TradeWinds: Analysts dream of $200,000 per day VLCC market as floating storage adds missing ingredient

October 21, 2025 With demand lagging but supply skyrocketing thanks to Opec fighting for market share and growing Atlantic basin production, more oil is making its way into global inventories. And even more is on the way, with Poten & Partners head of tanker research Erik Broekhuizen citing International Energy Agency figures that say 911m barrels-worth needs to be added by the end of 2026 to sop it all up. “This would give a boost to the (large) tanker market, along the lines of what happened when Covid hit in 2020,” he said. To read the full article, click here.