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Commodity supply lines are still adjusting to the disruption in links between Russia and some of its trading partners | okt.to/wFoUQH
𝟐 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 | 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞
Join us at the Methanol & Alternative Bunker Fuels Briefing and explore bunkers, LNG, biofuels, methanol pricing and the maritime fuel transition.
Register: okt.to/LrBnbv
US-Russia diesel deal adds volatility to Atlantic tanker market
▪️Limited volumes, attacks may curb wider market impact
▪️Western sanctions still restrict owners lifting Russian cargoes
okt.to/WN8P20
Explore supply security, changing Asian trade flows, the global capacity reset and the outlook for low-carbon methanol at our briefing in Singapore on 2 November.
Register: okt.to/Fz7OVa
Next week at 𝐀𝐬𝐢𝐚 𝐆𝐚𝐬 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 in #Singapore: Hear from PetroChina & Excelerate Energy on JKM/TTF spot trading, LNG pricing, and how the Middle East crisis is redirecting Pacific trade routes.
okt.to/DJHUnc
Happening next week in Singapore:
Hear from panelists as they analyze structural infrastructure growth, regulatory compliance, and how the recent supply crisis has altered the long-term outlook for LNG bunkering.
𝟐𝟕 𝐎𝐜𝐭𝐨𝐛𝐞𝐫, 𝟑:𝟓𝟎𝐩𝐦 (𝐒𝐆𝐓)
okt.to/Mwkt3p
US sanctions relief could lift tanker rates in Russia, inject capacity to Gulf shuttles: analysts
🔷 Sanctions relief could shift tanker capacity
🔷 Shadow fleet earns less than mainstream at times
🔷 Safety concerns persist for aging shadow fleet
okt.to/k876ni
Crude #tankers rates loading in the Americas have hit record highs as owners factored in tight supply, longer voyages and high insurance costs. Ahead of the typically strong winter demand season, analysts say the bull run looks primed to continue.
okt.to/uak4xA
Commodity markets continued to reflect divergent fundamentals in September. Energy and transportation fuel markets were influenced by supply disruptions and geopolitical developments, while battery metals remained under pressure from evolving demand dynamics.
Existing methanol-capable shipping fleet could consume 2 bil gal/year of ethanol
▪️Maersk completes first US ethanol bunkering
▪️Ethanol costs 43% more than conventional fuel
okt.to/BFqx5Q
PATH TO NET ZERO: Shipping companies face slow low-carbon bunker transition
▪️Intensity reduced, not total emissions
▪️Cost of green fuel is much higher
▪️Cargo owners are less willing to pay premiums
🔗 Full analysis: okt.to/yPIk6W
Maersk completes first US ethanol bunkering of deep-sea vessel
▪️Shipping company tests corn-based marine fuel
▪️Dual-fuel vessel operates on ethanol blend
▪️Port of Mobile hosts ship-to-ship transfer
okt.to/IlNVPL
INTERVIEW: Heidmar CEO sees product tanker freight lag refining margins
▪️Fleet growth cannot be absorbed by ton-mile demand
▪️Persian Gulf product flows slump, hitting freight rates
▪️Sanctions mean compliance costs, limited scrapping
okt.to/z7ljAv
It’s been a packed final day for shipping and bunker markets at APPEC. Singapore’s maritime roadmap set the direction for the program. The discussion then moved through the global outlook, tanker markets, fuel oil, alternative fuels and digital bunkering. #APPEC
Geopolitical disruption is now a structural feature of energy trade flows.
𝗜𝗯𝗿𝗮𝗵𝗶𝗺 𝗔𝗹 𝗡𝗮𝗱𝗵𝗶𝗿𝗶, CEO of @ASYAD_Shipping, shares his outlook on fleet renewal, security, and operational flexibility ahead of #APPEC 2026. okt.to/CQAjqS
IMO could boost green bunker demand by more than five times: DNV
▪️Regulatory uncertainty creates fuel demand gap
▪️Biofuels face scalability constraints ahead
▪️Efficiency measures could cut compliance costs
okt.to/QeE6WT
Trade routes are being redrawn and supply chains are evolving. Where does the market go next?
Join us in Singapore, September 7–10, for APPEC 2026 as leaders across crude, products, chemicals, and shipping set the agenda. okt.to/IrsvEm
#Russian shadow fleet premiums widen amid Black Sea risk, Baltic cargo constraints
▪️Black Sea Suezmax premiums rise on risk
▪️Baltic clean cargo visibility remains limited
▪️Shadow fleet spreads widen amid disruption
🖥️Full story: okt.to/2VFdOf
War risk insurers withdraw cover for Red Sea insurance following deadly incident
▪️Technical move comes amid renegotiations for reinsurance
▪️Temporary seaborne trade issues before coverage reinstalled
🖥️Full story: okt.to/PdCrmK
