Uncertainty still surrounding the impacy of Cosco ban on VLCC earnings
There is still uncertainty surrounding the impact of the COSCO ban on VLCC earnings. We are continuously updating our models to reflect current market events, and here we show expected rate sensitivity for two cases: one where the COSCO ban remains in effect, and one where the ban is lifted by Q1 next year.
How sensitive do you believe rates will be to a ban remaining in place? Get in touch with us to discuss!