Mar. 24 at 5:37 PM
$CRGY
Why a Slowed/Closed Hormuz Directly Benefits TMDE
TMDE operates bunkering vessels in Singapore, Malaysia, Indonesia, Vietnam, and Hong Kong — the Malacca–Singapore reroute corridor.
When Hormuz collapses:
✔ Tankers avoid the Gulf
They refuel before entering high‑risk zones — meaning Southeast Asia becomes the primary bunkering hub.
✔ Insurance premiums spike
Ships choose safer, longer routes → more fuel consumption → more bunkering demand.
✔ Port congestion rises in Singapore/Malacca
This increases spot bunkering margins, which is where TMDE earns.
✔ Iran’s selective blockade pushes non‑Iranian ships east
Iran allows its own tankers through but blocks others. Those “others” reroute through TMDE’s region.
✔ TMDE is a micro‑float
Any real macro catalyst (like a chokepoint collapse) amplifies volatility and squeeze probability
