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Tankers and Gas Geopolitics Political Risk and Trade

Macro fears trump profits for product tanker stock investors

  • Past recessions imply that product tankers will fare relatively well if US trade policies precipitate a global downturn in 2025
  • Chinese tariffs on US propane are hiking demand for naphtha cargoes, a positive for LR2s
  • Product tanker demand was hit last year by cargo cannibalisation from crude tankers, which is less likely in 2025

  • Analysis

Good news: Product tanker rates are solid and owners are earning profits. Bad news: Investors in product tanker stocks don’t seem to care. They’re preoccupied with Trump 2.0 uncertainty

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    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

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