TradeWinds: Tanker buyers beware of long-term demand, Poten warns

November 10, 2025 The surge in tanker newbuldings has one wrinkle that past buyers did not have to worry about, Poten & Partners says. Erik Broekhuizen, head of tanker research at the New York shipbroker, said this time around, owners have to worry about future oil demand. “Long-term oil demand growth will be limited, and excessive fleet growth cannot be absorbed by growing ton-mile demand,” he said. To read the full article, click here.