H Ευρώπη, no-go zone για το ινδικό ντίζελ;

Στα χαμηλότερα επίπεδά τους από το 2022 βρίσκονται οι αποστολές ντίζελ από την Ινδία στην Ευρώπη τον Φεβρουάριο του 2024, καθώς η κρίση στην Ερυθρά Θάλασσα καθιστά την Ευρώπη «δύσκολο» προορισμό για τα product tankers.

Από την άλλη, πολλά διυλιστήρια στην Ασία πραγματοποιούν εργασίες συντήρησης, γεγονός που, σε συνδυασμό με τον σκόπελο της Ερυθράς Θάλασσας, καθιστά την Ασία θελκτικότερη επιλογή για τους Ινδούς εξαγωγείς.

Όπως σημειώνει δημοσίευμα του Bloomberg, οι αφίξεις καυσίμων από την Ινδία...

https://www.naftikachronika.gr/2024/02/23/h-evropi-no-go-zone-gia-to-indiko-ntizel/

Shipping faces lengthy disruptions as Middle East fallout worsens

chart of shipping stocks

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The Red Sea crisis — and the Middle East situation in general — is worsening. There’s growing...

https://www.freightwaves.com/news/shipping-faces-lengthy-disruptions-as-middle-east-fallout-worsens

Shipping fallout from Red Sea crisis spreads to product tankers

With no end in sight for the Red Sea crisis, detours around Africa’s Cape of Good Hope are soaking up even more vessel capacity and pushing up spot rates across multiple shipping segments.

Freight fallout began with container ships. It is now significantly impacting product tankers — the vessels that transport gasoline, diesel, jet fuel, naphtha and other petroleum products.

Larger product tankers that do long-haul runs are diverting around Africa in increasing numbers. These ship types include...

https://www.freightwaves.com/news/shipping-fallout-from-red-sea-crisis-spreads-to-product-tankers

Another Panama Canal red flag: Spiking product tanker rates

chart of spot rates of tankers transiting Panama Canal

Yet another signal on the Panama Canal situation is flashing red: Spot rates are surging for product carriers — specialized tankers carrying diesel, gasoline and jet fuel — that transit the waterway.

America is the world’s largest exporter of refined petroleum products. The west coast of South America is a traditional destination and the Panama Canal is pivotal to this trade. Alternate routes are more than twice as long.

Since the Panama Canal Authority (ACP) began heavily restricting reservation...

https://www.freightwaves.com/news/another-panama-canal-red-flag-spiking-product-tanker-rates

War in Israel: The new geopolitical flashpoint for ocean shipping

Wars and pandemics — geopolitical and global health crises causing widespread suffering and death — have the side effect of hiking profits in certain industries. Wars inflate returns for defense contractors. The pandemic was a bonanza for certain pharmaceutical companies.

Shipowners have profited from both. Container-line owners made fortunes during COVID. Russia’s invasion of Ukraine buoyed rates for tanker companies.

Now there’s a new geopolitical crisis — the Israel-Hamas war in response to...

https://www.freightwaves.com/news/war-in-israel-the-new-geopolitical-flashpoint-for-ocean-shipping