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Strait of Hormuz crisis Tankers and Gas Political Risk and Trade

From TACO to NACHO: The pricing logic behind the tanker stock rout

  • Chinese shipping stocks crashed as markets shifted from ‘Trump Always Chickens Out’ to ‘Not A Chance Hormuz Opens’ — a framework highlighted at last week’s Lloyd’s List Intelligence China Day forum
  • Event also outlined a two-phase freight logic: early supply disruption has given way to cargo suppression, but a triple demand pulse awaits once the strait reopens
  • One analyst at the forum argued shipping should now be benchmarked against the age of imperial rivalry, not the era of globalisation — ‘today is the most peaceful day of the next decade’

  • Analysis

Smart money is betting big on prolonged tanker prosperity, but collective optimism has backfired before

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