Dirty tanker exports from the Americas surged to a record 14.5 million barrels per day (mbpd) in May, exceeding the previous high of 13.8 mbpd recorded in April. This represents a substantial 40% increase compared to May 2025 figures, with the growth largely occurring in the three months following the onset of the Iran War. The conflict has likely reshaped global oil supply chains, increasing demand for crude and refined products from American sources.
For freight forwarders and operations managers, this surge in dirty tanker exports signifies increased demand for tanker capacity, particularly for routes originating from the Americas. This could lead to tighter vessel availability and potentially higher freight rates for crude oil and dirty petroleum product shipments. Forwarders should anticipate potential scheduling adjustments and longer transit times as global shipping patterns adapt to these geopolitical shifts and increased volumes.
