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Arabian Gulf–China VLCC rates (TD3C) appear set for a modest rebound as vessel supply tightens and Chinese port congestion rises.
Arabian Gulf–China VLCC rates (TD3C) appear set for a modest rebound as vessel supply tightens and Chinese port congestion rises.
Signal Ocean cargo flow data indicate that West Australian iron ore shipments to China totalled 73.6 million tonnes in September 2025, representing an 8.7% month-on-month increase and a 2.4% year-on-year gain.
Signal Ocean cargo flow data indicate that West Australian iron ore shipments to China totalled 73.6 million tonnes in September 2025, representing an 8.7% month-on-month increase and a 2.4% year-on-year gain.
October shipments face sharp declines, forcing Chinese buyers to turn to Chile and Peru amid tightening global supply.
October shipments face sharp declines, forcing Chinese buyers to turn to Chile and Peru amid tightening global supply.
U.S. Gulf oil flows to China have resumed in October, as WTI cargoes return on price spreads, though rising VLCC rates threaten the trade’s durability.
U.S. Gulf oil flows to China have resumed in October, as WTI cargoes return on price spreads, though rising VLCC rates threaten the trade’s durability.
VLCC rally, shifting flows, and the road into Q4
VLCC rally, shifting flows, and the road into Q4
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Key shifts in Indonesia, India, and China point to a turning point for coal markets and vessel demand.
Key shifts in Indonesia, India, and China point to a turning point for coal markets and vessel demand.
Asia realigns as Iraq expands and the U.S. targets Russian oil imports from Indian buyers
Asia realigns as Iraq expands and the U.S. targets Russian oil imports from Indian buyers
Indonesia’s role as a key supplier of Supramax and Panamax coal cargoes is under pressure due to shifting energy trends in Asia
Indonesia’s role as a key supplier of Supramax and Panamax coal cargoes is under pressure due to shifting energy trends in Asia
Signal Aframax Pool continues to demonstrate exceptional and consistent results, solidifying its position as a top performer in the sector
Signal Aframax Pool continues to demonstrate exceptional and consistent results, solidifying its position as a top performer in the sector
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