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Tankers and Gas Product tankers China

Tanker rate strength extends into 2026, though supply pressures build

  • Tight supply and geopolitics keep rates at a premium
  • But deliveries are accelerating, putting high asset values at risk in 2026-27
  • With demand growth cooling, Iran- and sanctions-driven flow shifts are the key swing factor

  • Analysis

Tanker strength in 2026 looks less like a demand boom and more like a geopolitical premium colliding with an oncoming wave of vessel supply

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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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