Straits of Malacca: Waterway Worth Guarding, Security & Political Implications, the possible revival of the Kra Kanal
Singapore Stepping Up in the Times of War – evolving beyond its traditional role as a bunkering hub into a broader maritime centre.
For the tanker market, inflation is no longer merely a macroeconomic concern but an operational reality. Rising fuel prices, higher inland transportation and refinery operating costs.
Market is very good at adapting and once they price the risk and handicap in, the world moves on Hormuz or no Hormuz.
The market expects the Iran war disruption to last into summer, and everyone is preparing for a prolonged, uncertain, and volatile environment, not a quick recovery.