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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,...
6 days ago3 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...
6 days ago3 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...
6 days ago1 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


Maritime Risk Assessment for Portugal, Sweden and the Baltic Sea with an emphasis on shadow fleets
17 April 2025 Sabine Knapp & Erasmus University While safety qualities of vessels in the maritime industry have improved over time,...
Apr 172 min read


The Trends in Floating Oil Storage
03 April 2025 Signal The floating oil storage sector has undergone marked fluctuations since 2020, attributable to global economic...
Apr 33 min read


Tanker Fleet Rebounding: Revealing Latest Orderbook Trends
03 April 2025 AXSMarine The global tanker fleet orderbook has rebounded sharply from the historic low witnessed over 2020–2021....
Apr 32 min read


Trump weighs Chevron waiver as Ecuador's outages tighten heavy crude markets
03 April 2025 Kpler Just before the end of his presidency, the Biden administration gave a parting gift to the tanker markets as the...
Apr 33 min read


The 9 Biggest Geopolitical & Security Trends This Year
20 March 2025 Windward Expect the Unexpected… Geopolitical instability and security threats are increasingly playing out at sea. From...
Mar 202 min read


Oil prices shrug off US-Iran’s cat-and-mouse game over sanctions
20 March 2025 Kpler While the Trump administration imposes more sanctions on Iranian oil transport, Tehran continues to attract more...
Mar 202 min read
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