EnergyHighReportedAccelerating
7.7
Hormuz Disruptions Push Second-Hand Supertanker Prices Above Newbuilds
Le Monde·IR · AE · SA·about 12 hours ago
LNG shipments through the Strait of Hormuz have continued a recovery that started in September, with regional producers prioritizing deliveries to energy-importing customers. The rebound suggests easing of prior shipping disruptions, though residual risks from regional tensions remain. This matters for global gas supply security and price stability.
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LNG transits through the Strait of Hormuz reached a post-American-Israeli-Iranian war high in September and continued to rebound, indicating a partial recovery in energy flows. This suggests an easing of prior shipping disruptions, though volumes remain below pre-war levels and residual risks from regional tensions persist. Confidence in this assessment is Medium.