Sep. 13 at 4:14 PM
The IEA expects global oil demand to fall 2.5M barrels/day in 2026, but global supply is projected to fall 5.7M b/d. That’s a huge supply shock.
For me, the interesting play isn’t just oil prices, but it’s tanker freight!
With the Strait of Hormuz still severely disrupted, tanker availability, insurance costs and voyage risk can push VLCC freight rates higher.
👀 Names I’m watching:
$BWET direct tanker-freight exposure
$FRO major crude tanker operator
$DHT VLCC-focused
$INSW crude + product tankers
The biggest risk? Hormuz reopening → freight rates fall → tanker stocks/BWET could unwind quickly, but reports forecast this is not going to happen this year at the very least. 🚀🌕
NFA, just reporting the news to inform you all. Do your own research as well.
