Clarksons Just Put Numbers to It This is the dominant story. Clarksons’ March 2026 Oil & Tanker Trades Outlook shows weighted-average tanker earnings reached $133,735 per day in March. That…
U.S. LNG Exports Record: A Milestone Nobody Expected The United States shattered the U.S. LNG exports record in March 2026 by shipping more liquefied natural gas to the rest of…
The Fear & Greed Index is 16 today Sentiment: Extreme Fear If the market were an animal, it’d be hiding under the porch. Extreme Fear is in the air! What…
The Peace Trade Is Hitting Tanker Equities Hard Spot rates are at multi-year highs. Tanker stocks are under pressure. That contradiction has a specific explanation. Investors are pricing in three…
Roughly 200 VLCCs Are Out of Mainstream Trade The compliant VLCC fleet is smaller than the headline numbers suggest. About 100 VLCCs carry active sanctions . Another 100 have hauled…
One Buyer. One-Third of the Fleet. South Korea’s Sinokor Merchant Marine and buyers linked to MSC Mediterranean Shipping bought and chartered their way to control of roughly 120 non-sanctioned VLCCs…
The All-Time Record March 2, 2026. The benchmark VLCC freight rate for a Very Large Crude Carrier moving oil from the Middle East to China printed $423,736 per day ….
The World’s Most Important Traffic Jam Most people do not think a narrow strip of water on the other side of the world has anything to do with their closet,…
Why Bab el-Mandeb May Be the Most Important Chokepoint for Tanker Investors Most investors focus on the Suez Canal when they think about shipping risk. But the more important pressure…
How the Strait of Hormuz Conflict Is Moving Shipping Stocks A new conflict involving the United States and Iran is shaking up the world’s shipping lanes, and investors are watching…
Why a Waterway Far Away Matters to Us The Strait of Hormuz may look like a tiny line on a map, but right now it is one of the most…
The Fear & Greed Index is 10 today Sentiment: Extreme Fear Our opossum friend says it all – the market is absolutely terrified today. What is the Fear & Greed…
