logo
episode-header-image
Nov 2020
15m 18s

Tanker freight runs aground in Q4 amid d...

S&P Global Commodity Insights
About this episode

Tanker freight for clean and dirty ships hit multiyear lows in October, subverting winter seasonality which typically brings year highs for freight for both sides of the market.

Demand for crude and petroleum products remains low worldwide, and as Europe and the Americas face second- and third-wave lockdowns, tanker market participants have mixed
expectations for the rest of the year.

Marieke Alsguth, Catherine Wood, and Nicole Baquerizo of the S&P Global Platts shipping team discuss how 2020 freight patterns have diverted dramatically from the norm in the
Americas, and what shipowners have their eyes on as potential strengtheners of the market.

Up next
Jul 24
El Nino and agriculture: How are Asian rice markets navigating the weather risks?
The National Oceanic and Atmospheric Administration has forecast high chances of El Nino developing in 2026, potentially disrupting weather patterns worldwide. Renewed weather volatility driven by a strong El Nino is spotlighting supply security, price trends, and export flows ac ... Show More
22m 38s
Jul 20
Asian LNG under pressure: what comes next for prices amid the Middle East conflict?
Asian LNG markets are facing renewed pressure as the US–Iran conflict raises concerns over supply security and shipping through the Strait of Hormuz. With the initial price shock now absorbed, the focus is shifting to the next phase of the crisis: how the supply-demand balance is ... Show More
15m 7s
Jul 14
From Hormuz to Gulf ports: tracing a logistics shock through the poultry trade
The Middle East imports the majority of the chicken it consumes, with Brazil the dominant origin and most cargo routed through the Strait of Hormuz to Gulf ports. When that route was effectively disrupted in early March 2026, the Platts CIF Middle East chicken breast assessment m ... Show More
17m 33s
Recommended Episodes
May 2023
Diesel in the western hemisphere faces a shifting landscape
This year, the US, alongside G7 countries, placed a price cap on Russian-grade refined product at $100/b. This marked another set of sanctions designed to shrink Russia's influence on global oil markets. Following the Feb. 5 price cap, disruptions have been seen in both the clean ... Show More
11m 36s
Feb 2021
Stormy seas for global shipping
We explore the twin crises affecting the shipping industry. First, thousands of seafarers are stranded far from home, unable to travel because of the coronavirus. Add to that congestion at ports across the globe and sky-high freight rates. The result? Unprecedented pressures on a ... Show More
18m 25s
Apr 2022
Transportation: Untangling the Supply Chain
<p>Global supply chains have been under stress from the pandemic, geopolitical tensions, and inflation, and the outlook for transportation in 2022 is a mixed bag so far. Chief U.S. Economist Ellen Zentner and Equity Analyst for North American Transportation Ravi Shanker discuss.< ... Show More
9m 31s
Oct 2021
The supply chain's weak link
How disruption in a single port, factory or freight centre can cause global chaos. Ed Butler speaks with Stavros Karamperidis, an expert in maritime economics at the University of Plymouth, and Kent Jones, professor of economics at Babson College in the US. Meanwhile, chief econo ... Show More
17m 28s
May 2024
Driving Discussions: How is US refined oil products export market affected by USGC medium range tanker rates bouncing back?
<p>Get a look at what’s happening now in the US refined oil products export market as medium range (MR) tanker rates in the US Gulf coast rebound from 2024 lows, in this podcast. US Products Associate Editor Jason Metko sits down with Americas Freight Deputy Editor Ross Griffith, ... Show More
17m 52s
May 2022
Special Encore: Transportation - Untangling the Supply Chain
<p>Original Release on April 26th, 2022: Global supply chains have been under stress from the pandemic, geopolitical tensions, and inflation, and the outlook for transportation in 2022 is a mixed bag so far. Chief U.S. Economist Ellen Zentner and Equity Analyst for North American ... Show More
9m 47s