中国航运-来自运营商的霍尔木兹海峡中断观察-Chinese Shipping-Hormuz Disruptions Observations from Operators
2026-03-26 13:20
March 25, 2026 08:54 AM GMT Chinese Shipping | Asia Pacific M Idea Hormuz Disruptions: Observations from Operators We have recently talked with Chinese shipping companies on topics related to demand, supply disruptions, and bunker availability amid the geopolitical dynamics. Key Takeaways Energy Shipping: Container Shipping - intra-Asia market: (more discussion on container shipping long haul market on the next page of this report) Morgan Stanley Asia Limited+ Qianlei Fan, CFA Equity Analyst Qianlei.Fan@mor ...