In this episode of Tanker Talk, we dive deep into the shift caused by OPEC+'s decision to accelerate the unwinding of production cuts. The return of 2.2 million barrels per day is set to reshape the crude oil market, and a significant portion is coming from the Middle East.

Tankers International's Charlie Grey and Mette Frederiksen break down the numbers and explain why this is an opportunity for VLCC owners. We discuss the increased demand for long-haul voyages to Asia, the return of China to the mainstream market, and why a strategic focus on the spot market—rather than time charters—is the key to capitalising on this structural change. Tune in to understand the full impact of these developments on the tonnage balance, freight rates, and the future of the VLCC segment.