Inter Continent Trading: Tankers: Persian Gulf vs Red Sea freight premium disappears as Harvey disrupts trade

過去の強気な物流イベント113件の後、ULSD / ディーゼル は5営業日で中央値 +0.6% 動き（54% が上昇。中央50%は -2.8% から +4.2%）、20営業日では +0.2% 動きました。

• 2026/10/29U.S. Bank Freight Payment Index: Shipper Costs Hit Five-Year High as Freight Demand Stalls-2.4%
• 2019/02/08Port Report: Coastal shift in U.S. container trade might be in cards for 2020 - FreightWaves+3.8%
• 2026/08/04Record Grain Movement Meets Rising Harvest Freight Costs - RFD+5.6%
• 2023/12/13Fuel tankers face long slog as Panama Canal drought reroutes flows+8.5%
• 2026/03/30Mississippi River Reopens As Freight Costs Begin Rising --4.2%

過去の中立な物流イベント11件の後、原油(WTI) は5営業日で中央値 +3.8% 動き（73% が上昇。中央50%は -0.4% から +6.6%）、20営業日では +6.3% 動きました。

• 2022/04/07Dry bulk quarterly: High commodity prices, volatile bunkers arrest freight demand+8.2%
• 2021/02/19Traders rush to supply fuel to the U.S. as Texas freeze bites+5.0%
• 2019/05/29CORRECTED-UPDATE 2-MPLX to restart Ozark crude pipeline on Thursday after outage -traders-9.3%
• 2026/04/22Tankers undercut grain ships in Panama Canal: queues have increased significantly — EADaily, April 22nd, 2026 — Politics, Russia+9.8%
• 2021/03/26Suez Canal crisis: Here are the cargoes in the crossfire - FreightWaves+5.0%