Signal: Weekly Tanker Market Monitor
AI Summary
The 2026 tanker market shows a significant decline in flows during late March due to wartime disruptions but has partially recovered by late June. The market data highlights fluctuations in oil shipments measured in million barrels, reflecting ongoing geopolitical and economic influences.
The 2026 trend (blue) sits far below its 2023–2025 range, the visible fingerprint of the wartime collapse. Flows tracked the historical norm through mid-March, fell off a cliff in the last week of March, and bottomed at 3.31M barrels on 21 May. The series has since recovered to 6.97M barrels on 24 June, but the ...