Trump, Iran and Russia: The hypothetical geopolitical puzzle for tankers
US likely to reintensify pressure on Iranian oil exports if Trump wins
With a second Trump term on the cards, a crackdown on Iranian exports could increase demand for VLCCs loading crude in other countries. Elsewhere in a Trump 2.0 landscape, any winding down of the Russia-Ukraine situation could be either positive or negative for tanker rates, says Jefferies analyst Omar Nokta