Geopolitics
Today · Brief
Strait of Hormuz: rising naval friction
Tanker insurers reprice MEG hull premiums; charterers preposition tonnage west of Fujairah.
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Geopolitics
This week · Brief
Venezuela: licence renewals and PDVSA logistics
What current licence terms imply for crude and product exports through year-end.
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Market
Freight · 5 min read
Reading the TD3C: what charterers see first
A practical guide to using AG-China VLCC rates as an early arbitrage signal.
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Market
Crude · 6 min read
Brent–Dubai EFS: the Asian arbitrage thermometer
Reading the EFS in tandem with freight to spot east-of-Suez crude flows.
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Explainers
Freight · 4 min read
What is TD3C?
The benchmark VLCC route from the Arabian Gulf to China — and why charterers watch it like an oil-price signal.
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Geopolitics
Last week · Brief
Libya: eastern field shut-ins reprice Med sweet
Sharara intermittency and the Es Sider differential to dated Brent.
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