Turkey is seeking permission from Iranian authorities for 11 Turkish-owned ships to pass through the Strait of Hormuz, the state-run Anadolu news agency reported https://t.co/29MwUHGzFR ...

30 March 2026 | 7:33AM HKT Equity Research China Merchants Energy Shipping (601872.SS): NDR takeaways: management remain bullish on VLCC; arbitrage demand across regions We hosted China Merchants Energy Shipping Co Ltd (601872.SS, Not Covered) post-result NDR on Mar 27 as part of our Navigating the Supply Chain Resilience in a Post-Hormuz Era call series. Generally, management remain bullish on VLCC, expecting 1yr VLCC TCE (US$130k/day) to be a support to TCE with further upside if the Strait of Hormuz open ...

FICC日报 | 2026-04-01 4月合约交割结算价格逐步清晰 市场分析 线上报价方面。 Gemini Cooperation：马士基上海-鹿特丹WEEK15周报价1470/2360，WEEK16周报价1390/2220；HPL 4月份上半 月船期报价介于2147-2735美元/FEU，4月下半月船期报价1685/2735，5月份船期报价2135/3535. MSC+Premier Alliance：MSC 4月上半月船期报价1706/2852；ONE 4月份上半月船期价格价格2561美元/FEU，4 月下半月船期报价3061美元/FEU；HMM4月上半月船期报价2558美元/FEU。 Ocean Alliance：CMA 上海-鹿特丹4月份上半月船期报价2725美元/FEU，4月下半月船期报价1775/3125；EMC 4 月份上半月船期报价2030/3060；OOCL 4月份上半月船期报价介于2592-2692美元/FEU。 地缘端：【特朗普将于周四上午就伊朗问题发表全国讲话】金十数据4月1日讯，白宫新闻秘书莱维特：美东时间明 晚9点（北京时间周四上午9点），特朗普总统将发表全国讲话，提供关于伊朗局 ...

With the conflict in the Persian Gulf still ongoing, it's a good idea to buy some protection for a portfolio in case of an extended conflict, or even a relatively short one that results in lasting structural damage to the economic activity that preceded it.Following that line of thought, here's a whistle-stop tour through 10 stocks that can help investors in the current environment.Three oil stocks to benefit if the price of oil spikes even higherIt's hard not to come across as Captain Obvious here, but oil ...

Market Overview - Rising oil prices have caused significant turmoil in the global market, with the Dow Jones Industrial Average dropping 1.7%, entering correction territory, while the Nasdaq Composite declined 2.1%, deepening its correction. The S&P 500 also fell about 1.7%, marking its fifth consecutive weekly loss, the longest losing streak since 2022 [1][2]. Oil Market Impact - The recent spike in oil prices, driven by tensions in the Middle East, has led to market chaos. The outlook for oil prices is uncertain, as the duration of the disruption and the extent of damage to energy infrastructure will play crucial roles. With existing infrastructure already impacted, oil prices are unlikely to return to pre-war levels soon [2][4]. Technology Sector Performance - The "Magnificent Seven" mega-cap stocks have significantly contributed to market losses, shedding over $330 billion in market value in a single session and approximately $870 billion over the week. Shares of major tech companies have declined, with Meta particularly affected by a ruling related to social media addiction concerns [3][10]. Geopolitical Risks - Ongoing attacks in the Middle East have heightened market anxiety, with fears that the conflict could extend into April and beyond. The disruption of traffic through the Strait of Hormuz raises concerns about global economic stability, potentially increasing inflationary pressures and keeping interest rates elevated, which is detrimental to growth sectors like technology [4][10]. ETF Performance - Several ETFs have performed well amidst the market turmoil: - Breakwave Tanker Shipping ETF (BWET) increased by 19.1% last week, reflecting the impact of rising oil prices on shipping [7]. - Sprott Lithium Miners ETF (LITP) rose by 13.8%, driven by supply concerns and energy transition bets [8]. - YieldMax Short COIN Option Income Strategy ETF (FIAT) gained 12.6%, providing indirect inverse exposure to Coinbase's stock [11]. - ProShares S&P Global Core Battery Metals ETF (ION) increased by 6.5%, focusing on companies involved in battery metals [12]. - iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) rose by 17.4%, reflecting increased market volatility [13].

Core Insights - Seanergy Maritime Holdings (SHIP) is implementing a disciplined fleet expansion strategy focused on capital allocation, operational efficiency, and long-term competitiveness in the dry bulk shipping sector [1] - The company has acquired two modern scrubber-fitted Capesize newbuildings and divested an older vessel, aligning with its goal to modernize its fleet [1][9] Fleet Expansion Strategy - The recent transactions expand Seanergy's newbuilding program to five vessels, including four Capesizes and one Newcastlemax, with a total investment of approximately $384 million [2] - The acquisition of two 181,500 dwt Capesize vessels from a Japanese shipyard strengthens the company's position in the Capesize segment, with one vessel scheduled for delivery between Q2 and Q3 of 2027 [2] - The second vessel is structured under a 10-year bareboat-in agreement with a purchase option, providing flexibility in capital deployment and supporting risk management [3] Divestment and Operational Efficiency - The sale of the 2010-built M/V Squireship for $29.5 million allows the company to realize an accounting profit and generate net proceeds of approximately $13.5 million, while also reducing the average fleet age [4] - This divestment aligns with the broader objective of fleet renewal, improving operational efficiency and environmental performance [4] Market Positioning - The fleet expansion strategy enhances fleet quality, reduces operating costs, and positions the company to benefit from tightening supply and rising demand for modern, fuel-efficient vessels [5] - SHIP's shares have gained in double digits over the past six months, outperforming the Zacks Transportation-Shipping industry during the same period [8] Valuation Metrics - SHIP trades at a 12-month forward price-to-sales ratio of 1.37X, which is considered inexpensive compared to its industry [12]

Key TakeawaysPresident Trump declared the war with Iran is "two weeks ahead of schedule," with U.S. military officials confirming the destruction of over 150 Iranian naval vessels during Operation Epic Fury.Nvidia (NVDA) announced a strategic $2 billion investment in Marvell (MRVL) to integrate custom chips into its AI factory ecosystem via the new NVLink Fusion platform.Warren Buffett’s Berkshire Hathaway (BRK.B) purchased $17 billion in U.S. Treasury bills this week, as the legendary investor maintains a ...

MOL Group Corporate Management Plan Taking the leap to becoming a global social infrastructure company March 31, 2026 © 2026 Mitsui O.S.K. Lines, Ltd. A bulk carrier equipped with the Wind Challenger, a hard sail wind-assisted propulsion system On to the Next Stage As a social infrastructure company with its origins in ocean transportation, the Mitsui O.S.K. Lines Group is committed to expanding its business fields while pursuing sustainable growth. Under the Group Corporate Management Plan "BLUE ACTION 203 ...

View the webinar through the link belowCompany positioning and scaleMarket dynamics: supply sideMr. Constantinos Simantiras, Deputy CIO and Head of Market Research, noted that fleet growth is expected to increase modestly to approximately 3.5% over the next two years. However, this is expected to be partially offset by structural inefficiencies, including increased drydock activity as a large portion of the global fleet ages beyond 15 years. This trend is expected to reduce effective fleet growth by at leas ...

View the webinar through the link belowCompany positioning and scaleMarket dynamics: supply sideMr. Constantinos Simantiras, Deputy CIO and Head of Market Research, noted that fleet growth is expected to increase modestly to approximately 3.5% over the next two years. However, this is expected to be partially offset by structural inefficiencies, including increased drydock activity as a large portion of the global fleet ages beyond 15 years. This trend is expected to reduce effective fleet growth by at leas ...