Amidst fundamental geopolitical and commercial shifts, the tanker market remains resilient as it enters the final stretch of the year. Specifically, according to a recent report by Veson Nautical, stability trends persist in tanker chartering, which are supported by the continued realignment of trade routes, long-haul voyages, and strong energy demand.
During the third quarter of 2025, VLCCs benefited from the increase in OPEC+ oil production, as well as increased crude exports from the Atlantic. During the same period, product tankers were favored by high refining margins and steady transport fuel consumption.
As Veson Nautical points out, tankers are able to maintain positive momentum during the fourth quarter of the year as well. Long-haul voyages, limited fleet expansion, and the strategic accumulation of oil stocks by key countries are expected to support the sustained high utilization levels of tankers. It is noteworthy that any tightening of sanctions or further realignment of routes would reinforce this dynamic, while a relaxation of geopolitical tensions could introduce instability.
In any case, the combination of controlled fleet growth and longer routes is expected to maintain stability trends in the tanker charter market. Therefore, the tanker market remains balanced and profitable, Veson Nautical concludes.
Source: Veson Nautical
