September 22, 2026
The Towa Maru, a Japanese-owned VLCC, is currently sailing past the west coast of Africa. Photo: NYK.
JP Morgan no longer has a clear base case for oil prices. For energy analyst Cyril Widdershoven, director at Rotterdam-based Blue Water Strategy, that is a sign that the market is starting to recognize a larger problem. Europe is exposed through diesel, refining and transport.
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