The Tanker Insight
Wisdom & BoatsAn Inside Perspective and Analysis of The Oil Tanker Business
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | wisdomandboats.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Yanbu Analysis: The East-West Pipeline, Port Congestion, & Actual Export Capacity
There are some real logistical constraints at Yanbu. It's nuanced, but the math isn't adding up, and exports are likely far lower than reported...
Iran War Impacts: Reshuffling Trade Flows & The Domino Effect on Crude Tanker Markets
With the impacts of the Iran War and Strait of Hormuz closure in full swing, vessels have started to reposition, and the shift in trade flows is very evident now...
Empty Oil Terminals: Collapsing Asian Exports & The Failure of The Jones Act Waiver
At this point, the final cargoes have arrived in Asia. No more ships are coming. The supply loss is now being felt, and it’s hurting badly.
Crude Tanker Demand Analysis: Strait of Hormuz Scenario Modeling
There seems to never be a dull day in this market, with headlines and comments from the President that feel like something out of a movie. Seriously, it’s chaos...
Authors
The writers behind this newsletter.
Follower of Christ. Husband. Maritime Consultant. Oil Tankers, Shipping, & Oil Markets
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