Mar. 24 at 6:27 PM
$IMPP $CVX $BP $SHEL
Harsh reality: oil prices and oil transportation rates have decoupled-> recent events suggest they may not realign anytime soon.
For many shipping companies, this is a worst-case scenario. Rising liability, insurance costs, and increasingly strict wartime clauses mean a single misstep could lead to bankruptcy. Contracts are shifting risk onto transport operators in ways we haven’t seen before.
At the same time, the market dynamics are tight->there’s a limited global fleet, and new disciplines like maritime security are becoming core parts of ship management.
The charts are telling an interesting story. These scenarios are unfolding largely as expected-> but the implications are getting more serious.
good luck to all !
