October 26th, 2018

CPP Outlook – Part 2


Our bullish view on product carriers owes much to the pull we expect to come from the crude sector. This should leave coated tankers fleet free to exploit important structural and arb-driven changes in the CPP market, brought about by the IMO’s 2020 sulphur cap. These changes both increase tonne-miles, and reduce the trading efficiency of the fleet, in our view.

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