Lloyd's List • January 7, 2026

Venezuela supply effect lagged due to pre-blockade cargo and ships running gauntlet

Significant volumes en route prior to US blockade, and tankers are now running blockade

Lloyd's List • January 6, 2026

The Daily View: Trump kicks off 2026 with another geopolitical crisis

Venezuelan crude exports will eventually recover, say optimists

Lloyd's List • December 30, 2025

Chinese-flagged VLCC en route to Venezuela despite US blockade

What happens if unsanctioned Chinese-flagged VLCC loads Venezuelan crude?

Lloyd's List • December 23, 2025

VLCC rates fall like ‘lead balloon’ in steepest one-day plunge in over half-decade

Largest single-day drop in TD3C index since May 1, 2020

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 • December 3, 2025

Shipping investors fear geopolitical rate upside could unwind in 2026

Could global shipping become more efficient in 2026?

Lloyd's List • November 19, 2025

How long can crude tanker rate rally last and how could it end?

Rates fuelled by tonne-miles of non-sanctioned oil and delivery delays for sanctioned oil

Lloyd's List • November 18, 2025

Could shipping shares offer safe haven as broader stock market fears mount?

Shipping stocks might allow investors to offset exposure to headwinds

Lloyd's List • November 4, 2025

Port fee questions linger after shipping used as trade war ‘pawn’

More details have emerged on port fee suspension but uncertainty remains

Lloyd's List • October 31, 2025

Crude tanker rally continues as VLCC spot rates skyrocket

Tanker owners are popping the champagne corks

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 • October 16, 2025

US-listed shipowners still don’t know their liability from Chinese port fees

Chinese port fees expected to further 'fragment global' fleet

Lloyd's List • October 12, 2025

US ownership clause of Chinese port fees could cast ‘wide net’

Chinese port fees could have a significant market effect

Lloyd's List • September 23, 2025

VLCC spot rates dip from peak but outlook remains bullish

Spot rates for VLCCs have dropped by mid-single digits from last week

Lloyd's List • September 15, 2025

Analysts see more upside to come as VLCC rates near six-figure threshold

Signals flashing green for VLCC market as spot rates remain very strong

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 • June 24, 2025

VLCC rates shoot higher but tanker stocks retreat after restrained Iranian response

Spot rates surging but tanker equities tell a very different story

Lloyd's List • June 20, 2025

Tanker execs lay out Strait of Hormuz scenarios as spot rates double

Strait of Hormuz situation could end up being either very good or very bad for tanker demand

Lloyd's List • May 1, 2025

New version of US SHIPS Act targets owners ordering Chinese newbuilds

Non-Chinese owners ordering at China’s CSSC would face US port fees if bill passes

Lloyd's List • April 2, 2025

‘Thermonuclear’ port fee-tariff combo: Shipping ‘disaster’ or will rates go ‘ballistic’?

No one really knows how this will play out for rates, although shipowners predict they will ultimately profit