Insights: Record gasoline loadings to Europe and VLCC freight's Hormuz disconnect

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11 September 2026             Insights Newsletter              
In this newsletter, we cover gasoline inflows to Europe hitting a dataset high and VLCC freight rising around Hormuz despite weaker demand.           Gasoline loadings to Europe hit counter-seasonal record              Chart image (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkMCvkXKwBlvvXKXJnROX2yZk7CgQ7yCexew3jJUsuYDpJI0RNNRgu-24-T1zC2Jugv4SVm3I=)        
Seaborne gasoline/blending component loadings pointed towards Europe (bd, 28-day moving average) (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkMCvkXHVKb8WLRQ3_PzziHuxLt77u43njVsPv-S8ydNEJZYN87rukT4b1cJFk_0Agqvvzbv0=)         
Despite the end of Europe's summer driving season, gasoline flows en route to Europe have hit dataset highs as domestic refiners prioritize distillates.     
 Read analysis → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkMCvkXKwBlvvXKXJnROX2yZk7CgQ7yCexew3jJUsuYDpJI0RNNRgu-24-T1zC2Jugv4SVm3I=)                                Geopolitical risk disconnects VLCC freight from demand               Chart image (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkMCvkXE2f7wZwo2D4dUeXKaAXHEmFw-OwCOkjLT5ppJMM82xwjqtulhAHJ_eMDeYJH_D5imQ=)        
Global mainstream crude voyages tonne mile split by vessel class (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkMCvkXKfB7okB4zTgTC6cb3tb80KvjiD-mhMBMN7XdubmU6fH1tFdCx9bx5dB5DQCbCsZb_o=)         
VLCC supply is building, but Hormuz access constraints are keeping Gulf freight elevated despite softer fundamentals.     
 Read analysis → (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkMCvkXE2f7wZwo2D4dUeXKaAXHEmFw-OwCOkjLT5ppJMM82xwjqtulhAHJ_eMDeYJH_D5imQ=)                                MORE UPDATES               Special report cover (https://marketingmail.vortexa.com/ODM3LU1aRS01NzgAAAGkMCvkXOtr-zgbzZgvkOtqWbNws7uutQ16QV1FH0MnUpZUt3Sqdga5GM22gxhHQux8iHEWEgk=)       
High Risk Maritime Flows & Freight Report High-risk crude exports under growing pressure     
High-risk crude exports hit a four-year low as enforcement tightens, Iranian flows stay weak, and dark fleet growth slows.     
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11 September 2026 · 16:00 UTC