LNG freight rates to hold steady despite possible Hormuz reopening
- Spot rates likely hold near $100,000 per day despite possible reopening
- Disha transit seen as a one-off Qatar-Iran understanding, not normalisation of Hormuz traffic
- Rates could ease to $60,000-$70,000/day if flows fully resume, but winter demand may tighten market
LNG carrier spot rates are likely to stay near $100,000 per day despite possible reopening of Hormuz, as owners and insurers wait for clearer signs that the US-Iran truce will hold
