Lloyd's List • July 28, 2026 3D chess: The interwoven tanker effects of Iranian, Houthi and Ukrainian attacks In tanker markets, trio of geopolitical crises interact with each other
Lloyd's List • July 21, 2026 Red Sea crisis redux: Could Bab el Mandeb be the next tanker chokepoint? The geopolitical chaos continues to mount for tanker shipping
Lloyd's List • May 20, 2026 Russia scores more Hormuz upside with yet another US sanctions pass The winners: Russian exporters, Chinese and Indian importers, shadow fleet operators
Lloyd's List • March 30, 2026 The Daily View: Parallel fleets and Tehran’s ‘toll booth’ War with Iran could take parallel-fleet trend to a whole new level
Lloyd's List • February 12, 2026 Effect of geopolitics on shipping poised to escalate, so ‘buckle up’ Geopolitics has played a role in shipping since cargo moved in barrels and sacks on sea galleons, but never at the scale it does today.
Lloyd's List • January 12, 2026 What to look out for in tankers in 2026 A podcast on the 2026 outlook for crude and products tankers
Lloyd's List • December 17, 2025 ‘All the shareholders’ wishes are coming true’ yet VLCC stocks are down Shares of VLCC owners have been pulling back amid an epic spot-rate rally
Lloyd's List • October 22, 2025 Crude tankers firing on all cylinders as oil in transit soars Sanctioned barrels responsible for oil in transit surge
Lloyd's List • July 23, 2025 How new EU sanctions could change tanker trades beyond Russia The latest round of EU sanctions on Russia could shake up tanker markets
Lloyd's List • March 7, 2025 The long view from Long Beach How US retreat could affect shipping over the coming decades
Lloyd's List • January 22, 2025 VLCC spot rates sink 11% despite US sanctions on Russian cargoes Tanker charterers not panicking; high-priced deals on subs fail
Lloyd's List • January 15, 2025 VLCC spot rates surge higher as tanker stock rally takes a breather Baltic VLCC TCE index gains another 33% on Tuesday to reach $47,916 per day
Lloyd's List • January 10, 2025 VLCC outlook: Sanctions, ‘pond full of black swans’ and China downside risk Hope is rising that sanctions will force more crude cargoes to mainstream VLCCs in 2025
Lloyd's List • November 6, 2024 Trump victory could spur sweeping changes for tariffs and sanctions US stock market surges on election results, but shipping stocks did not follow suit
Lloyd's List • October 17, 2024 Shipping splits into ‘parallel universes’ as global trade continues to decouple Disruptions from global conflicts collide with record-high global trade flows
Lloyd's List • August 30, 2024 Tanker shipping’s dark fleet to keep growing until ‘margins are destroyed’ Frontline: Sanctions and regulations won’t halt dark fleet rise, overcapacity will
Lloyd's List • April 26, 2024 Ukrainian grain exports rebound as ship arrivals near pre-war levels The number of bulker arrivals has surged and Ukraine has been able to maintain its exports.
INSIDE SHIPPING • February 27, 2024 As the crude world turns: Tanker rates, sanctions, rising US exports The latest data on booming U.S. exports, resilient Russian flows, and how sanctions impact the price of Russian crude and freight.
FreightWaves • December 26, 2023 Top ocean shipping stories of 2023: War, drought and detours Ocean shipping kept the world’s cargo flowing amid two wars and disruptions at both the Panama and Suez canals.
FreightWaves • December 6, 2023 America’s energy boom: Crude exports soar to record high U.S. crude exports have never been higher. Overseas buyers are incentivizing American producers to pump more “black gold.”