Rekordstore lagertrekk i olje og oljeprodukter legger grunnlaget for en omfattende gjenoppbygging av lagre
Historisk nedbygging av lagre som følge av konflikten mellom USA og Iran To måneder etter stengningen av Hormuzstredet har globale oljelagre blitt bygget ned i et tempo uten historisk sidestykke. Morgan Stanley anslår at lagrene falt med om lag 4,8 millioner fat per dag mellom begynnelsen av mars og slutten av april, høyere enn noen […]
Hormuz: The largest oil disruption in history May finally have an end in sight
The most severe supply disruption in oil market history enters its fourth month as a ceasefire framework offers the first credible prospect of reopening The IEA has described the Hormuz closure as the largest oil supply disruption in the history of the global market, larger than the 1970s oil shocks. Over 1,550 commercial vessels remain […]
Chinese export volumes and European EV demand keep pace with a flood of new ships
Record newbuilding deliveries were expected to tip car carriers into oversupply, but surging Chinese exports and accelerating European BEV adoption have so far absorbed the incoming tonnage Export growth and EV momentum defy the bearish consensusThe PCTC market entered 2026 under a cloud: a large orderbook, rising tariff threats, and predictions of softening rates. What […]
The US becomes the world’s default LPG supplier
With Middle East exports constrained, American LPG has captured a record share of Asian demand, pushing freight rates to their highest level in over a decade A structural shift in global LPG tradeThe Hormuz closure has done more than disrupt LPG flows; it has accelerated a realignment that was already underway. US LPG exports hit […]
Hormuz crisis delivers the strongest tanker market in years
Three months after the strait’s effective closure, crude tanker earnings remain at solid levels as global trade routes reshape around the blockage A complete redrawing of crude oil flowsThe closure of the Strait of Hormuz since late February has removed roughly one-fifth of global seaborne oil supply from its traditional route, forcing the largest rerouting […]
