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X @Bloomberg
Bloomberg· 2026-04-02 17:10
Amazon will start charging sellers who use its shipping services a 3.5% “fuel and logistics” surcharge later this month, joining the ranks of shipping companies raising prices as the war in Iran pushes oil prices higher. https://t.co/Mg4jNtYAr6 ...
X @Nick Szabo
Nick Szabo· 2026-04-02 13:06
RT BRICS News (@BRICSinfo)JUST IN: 🇮🇷 Iran says any European, Asian, or Arab country is welcome to reach out for an agreement to transit through the Strait of Hormuz. ...
X @Nick Szabo
Nick Szabo· 2026-04-02 13:01
RT Nick Szabo (@NickSzabo4)A closed strait is not what gives Iran leverage.Their military veto power over commercial shipping through the strait is what gives them leverage. And they are certainly not going to give that up. Nor does any armed force in the world any longer have the ability to take away such a veto power. The military technology and tactics that give Iran this power were aptly demonstrated by their proxy the Houthis at the Bab-El-Mandeb a year ago.Iran is happy to open up the Strait of Hormuz ...
X @Nick Szabo
Nick Szabo· 2026-04-02 12:51
RT Drop Site (@DropSiteNews)🇨🇳 China blames U.S. and Israel for Strait of Hormuz disruptions➤ Speaking in Beijing, Foreign Ministry spokesperson Mao Ning said: “The root cause for disruption in Strait of Hormuz is illegal US-Israeli military operation against Iran.”➤ The comments came after President Donald Trump said countries reliant on the waterway should “grab it and cherish it,” suggesting they secure the route themselves.➤ China, which depends heavily on Middle East energy imports, said several of its ...
X @Nick Szabo
Nick Szabo· 2026-04-02 04:28
RT Nick Szabo (@NickSzabo4)A closed strait is not what gives Iran leverage.Their military veto power over commercial shipping through the strait is what gives them leverage. And they are certainly not going to give that up. Nor does any armed force in the world any longer have the ability to take away such a veto power. The military technology and tactics that give Iran this power were aptly demonstrated by their proxy the Houthis at the Bab-El-Mandeb a year ago.Iran is happy to open up the Strait of Hormuz ...
X @Bloomberg
Bloomberg· 2026-04-01 10:26
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 ...
招商轮船-NDR会议要点:管理层仍看好超大型原油运输船(VLCC),跨区域套利需求旺盛
2026-04-01 09:59
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:4月合约交割结算价格逐步清晰-20260401
Hua Tai Qi Huo· 2026-04-01 05:11
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 ...
10 No-Brainer Stocks to Buy as Long as the Strait of Hormuz Is Closed
The Motley Fool· 2026-04-01 01:05
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 ...
ETF Winners Amid S&P 500's Fifth Straight Weekly Loss
ZACKS· 2026-03-31 18:01
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].