Possible scenario
Boom Starts Cooling
22% Chance
The tanker boom could cool if trade routes normalize, charterers resist record rates, or near-term supply improves. The secondhand premium over newbuilds would narrow quickly because the $150 million valuation depends heavily on immediate earnings power.
Initial impacts
- Oil prices Down
Secondary impacts
- Industrials -0.3%
- Energy +0.2%
Tickers
- DHT-3.4%
- FRO-2.2%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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