“‘...people instinctively think that’s bad for shipping, right? But when you think about it from a commodity standpoint of supply disruption… you can understand…’”

Monetary Matters with Jack Farley · The Most Extreme Shipping Market in History, Explained | J Mintzmyer on Why Oil Tanker Rates Are Up 25x and Why It Can’t Last (and Why Dry Bulk, not Tankers, is the Next Shipping Boom)

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10:21

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What was described

argued that shipping disruptions (conflict, storms) can actually be beneficial for tanker rates

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