Wet Cargo
Oil Tanker Markets
Our oil tanker coverage spans the full range from VLCCs to MR product tankers, integrating refinery throughput modeling, crude trade flow analysis, and fleet economics.
Discover More↓Market Overview
Our oil tanker coverage spans the full range from VLCCs to MR product tankers, integrating refinery throughput modeling, crude trade flow analysis, and fleet economics. Clients receive a structural perspective on how energy transition pathways, OPEC policy, and refinery capacity shifts determine tanker market fundamentals.
Energy Transition Pathways
Peak oil demand timelines vary dramatically by scenario, making the 2025-2035 window critical for tanker asset positioning and residual value assumptions.
Trade Route Disruption
Geopolitical events and canal constraints reshape trade routes overnight, creating ton-mile windfalls for certain segments while depressing others.
OPEC Production Policy
OPEC+ output decisions directly shape crude tanker demand, creating immediate supply-side volatility that ripples through VLCC and Suezmax charter markets.
Refinery Capacity Shifts
New refinery builds in Asia and the Middle East are reshaping product trade flows, increasing long-haul product tanker ton-miles as legacy capacity closes in Europe.
Deliverables
Quarterly Tanker Outlook
Five-year scenario-based forecasts of earnings, asset values, and fleet development across all size segments.
Tanker Supply-Demand Balance
Monthly updated proprietary model tracking fleet growth, trade volumes, and utilization rates by segment.
Navigator DSS Access
Historical data from 1980, interactive charting, and custom scenario modeling for tanker markets.
Coverage Scope
- VLCC, Suezmax, Aframax, LR2, LR1, and MR segments
- Crude oil and refined product trade flow modeling
- Refinery capacity additions, closures, and throughput analysis
- OPEC production policy scenario analysis
- Ton-mile demand and voyage economics
- Freight rate, time charter, and asset value forecasting
Applications
Need Tanker Market Intelligence?
Our sector specialists deliver the intelligence you need to make confident investment, lending, and operational decisions in tanker markets.