Weekly Shipping Update with Deutsche Bank
Monday, September 14, 2026
Overview
Chris Robertson, Director of LNG Infrastructure and Maritime Shipping Equity Research at Deutsche Bank Securities, discussed the recent attack and shutdown of the Saudi East West oil pipeline, which was struck by drone attacks launched from inside Iraq and will be offline for several weeks. The pipeline, with a full capacity of 7 million barrels per day and about 5 million barrels earmarked for international export, has been moving an average of 2.6-4 million barrels per day since late August.
In addition to the pipeline attack, Iranian-backed Houthi forces in Yemen have captured strategic islands near Bab al-Mandeb and maintained a blockade against Saudi-connected tankers, leading to Saudi military airstrikes on Houthi positions. Public shipping companies have indicated they are avoiding the Strait of Hormuz region entirely, with reported transportation costs reaching nearly $1 million per day from the Persian Gulf to China.
Chris noted that while ongoing attacks support tanker rates in the region, prolonged disruption to energy infrastructure could put downward pressure on ton-mile demand and rates, though the third quarter appears strong with many companies in position to return cash to shareholders via dividends.
Weekly Shipping Update with Deutsche Bank - September 14, 2026
Presenting Companies
Replay
Featured Panelists
You May Also Like
Disclaimer
Capital Link’s webinars, podcasts, articles, and presentations may contain “forward-looking statements.” Statements that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “estimates,” “projects,” “forecasts,” “may,” “will,” “should” and similar expressions are forward-looking statements. These statements are not historical facts but instead represent only the beliefs of the participating companies regarding future results, many of which, in their nature, are inherently uncertain and outside of the control of the Companies. Actual results may differ, possibly materially, from those anticipated in these forward-looking statements. For more information about risks and uncertainties associated with the participating companies, please refer to the regulatory filings of each company with the SEC or other Stock Exchanges where they are listed.
Founded in 1995, Capital Link provides Investor & Public Relations and Media services to several listed and private companies, including companies featured in these webinars, podcasts, articles, and presentations. All these are for informational and educational purposes and should not be relied upon. They do not constitute an offer to buy or sell securities or investment advice or advice of any kind. The views expressed are not those of Capital Link, which bears no responsibility for them. In addition, Capital Link organizes a series of industry and investment conferences annually in key industry centers in the United States, Europe, and Asia, all of which are known for combining rich educational and informational content with unique marketing and networking opportunities. Capital Link is a data partner of the Baltic Exchange. Based in New York City, Capital Link has presence in London, Athens & Oslo.
Become a Sponsor
Achieve Maximum Visibility as the Exclusive Presenter/Sponsor of a Capital Link Webinar.
When was the last time you were able to talk to a global audience about your company’s products and services? We can help you do that with one of our cost-effective, high-return Webinars.
The Capital Link Shipping Webinar Series provides numerous live and on-demand playback investor webinars that are focused on topics of contemporary interest in the industry. As a sponsor of one of these webinars, your company will provide updates and enlightenment on issues of importance while aligning your organization with the interests of our audience. Sponsors of these webinars will receive brand recognition and exposure as well as the ability to offer a white paper or PowerPoint presentation at registration to webcast attendees so as to generate leads.
