This special edition of the Sparta Market Outlook Podcast focuses on the intersection of freight markets and oil trading, offering an in-depth analysis of current trends, disruptions, and geopolitical influences shaping global shipping and commodity flows.
📍 Recorded live in Singapore on 18th March 2025, this episode brings together host Felipe Elink Schuurman, co-host June Goh, and special guest Anoop Singh, Global Head of Shipping Research at Oil Brokerage Ltd.
What You Will Learn:
🔹 Freight Resilience: How are LR2 & VLCC rates responding to shifting trade routes and supply chain disruptions?
🔹 Sanctions & Arbitrage: What impact do evolving sanctions have on tanker flows and market volatility?
🔹 Geopolitical Wildcards: How could new trade policies, like USTR tariffs on Chinese-built ships, reshape global freight dynamics?
🔹 Refining Shifts: What role do emerging refineries, such as Dangote, play in altering tanker demand patterns?
🔹 Fleet Dynamics: With an aging fleet and new deliveries on the horizon, what could this mean for future freight rates?
