Insights: Crude freight past the peak and Atlantic crude glut
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͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ Vortexa (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGlLbGbyc60gq4y2MAIZi9YouoeirQ5S4683SJnNvQP-eyfb7JbNtOaoZ7vECsnHzu-OXKNUV4=) Login to Platform (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGlLbGbyUUhqKyRaCcURpnaSz6AGneQQj0mAWKSZkc9xT-Du37glASBLXmPcem0-CIqI0xSFzo=) 30 October 2026 Insights Newsletter In this newsletter, we cover why VLCC rates should hold above pre-conflict levels and how costly freight to Asia risks an Atlantic crude glut. Crude Freight: Past the Peak, But the Floor Should Hold VLCC rates could further ease from record highs, but inefficiencies, attacks and fleet consolidation should keep them above pre-conflict levels. Read analysis: https://www.vortexa.com/insights/crude-freight-past-the-peak-but-the?utm_source=marketo&utm_medium=email&utm_campaign=1000-brandbranding-alwayson-2026-global&utm_content=newsletter&utm_term=insights Is an Atlantic Basin crude glut on the cards? Atlantic crude discounts fail to offset high freight to Asia, raising the risk of a regional glut as VLCC availability tightens. Read analysis: https://www.vortexa.com/insights/is-an-atlantic-basin-crude-glut-on-the?utm_source=marketo&utm_medium=email&utm_campaign=1000-brandbranding-alwayson-2026-global&utm_content=newsletter&utm_term=insights MORE UPDATES Crude Monthly Report: Record crude on water set to alleviate inventory tightness This month, we explore how record crude on water is set to ease onshore inventory tightness as Middle East exports return to pre-war levels and freight rates fall from record highs. Get the report: https://www.vortexa.com/resources/report/crude-monthly?utm_source=marketo&utm_medium=email&utm_campaign=2026-10-%7C-report-%7C-crude-monthly-october-2026&utm_content=newsletter&utm_term=insights Dark Activity Decoded: LNG through Hormuz 1.5m tonnes In September, Vortexa tracked over 1.5m tonnes of LNG transiting through Hormuz. If those tonnes aren't in your data, they're not in your balance. Explore dark activity tracking: https://www.vortexa.com/feature/energy/dark-activity-tracking?utm_source=marketo&utm_medium=email&utm_campaign=1000-brandbranding-alwayson-2026-global&utm_content=newsletter&utm_term=insights Event: Where Policy Meets the Barrel: Pricing Geopolitical Risk in Oil Markets | Webinar Join Rapidan's Bob McNally and Vortexa experts to see how midterm policy and sanctions are moving oil, and spot it before it's priced in. Secure your spot: https://www.vortexa.com/events/webinar-where-policy-meets-the-barrel?utm_source=marketo&utm_medium=email&utm_campaign=1000-brandbranding-alwayson-2026-global&utm_content=newsletter&utm_term=insights POWERED BY Energy analytics dashboard (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGlLbGbyTDOTdUKZQUcirFL4XwPXtxL0R5tFLpD43GYHq2eq3WhmpX5e4XwLk0OAlGFPkjhYYs=) Energy Analytics Real-time & predictive insights for global energy and freight markets. Learn more → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGlLbGbyTDOTdUKZQUcirFL4XwPXtxL0R5tFLpD43GYHq2eq3WhmpX5e4XwLk0OAlGFPkjhYYs=) Freight analytics dashboard (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGlLbGbySc3EoJ_gK8VfrhLBhWZduzr8yIXLNw2XiUxj2NElt8UfM6_7HsUcazRS1QdfzzmEaU=) Freight Analytics Get the full story of vessel supply, demand, and freight pricing. Learn more → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGlLbGbySc3EoJ_gK8VfrhLBhWZduzr8yIXLNw2XiUxj2NElt8UfM6_7HsUcazRS1QdfzzmEaU=) Vortexa (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGlLbGbyc60gq4y2MAIZi9YouoeirQ5S4683SJnNvQP-eyfb7JbNtOaoZ7vECsnHzu-OXKNUV4=) Questions? Send us a message (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGlLbGbyVcjlVxNLMe4fSaJ4nreXQPUGy4u8xdWrraSsQw3RSNC57fIGcK3AtrufaNjVa4k1eY=) Copyright © 2026 Vortexa Ltd. All rights reserved. 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- 30 October 2026 · 21:00 UTC
