Inventory rebuilding extends tanker demand
Aramco assesses that global oil stocks require 18 months to replenish Aramco quantifies a restocking requirement that starts only once the strait reopensAramco’s CEO stated this week that global oil inventories would take up to 18 months to rebuild even if the Strait of Hormuz reopened immediately. More than 2.6 billion barrels have been lost […]
Shippingmarkedet tilpasser sig hurtigere end de geopolitiske forstyrrelser
Udviklingen på fragtmarkedet afspejler i stigende grad sikkerhedssituationen på de enkelte sejlruter frem for de underliggende transportvolumener. Rederierne har hurtigt tilpasset sig de ændrede handelsmønstre, mens de geopolitiske spændinger fortsat påvirker de globale forsyningskæder. Tankmarkedet: Høje fragtrater understøttes fortsat af ændrede handelsmønstre frem for øgede olievolumener Markedet for råolietankskibe påvirkes i stigende grad af, hvilke […]
Shippingmarkedet tilpasser seg raskere enn forstyrrelsene sprer seg
Shippingmarkedene prises i økende grad etter sikkerheten på seilingsrutene fremfor volumet av lasten, ettersom rederiene tilpasser seg raskere enn forsyningskjedene blir påvirket. Tank: Inntjeningen i råoljetankmarkedet fortsetter å stige, drevet av handelsforstyrrelser fremfor vekst i transportvolumer Markedet for råoljetankskip prises i økende grad etter hvor lasten kan lastes på en sikker måte og hvor langt […]
Shipping keeps adapting faster than the disruption spreads
Shipping markets are increasingly pricing route security rather than cargo volumes, as operators adapt faster than supply chains are disrupted Tankers: Crude earnings extend gains as trade disruptions, not cargo volumes, sets the market The crude tanker market is increasingly priced on where cargoes can safely load and how far they must sail, rather than […]
EMF Vessel Map
Freeport Star Currently located in Canaport, Canada Was enroute from Houston, USA to Canaport, Canada, ETA 28 July The Port of Canaport, located in Saint John, New Brunswick, is Canada’s largest crude oil import terminal and is connected to the country’s largest oil refinery Stavanger Star Currently located at Corpus Christi, USA Was enroute from […]
Bjarne Thorup joins the Board of Directors of EMF AIF SIKAV
Strengthening EMF’s governance with deep expertise from the financial sector We are pleased to welcome Bjarne Thorup to the Board of Directors. He has more than 35 years of experience in the financial sector, with an extensive background in asset management, investments, and corporate governance. During his executive career, he served as Chief Investment Officer […]
Disruptions spread beyond the Strait of Hormuz after ceasefire collapsed
The Strait of Hormuz has returned to full crisis conditions, Houthi forces have widened their campaign to Saudi ports, and EU sanctions enforcement has intensified From de-escalation to renewed disruption July opened with cautious optimism after the June Islamabad Memorandum established a temporary ceasefire between the United States and Iran. Shipping traffic through Hormuz was […]
National carbon pricing regimes expand as shipping awaits a global framework
In the UK, allowances are now due on emissions from vessels of 5,000 GT and above calling any UK port Maritime carbon pricing is becoming increasingly fragmented as individual countries introduce their own emissions trading systems ahead of a global framework. This trend is adding a new layer of cost exposure and compliance requirements for […]
Nye forstyrrelser i Hormuz-stredet holder tankmarkedene på et høyt nivå
En mislykket våpenhvile, økende regional spenning og endrede handelsmønstre har styrket etterspørselen etter tankskip og økt tonn-mil-behov Kort gjenåpning erstattes av fornyet stenging Juli startet med at Hormuz-stredet var delvis gjenåpnet etter våpenhvilen som ble signert i midten av juni. Råoljestrømmene fra Gulfen hadde begynt å ta seg opp igjen, Brent-prisen hadde falt tilbake mot […]
Record Chinese exports sustain demand, but trade barriers and competition are reshaping the landscape
China’s overcapacity is driving a structural shift in global vehicle trade flows, with implications for both cargo volumes and the regulatory environment Chinese exports cross one million units in a month for the first time China exported more than one million vehicles in June, up 71% year-on-year, putting the country on track to export more […]
