Graham Act Waiver Turns a 500% Tariff Threat Into a Policy Option
The Graham Act duties are waived today, but the new monitoring and activation structure is already creating a policy risk premium across oil, shipping…
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B2L Market Focus: Freight Is Repricing Venezuelan Oil
Shipping has become a price making force for Venezuelan heavy crude. As Aframax costs surge, traders are demanding wider discounts, shifting value away from…
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Trafigura’s Volare Listing Turns Tanker Scarcity Into a Capital Cycle Bet
Trafigura’s Volare listing converts charter exposure into owned tanker risk. The decisive question is whether today’s freight scarcity can support through cycle returns.
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