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11.09.26 - 10:24
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Mideast Chaos Sends Supertanker Rates Soaring To $800,000 A Day (ZeroHedge)
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Mideast Chaos Sends Supertanker Rates Soaring To $800,000 A Day
Supertanker rates on the Baltic Exchange's benchmark Middle East-to-China shipping route have surged to a staggering $800,000 a day. With US forces having destroyed five Iranian-linked tankers and Tehran threatening further escalation in recent days, prospects for near-term stabilization remain limited.
The freight surge signals that crude oil and refined products continue to flow but are becoming increasingly costly to transport out of the Gulf region to global markets.
According to Bloomberg, US Gulf-to-Asia shipments on very large crude carriers average about $29.5 million per voyage, equivalent to $15 a barrel before any additional war-risk charges or unexpected delays.
Kpler expects VLCC earnings to remain above $100,000 a day into early next year, compared with historical levels that exceeded $45,000. Morgan Stanley analysts point out that two-year leasing rates could surge another 20% to 30%.
Manu Sehgal, vice president o...
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10.09.26 - 17:24
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Morgan Stanley Sees 25% Meta Gain on AI Upside (24/7 Wall St.)
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Meta shares have been on a tear lately, but the longer look is more sobering. The stock is up 9.97% over the past week and 9.59% over the past month, yet still sits down 1.06% year to date and down 14.58% over the past year. It trades at $651.98, well off the 52-week high of […]...
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10.09.26 - 12:54
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Nike: Der Horror nimmt kein Ende (Der Aktionaer)
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Bei Nike reißen die schlechten Nachrichten nicht ab. Nach der Bekanntgabe über den Rauswurf im S&P 100 fällt nun Morgan Stanley ein vernichtendes Urteil über den Sportartikelriesen....
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10.09.26 - 05:30
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Morgan Stanley: Oil Traders Are "More Precise" With Risk As Wars Drag On (ZeroHedge)
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Morgan Stanley: Oil Traders Are "More Precise" With Risk As Wars Drag On
By Michael Kern of OilPrice.com
Uncertainty about how the wars in Iran and Ukraine will unfold is keeping many traders away from taking positions in longer-dated futures contracts, according to Morgan Stanley.
Most traders have now moved to bet on futures prices within a three to six-month period, instead of longer-dated futures contracts, as volatility has spiked and uncertainty has grown regarding where the wars are going and how much they would continue to impact the global oil market.
“People have been more precise with their risk,” Brendan Ross, Co-Head Global Oil Trading at Morgan Stanley, said at the Asia Pacific Petroleum Conference in Singapore on Wednesday, as carried by Bloomberg.
“They've decided what they really want and what's an unexpected bleed,” Ross added.
Many traders are ditching too risky bets and are piling up in near-dated futures contracts as they don't want to be caught on the...
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