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Is China’s Debt Bomb About to Explode—and What Does It Mean for the Yuan and Global Markets?

September 25, 2025 Andy Del Prado

Daily Standup Top Stories Is China’s Debt Bomb About to Explode, and What Is the Impact on Global Markets? September 23, 2025 Clark Savage In a stark admission during a September 2025 press conference, China’s Finance […]

Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks
Crude Oil News

Russia’s Crude Flows Hit 16-Month High on Rising Output, Attacks

September 23, 2025 Clark Savage

Russia’s seaborne crude oil exports have surged to their highest levels in over a year, driven by a combination of increased production and disruptions to domestic refining capacity from Ukrainian drone strikes. According to recent […]

Comoros
Crude Oil News

Comoros takes action on dark fleet

September 23, 2025 Stu Turley

Israeli maritime analytics firm Windward is reporting that the government of Comoros has begun a clean-out of its international registry, a flag which has been central to sanctions-circumventing dark fleet tankers shipping Russian, Iranian and […]

Panama
Crude Oil News

Panama cracks down on STS transfers in bid to clean up fleet

August 9, 2025 Mariel Alumit

The Panama Ship Registry has become the first flag in the world to implement stricter controls and mandatory traceability for offshore ship-to-ship (STS) transfers of hydrocarbons. Non-compliance—depending on its severity—may lead to the cancellation of […]

Norway
Crude Oil News

Norway to demand insurance disclosure from foreign tankers

August 8, 2025 Mariel Alumit

Norwegian authorities will require foreign-flagged tankers operating within the country’s economic zone to disclose their insurance arrangements starting August 11. The new rule, announced by Norway’s coastal administration, is part of a broader push to […]

Crude Oil News

The Grey or Sadow fleet grows faster than enforcement can keep up

August 8, 2025 Stu Turley

Tankers The growth in the number of sanctioned ships has accelerated over the past year. Analysts at Kpler have been tracking the sanctioned fleet over the past five years. The count of vessels under sanction […]

Geopolitical

Shadow tanker fleet still growing by 30 ships a month despite increased sanctions

August 6, 2025 Stu Turley

RegulatoryTankers Despite a torrent of sanctions from the US, UK, and EU this year, the shadow tanker fleet continues to expand at pace, according to new figures from broker BRS. The so-called grey fleet (see […]

Malaysia
Crude Oil News

Malaysia cracks down on illegal ship-to-ship transfers

August 2, 2025 Mariel Alumit

Malaysia has introduced new regulations to combat illegal ship-to-ship (STS) oil transfers in its territorial waters, a move that could disrupt operations of the so-called shadow tanker fleet moving sanctioned oil to China. Under the […]

Geopolitical

Sanctioned Russian Arctic LNG Project May Have Resumed

July 17, 2025 Clark Savage

The Russian Arctic LNG 2 project, a flagship liquefied natural gas (LNG) initiative operated by Novatek on the Gydan Peninsula, appears to be pushing forward despite heavy Western sanctions. Recent vessel-tracking data indicates that loadings […]

Iran
Crude Oil News

New US Sanctions on Iran Increase Pressure on Iraq

July 7, 2025 Clark Savage

The United States has imposed a fresh wave of sanctions targeting Iran’s petroleum and petrochemical sectors, escalating its “maximum pressure” campaign to curb Tehran’s oil exports and nuclear ambitions. These measures, announced in recent months […]

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