The Big Picture
The Big Picture: Politics vs. fundamentals
The Big Picture: Politics vs. fundamentals
Can Trump prolong the upcycle?
February 17, 2025
The Big Picture: Maximum uncertainty
What could happen to Iran’s exports?
February 07, 2025
The Big Picture: Houthi ceasefire
Bovvered?
January 22, 2025
The Big Picture: OFAC Sanctions
Will China and India receive sanctioned tankers?
January 10, 2025
The Big Picture: Tanker ordering
Just another supercycle?
January 06, 2025
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TD6 reached one year high with increased CPC loading
March 21
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Loadings halted at Bonny after apparent attack on pipeline
March 21
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Return to Suez Canal transit in doubt as Houthis renew pledge to attack shipping in the Red Sea
March 21
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US tightens its grip on Iranian oil exports
March 21
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Indian diesel/jet exports to Europe switch to shorter routing during Houthi’s tentative ceasefire
March 11
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Mexico and Canada hit by US tariffs, but specific exemptions still possible
March 06
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OPEC to go ahead with production increase in April
March 05
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US targets Chinese dominance in maritime sector with new port fees proposal
February 28
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US slaps more sanctions on Iranian oil
February 28
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EU and UK agree more sanctions on Russia
February 28
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