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Affinity Tanker Weekly, 6 November 2026

VLCCs have softened throughout the week as limited enquiry and increasingly competitive Suezmax alternatives have tempered owners’ Source: Affinity Research LLP

Hellenic Shipping News Порты и суда
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Finland Sees Continued Demand for Icebreakers Despite Warming Winters, Citing Security Concerns

Finland expects to operate at least as many icebreakers in the coming decades as it does today, despite rising temperatures and declining average ice coverage in the Baltic Sea. This is the conclusion of a new government-commissioned report that also highlights growing security requirements and changes in the commerci…

gCaptain Порты и суда
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Calmer waters for container spot rates, but ‘fragile’ Middle East a threat

There was a certain sense of calm about the container spot freight rate market this week, with slight declines on both the transpacific and Asia-Europe trades as capacity constraints eased and demand remained seasonally subdued. Drewry’s World Container Index (WCI) recorded a 2% week-on-week drop on its Shanghai-Rotte…

The Loadstar Железные дороги
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Iran Oil Exports Near Zero But Peace Deal Not Likely, FGE Says

Iranian oil exports have dwindled to almost nothing under the US naval blockade, but the chance of an imminent deal between the two sides to end the war is low, according to FGE NexantECA.

gCaptain Санкции и риски
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Freighter capacity divides air cargo fortunes as rates climb

Access – or not – to freighter capacity is helping shape air cargo’s fortunes. IAG Cargo, which shed its freighter operations more than a decade ago, lost traffic following cancelled services, while asset-heavy DHL reported double-digit volume growth. But rising rates do not necessarily signal a late peak-season surge…

The Loadstar Аналитика
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NYK – the argument now is over what a normal year looks like

NYK has raised its dividend to ¥330 a share on a year swollen by the closure of the Strait of Hormuz and strong container rates, but its own guidance has second-half profit falling by more than 40%. Morgan Stanley values the company on a normal year worth less than half of this one and sees a risk the dividend is cut …

The Loadstar Санкции и риски
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‘Carrier selection matters’ when it comes to getting your goods on time

The Asia-North America tradelane is facing the highest ocean freight disruption risk over the coming weeks. Reduced carrier capacity and growing difficulty securing bookings threaten shipment reliability, according to WiseTech Global. The company’s November Ocean Freight Risk Outlook, released today covering weeks 45-…

The Loadstar Санкции и риски
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Forget about Mærsk as the integrator of container logistics

Today we soft launch our “Top Analyst Question(s) Award” drawing from yesterday’s Q3 26 (YAWWWNNNN) earnings call with Mærsk, when CEO Vincent Clerc tried to explain why all units are firing on all cylinders, almost a decade after the carrier’s reorg was disclosed (our exclusive from Oct 2018 is here), aiming for deep…

The Loadstar Торговля
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Cargo crime in North America down in Q3, but losses are mounting

Organised criminal networks are increasingly exploiting identity fraud, carrier impersonation and weaknesses in freight verification, driving cargo theft losses across Canada and the US up 39% year on year, despite a sharp decline in reported incidents Verisk CargoNet recorded 2,072 of reported supply chain crime inci…

The Loadstar Санкции и риски
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Hong Kong reviews river fees as mainland ports lure cargo away

Hong Kong is reviewing permit fees charged to river trade vessels as it seeks to maintain its port’s competitiveness amid growing competition from mainland Chinese terminals in Guangzhou and Shenzhen. The secretary for transport and logistics, Chan Mei-po, announced the review in a written reply to the Legislative Cou…

The Loadstar Порты и суда
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Ammonia-Powered Bulk Carrier Takes on Green Fuel in Australian First

Australia has completed its first green ammonia bunkering operation involving an ammonia-powered bulk carrier, marking another step toward bringing alternative fuels into commercial shipping. The operation took place earlier this...

gCaptain Средний коридор
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Seven Shadow Fleet Tankers Spoof AIS to Hide Novorossiysk Voyages

Sanctioned Tankers Fake Their Positions Near the Bosphorus A cluster of seven sanctioned Russian tankers were found to have routinely and deliberately manipulated AIS over the past 90 days to falsely claim they were drifting off the Black Sea close to the Bosphorus entrance. The tankers were instead identified by Wind…

Hellenic Shipping News Порты и суда
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STB turns UP-NS merger fight into inquiry over shipper intimidation

Union Pacific must disclose Jim Vena’s conference video and produce records about possible retaliation. The railroad denies making threats, and regulators have yet to decide whether anyone was intimidated – or whether the merger review should continue. For a regulator assessing the largest proposed US railroad combina…

The Loadstar Железные дороги
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Nasdaq plunges into correction territory

CNBC reports: The Nasdaq Composite plummeted on Thursday, erasing the sharp gains from the previous session, as investors accelerated their move away from technology stocks in the wake of the U.S. midterm elections. The tech-heavy Nasdaq declined 3.9% and dipped into correction territory, trading more than 10% below a…

The Loadstar Аналитика
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Detention fees have a simple problem: a bigger bill cannot move a box that cannot move

The US Federal Maritime Commission wants research into when charges above compensatory cost actually speed cargo movement. For shippers, the critical distinction is between a delay they can prevent and one they cannot. A container is ready to leave a terminal, the trucker has an appointment, and the importer chooses t…

The Loadstar Железные дороги
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The Hidden Liabilities In Maritime Acquisitions

What Buyers, Sellers and Investors Often Miss During Due DiligenceBy Sabrina Brigance, CMIP, Managing Director, Marine Practice, Hylant Maritime mergers and acquisitions can create significant opportunities for growth. Private equity...

gCaptain Средний коридор
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Port of Long Beach set to handle record 10m teu this year

The Californian port of Long Beach is predicted to handle more than 10m teu this year, for the first time. “It’s been a peak year,” Port of Long Beach CEO Noel Hacegaba told The Loadstar on the sidelines of the World Ports Conference in London this week. “This could well be the first 10m teu year for us.” His comments…

The Loadstar Порты и суда
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US importers should reconsider farming out customs paperwork, warns CargoTrans

US importers using ‘delivered duty-paid’ (DDP) shipping arrangements face increasing compliance and financial risks, as Customs and Border Protection (CBP) intensifies its scrutiny of foreign importers of record, according to CargoTrans. Nunzio De Filippis, co-CEO, and Rennie Alston, director of trade compliance, warn…

The Loadstar Порты и суда
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Mærsk prints billions, but doesn’t build confidence

It was a strong quarter for all three units. (Stock market reaction: -11.6% in early trade.) So opened the Q3 26 call with analysts by AP Møller-Mærsk (APMM) CEO Vincent Clerc, whose prepared remarks went on, and on, and on, and on for well over 10 minutes. That did feel like a good hour of my life wasted again and th…

The Loadstar Торговля
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Ocean the star as Maersk reports Q3 bump in revenue, but drop in volume

Maersk experienced a 27% year-on-year bump in its third-quarter revenues, hitting $18.1bn, buoyed by a sharp rise in container freight rates that more than offset a slight dip in volumes, prompting it to join ONE in revising its full-year outlook. While the Danish shipping and logistics group said revenue growth had b…

The Loadstar Порты и суда