Crude oil shipping

Mainstream tankers have moved into the Russian crude export trade. The price cap might push them back out again.

More Western tankers are jumping into the Russian trade — legally, under the price cap — to pocket big freight premiums.

Crude production cuts are inherently bad for tanker shipping, but analysts are downplaying the fallout.

Container shipping just experienced a record boom. Some believe crude and product tankers are poised to follow suit.

Shipowners say they won’t order expensive new dual-fuel tankers without charters. They’re not getting charters, so they’re not ordering.

With virtually no new ships on order and demand strengthening, the tanker business seems poised for a bull run.

Larger crude tankers are moving more U.S. exports on shorter voyages to Europe as long-haul volumes to China stagnate.

Cargo flow remained constant at ports in Houston and Corpus Christi, Texas, but slowed slightly in New Orleans.

Some VLGCs carrying propane and VLCCs carrying crude have joined LNG carriers in shipping’s six-figures-per-day club.

The EU is going to ban imports of Russian crude and petroleum products. It still has a long way to go to find replacement supplies.

The G-7 plan to squeeze Russia’s oil profits hinges on the EU revising its own sanctions. Those revisions face opposition.

“Right now, shipping companies around the world are looking at this and scratching their heads,” says sanctions expert Bruce Paulsen.

Tanker stocks are proving to be a shelter from the Wall Street storm as demand grows for ships that transport oil and natural gas.

Tankers stocks are doing great. Dry bulk and container stocks temporarily stopped the bleeding. “Maxim stocks” still underperform.

Tankers are very busy loading up with American crude oil and refined products sold to overseas buyers.

Tankers are loading up on American crude, diesel and gasoline exports. Can the free market withstand political pressure?

The biggest deal in tanker shipping history would merge Euronav and Frontline, but consolidation is no panacea.

Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.

Cost of shipping crude oil remains cheap, but tanker rates could jump if the war doesn’t end by fall.

Container lines and tanker owners rapidly and preemptively suspend business with Russia.

Shipping analysts rethink outlooks on crude and product tanker rates: already grim market appears even grimmer.

An attack on Ukraine could hike costs for shipowners and cargo shippers across the globe.

Crude and product tankers may be totally different markets, but 2021 proved how connected they are.

Crude-tanker owners continue to pile up huge losses, but hopes are high for next year.

Port Houston’s biggest international trade partners were China, Mexico and Brazil during the first half of the year.

From refinery to consumer

The Biden administration is considering waiving the Jones Act in the wake of the Colonial Pipeline shutdown.

Tanker execs explain lack of distress sales and scrapping this time around, and why new orders will be more curtailed.

Glimmers of hope for the beaten-down tanker sector: more OPEC+ crude production and more long-haul exports from the U.S. to India.

‘Bigger is better’ is the mantra of public tanker companies. The just-announced INSW-Diamond S merger is a step in that direction.

Back in the Aristotle Onassis era, a Suez Canal closure was a tanker game changer. Today, tanker upside from the canal accident is limited.

Deutsche Bank’s Amit Mehrotra on how long import surge could last and upside potential for container, dry bulk and tanker stocks.

Tanker and bulker spot rates can go sub zero — some tanker rates are there now. What do the negative numbers really mean?

Analysts tally tanker fallout after OPEC+ stuns market with decision to hold the line of production cuts.

Long grind ahead for crude tankers: Executives and analysts don’t see recovery until second half — if not later.

How surprise Saudi production cuts and escalating Mideast tensions could impact timing of crude-tanker rate recovery.

Mexico’s new fuel import regulations are seen by critics as an attempt to boost state oil firm Pemex.

A look back at 2020’s shipping roller coaster: how container sector emerged as ‘surprise rock star’ and tankers peaked early, then plunged.

The total market capitalization of U.S.-listed ocean shipping stocks has plunged 34% in 2020, but there are reasons for hope in 2021.

U.S. shipbuilding also hit as demand dropped amid excess vessel capacity.

As COVID hospitalizations surge and business restrictions mount, could U.S. importers be overshooting the mark?

“Winter is Coming” is a warning in House Stark and usually a blessing for tankers. But there’s nothing usual about 2020.

Euronav exec curses crude-tanker market (literally). Scorpio exec pitches product-tanker promise and throws shade at crude side.

Kirby tops earnings expectations on lower costs despite COVID and hurricane hits to demand.

New Kpler data reveals slow pace of floating-storage unwind and steady fall in crude-tanker utilization.

A “blue sweep” win for Democrats could be good for container ships, bad for tankers.

Banks, charterers, shipowners and governments want to clean up ocean transport. Not necessarily in the same way.

Shipping CEOs see an increasing risk of a global economic crisis in the decade ahead.

Marine fuel prices are down 30% year-on-year despite the IMO 2020 regulation.

Ocean shipping stocks remain mired in a sea of red. A bad year is getting worse.

Amid talk of more floating storage, Kpler data reveals most of round-one storage volume is still on the water.

After decades of safety improvements, a deadly stretch of casualties for ocean shipping.

Crude-tanker rates on the benchmark Middle East-Asia run are now deep in the red.

McKinsey warns that global shocks will become more frequent and shippers must improve the resiliency of their supply chains.

Good news: Ocean volumes are recovering from COVID.

COVID-19 could ignite geopolitical clashes and cause “meltdown” in U.S. consumer demand.

Asia crude drawdown slashes both the “tons” and the “miles” in the ton-mile equation.

When times get tough, crude-tanker owner DHT starts buying. Times are getting tough.

Euronav and Scorpio Tankers highlight attractive fundamentals after floating storage wraps up.

New data reveals just how far ship orders have sunk. The fewer ships ordered, the higher future rates could climb.

Robintrack.net data reveals what retail traders are buying and when. The question is: Why?

An analysis of daily traded values and volumes of tanker and dry bulk stocks.

Will tanker sector see summer lull or more action ahead?

Top Ships, Seanergy, Castor and Globus tap equity markets to buy vessels.

Nordic American Tankers is the best stock performer among larger listed ship owners. Scorpio Bulkers is the worst.

Most floating storage has yet to be unloaded while delays in China are mounting.

Tanker rates haven’t been this strong at this time of year for a half-decade.

Global trade fallout from the crew-repatriation crisis has begun — and looks poised to snowball.

Long-term institutional investors still steer clear of shipping shares — with good reason.

Tanker rates have plunged as predicted. How long until a recovery?

More forgiving sanctions approach would avoid rate surge seen after COSCO sanctions.

Ships could be idled as thousands of seafarers refuse contract extensions.

Institutional sellers offset retail buyers of supertanker stocks.

Warning sign for tanker investors as US crude exports begin to reverse course.

An exclusive interview with Samir Madani, co-founder of TankerTrackers.com.

The stock market is back to pre-COVID levels. Shipping shares still have some catching up to do.

Banner day on Wall Street buoys tanker names as pressure builds.

Trump administration seeks to squeeze crude exports from Venezuela.

What the war of words between the U.S. and China means to ocean shipping.

Lessons learned from shipowner woes in the wake of the global financial crisis.

Rates for ocean transport of propane could surge if the worst of the coronavirus crisis is past.

Tanker owners increasingly point to upside to come after floating storage unloads.

An exclusive interview with Deutsche Bank’s Amit Mehrotra on what COVID-19 means to transport stocks.

Good news: Vaccine shows promise. Bad news: Floating storage economics vanish.

“Nowcasting” platform uses ship-tracking data to detect coronavirus fallout.

Future cargo flows at escalating risk from inaction on stranded seafarers.

Diamond S boss sees tanker-market “trough” on the horizon.

There’s still too much oil in the world and tankers are still filling up with the overflow.

Are larger funds now heading for the exits and giving up on tanker stocks?

Public tanker owners post impressive earnings on an ugly day for tanker stocks.

Kirby Corp pulls 2020 guidance but inland barge utilization is still strong at 90%.

The agencies’ report, which uses findings from Sandia National Laboratories, says a crude oil’s vapor pressure shouldn’t factor into deciding whether certain types of crude oil can be transported via rail.

Shipping analyst Michael Webber sees tanker-stock upside if coronavirus recovery falters.

Industry sage Martin Stopford dives deep into the future of global trade.

Darren Prokop explores the reasons for the huge drop in oil prices and what the ramifications are because of the drop.

Refined-product tankers join crude tankers in era of epic earnings.

Tensions in the Strait of Hormuz have always been good for tanker rates and stocks — until now.

U.S.-listed tanker stocks boast double-digit gains on historically awful day for crude-oil pricing.

Crude-tanker demand should continue to rise. Will stock prices follow suit?