Tanker

China’s restrictions on refined product exports have tightened regional fuel supply and disrupted Asian CPP tanker flows, particularly within the MR segment.

UAE exits OPEC to gain production flexibility amid shifting demand, though immediate tanker impact remains limited due to Strait of Hormuz constraints.

Rising ethanol and renewable feedstock flows, combined with tightening high-spec tonnage supply, are pushing chemical shipbrokers into more strategic roles spanning technical assurance, risk control and freight strategy, explain IG’s Preben Krohnstad and Nicolau Mascarenhas.

Tanker fleet deliveries are increasing after a period of modest growth, with crude oil tankers set to take a larger share of new capacity in the coming years. While deliveries are rising, overall fleet growth remains moderate in historical terms.

How will the US’ involvement in the Venezuelan energy market impact the tanker market heading into 2026?

A decade after joining IG, Jake Seed reflects on his journey from graduate to Senior Research Analyst. He shares how curiosity, data, and teamwork have shaped his career in tanker research.

Flat rates for 2026 are expected to fall by around 7–9% on most routes due to lower bunker prices, while the new Mediterranean ECA will drive increases of about 5% for voyages fully within the zone.

The biofuel refinery sector has been going through capacity adjustments over the last 12 months. What are the major changes and what are the expectations for the biofuels production capacity and demand over the next few years?

The phased reversal of 2.2m b/d of OPEC+ production cuts was further accelerated on Saturday, with the organisation releasing a further 411,000 b/d into the market for June. What might this mean for the tanker market heading into the summer months?

Amid aging fleets, contracting challenges, and rising demand for modern, efficient vessels, the tanker fleet is set for substantial growth in 2025 and beyond, with approximately 23.2m dwt scheduled for delivery this year, primarily driven by coated product tankers.

OPEC+ plans to restore 2.2 million b/d by September 2026, but near-term impacts are limited as compensation cuts from key overproducers offset increases until July. Medium-term prospects remain positive for crude tankers.

OPEC+ has announced a phased reversal of production cuts, adding 2.2 million b/d by September 2026. While near-term uncertainties remain, the shift could benefit crude tankers. With oil prices having touched the high $60s, OPEC+ policy remains flexible amid evolving market conditions.

No policy announcements have been made with respects to Venezuelan sanctions, but what might the impact be on the tanker market if Trump decides to tighten them further?

In recent days, both the Biden and Chinese administrations have enacted some interesting policy changes, which have, at the very least, the potential to set the direction of travel over the coming years for the tanker markets.

Clean tankers have endured a challenging winter market. In this report we look at some of the factors, and how they might shape up heading into 2025.

OPEC+ have further delayed the unwinding of 2.2m of voluntary production cuts. Explore this short piece on the potential ramifications for the crude tanker as we head into 2025.

Donald Trump has been elected as the 47th President of the United States. Explore out report outlining some of the key themes of a Trump Presidency that could impact the Tanker market going forward.

The West African oil market may have gone slightly under the radar in recent months, but there is plenty to discuss and lots of potential changes that could impact the tanker markets.

Guyana is a significant brightspot for crude production and tanker demand, our latest report explores the potential medium/long term trends of both Guyana and the wider region.