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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
Issues116Founded3 years agoLast Issue5 days ago
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Latest Issues

Weekly Product Tanker Report (Week 24)

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

Makai Weekly Product Tanker Report 10jun26

811KB ∙ PDF file

Download

Download


Market Overview

  • After weeks of declines from mid-April peaks, cl...
5 days ago

Monthly European Oil Market Report with March 2026 Data

As the oil market awaits the inevitable oil price response from declining inventories, Europe is muddling along -- for the moment -- but demand destruction is nearing

After a wartime hiatus, our European Oil Market Report is back, assessin...

7 days ago
1
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Weekly Product Tanker Report (Week 23)

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

Makai Weekly Product Tanker Report 03jun26

800KB ∙ PDF file

Download

Download


Market Overview

  • Average clean earnings edged lower by 2.3% durin...
12 days ago
1

European Jet Fuel Analysis

In order to keep my presentation for today’s OPIS webinar on the European jet situation brief, we limited it to five slides. Overall, it suggests that the European aviation sector may be able to get through the peak summer travel season wit...

18 days ago
8

Weekly Product Tanker Report (Week 22)

Busy preparing for an OPIS webinar tomorrow on the European jet fuel situation, so only a one-page report today, with just the market summary below.


Market Overview

  • The rapid descent in clean tanker earnings finally slowed...
19 days ago
3

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  • Jeff McGee

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

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