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Fleet constraints, rising rates

Fleet constraints, rising rates

Oil Markets · S&P Global Energy

November 13, 202519m 34s

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Show Notes

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.