Fra sanktioner til told
Geopolitik omskriver handelsstrømmene Politiske skift, handelsspændinger og sikkerhedsrisiciSeptember understregede, at geopolitik fortsat former global shipping. Washington koblede skærpede sanktioner mod Rusland til Europas energiafhængighed, mens Kina gik til modangreb på amerikanske toldtrusler. Disse udviklinger forstærker tendensen til, at råolie- og produktstrømme forskydes mod øst. Et angreb mod et skib nær Aden understregede også de fortsatte […]
Asiatisk bileksport underbygger PCTC-segmentet
Stærke kinesiske og koreanske handelsstrømme opvejer for toldusikkerhed Markedet for biltransport bevæger sig ind i en ny fase. Efter nogle år med supercyklus-tilstande er charterraterne faldet en smule fra rekordniveauer, men ligger stadig betydeligt over gennemsnittet på længere sigt – et mønster, vi har observeret gennem det seneste år. Raterne har nu stabiliseret sig, underbygget […]
Gasskibe: Stabil LPG-handel og fremgange for ammoniak
Stillehavs-handelsstrømme bidrager til stabilitet Solidt momentum for gasskibeMarkedet for gasskibe forblev solidt i september, hvor stabil efterspørgsel medførte solide indtjeningsniveauer og optimisme. På trods af udsving i regionale handelsmønstre bidrog handelsstrømme over Stillehavet og LPG’s voksende betydning på energimarkederne til at skabe stabilitet. LPGVLGC-markedet forblev stærkt i september, understøttet af høj amerikansk eksportaktivitet ved Golfen […]
Stærkeste måned i årevis for råolietankere
VLCC-topniveau, øget OPEC+-produktion og lav flådevækst skaber grundlag for fortsat styrke September var en af de stærkeste måneder for tankere i den seneste periode. VLCC-indtjeningen på ruten Mellemøsten-Kina nåede sit højeste niveau siden slutningen af 2022 og lå over 6,6 mio. USD pr. gennemsnitlig transport – cirka 150 procent højere end ved årets begyndelse. Denne […]
EMF operating fleet map
See where the EMF vessels are going at this very moment Athenian Star Currently located in the Gulf of Mexico. Enroute from Corpus Christi, United States to Bunbury, Australia, linking US Gulf production with Asia-Pacific demand. Corpus Christi, United States – The largest crude oil export hub in the US, handling more than half of […]
EMF hosts two successful seminars in September
October seminars underway in Copenhagen and Stavanger In September, we hosted seminars in Copenhagen and Oslo bringing together partners and participants to discuss market developments and outlooks across the tanker and PCTC segments. The seminar provided an opportunity to share updates on our ongoing projects, highlight portfolio progress, and exchange perspectives on the broader shipping […]
From sanctions to tariffs
– Geopolitics rewrites trade flows Policy shifts, trade tensions, and security risksSeptember underlined how geopolitics continues to reshape global shipping. Washington linked deeper sanctions on Russia to Europe’s energy dependence, while China pushed back against US tariff threats. These developments reinforce the trend of crude and product flows shifting eastward. A vessel attack near Aden […]
Asian vehicle exports anchor PCTC trade
Strong Chinese and Korean flows offset tariff uncertainty The car carrier market is entering a new phase. After a couple of years of super-cycle dynamics, charter rates are easing from record highs yet remain materially above long-term averages, a pattern we have recorded for the last year. Charter rates have now stabilized, supported by sustained […]
Gas Carriers: Firm LPG trade and ammonia momentum
Transpacific trade flows contribute to stability Firm momentum in gas carriersThe gas carrier market remained resilient in September, with steady demand supporting firm earnings and a constructive outlook. While regional trade patterns fluctuated, transpacific flows and the broader role of LPG in energy markets provided stability. LPGThe VLGC market held firm through September, supported by […]
Strongest month in years for crude tankers
VLCC highs, OPEC+ production gains, and low fleet growth set the stage for continued strength September marked one of the strongest months in the recent tanker cycle. VLCC earnings on the Middle East-China route climbed to their highest level since late 2022, equivalent to more than USD 6.6 million per average voyage, roughly 150 percent […]
