Guotai Junan: Giá dầu giảm, giá vận chuyển tăng, nắm bắt cơ hội định hướng ngược lại

Golden data on September 20th, Guotai Junan research report pointed out that in the past two years, the reconstruction of trade and the eastward movement of refineries have driven a significant increase in oil shipping demand, and the rigid supply of oil tankers has gradually become prominent. In the third quarter of 2024, the off-season refinery start-up is insufficient, and the trade rhythm and oil price dominate the short-term fluctuations. Recently, the sharp drop in oil prices has intensified concerns about demand, but the actual freight rates have rebounded, which may catalyze a market perception correction. It is expected that supply and demand will continue to improve in the next few years, and the prosperity of oil shipping will exceed expectations. It is recommended to lower the game in the peak season and layout the oil shipping super bull market against the trend.