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Tanker stocks slide as Hormuz-driven rally shows cracks

  • Chinese shipping stocks fell on Monday, led by tanker shares
  • Pareto said the market is reaching an inflection point, with sliding rates and falling demand
  • SWS Research disagreed, arguing the sell-off was sentiment-driven and fundamentals remain intact

Chinese tanker stocks tumbled as analysts debate whether the Hormuz-fuelled freight rally has peaked or if Monday’s sell-off was just a blip

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