The tanker market has been under considerable pressure from geopolitical events since the beginning of 2025, with these factors shaping freight rates, overall demand, and ton-mile dynamics. A recent analysis by shipbroker Gibson highlights that the chaotic conditions of 2025, marked by tariffs, trade disputes, and ongoing conflicts, have extended into 2026.
This sustained geopolitical influence means that forwarders and shippers involved in liquid bulk transport must contend with unpredictable rate fluctuations and potential routing changes. The ongoing impact of sanctions and trade wars can lead to longer voyages as vessels avoid certain regions or adapt to new trade patterns, increasing transit times and operational costs. Capacity management becomes more complex, as fleet availability can be affected by vessels being rerouted or facing delays due to security concerns or regulatory restrictions.
The report suggests that the market will continue to be sensitive to global political developments, making long-term planning challenging for stakeholders in the tanker sector.