faye

consensus

the strait does not reopen in full and oil trade reconfigures around the closure

Frontline plc (FRO)
overlays
Frontline plc (FRO) — daily close and volume
close: ink · 20/50-day ribbon: light · 100/200-day ribbon: dark · earnings: red diamond · company news: ink circle

sources

TD3C

Baltic TD3C round-trip TCE, $/day, weekly prints (Poten for January)

prints are secondhand; the basis matters and bases are not mixed in this panel.

oil crossing the strait

crude oil crossing the strait, M bbl/day

dated prints only; counts are contested (UKMTO's October transit count includes US-facilitated transits it cannot independently verify).