Liam Denning, Columnist

Winners and Losers From a Sea Change in Oil

A UN-mandated crackdown on air pollution from ships will disrupt the oil industry and global trade.

October 29, 2018 at 1:50 PM UTC

Liam Denning is a Bloomberg Opinion columnist covering energy. A former banker, he edited the Wall Street Journal’s Heard on the Street column and wrote the Financial Times’s Lex column.

It’s bearing down on global trade.
Photograph: Simon Dawson/Bloomberg

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Despite efforts by the Trump administration to turn it, a supertanker is bearing down on drivers, oil majors, and even Amazon.com Inc.

We are 14 months away from a shake-up in the global oil market lacking the drama of, say, Iranian sanctions. It involves a UN-mandated crackdown on air pollution from ships. Still awake? Good, because this could mean some serious disruption.