Risk Intelligence: Houthis lack resources for Med attacks
Houthi threats to widen their area of operations amount to bluster and propaganda, and “should ...
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
If that headline doesn’t draw in readers then, frankly, we don’t know what would… As traders in the region well know – particularly in Dubai through which so much of Iran’s imports are shipped – years of pent-up demand in Iran will at some point be unleashed, and when it does there will be a bonanza for transport companies and logistics operators which are well-positioned to serve this market of 80m people. And the removal of sanctions could also have a dramatic effect on the oil price.
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