Redusert tilgjengelighet av compliant tonnasje styrker markedet
Sanksjoner begynner å sette tydelige spor Vi ser nå effekten av et markedstrekk vi har fulgt tett: nedgangen i tilgjengeligheten av “compliant” tankere – altså fartøy som kan operere fritt i internasjonal handel. Sanksjoner har delt flåten i to: compliant fartøy og ikke-compliant fartøy (inkludert skyggeflåten og sanksjonerte skip). Denne utviklingen strammer inn tilbudssiden og […]
Sterkt tankmarked – Aframax i førersetet
Etterspørselen etter canadisk råolje styrker transatlantisk handel Tankmarkedet holder seg sterkt denne uken, med særlig vekst i Aframax-segmentet. Oppgangen skyldes økende etterspørsel etter canadisk olje eksportert til Europa, etter at nylige tollsatser i USA har endret handelsruten. Aframax-fartøy tar nå en større andel av disse transatlantiske og regionale lastene. (Se mer under artikkel 3) Rolig […]
Modest March activity, but rates remain healthy
Chinese car sales booming as US tariffs loom Unlike the more dynamic movements seen in the tanker and LPG markets, the PCTC segment remained relatively quiet throughout March — something that’s not unusual for this sector, which tends to be more stable by nature. 2025 off to quiet but healthy startWhile time charter rates have […]
LPG market rebounds firmly after slow start
Bright future beckons for ammonia as shipping fuel March brought steady progress across the LPG and ammonia segments, with clear signals that longer-term fundamentals – particularly for ammonia – continue to strengthen. LPG: Recovery underwayThe VLGC market recovered this month, with spot rates climbing back to around $40,000 per day -up from softer levels earlier in […]
March – a lucrative month for the tanker market
Outlook for Q2 remains positive The crude tanker market continued to strengthen throughout March, underpinned by a tightening pool of compliant vessels, shifting trade flows, and solid underlying demand. Spot earnings climbed steadily across key segments, with Suezmax and Aframax tankers leading the way. Kazakh crude expansions boost Suezmax segment …Mid-sized crude tankers have seen […]
Eastbound Canadian crude lifts Aframax market
US oil tariffs driving trade toward longer routes Aframax earnings continue to climb – this time driven by a sharp shift in Canadian crude exports. Recent US tariffs on Canadian oil have redirected barrels away from the US Gulf and toward Europe, with buyers in the UK and Netherlands stepping in to secure alternative supply. […]
Shrinking compliant tanker fleet
Market strengthens as sanctions take effect We’re now seeing the positive effects of a market dynamic we’ve been observing for some time: the shrinking pool of compliant tankers. As sanctions continue to divide the global fleet into two categories – compliant and non-compliant (which includes both shadow and sanctioned vessels) – the number of ships […]
Market Snapshot: Tankers stay firm
Demand for Canadian crude oil driving transatlantic trade The tanker market remains strong this week, with rates ticking higher – driven primarily by gains in the Aframax segment. This strength is linked to increased demand for Canadian crude heading east to Europe, as Aframaxes take on a growing share of these transatlantic and regional trades (Read […]
Suezmax-rater når højeste niveau i mere end et år
Begrænset kapacitet presser raterne i vejet Suezmax-markedet oplever stærk indtjening med rater i Middelhavet, der nu har passeret $63.000 pr. dag – det højeste niveau i over 12 måneder. Hovedårsagen? En kraftig stigning i råolieeksporten fra Kasakhstan via Sortehavet. Tengiz-udvidelse øger efterspørgslen efter tankskibeNye udvidelser i Tengiz-oliefeltet har medført en øget eksportvolumen fra CPC-terminalen i […]
Fortsat medvind for ammoniak som brændstof
Fremtidens skibsbrændstof – nutidens investeringsobjekt Ammoniak forstærker endnu en gang sin position som et foretrukket grønt brændstof, og to nyheder fra denne uge sætter en ny streg under den stadig stigende tillid på området. Seks japanske selskaber – deriblandt shippinggiganten MOL – har indgået en aftale med den indiske ACME Group om mulig fremtidig investering […]
