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Makai Research

Jeff McGee

Tanker and oil market research & analysis, with a data-dense offering of macro, oil and tanker market fundamentals

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Substack
PricingFreemiumPublishesWeekly
Issues123Founded3 years agoLast Issue11 days ago
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Latest Issues

Monthly US Oil Market Report – April 2026 Data

The US has weathered the Hormuz crisis, but the next phase of the crisis is emerging

With its limited AG import exposure, a large SPR, and as a massive exporter, the US has enjoyed more options to weather the Iranian storm over the past fo...

11 days ago
Paid

Weekly Product Tanker Report (Week 29)

The full 9-page Weekly Product Tanker Report is contained in the pdf below:

Makai Weekly Product Tanker Report 15jul26

794KB ∙ PDF file

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Download


Market Overview

  • With the resumption of hostilities in the AG, th...
12 days ago
1
2

Weekly Product Tanker Report (Week 28)

The full 9-page Weekly Product Tanker Report is contained in the pdf below:

Makai Weekly Product Tanker Report 08jul26

793KB ∙ PDF file

Download

Download


Market Overview

  • It was inevitable that the lofty Baltic AG asses...
19 days ago

Weekly Product Tanker Report (Week 27)

The full 9-page Weekly Product Tanker Report is contained in the pdf below:

Makai Weekly Product Tanker Report 01jul26

795KB ∙ PDF file

Download

Download


Market Overview

  • As suggested last week, the clean tanker market...
a month ago

Weekly Product Tanker Report (Week 26)

The full 9-page Weekly Product Tanker Report is contained in the pdf below:

Makai Weekly Product Tanker Report 24jun26

821KB ∙ PDF file

Download

Download



Market Overview

  • Although average clean tanker spot earnin...
a month ago

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  • Jeff McGee

    Experience: refining | oil trading | shipbroking | capital markets | derivatives | M&A

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