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Join date: Apr 28, 2026
Posts (3)
Jun 10, 2026 ∙ 1 min
The Book Looks "Fine."
Five stages. One map. A practical guide to commercial system migration for shipowners and charterers managing voyage charters, time charters, and COAs simultaneously.
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May 11, 2026 ∙ 5 min
The Fujairah Ceiling
UAE's departure from OPEC represents a move from "Price Defence" to "Volume Capture." By targeting 5 million bpd by 2027, the UAE has necessitated a massive logistical acceleration at Fujairah. The port is no longer a "contingency" for Hormuz volatility; it has become the UAE’s primary front door to the Indian Ocean.
Recent data shows a 38% surge in crude throughput since February, driven by the Habshan-Fujairah pipeline. This infrastructure allows for up to 1.8 million bpd to be transported.
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Apr 28, 2026 ∙ 2 min
$4 Million Shortcut: The Panama Canal Premium and the USGC–Asia Pivot
Global trade is being redrawn in real-time. As Asian refining capacity pivots to USGC crude to bypass Middle East volatility, the Panama Canal has transitioned into a global economic chokepoint. With auction premiums hitting a record $4 million, traditional cost-forecasting.
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Rebecca Tan
Writer
Strategy & Research Analyst
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