Beyond Conventional Market Analysis

How the protests and regime changes in the Middle East will affect the near term or long term tanker market is difficult to predict. Our interest may be considered narrow, as the world debates the global impact of the Middle East unrest. However. shipping and oil has taken a very central role in the reports including a possible closure of the Suez Canal, the collapse of governments creating new logistic paths or trade routes and the sudden reduction of crude production. These are only a few examples of the downstream effects of the events developing in the region. And downstream does not mean you need to be within earshot of the gunfire.

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