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The Oil Endurance: Why the "Energy Transition" is Actually "Energy Addition.
As a maritime or energy professional, are you chasing slogans or following the cargo? Twenty-five years ago, the industry was told gas was the only future, yet oil never exited the system. Today, petrochemicals drive over half of oil demand growth, and the "Green Transition" itself is proving to be petrochemical-intensive. We analyze the 2026 market snapshot, from the aging VLCC fleet to the contango structure driving current freight reality. This episode is a logistical argument for the persistence of crude in a world shifting from "just-in-time" supply to "just-in-case"…
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