Are Accelerating
12 June 2025 Gibsons Total global refining capacity has been in an upwards trend for a long time, and years with declines are rare,...
Jun 123 min read


Key US sectors at mercy of proposed 50% EU tariffs
12 June 2025 ImportGenius From tiny pharmaceutical compounds to massive machinery, a trade war with Europe would send ripples throughout...
Jun 123 min read


Red Sea traffic remains 60% lower than normal volumes
12 June 2025 Lloyd's List Traffic through the Red Sea chokepoints remains a far cry from normal levels, with last month’s US-Houthi...
Jun 121 min read


Soybean flows are changing, but who reaps the rewards?
29 May 2025 Signal On the whole, soybean export volumes in 2025 do not look dissimilar to those of recent years. As a result, it...
May 293 min read


The End of An Era?
29 May 2025 POTEN & PARTNERS U.S. crude oil exports have reached a plateau Ever since President Obama lifted the 41-year-old U.S. crude...
May 292 min read


Ageing VLCCs are an unlikely source of support to market for now, but could be squeezed out in the near future
29 May 2025 Vortexa The utilisation of ageing VLCCs is supportive of crude freight for now, but they will soon be squeezed out of the...
May 292 min read


Carbon Pricing
15 May 2025 E.A. Gibson Shipbrokers Ltd Undoubtedly, the most significant development at MEPC 83 was the establishment of the IMO Net...
May 153 min read


Americas crude output surge lengthens global balances
15 May 2025 Kpler Executive summary Market & Trading calls Americas: Neutral on US crude supply , which is expected to remain flat in...
May 153 min read


How Section 301 Tariffs on Chinese-Built or Operated Tankers Could Reshape US Oil Exports
15 May 2025 AXSMarine AXSMarine's analysis provides an updated breakdown of the global tanker fleet’s exposure to Section 301 tariffs...
May 152 min read


Tanker Fleet Rebounding: Revealing Latest Orderbook Trends
01 May 2025 AXSMarine The global tanker fleet orderbook has rebounded sharply from the historic low witnessed over 2020–2021. AXSMarine...
May 12 min read


Exempt or exposed: The bigger they are, the more they pay
01 May 2025 Kpler How far does 2,000 nautical miles get you? Far enough to exclude most regional trades from the US port fee. Countries...
May 12 min read


Modest recovery in WoW container bookings, YoY Bookings Sharply Decline
01 May 2025 VIZION As of late April, container booking volumes have begun to recover modestly after several weeks of steep declines....
May 11 min read


‘Drill, Baby, Drill’ With Low Oil Prices?
17 April 2025 Poten & Partners How will U.S. goal of energy dominance deal with low oil prices? U.S. crude oil production has grown...
Apr 172 min read


Record stockpile of sanctioned crude builds in Shandong amid supply disruption fears
17 April 2025 China’s seaborne crude imports rebounded to 10.6mbd in March—the highest since October 2023—driven largely by record...
Apr 172 min read
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