Matt Wright
@mattwright8
Senior Freight Analyst @Kpler. Oil, LNG, bulks and boats
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VLCC rates rise....a bit. Still a long summer ahead.
VLCC rates bottom out as Atlantic availability tightens VLCC rates rose from multi-month lows after a decline in vessel availability in the US Gulf triggered a resumption in ballasters heading to the region. Rates are likely to remain rangebound through the summer, however.
Russian crude is travelling further than before, lifting ton-miles. Aframaxes carrying Russian cargoes already accounted for a large share of Aframax demand, at about a quarter of ton-miles in 2021. In March, the Russian share increased to 29%, the highest level in two years.
Yes, some vessels have gone "dark" in the Black Sea, but it's most likely for their own safety rather than to mask suspicious activity. Considering Russian oil is not sanctioned there's no need. Besides, even if they do, there's no hiding from Kpler! kpler.com/blog/number-of…
Have Russian crude oil exports fallen? Not yet. But more Russian crude is on the water, where it will be searching for a buyer. That search will get increasingly complicated. Mission critical update from Alex Booth at @Kpler.
The US sourced 42% (318 kbd) of all seaborne DPP barrels from Russia in 2021. Most of this flowed into southern Louisiana (138 kbd), Houston (60 kbd) and Beaumont/Port Arthur (38 kbd).
🧵My translation of the analysis of the current situation in Russia by an active FSB analyst. Buckle up for a long thread and definitely please share far & wide. The full text is over 2000 words. This is a highly insightful look behind the curtain - covers many subjects.
I have received definitive news that within the next 72hours the nuclear deal will be signed in Vienna.Even if it might take a couple of days more or so,what appears to be certain is that the deal will be reached. #Iran's #oil is returning to the market under golden circumstances
Yesterday marked 11 months since the #ViennaTalks started. A long and gruelling marathon. Now it is almost over.
Scholz pulls plug on Nord Stream 2. "The situation now is a different one".
Six-language coverage from #Kyiv with @AP_GMS. In this order: English, Luxembourgish, Spanish, Portuguese, French, and German.
زنگنه: "اولين كار وزير بعدي نفت اين است كه مواظب سهميه ايران در اوپك باشد." با توافق امروز اوپك+ بخشي سهم ايران در بازار نفت از دست رفت چرا كه بعد ازماه مي ٢٠٢٢، اوپك+ مي خواهد علاوه بر ٥.٨ قبلي،حدود ١.٦٣ميليون بشكه در روز به توليد خود بيافزايد.اين يعني از سهم ايران كم مي شود.
In the 1st of a 5-part series examining a range of #IMO2020 issues, we look into how shipowners, refiners, ports and bunker suppliers are preparing for the change and how we think the transition might play out. Read the #ArgusBlog in full: okt.to/KUDI0J | #marinefuels
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