Huan Qiu Lao Hu Cai Jing·2025-06-23 06:59Group 1 - A-share shipping and oil-related stocks opened high, with notable gains in Ningbo Marine and Ningbo Ocean, and a significant increase in shipping rates due to rising tensions in the Strait of Hormuz [1] - The Strait of Hormuz is a critical maritime route for oil exports, with an average daily oil flow of 20 million barrels in 2024, accounting for about one-fifth of global maritime oil transport [1] - Shipping giants like Maersk and CMA CGM have begun taking precautionary measures, including halting operations at Haifa Port and rerouting around the Cape of Good Hope, which will increase shipping costs and extend delivery times [1] Group 2 - Goldman Sachs indicates that while the likelihood of oil and gas supply disruptions is low, the risks to energy supply and price forecasts have increased, with Brent crude potentially spiking to around $110 per barrel if the Strait of Hormuz's oil flow decreases by 50% [2] - Citibank predicts that if the Strait is completely closed, oil prices could soar to $120-130 per barrel, with extreme scenarios reaching $200 [2] - Market predictions suggest a 62% chance of Iran disrupting the Strait of Hormuz by 2025, with significant implications for oil prices if a complete closure occurs [2]