The US is considering lifting restrictions on individual sanctioned tankers so they can be sold to legitimate operators, but the move is unlikely to significantly lower freight rates while disruption in the Strait of Hormuz persists. Analysts say the impact may be mainly psychological, as many shadow fleet ships are either already operating or too old to meet insurance and inspection requirements. A five-year-old VLCC was valued at $159 million in September, $28.5 million above the $130.5 million price of a newbuild, and average VLCC freight from the Atlantic to the Pacific exceeded $38 per barrel on October 7, up 130% in a month. The top 10 operators' share of the active VLCC fleet rose from 56% to 67%, which analysts say could keep freight rates elevated for a long time.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Mỹ tính nới trừng phạt “đội tàu bóng tối”, cước vận tải dầu vẫn khó hạ nhiệt
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Keywords
sanctionsshippingoil pricesPVT
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Related tickers and likely impact
PVT
▲ Likely positivePVTrans
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Industrial Goods & Services |
| Industry | Marine Transportation |
| Market cap | 11,889 bn VND |
| P/E | 8.3 |
| P/B | 1.25 |
| Close on 10/20/2026 | 24.20 |
| Change that session | +0.41% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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