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
Yesterday · Brief
Red Sea convoys reshape Suez throughput
AIS proxies suggest tanker traffic recovering, but container diversions persist.
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Geopolitics
This week · Brief
Russian product caps and shadow fleet
Replacement tonnage tightens clean Aframax availability into the Med.
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Market
Distillates · 6 min read
Why USGC ULSD keeps clearing into NWE
Refinery turnarounds and weak diesel cracks in Asia keep transatlantic flows the path of least resistance.
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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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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
Rolling
Panama Canal: water levels and tanker priority
Auction pricing and what it means for clean and LPG flows from USGC.
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