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Oil, gas and dry cargoes are being shipped all over the world every day. With seaborne transportation comes exposure to shipping costs. Be it via direct cost or through the prices of feedstocks or finished products, a freight factor is always there. Highly sensitive to market shifts, geopolitics and regulations, freight is a complex and volatile part of every trade.

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16/02/26

US boards second oil tanker in Indian Ocean

US boards second oil tanker in Indian Ocean

Singapore, 16 February (Argus) — US military forces have boarded the Veronica III , a 2006-built very-large crude carrier (VLCC) in the Indian Ocean after tracking it from the Caribbean Sea, the US Department of Defense said on 15 February. The Veronica III departed Venezuela on 3 January 2026 laden with around 1.9mn bl of crude oil and fuel oil, according to ship-tracking service TankerTrackers, and was previously involved in shipments of Russian, Iranian and Venezuelan oil. The US Office of Foreign Assets Control (OFAC) sanctioned the Veronica III in December 2024, according to TankerTrackers. The Veronica III was also reportedly flying a false flag. The Panama Maritime Authority confirmed on 15 February that the vessel is no longer listed under the Panamanian flag, noting its removal from the national ship registry as of 11 December 2024. "The vessel tried to defy President Trump's quarantine — hoping to slip away," the US Department of Defense said. "We tracked it from the Caribbean to the Indian Ocean, closed the distance, and shut it down." The move by US forces on the Veronica III marks the second such interception of an oil tanker in the Indian Ocean in a week, after the Aquila II , a Suezmax tanker, was seized in a similar fashion on 9 February. By Sean Lui and Sureka Elangovan Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Контейнерные перевозки через Каспий дорожают


13/02/26
13/02/26

Контейнерные перевозки через Каспий дорожают

Riga, 13 February (Argus) — Стоимость транспортировки контейнеров по Транскаспийскому международному транспортному маршруту (ТМТМ) в январе увеличилась относительно декабря. Тарифы выросли на фоне увеличения сроков доставки грузов, сообщили участники рынка. Неблагоприятные погодные условия на Каспии и в Черном море в январе серьезно ограничили транспортировку контейнеров. На Каспии в январе в общей сложности 10 дней наблюдалась штормовая погода, которая препятствовала регулярным морским перевозкам, — сообщил представитель транспортной компании. Срок прохождения контейнерными поездами маршрута Сиань — Алтынколь — Актау — Алят — Абшерон в январе увеличился до 16—21 суток с 15—20 суток — в декабре, рассказали перевозчики. Стоимость перевозки 40-футового высокого контейнера (40HQ) из Сианя в Абшерон (Баку) в январе выросла до $5 500—5 900/40HQ с $5 500—5 600/40HQ — месяцем ранее, сообщили экспедиторы. Транспортировка контейнерных грузов небольшими операторами может обходиться на 15—20% дороже указанного диапазона, полагают экспедиторы. Некоторые перевозчики в январе оценивали расходы на доставку контейнеров из Сианя до Абшерона в $6 200—6 500/40HQ в сравнении с $6 000—6 200/40HQ — в декабре. Стоимость перевозок контейнеров из китайского Иу, а также с прилегающих станций на востоке Китая в Апшерон в январе составила $6 000—6 900/40HQ относительно $5 500—6 900/40HQ в декабре, сообщили участники рынка со ссылкой на прайс-лист датской Maersk. В январе перевозчики по-прежнему были вынуждены платить повышенные страховые премии за военные риски при судоходстве в Черном море. Стоимость перевозки из Сианя в турецкий Мерсин/Амбарлы транзитом через Абшерон/Алят в январе выросла до $6 700—7 700/40HQ в сравнении с $6 500—7 500/40HQ — в декабре. В Азербайджане, Грузии и Казахстане в конце января по-прежнему простаивало несколько тысяч порожних контейнеров, по данным участников рынка. Компаниям не удается найти достаточно груза для обратной отправки контейнеров в Китай, сообщил представитель транспортной компании. Периодически из стран этого региона в Китай отправляют контейнеры с коксом, карбамидом и зерном, отметили отраслевые источники. ________________ Больше ценовой информации и аналитических обзоров рынка транспортировки грузов в странах Каспийского региона и Центральной Азии — в отчете Argus Транспорт Каспия . Вы можете присылать комментарии по адресу или запросить дополнительную информацию feedback@argusmedia.com Copyright © 2026. Группа Argus Media . Все права защищены.

Venezuela crude cargo booked for India


12/02/26
12/02/26

Venezuela crude cargo booked for India

Houston, 12 February (Argus) — Indian refinery Reliance has provisionally chartered a non-sanctioned tanker to carry 1mn bl of Venezuelan crude to India's west coast, less than two weeks after US regulations shifted flows for the previously sanctioned exports. Reliance this week put the Suezmax Ottoman Sincerity on subjects for a Venezuela-loading cargo destined for west coast India loading from 23-24 February at $7.2mn lumpsum. The 2017-built Ottoman Sincerity has operated in the Atlantic basin crude trade in the last year, calling at ports in west Africa, the US and Europe, suggesting it is firmly considered a mainstream vessel and not part of the shadow fleet. The chartering rate was only $75,000 below yesterday's market level for Suezmaxes on the longer US Gulf coast-Singapore route, per Argus data, suggesting shipowners are no longer charging premiums for Venezuela loadings. In January, shortly after Venezuelan president Maduro's ouster, Aframax operators were charging premiums equivalent to up to 40¢/bl for Venezuela loadings. India shifted further away from Russian crude after the US lifted sanctions on Venezuela crude exports at the end of January. Buyers elsewhere also began securing Venezuelan crude cargoes, sapping utilization away from shadow fleet vessels towards mainstream ones. Indian refiners have yet to receive specific instructions from their government, but have already scaled back Russian crude buying and taken on Venezuelan cargoes, as well as from other parts of the Americas, the Mideast Gulf and west Africa. Ecopetrol last week put a very large crude carrier (VLCC) on subjects for a Colombia-loading voyage with options to discharge on either the east or west coast of India. Petrobras thus far in February has put at least two VLCCs on subjects for Brazil-India voyages. By David Haydon Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

US seizes eighth Venezuela-linked tanker


09/02/26
09/02/26

US seizes eighth Venezuela-linked tanker

London, 9 February (Argus) — The US seized the sanctioned tanker Aquila II today, 9 February, in the middle of the Indian Ocean, the US Department of Defence said. The tanker, carrying Venezuelan Merey crude, was intercepted while sailing from the Jose Terminal to Qingdao in China, according to Vortexa data. The vessel is sanctioned by the US, EU and UK for transporting Russian crude oil. It is listed with an unknown flag in the IMO database. The last recorded shipment of Russian crude aboard the vessel was in December 2024, when it loaded Urals in Novorossiysk for Visakhapatnam, India, according to Kpler data. "Overnight, US military forces conducted a right-of-visit, maritime interdiction and boarding on the Aquila II without incident in the Indopacom [Indo-Pacific Command] area of responsibility. The Aquila II was operating in defiance of President Trump's established quarantine of sanctioned vessels in the Caribbean. It ran, and we followed. The Department of War tracked and hunted this vessel from the Caribbean to the Indian Ocean," the US Defence Department said on X. This is the eighth US seizure of a Venezuela-linked tanker since late 2025, starting with the capture of the Skipper on 10 December. The US is seeking to establish greater control over Venezuelan crude flows following the capture of former Venezuelan president Nicolas Maduro earlier this year. By Andrey Telegin Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

US adds pressure on Iran after talks resume: Update


06/02/26
06/02/26

US adds pressure on Iran after talks resume: Update

Recasts, updates with secondary tariff on Iran oil. Washington, 6 February (Argus) — President Donald Trump's administration on Friday announced actions aimed to add economic pressure on Iran after another round of US-Iran nuclear talks concluded in Oman without much progress. An executive order by Trump, released by the White House Friday afternoon, pledges to impose additional tariffs on US imports from countries engaged in business with Iran. The penalty is not automatic and is not set at a specific amount — it could be "for example 25pc", the order states. The US administration will determine whether any country continues to engage in business with Iran after 7 February and will then decide whether to apply the additional tariff, according to the order. US presidential envoy Steve Witkoff and Iran's foreign minister Abbas Araqchi met in Muscat, Oman, on Friday and the two governments plan to hold additional meetings at a future date, according to the host country's foreign minister, Badr Albusaidi. Araqchi told Iranian reporters that he held firm to discussing only the nuclear portfolio — rather than also addressing Iran's missile program and other issues raised by the US. Araqchi said that he asserted "the rights that the Iranian people have", which is likely a reference to Tehran's demand to continue to have nuclear enrichment capacity. The US administration is eyeing permanent curbs on Iran's nuclear program. Also on Friday, the US Treasury Department announced sanctions on 14 additional tankers allegedly linked to a network transporting Iranian crude and LPG. Whether the negotiations will avert another round of US strikes against Iran remains to be seen. Diplomats from the two countries last engaged in talks in April-June 2025, before Trump ordered a bombing raid against nuclear facilities in Iran. The new tanker sanctions were announced shortly after the talks concluded in Muscat. The pattern of combining diplomacy and sanctions pressure continues the tactic deployed by Trump's administration during the previous round of US-Iran talks. Friday's sanctions also include 15 entities and individuals allegedly tied to the Iranian oil trade. The one major difference from last year's sanctions approach is a lack of enforcement against China-based entities involved in trading Iranian crude. Iranian crude cargoes mostly are delivered to buyers in China via a network of intermediaries and shadow fleet tankers and involve ship-to-ship transfers in international waters near Malaysia and Indonesia. The US is finding it difficult to fully enforce sanctions against Iranian crude because of Tehran's ability to retaliate, US secretary of state Marco Rubio said on 28 January. Trump, who had ordered a US naval buildup in the Middle East, threatened military strikes against Iran, but also expressed a willingness to negotiate with Tehran. By Haik Gugarats Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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