Poten & Partners

September 21, 2026 Analysts at Poten & Partners said the tanker market is benefiting from the current situation in the Gulf. “The escalating conflict has created more risks, uncertainties and dislocations in the market and spiked freight rates to unprecedented levels,” Poten analyst Erik Broekhuizen said.

September 21, 2026 Our Senior Analyst, Sergio Chapa, has been featured in Revista LNG México y Latinoamérica. In his article, Sergio explores opportunities for the LNG industry across Latin America, covering topics including small-scale LNG, the Wahalajara System in Mexico, Vaca Muerta in Argentina, LNG shipping, LNG’s role in the energy transition, and the future of natural gas in Ecuador. To read the full article, click here .

September 7, 2026 Recent analysis by New York broker, Poten & Partners, noted the recent decline in OPEC’s influence over tanker trades. Recent hostilities in the Middle East have created a powerful incentive for growth in non-OPEC production, the firm said. Crude oil output in Canada, the US, and South America – Guyana, Brazil, Argentina – has expanded dramatically over the last decade.

September 11, 2026 Participants in the tanker industry are no strangers to market cycles combined with extreme volatility. However, even seasoned veterans are looking at current developments in the market and scratching their heads. What is happening is truly unprecedented. It begs the question: What is driving this market and, more importantly, how sustainable is it?

The conflict in the Middle East has spurred interest in mid- to long-term LNG supply from Asia-Pacific projects. Many buyers are focusing on diversifying their sources of supply as they rethink the security and accessibility of Middle Eastern LNG. LNG from Asia-Pac is closer to markets than the United States while possible alternatives from Russia are subject to international sanction. But Asia-Pac supplies are not without pitfalls.

August 26, 2026 LNG buyers in the Asia-Pacific region are reassessing their options and looking increasingly towards regional supply as the war in the Middle East continues to disrupt exports. In a webinar focused on the value and risks of LNG term supply to the Asia-Pacific region, Poten senior LNG analyst of business intelligence Irwin Yeo said buyers are looking at Middle Eastern LNG supply reliability and accessibility.

What are the primary risks and drawbacks that buyers should be aware of? Where and what are the key Asia-Pacific LNG products to look at? Why are LNG buyers increasingly considering Asia-Pacific LNG projects? The conflict in the Middle East has spurred interest in mid- to long-term LNG supply from Asia-Pacific projects. Many buyers are focusing on diversifying their sources of supply as they rethink the security and accessibility of Middle Eastern LNG.

August 10, 2026 As China looks to buy, US reserves are at lows not seen since 1983 after four months of reserve releases, Poten & Partners research head Erik Broekhuizen said. From 20 March to 9 July, the US averaged 5.9m bpd, up from a 4.2m bpd average in the first half. Broekhuizen added that the US structured the releases as an exchange, meaning recipients have to pay back 1.2 barrels for every barrel borrowed during a period running from November 2026 to 2029. Read the full article, click here.

July 13, 2026 Crude tanker fixtures and cargo volumes have been battered by the war in the Middle East Gulf, according to figures released by Poten & Partners. The US broker said the crisis has had a profound impact on oil and tanker markets. “Effectively removing the [Middle East] Gulf from the tanker spot market for four months has dented fixture volumes,” it said. To read the full article, click here .

10 July 2026: Tanker Midterms – 2026 Edition Top Reported Dirty Spot Charterers for 1H 2026* The first six months of 2026 are behind us and the conflict in the Middle East has dominated the headlines globally. It has also had a profound impact on the oil and tanker markets, as reflected in this review of the reported spot activity. Effectively removing the Arabian Gulf from the tanker spot market for four months has dented fixture volumes.