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Daily Briefing

Keep up-to-date with the latest news, features and analysis from the Lloyd’s List team with our Daily Briefing.

Select an article below and click the View This Briefing link to access the PDF.



Daily Briefing 7 October 2026

Orderbook doubles, scrapping stalls: why dry bulk is not worried about 2027 yet | Global crude exports have recovered from Hormuz crisis, but can it last? | Middle East Gulf product loadings rebound but lag crude recovery amid refinery outages

Daily Briefing

Daily Briefing 6 October 2026

Tanker rates, already higher than most imagined possible, just spiked again | Greece ‘more and more confident’ it can sink the NZF | Dynacom-operated tanker hit in Hormuz as Iran maintains closure demands

Daily Briefing

Daily Briefing 5 October 2026

Could VLCC boom rewrite the ship investment rules? | Russia absorbs shadow fleet tankers at record pace as EU seizures reshape sanctions battle | Shipping at ‘unique moment in history’ as conflicts fail to derail demand

Daily Briefing

Daily Briefing 2 October 2026

Some tanker bosses see boom lasting for years, not months | Deferred scrapping leaves container sector with growing pool of elderly boxships | UK sanctions target Russia's emerging LNG shadow fleet as gas carriers added to blacklist

Daily Briefing

Daily Briefing 1 October 2026

Tankers bypass Hormuz transfer bottleneck as direct India deliveries emerge | Malaysia rejects responsibility for shadow fleet STS transfers beyond port limits | September newbuilding wave highlights container shipping’s supply-side risk

Daily Briefing

Daily Briefing 30 September 2026

VLCCs resume Yanbu liftings as Saudi pipeline comes back online | Ten years of NOx Tier III limits have done little to improve air quality | Bunker prices are escalating as Hormuz crisis drags on

Daily Briefing

Daily Briefing 29 September 2026

‘30-for-30’ tariff deal to lift China-US long haul at expense of Asean rerouting | Hormuz crisis evolves into even greater money maker for tanker owners | Zodiac expands fleet strategy into LNG shipping with Hanwha Ocean order

Daily Briefing

Daily Briefing 28 September 2026

Why are spot container rates to the US more than double rates to Europe? | Abu Dhabi emerges as container shipping’s Hormuz shuttle operator | Iran’s ship attacks show strategy of disruption not discrimination

Daily Briefing

Daily Briefing 25 September 2026

Russia, China and Europe vie for influence as Arctic shipping surges | Saudi tanker transits through Hormuz hit war-time high after pipeline attack | Product tankers join the party as MR rates in Asia hit multiyear highs

Daily Briefing

Daily Briefing 24 September 2026

How would US diesel export restriction impact tanker shipping rates? | Europe wants IMO to write a new AI rulebook for shipping | ‘Struggle’ to secure Black Sea breach cover in London right now, says Markel

Daily Briefing

Daily Briefing 23 September 2026

Crude tanker rates steady near record highs, FFAs fall, and stocks retreat | Landside bottlenecks, not ships, are the real constraint says Maersk, as Red Sea return gathers pace | Blacklisted ships continue Hormuz transits despite Iranian threats as attacks broaden beyond designated vessels

Daily Briefing

Daily Briefing 22 September 2026

Trafigura launches tanker spin-off Volare Shipping with $500m Oslo IPO | Arctic crude traffic surges as sanctioned tankers head for China | Marine insurance premiums hit all-time high

Daily Briefing

Daily Briefing 21 September 2026

Shipping stocks, led by tanker names, pile on more gains in September | LPG tanker calls to Ukraine’s Danube ports slump as security fears reshape import routes | Freedom of navigation under fire as Iran strikes tanker in Hormuz

Daily Briefing

Daily Briefing 18 September 2026

Grain exports grind to a halt as attacks empty Ukraines Black Sea ports | MOL to keep ships out of Hormuz and braces for crisis to drag into next year | Gabon relaunches ship register under new management as clean-up of shadow fleet legacy begins

Daily Briefing

Daily Briefing 17 September 2026

VLCC asset values surge on record freight earnings | China opens $10.8bn Pinglu Canal to deepen Asean trade links | Netherlands flags failure to stop fraudulent registration as fake fleet heads to Middle East

Daily Briefing

Daily Briefing 16 September 2026

With Yanbu exports in peril, VLCC spot rates continue to spike | Chinese shipowners lead bulk carrier boom in Russian Northern Sea Route transits | Gulf states embed security apparatus into Hormuz tanker operations as shuttle fleet strategy becomes permanent

Daily Briefing
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