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Tag: VLCC

The Strait of Hormuz Crisis Is Over? Physical Markets Tell a Dangerous Lie

https://www.steelldy-indices.com Over several weeks, financial markets have gradually become convinced that the crisis in the Strait of Hormuz is in the past. Each encouraging statement from the White House is immediately interpreted as evidence that maritime shipping is returning to normal. Algorithms sell oil, short positions strengthen, and there is a consensus that the worst…

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 Le pivot énergétique indo-américain et ses implications systémiques pour la Russie

Le commerce pétrolier russo-indien a connu une évolution spectaculaire. De marginal (0.1-0.3 mb/j en 2019-2021), il a bondi à 0.8 mb/j après l'invasion de 2022, atteignant un pic de 1.9 mb/j en 2023 (40% des exportations russes), se stabilisant à 2.1 mb/j en 2024 avant des réductions prévues (1.8 mb/j en 2025, effondrement à 0.3-0.5…

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