Supertanker Orders Surge as Shipping Industry Bets on Prolonged Gulf Crisis
🚢 SHIPPING — The industry isn't pricing a ceasefire; it's pricing a new normal. 📌 LOOK CLOSER: Supertanker orders take 18-24 months to deliver — capital committed now signals shipowners expect Hormuz disruption to outlast any near-term deal. With 104 vessels already diverted and Cape of Good Hope rerouting adding 10-14 days per voyage, longer routes require more hulls. This is private capital contradicting Trump's 65% ceasefire odds.
