maritime shipping industry desk
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Marine Link · United States · Hormuz reopening faster than expected raises oil glut risk as China cuts imports
Covered the shipping-sector dimension: war-risk insurance still priced at 8.0x pre-crisis with 6 P&I clubs having withdrawn cover; the backlog of VLCCs that had been anchored in the Gulf is now clearing faster than tanker companies had modelled.
“Hormuz reopening risks turning oil shortage into glut as stranded tankers clear and China demand softens.”