The tanker market is positioned to benefit from improving fundamentals in the oil sector. OPEC+ recently agreed to increase crude output, and forecasts point to stronger demand in the second half of the year as global inventories draw down. This week OPEC+ has raised its demand growth forecast for 2026 to 1.38 million barrels per day, up from 1.28 million previously.

Busy, lucrative months coming up  
Higher production volumes are expected to lift crude trade flows, supporting demand for large tankers and contributing to stronger earnings potential across the segment. The outlook suggests that tankers could continue to see stable to firm utilization in the coming months as oil supply growth translates into increased seaborne shipments.