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UNCTAD reports that tanker freight rates have risen sharply since the Middle East conflict began on February 28, 2026, with the Baltic Dirty Tanker Index at 371 by October 19 against a baseline of 100. VLCC earnings on the Middle East–China route rose about 25-fold between January and mid-October, and rates on other long-haul routes also climbed.
Longer voyages and ship-to-ship transfers are tightening vessel availability.
Higher tanker and bunker costs add to fuel and freight expenses along the feed supply chain and reinforce elevated crude and diesel prices, which raises input and transport costs for feed producers.
worldports.orgLinh NguyenNov 4, 2026After 22 past bullish logistics events, Crude Oil (Brent) moved a median -0.7% over 5 sessions (45% higher; middle half -5.7% to +4.5%), and -1.2% over 20.
After 113 past bullish logistics events, ULSD / Diesel moved a median +0.6% over 5 sessions (54% higher; middle half -2.8% to +4.2%), and +0.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
