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*Walter Bloomberg
@DeItaone
参加 August 2014
39 フォロー中    1.8M ファン
HORMUZ REOPENING COULD TRIGGER SHORT-TERM TANKER SURGE – KPLER Kpler says reopening of the Strait of Hormuz could initially release about 118 trapped laden tankers, causing a sharp but temporary spike in traffic over 10–15 days. Recovery speed depends on how quickly new vessels return. In a base case, transits rise from ~15 per day to 40 by month-end, with tankers making up around 60%, while a faster rebound scenario remains unlikely.
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