Michael Every
@TheMichaelEvery
London, Bratislava, Moscow, Sydney, Bangkok, Hong Kong, Haifa, Singapore,… Luton.
“I wish it need not have happened in my time,” said Frodo.
加入 May 2014
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Before this war, TD3C (Ras Tanura to Ningbo VLCC route) was around $40,000 - $100,000 per day: now it’s $1,200,000.
The VLCC market has entered another dimension.
- TD3C: >$1.2M/day
- TD34: >$750K/day
- TD22: ~$400K/day
The real story? Hormuz disruption means more VLCCs are needed to move fewer barrels, shuttle legs, STS transfers and longer positioning are eating up capacity.
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