The Big Picture
Russian oil flows
Russian oil flows
The end game
October 16, 2025
OFAC and China port fees
Focus shifts back to VLCCs
October 10, 2025
Big Picture: Iran nuclear deal
Bullish for tankers
May 16, 2025
The Big Picture: USTR port fees
Watered down
April 23, 2025
The Big Picture: Politics vs. fundamentals
Can Trump prolong the upcycle?
February 17, 2025
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Russian crude oil glut emerging as India shuns volumes
November 04
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Russian sanctions provide sharp boost to tanker optimism
October 23
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Crib sheet for port fees in China and US
October 14
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How small do Chinese-built tankers have to be to avoid port fees when discharging in US ports?
October 14
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Brief recap of port fees
October 13
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Rizhao Shihua terminal sanctions
October 13
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Chinese port fees
October 13
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Four oil terminals under Qingdao port implement new tanker scoring system, effects marginal
October 01
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Iraq reaches interim deal to restart Kurdistan exports via Turkey
October 01
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VLCC reached its highest in two years
September 18
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