Gosships Intelligence | Substack

The UAE Just Ended 59 Years in OPEC and Took Much of the World’s Spare Oil Capacity With It. Who Cushions the Next Shock?

Abu Dhabi left OPEC on May 1, 2026, and took 1.35 million bpd of unused capacity with it. The market’s shock absorber just walked out the door.

READ THE LATEST

Most Popular

Greek Shipowners Just Ordered Nearly Half Of Every New Ship On Earth In 2026. One Man Ordered 12 Supertankers. Here Is Why They Are All…

May 29 • Gosships

Trump Gave Iran 48 Hours to Open Hormuz. Iran Said If He Strikes, They’ll Shut It Forever and Hit Every U.S. Base in the Region. The Clock…

Mar 22 • Gosships

Greek Owners Just Spent $10 Billion on Ships That Will Not Arrive Until 2028. They Are Betting on the Next Decade, Not This One.

Jun 2 • Gosships

While Thousands Of Tankers Sit Trapped Off Iran, One Greek Family Just Made $89 Million In A Single Quarter. One Number Explains How They…

May 30 • Gosships

Intelligence Briefs

Owners Just Ordered Tankers at the Fastest Pace in History, yet Effective Supply Will Grow Just 1% Over Three Years. Where Did the Fleet Go?

A record orderbook and a near-record aging fleet are colliding in slow motion. The tanker boom everyone is counting on may already be spoken for before…

21 hrs ago • Gosships

Oil Just Crashed Below $75, on Track for Its Worst Week in Months as Hormuz Reopens. Is the Record Tanker Boom Already Unwinding?

Brent shed nearly 7% this week as Hormuz traffic climbed to its highest level since February. The $468,900-a-day VLCC era is now on the clock.

22 hrs ago • Gosships

A Greek-Owned Supertanker Just Banked $468,900 in a Day on a Gulf Rate One Analyst Calls Imaginary. Can It Possibly Hold?

Embiricos is among the few Greeks brave enough to sail the mined strait everyone else flees. The record holds only if the ship survives it.

Jun 25 • Gosships

Elon Musk Didn’t Buy a Shipping Company. He Bought the Nervous System of the Entire Fleet. Almost Every Ship Going Online at Sea Now Runs on…

Starlink now carries about 97% of ships on new satellite broadband after a 90% price cut gutted VSAT. The same network keeps Russia’s shadow fleet…

Jun 24 • Gosships

China Just Won More Than 90% of the World’s New Supertankers. The Country That Spent a Year Hoarding Oil Now Builds the Ships That Carry It…

Chinese yards took more than 90% of new VLCC orders in 2026, helped by the Hormuz war. Korea is retreating upmarket and Japan has nearly vanished.

Jun 23 • Gosships

Gosships Intelligence

Gosships Intelligence

Oil Shipping Intelligence With The Depth & Edge that Tanker Professionals Actually Want To Read

Recommendations

SwiftAction Intelligence

SwiftAction Academy

Gosships Intelligence

Oil Shipping Intelligence With The Depth & Edge that Tanker Professionals Actually Want To Read

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts