TANKER MARKETS - QUO VADIS?
Spot rates for VLCCs rebounded sharply at the end of last week as rumors of a potential new U.S.-Iran peace roadmap began to circulate. The VLCC market has been on a rollercoaster ride since December 2025 ...
https://t.co/lTFlCYkVo3?
WHO IS AFRAID OF THE TANKER ORDERBOOK?
After three months of conflict, the U.S. and Iran have finally agreed to a ceasefire and a roadmap toward peace. What does this mean for the tanker market in both the short and long term?
https://t.co/Hn4TKZYqbM
EQUITY MARKETS AT A TURNING POINT?
Global shipping stocks have performed exceptionally well over the past years. The main drivers have been supply chain disruptions during the COVID pandemic, inefficiencies in global trade ...
https://t.co/bRDXir7JO5
MARKETS MAINTAIN UPWARD MOMENTUM DESPITE ONGOING GEOPOLITICAL RISKS
Global equity markets extended their upward momentum in May 2026, advancing by approximately 5% month-on-month. U.S. equity indices reached new record highs ...
https://t.co/lbqIa3bEng
MOMENTUM OUTPERFORMS VALUE IN Q1
At the time of writing, markets continue to speculate about a potential agreement between the U.S. and Iran, including the possible reopening of the Strait of Hormuz. For now, however, we remain cautious ...
https://t.co/HBNYKdNtBO
WHO KNOWS BETTER - EQUITY OR DEBT MARKETS?
The year 2020 likely marked the end of a multi-decade era of falling global interest rates. For nearly 35 years, long-term yields declined steadily, with 30-year U.S. Treasury rates falling from above 10% ...
https://t.co/ANOHe9D0sw
A NEW EL NIÑO IN THE MAKING?
El Niño 2023/24 caused a severe water crisis in the Panama Canal, which relies on water from Gatún Lake. Drought pushed water levels to 24.1 m (about 2 m below average), forcing major restrictions ...
https://t.co/eCyl1zwDvw
UNITED STATES IN NEED OF MORE PROPANE EXPORT TERMINALS
In the United States, propane markets reached a new milestone. According to the EIA’s latest report,...
https://t.co/BElJpbQvJB?