Draft Fees Read as Tolls on Hormuz Traffic
IRGC calls them service fees; the associations call them a toll in all but name.
Hendrik Van Der Berg
Bureau: Brussels
Lloyd's Still Counts Depressed Hormuz Traffic
Markets hear a deal; owners still will not send ships.
Rhine Barges Still Sit in Low Water
Trade desks still price freight; X still posts fire maps.
Lloyd's Still Counts a Stranded Cohort of 65
Lloyd's has 65 ships that entered in the calm and have not left; X treats any transit bounce as the Gulf emptied.
Shadow Fleet Tankers Still Stack Off Duqm
Lloyd's sees Iranian-history tankers stacked off Duqm and Karachi; X treats any AIS cluster as oil already moving.
Edison Force-Majeure Ledger Still Open
Reuters still has 17 replacements against 24 notices; energy X treats Italy as already short of winter. Seven cargoes remain unnamed.