The Big Picture
Big Picture: Iran nuclear deal
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
The Big Picture: Maximum uncertainty
What could happen to Iran’s exports?
February 07, 2025
The Big Picture: Houthi ceasefire
Bovvered?
January 22, 2025
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Trump threatens secondary tariffs on Russia’s trade partners
July 17
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Trump's tariff threats spur minimal disruption to refined product flows—for now
July 17
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OPEC+ surprise hike for August production
July 08
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Grangemouth refinery closure prompts UK to lift oil stocks
July 01
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TMX crude expands Asia supply, benefits Aframaxes
July 01
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Tanker markets back Iran sanctions remain in place, for now
July 01
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Panic over, but risk premium holds VLCC rates above pre-bombing levels
July 01
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Tanker rates soar to this year high as Middle Eastern tensions escalate
June 24
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Weekend’s fighting between Israel-Iran reignites geopolitical premium in tanker markets
June 16
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Japanese refiner Taiyo Oil takes Russian crude first time after two years
June 11
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