Lloyd's List is part of Maritime Intelligence

This site is operated by a business or businesses owned by Maritime Insights & Intelligence Limited, registered in England and Wales with company number 13831625 and address c/o Hackwood Secretaries Limited, One Silk Street, London EC2Y 8HQ, United Kingdom. Lloyd’s List Intelligence is a trading name of Maritime Insights & Intelligence Limited. Lloyd’s is the registered trademark of the Society Incorporated by the Lloyd’s Act 1871 by the name of Lloyd’s.

Menu

This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

Printed By

UsernamePublicRestriction
Tags:
Tankers and Gas Strait of Hormuz crisis Freight rates

Could VLCC boom rewrite the ship investment rules?

  • A 22-year-old VLCC can now earn back its entire market value in months as Middle East disruption drives freight rates to unprecedented levels
  • Owners increasingly argue that sanctions, conflict, congestion and trade fragmentation have turned temporary shipping inefficiencies into structural demand for tonnage
  • The bigger risk may be the capital now flowing into shipping on the assumption that disorder is permanent, a bet that has undone investors before

  • Opinion

Extraordinary tanker earnings are reviving an old question for shipping investors: are today’s windfall profits just another cyclical spike, or evidence that geopolitical disruption has become a permanent feature of global trade?

Table

View full table

Related Content

Topics

  • Related Vessels
  • Related Companies
  • Related Places
    • Tags:
    Tankers and Gas Strait of Hormuz crisis Freight rates
    UsernamePublicRestriction

    Register

    LL1158606

    Ask The Analyst

    Please Note: You can also Click below Link for Ask the Analyst
    Ask The Analyst

    Your question has been successfully sent to the email address below and we will get back as soon as possible. my@email.address.

    All fields are required.

    Please make sure all fields are completed.

    Please make sure you have filled out all fields

    Please make sure you have filled out all fields

    Please enter a valid e-mail address

    Please enter a valid Phone Number

    Ask your question to our analysts

    Cancel

    This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call UK support at +44 (0)20 3377 3996 / APAC support at +65 6508 2430

    Printed By