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MSC Just Bought Half of Sinokor. The World's Biggest Container Line Now Controls a Quarter of the Compliant VLCC Fleet.
The Aponte family's tanker play is no longer speculation. Regulatory filings confirm MSC is behind Sinokor's $2.5 billion VLCC buying spree — and the…
Mar 19
1
Trump Waives the Jones Act for 60 Days. Foreign Tankers Can Now Move Oil Between U.S. Ports — But It Won't Fix What's Actually Broken.
Foreign-flagged tankers can now move oil between U.S. ports. The real problem — a Strait of Hormuz running at 3% of normal — remains untouched.
Mar 19
1
The Great Reroute: Cape Becomes Default Route—Again
Second Cape reroute in two years forces carriers away from Suez, piling 19 additional transit days and $2B+ weekly cost increments.
Mar 7
Shadow Fleet Under Siege: 2026 Sanctions Enforcement Redux
EU’s 43 new shadow fleet designations, US vessel seizures, and Arctic Metagaz sinking signal shift to predictive sanctions enforcement.
Mar 7
Qatar’s LNG Force Majeure and the Fragility of Global Gas
Qatar’s force majeure declaration after drone attack on Ras Laffan threatens 20% of global LNG supply, exposing critical vulnerability in Europe’s…
Mar 7
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Trump Waives the Jones Act for 60 Days. Foreign Tankers Can Now Move Oil Between U.S. Ports — But It Won't Fix What's Actually Broken.
Mar 19
1
The Robots Are Taking Over the Ports—And the Numbers Are Staggering
Mar 2
Russian LNG Tanker Arctic Metagaz Sinks in Mediterranean After Explosions
Mar 7
Houthis Announce Resumption of Red Sea Shipping Attacks Following US-Israel Strikes on Iran
Mar 4
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The Hormuz Chokepoint: How Seven Days Reshaped Shipping Risk
A week of Strait closure triggered 90% tanker traffic collapse and 86% overall decline, forcing insurers to redefine risk models.
Mar 7
DHT Holdings Taps Hafnia Founder Erik Bartnes — A Power Play for Tanker Supremacy?
Legendary tanker operator joins DHT board amid record rates. Is consolidation coming to the VLCC market?
Mar 7
Oil Majors Ghost Trump's Alaska Drilling Dreams at Cook Inlet Auction
Zero bids for 1M acres of Cook Inlet leases despite $90+ oil. Industry's final verdict on Arctic economics.
Mar 7
Panama Canal's Surprise Revenue Surge Defies Trade War Predictions
Canal revenue up 8-10%, beating forecasts and trade war predictions. Is global chaos actually good for Panama?
Mar 7
Iraq and Kuwait Quietly Cutting Production as Gulf Storage Overflows
Middle East producers are silently shutting down millions of barrels per day. Nobody's talking about it yet.
Mar 7
Trump's Tanker Escort Flip-Flop: Navy Said 'No Chance' Just Hours Before
Navy kills escort plans in private, Trump announces them on X. The Hormuz confusion saga just got messier.
Mar 7
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