FEATURE OF THE WEEK

Imbalance in supply and demand fundamentals in Atlantic MR market favours the Gulf of Mexico

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Recent insights
Jul 10, 2025
China’s Iranian crude imports near record high again
China imported over 1.7 mbd of Iranian crude in June—just shy of the March record. But what’s different this time?
Jul 09, 2025
LNG Special Report: As Middle East tensions ease, summer dynamics across China and Europe define the market
Easing Middle East tensions are influencing summer price trends, while diverging demand patterns across China and Europe are reshaping the…
Jul 04, 2025
Global crude/condensate supplies show surprising upside despite muted OPEC-8 exports
Despite relaxed voluntary production targets, OPEC-8 crude exports remained stable, while the rest of OPEC+ crude exports show growth over…
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January 12, 2023
Exclusive report: Iranian crude & condensate…
What were the highs and lows of 2022 for Iranian crude & condensate exports? Download our exclusive report with insights derived by our expert…
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September 06, 2022
Clean tankers: LR2s in a position…
Russia’s invasion of Ukraine has shifted diesel trade patterns and the clean tanker segment, but LR2s seem to be in a strong stance.
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August 25, 2022
Crude Tankers: Russian Invasion sets the…
Russian-Ukranian conflict managed to shift the crude tanker trade patterns, however Chinese purchasing activity is and will remain a barometer for tanker recovery.
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March 29, 2022
Russia under strong pressure
Russian oil exports are increasingly struggling, given the strong dependence on "unfriendly countries". IEA's call of 2.5-3mbd crude supply losses looks plausible but is…
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March 24, 2022
Russian Baltic and Black Sea crude…
Russian crude exports from the Baltic and Black Sea are now showing a clear redirection away from Europe. In this insight we explore the…
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March 23, 2022
The implications of falling Russian residue…
Dirty products are the first energy exports out of Russia showing clear signs of declines. And there are good reasons for it, as well…
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March 22, 2022
Q&A: Russian oil exports are starting…
Following up on our APAC Webinar, we are answered questions on Russian oil exports, and the implactions on European and Asian crude and product…
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March 17, 2022
The case behind rising East CPP…
While crude rates are falling from the peaks reached following the Russian invasion in Ukraine, CPP tanker rates continue their rally, especially in the…
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March 16, 2022
How quickly can Europe pivot away…
The EU has made the bold claim that a 100 bcm reduction of Russian gas can be achieved this year. LNG will need to…
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March 01, 2022
New world order = new oil…
From an oil and shipping point of view, the Russia/Ukraine war may curtail or merely rerout the flows of Russian oil barrels, or even…
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February 01, 2022
Russian roulette being played out in…
European LNG imports reach record highs in January, leaving less than 20% of free import terminal capacity - too little to cope with further…
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Russian roulette being played out in Ukraine, leaving the gas market guessing
Russian roulette being played out in Ukraine, leaving the gas market guessing
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