Insights: Canadian crude and product exports climb and dirty tankers' record rally

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25 September 2026             Insights Newsletter              
In this newsletter, we cover Canadian crude and propane exports rising into 2027 and the dirty tanker rally as VLCC earnings pass $1m/day.           Canadian crude and refined product exports poised for growth              Chart image (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkeIlQnXwjEZpPuoLvXIlHtc5JokPh905jtlXDgH4IrAsLRPBTDDW9hqMibgYK9QxduWK5pU0=)        
Canada seaborne crude and refined product exports by product (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkeIlQnge0Qg24IVGTnzfUD8igwV-uNLe9bLi6D3rdbSOgPI2KVvk0VbbLLx8Cz7N-Ij-fPNw=)  (bd)        
Canadian crude and products, mainly propane exports set to rise as egress capacity grows and new supply projects ramp up into 2027.     
 Read analysis → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkeIlQnXwjEZpPuoLvXIlHtc5JokPh905jtlXDgH4IrAsLRPBTDDW9hqMibgYK9QxduWK5pU0=)                                Deciphering the dirty tanker record rally               Chart image (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkeIlQnbVTMBUPCOU3GaDoHeZlCbdEpnb-Z3fezqa9tdgKO6uFU4qFmh2Yd3rLVQmE7W2tY3E=)        
        
When freight rates surge more dramatically than oil, controlling freight costs becomes increasingly important to refiners’ overall feedstock economics.     
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LPG Monthly Report Global LPG exports return to seasonal average on the back of US liftings     
This month, we explore the rise in global seaborne LPG exports as volumes return to the five-year seasonal average for the first time since the outbreak of the Hormuz conflict.     
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Crude Monthly Report Global crude markets turn bearish as mainstream liftings surge     
This month, we explore the fall in high-risk crude exports to seasonal lows, with no Iranian cargoes so far in September and Chinese teapot refiners facing possible run cuts.     
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25 September 2026 · 17:00 UTC