Eksportdrevet vækst øger høj flådeudnyttelse trods sæsonmæssige nedgange
Kinesisk bileksport fortsat afgørende faktor for efterspørgslen PCTC-markederne blev gennem hele januar underbygget af fortsat styrke i kinesisk eksport af køretøjer, hvilket fortsat er den strukturelt klart vigtigste drivkraft for global bilefterspørgsel. Kinas eksport af biler og varevogne steg med mere end 20% fra samme tid i 2025, primært drevet af kraftig vækst i transport […]
Beskedent udbud, længere ruter og strukturel handelsvækst medfører stigende indtjening
Begrænset tonnage i Atlanten medfører stærk januar måned VLGC-markederne holdt sig på et stærkt niveau gennem det meste af januar, hvor spotindtjeningen nåede sit højeste niveau siden sensommeren. Raterne blev primært løftet af et begrænset udbud af tonnage i Atlanterhavet, hvor flittig chartering fra Mellemøsten og den amerikanske golfkyst mindskede den tilgængelige flåde. Kanaludgifter øger […]
Stærkt marked som følge af geopolitik, lettede sanktioner og effektiv flådeudnyttelse
Indtjeningen fortsat høj trods enkelte ustabile perioder Råolietankmarkedet forblev strukturelt stærkt i hele januar – på trods af perioder med kortsigtet ustabilitet. Selvom indtjeningen kortvarigt faldt efter de rekordhøje niveauer i slutningen af 2025, lå de gennemsnitlige rater fortsat klart over tidligere niveauer, hjulpet af stor global produktion, stigende søbårne fragtmængder samt fortsat ineffektivitet, der skyldes […]
EMF operating fleet map
See where the EMF vessels are going at this very moment Freeport Star: Currently located in the North Atlantic Ocean. Enroute from Houston, USA to Tranmere, Liverpool, UK, ETA 3 February. Tranmere, one of the UK’s largest petroleum storage and pipeline distribution terminals, functions more like energy infrastructure than a traditional port. Stavanger Star: Currently […]
Second Suezmax Pair sale to Okeanis Eco Tankers completed
EMF Suezmaxes sold to record price of USD 99.3M each European Maritime Finance (EMF), together with Atlas Maritime Ltd., has completed the sale of two Suezmax newbuildings to Okeanis Eco Tankers at a record price of USD 99.3 million per vessel. The vessels, Arctic Star and Tromsø Star, are 157,000 dwt and are currently under […]
Ammonia moves from ambition toward early commercial readiness
The transition towards decarbonisation is already taking shape January highlighted tangible progress behind ammonia as a future marine fuel, with developments increasingly focused on execution rather than concept validation. Norway remains a clear frontrunner, with ENOVA-backed funding supporting ammonia bunkering infrastructure and ammonia-fuelled vessels in parallel. This coordinated approach, aligning fuel availability with vessel demand, […]
Sanctions, enforcement and instability reshape global oil trade
Venezuela shifts toward compliant trade channels Venezuela remained a central theme throughout January, with the narrative shifting as crude exports began moving back into compliant trade channels under US oversight. Licensed traders have started routing Venezuelan barrels openly toward the United States and Caribbean, marking a structural change in how these volumes are marketed and […]
Export-led growth sustains utilisation despite seasonal headwinds
Chinese vehicle exports remain the core demand driver PCTC markets were supported throughout January by continued strength in Chinese vehicle exports, which remain the single most important structural driver for global car carrier demand. China’s exports of cars and vans increased by more than 20% year on year in 2025, driven primarily by rapid growth […]
Earnings supported by tight supply, longer routes and structural trade growth
Atlantic tightness drives strong January performance VLGC markets delivered a strong performance through most of January, with spot earnings reaching their highest levels since late summer. Rates were primarily supported by tight tonnage availability in the Atlantic Basin, where active Middle East and US Gulf fixing reduced prompt supply. Canal constraints continue to support tonne-milesPersistently […]
Strong earnings supported by geopolitics, compliance shifts and high utilisation
Earnings remain elevated despite short-term volatility Crude tanker markets remained structurally strong throughout January, despite periods of short-term volatility. While earnings softened briefly following late-2025 highs, average rates remained well above historical levels, supported by high global production, elevated seaborne volumes and ongoing inefficiencies linked to sanctions and trade fragmentation. The ClarkSea Index fluctuated during […]
