CapitalLinkInc
Oct 20, 6:54 PM
Tanker rates could remain elevated as geopolitical disruptions reshape oil flows and tighten effective vessel supply. 🚢 ⚡
In this Talking Transports podcast, @HeidmarMaritimeHoldings CEO Pankaj Khanna
$HMR joins Bloomberg Intelligence's Lee Klaskow to discuss crude and product tanker markets. ⚓️
Khanna says freight has surged to 25-30% of oil's delivered cost from 3-5% historically, with one US Gulf-China VLCC voyage recently fixed at
$82 million.
He sees crude outperforming products given greater cargo availability and says Asian buyers diversifying away from Middle East oil could boost ton-miles.
They also discuss the shadow fleet, Heidmar's asset-light model, dry-bulk expansion and AI, which could allow operators to manage twice as many ships.
🎧 Listen to the full discussion:
https://bloomberg.com/news/audio/2026-10-20/talking-transports-heidmar-sees-tanker-rates-staying-high
#middleeast #crude #tankers #Oil #energy #Heidmar #shipping #maritime #supplychain #Investing
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