BELLINGS

The Iran War Has Turned VLCCs Into $650,000-a-Day Assets

More Gulf oil is moving again. Getting it out now costs a fortune. Earnings on the benchmark Saudi Arabia-to-China supertanker route surged to a record $647,000 per day on Thursday, according to Baltic Exchange data cited by Bloomberg. That is more than ten times the rate a year…

More Gulf oil is moving again. Getting it out now costs a fortune. Earnings on the benchmark Saudi Arabia-to-China supertanker route surged to a record $647,000 per day on Thursday, according to Baltic Exchange data cited by Bloomberg. That is more than ten times the rate a year…

BELLINGS Intelligence Score: 15

Why it matters

The surge in VLCC tanker rates due to the Iran war reflects notable market activity in energy transport costs, but it is primarily a sector-specific supply-demand dynamic with limited direct impact on credit markets or broad financial conditions.

Sources

  • OilPrice.com

    The Iran War Has Turned VLCCs Into $650,000-a-Day Assets

    More Gulf oil is moving again. Getting it out now costs a fortune. Earnings on the benchmark Saudi Arabia-to-China supertanker route surged to a record $647,000 per day on Thursday, according to Baltic Exchange data cited by Bloomberg. That is more than ten times the rate a year…