VLCC Orders Hit 25-Year High as Oil Routes Grow Longer
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Shipowners ordered more VLCCs in 2026 than in any comparable period over the past 25 years, a direct response to lengthening oil transport routes reshaping global crude logistics.
Simultaneously, Abu Dhabi's XRG is reportedly weighing a stake of up to 50% in Energos Infrastructure, a floating-LNG company valued near $3 billion, underscoring capital flowing into gas infrastructure.
Together these moves suggest maritime capacity and energy commodity flows are converging into a single strategic theme, with freight costs increasingly tied to crude and LNG price signals.