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2026-10-16 14:38:58 Daiwa said in a research report that the US is reportedly considering allowing some previously sanctioned "shadow fleet" oil tankers to transport non-sanctioned crude oil and petroleum products with approval from the US Treasury Department, aiming to enhance crude oil and refined oil export capacity in the Gulf region and ease elevated global tanker freight rates. The move is expected to pressure share prices across the shipping sector. The broker believes that although the proposal would be a temporary exemption rather than a formal delisting of sanctioned vessels, it already signals a possible significant policy shift. Some previously restricted VLCCs and other oil tankers may be able to rejoin parts of the international oil trade. The move also indicates that the Trump administration is increasingly prioritizing lower freight rates and energy prices over strict enforcement of shipping-related sanctions. The broker said COSCO SHIP HOLD (01919.HK) may recently face pressure due to overall sentiment in the shipping sector and assigned a Hold rating. PACIFIC BASIN (02343.HK), with lower exposure to the crude oil tanker market, is expected to see limited impact and was rated Underperform.(sl/da)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |