中国油轮航运_专家电话会要点_2026 年向好；2027-28 年供应增加转向谨慎-China Tanker Shipping_ Expert call takeaways_ Positive into 2026; turning cautious as supply builds in 2027-28

Karen Li, CFA J P M O R G A N Asia Pacific Equity Research 05 December 2025 China Tanker Shipping Expert call takeaways: Positive into 2026; turning cautious as supply builds in 2027-28 Following our expert call with tanker-shipping veteran Alexandros Politis- Kalenteris (Deputy COO, TMS Cardiff Gas), our stance on the broader tanker shipping industry and COSCO Shipping Energy Transportation-H (CSET-H) is positive for 2026, but increasingly cautious beyond that. Mr Politis-Kalenteris expectsthe next 12 mont ...