EU will make MORE sanctions against Russia
and might also US, since EU fear that Russia.
Will temperally go out of Ukraine and focus on
Venzuela to help US against the Panama Canal...
So the target is set to hit 60USD and fall down to stay as I drew.
EU will make MORE sanctions against Russia
and might also US, since EU fear that Russia.
Will temperally go out of Ukraine and focus on
Venzuela to help US against the Panama Canal...
So the target is set to hit 60USD and fall down to stay as I drew.
EU will make MORE sanctions against Russia
and might also US, since EU fear that Russia.
Will temperally go out of Ukraine and focus on
Venzuela to help US against the Panama Canal...
So the target is set to hit 60USD and fall down to stay as I drew.
and might also US, since EU fear that Russia.
Will temperally go out of Ukraine and focus on
Venzuela to help US against the Panama Canal...
So the target is set to hit 60USD and fall down to stay as I drew.
EU will make MORE sanctions against Russia
and might also US, since EU fear that Russia.
Will temperally go out of Ukraine and focus on
Venzuela to help US against the Panama Canal...
So the target is set to hit 60USD and fall down to stay as I drew.
EU will make MORE sanctions against Russia
and might also US, since EU fear that Russia.
Will temperally go out of Ukraine and focus on
Venzuela to help US against the Panama Canal...
So the target is set to hit 60USD and fall down to stay as I drew.
Trade active
Yes, if Trump imposes tariffs on Chinese oil tankers and a 25% tax on oil trade with Venezuela, it will most likely create port bottlenecks and drive freight rates higher. Here’s why:1. Port Bottlenecks
Chinese tankers may be denied access to U.S. and allied ports, requiring cargo transfers and transshipment to other vessels, which clogs ports and delays the supply chain.
Venezuelan oil becomes more expensive for importers like China and India, leading to route adjustments and longer port wait times.
Increased port inspections – if tariffs and sanctions tighten, expect customs checks and delays, especially for vessels suspected of bypassing restrictions.
2. Freight Prices (TCE Rates) Will Rise
Lower tanker supply – if Chinese tankers face tariffs, fewer ships will be available for transport, increasing demand for Western tankers like those operated by TORM.
Longer shipping routes – if Venezuela is hit with a 25% tax, the U.S. and Europe may seek alternative oil sources (e.g., the Middle East), increasing transport distances and boosting freight rates.
Higher insurance costs – uncertainty around sanctions and geopolitical risks will lead to higher insurance premiums for tankers, which will be passed on to freight prices.
How Does This Benefit TORM (TRMD)?
TORM’s modern fleet of product tankers will see higher demand if Chinese vessels are restricted.
Longer routes from alternative sources (Middle East, Africa, U.S.) mean more days at sea, increasing daily earnings (TCE rates).
Higher dividends – TORM typically distributes large dividends when freight rates surge. If rates skyrocket, shareholders could see massive payouts.
Conclusion
Yes, port bottlenecks are likely to occur, and freight rates will rise if Trump enacts these policies. This could strongly benefit tanker companies like TORM and potentially push the stock price above $35-50.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.