Growing Houthi risk could amplify inefficiencies across tanker trade flows

Escalating Houthi attacks against Israeli targets signal potential maritime sabotage ahead, threatening to reshape global tanker trade flows and introduce significant inefficiencies into an already strained supply chain. We analyse how redirecting crude exports via the Cape of Good Hope could nearly triple tonne-miles out of Yanbu, favor specific tanker benchmarks, and shift clean product …

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