Fuel and Freight Daily Update - 9/26/25

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09/26/2025

All prices reflect end-of-day settlements from September 25th, 2025

Colonial Pipeline Differentials (USGC):

• ULSD 62g (C56): -5.50

• Jet Fuel 54g (C56): -17.50

Clean Tankers – The U.S. Gulf remains heavy with clean product tonnage, putting persistent pressure on owners. While steady flows into Latin America and the East Coast provide some outlets, oversupply continues to weigh on sentiment. Risk premiums linked to delays and geopolitical uncertainty are still baked into pricing, preventing sharper rate declines. Market tone remains soft but stable.

Crude Tankers – VLCCs remain locked into the Cape of Good Hope routing, bypassing Hormuz and the Red Sea. This extended voyage path is keeping capacity tied up and sustaining firmness on Middle East–Asia runs. The Cape has become the entrenched “default,” maintaining structural support for crude freight despite muted global demand signals.

LNG Shipping – The LNG market remains firm with Atlantic Basin demand steady and vessel availability thin. Seasonal weather risks and risk-averse routing strategies are prolonging voyages, keeping spot supply constrained. Freight sentiment remains constructive, with rates well supported and vulnerable to quick upside moves on any demand spikes.

Routing & Geopolitics – No material shifts today. Clean, crude, and LNG vessels continue to bypass high-risk chokepoints, extending voyages and reducing effective supply. These structural inefficiencies continue to reinforce a pricing floor across freight markets, leaving conditions balanced but fragile.

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