Possible scenario
Relief Arrives
25% Chance
High freight prices attract more ballast tonnage toward the US Gulf, while some charterers delay liftings or switch routes. Rates remain historically high but retreat enough to cool the tanker-equity rally.
Initial impacts
- Oil prices Down
Secondary impacts
- Industrials -0.2%
- Energy -0.2%
Tickers
- FRO-3.7%
- -3.5%
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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