智通财经网·2026-01-12 03:08Core Viewpoint - The news highlights a significant increase in the stock price of China Merchants Energy Shipping Company (中远海能), which rose by 5.42% to HKD 11.09, driven by developments in the oil market related to U.S. policy on Venezuelan oil [1] Group 1: Market Impact - The U.S. Energy Secretary, Dan Brouillette, announced plans for the U.S. to indefinitely control the flow and sales of Venezuelan oil, aiming to allow oil to flow freely into U.S. refineries and globally, which could enhance oil supply [1] - Guotai Junan Securities suggests that this policy shift will lead to a transition of oil from the black market to compliant markets, positively impacting demand in compliant markets and extending shipping distances [1] Group 2: Shipping Market Dynamics - According to Cathay Securities, there has been an increase in Middle East and U.S. Gulf shipping volumes over the past week, with shipowners raising charter rates and showing optimism about future market conditions [1] - The Middle East to China route's VLCC TCE has rapidly rebounded to nearly USD 60,000, indicating a strong recovery in shipping rates [1] - The outlook for oil shipping is expected to exceed expectations, driven by global oil production increases, aging tanker fleets, and sanctions on shadow fleets, ensuring a rigid supply of compliant shipping capacity [1]