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Structural Market Shifts, Not Just Barrels, Powering the Dirty Rally

Structural Market Shifts, Not Just Barrels, Powering the Dirty Rally ‍ Crude freight markets are experiencing a surge, which available data suggests is not solely attributable to extended voyages or an oversupply of crude. Elevated tonne-days versus lower tonne-miles reveal a market constrained by structural inefficiencies, including vessel rerouting, compliance delays, and sanction-related reshuffling, which …

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Dry bulk’s looming divide

The prevailing positive sentiment within the dry bulk market may lead to misguided optimism in 2026 and beyond, according to a Clarksons analysis. At last month’s Baltic Dry FFA Forum in Geneva, Louisa Follis, director and head of dry cargo analysis at Clarksons, intentionally addressed dry bulk supply dynamics ahead of her demand analysis to …

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Diverging supply environment drives clean, dirty tanker rates: International Seaways

Entering the fourth quarter, oil markets will begin to see the global uptick in production finally hitting the water, according to executives at International Seaways, who have observed a divergence in supply-side factors driving clean and dirty tanker freight rates. “We have not seen the full scope of what could be on the water soon,” …

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Commission unveils nearly €3bn to scale up green fuels for aviation and maritime transport

The plan to step up financing for sustainable fuels in shipping and aviation by 2027 comes as the bloc is falling short of decarbonising heavy transport by 2050. The European Commission announced a €2.9 billion plan to scale up investments in green fuels by 2027 to curb carbon dioxide emissions from aviation and maritime transport, …

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