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The Hormuz Effect: Why Supertanker Volumes Dropped 36% & Stocks are Sliding​



What's Going on With Shipping?
696K subscribers
128,778 views May 19, 2026
With the ongoing crisis in the Strait of Hormuz, the industry is seeing unprecedented disruptions. Supertanker (VLCC) cargo volumes have plummeted by 36%, yet voyages are getting longer as ships divert around the Cape of Good Hope. Sal breaks down the latest data from Lloyd's List and the Baltic Exchange to explain why tanker stocks are sliding, how rates for different vessel types (VLCC, Suezmax, Aframax, and MR tankers) are stabilizing, and what this means for global energy costs.
 
Peace ‘within reach’ as Iran agrees no nuclear material stockpile: Oman FM

Oman’s Foreign Minister says most recent indirect talks between US, Iran ‘really advanced, substantially’ and diplomacy must be allowed do its work.

Iran agreed to give up their uranium and IAEA inspections. That would have ended Bibi's fictional "2 weeks away" narrative.

So the US was ordered to sneak attack Iran and end all talks.
 

The Hormuz Effect: Why Supertanker Volumes Dropped 36% & Stocks are Sliding​



What's Going on With Shipping?
696K subscribers
128,778 views May 19, 2026
With the ongoing crisis in the Strait of Hormuz, the industry is seeing unprecedented disruptions. Supertanker (VLCC) cargo volumes have plummeted by 36%, yet voyages are getting longer as ships divert around the Cape of Good Hope. Sal breaks down the latest data from Lloyd's List and the Baltic Exchange to explain why tanker stocks are sliding, how rates for different vessel types (VLCC, Suezmax, Aframax, and MR tankers) are stabilizing, and what this means for global energy costs.


My brother in law trades physical commodities and it's always interesting to get his take on things. A few weeks ago he told me that not only was gasoline in Germany up to $10/gallon, but that the last tanker from the Strait had just reached port.

Not going to be a fun summer if this continues
 
The sad part is you actually believe that.
The Sad part is you dont know the history of the region.

Did you stand in Gas Lines with Peanut Head?

Did you go through the Kuwaiti Mine fields?

Did you watch live coverage of the Embassy bombing Beirut?

Marine Baracks?

Do you kbow anyone blown up by an Iranian IED?

I think my response to you is FU
 
My brother in law trades physical commodities and it's always interesting to get his take on things. A few weeks ago he told me that not only was gasoline in Germany up to $10/gallon, but that the last tanker from the Strait had just reached port.

Not going to be a fun summer if this continues
They pay $6 to $8 a gallon normally.

50 to 60 % taxes.

So BLAH BLAH to your great kbowledge
 
15th post
Uzbekistan and Kazakhstan officially joined Iran supporting coalition.

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As I said, some ships pirating in Indian Ocean can't "block" Iran. All they can, is to push Iran into deeper cooperation with its regional neighbours and Russia.
 
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