DiscoverOil MarketsFleet constraints, rising rates
Fleet constraints, rising rates

Fleet constraints, rising rates

Update: 2025-11-13
Share

Description

Global tanker markets are riding high as shipowners post strong third-quarter earnings amid bullish forecasts. What's driving the surge in day rates? Why are newbuilds still lagging even as fleet capacity tightens? How have sanctions reshaped both dirty and clean tanker markets? And could US shipyards stage a comeback in the global shipbuilding race?

Join host Jeff Mower as he discusses these and other related issues with Catherine Kellogg and Binish Azhar.

Comments 
In Channel
The roadmap for the energy sector as it embraces AI

The roadmap for the energy sector as it embraces AI

2025-11-2721:36

Crude markets react to firm freight rates and Atlantic oversupply

Crude markets react to firm freight rates and Atlantic oversupply

2025-11-2013:29

Fleet constraints, rising rates

Fleet constraints, rising rates

2025-11-1319:34

The final countdown: Europe readies for full Russian LPG ban

The final countdown: Europe readies for full Russian LPG ban

2025-11-0618:51

Low prices, high stakes in the Caribbean

Low prices, high stakes in the Caribbean

2025-10-3028:28

With winter approaching, Asian diesel and jet fuel markets react

With winter approaching, Asian diesel and jet fuel markets react

2025-10-2312:37

Kirkuk crude resurgence: Navigating new trade dynamics

Kirkuk crude resurgence: Navigating new trade dynamics

2025-10-1608:28

High sulfur fuel oil prices get a boost from rising US crude exports

High sulfur fuel oil prices get a boost from rising US crude exports

2025-10-0922:07

EU sanctions package on Russian oil set to reshape European diesel and jet trade flows

EU sanctions package on Russian oil set to reshape European diesel and jet trade flows

2025-10-0214:43

Insights from APPEC 2025 on China's oil demand and global shipping

Insights from APPEC 2025 on China's oil demand and global shipping

2025-09-2526:23

What impact is Dangote's ramp-up having on the global fuel oil market?

What impact is Dangote's ramp-up having on the global fuel oil market?

2025-09-1814:26

Seasonal gasoline transition in US shapes refining strategies, blendstock trade

Seasonal gasoline transition in US shapes refining strategies, blendstock trade

2025-09-1126:09

What is behind diverging LPG fundamentals over the summer period?

What is behind diverging LPG fundamentals over the summer period?

2025-09-0415:05

APPEC to look at Asia's changing energy narrative amid tariffs and transition

APPEC to look at Asia's changing energy narrative amid tariffs and transition

2025-08-2825:25

Drones hammer Russian, Ukrainian energy infrastructure amid push for peace deal

Drones hammer Russian, Ukrainian energy infrastructure amid push for peace deal

2025-08-2123:42

What's in store for US diesel and jet?

What's in store for US diesel and jet?

2025-08-1422:45

Tainted crude: Europe responds to Azeri Light contamination

Tainted crude: Europe responds to Azeri Light contamination

2025-08-0720:39

Tightness in USGC heavy crude puts spotlight on Canadian access

Tightness in USGC heavy crude puts spotlight on Canadian access

2025-07-3125:35

EU sanctions, ceasefire, and OPEC+ move—what are the implications for Asia

EU sanctions, ceasefire, and OPEC+ move—what are the implications for Asia

2025-07-2424:39

Second UK refinery collapse puts focus on survivors

Second UK refinery collapse puts focus on survivors

2025-07-1718:22

loading
Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Fleet constraints, rising rates

Fleet constraints, rising rates