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

과거 상승 물류 이벤트 113건 이후, ULSD / 디젤은 5거래일 동안 중앙값 +0.6% 변동(상승 54%; 중간 50% 범위 -2.8%~+4.2%), 20거래일 동안 +0.2%.

• 2026. 10. 29.U.S. Bank Freight Payment Index: Shipper Costs Hit Five-Year High as Freight Demand Stalls-2.4%
• 2019. 2. 8.Port Report: Coastal shift in U.S. container trade might be in cards for 2020 - FreightWaves+3.8%
• 2026. 8. 4.Record Grain Movement Meets Rising Harvest Freight Costs - RFD+5.6%
• 2023. 12. 13.Fuel tankers face long slog as Panama Canal drought reroutes flows+8.5%
• 2026. 3. 30.Mississippi River Reopens As Freight Costs Begin Rising --4.2%

과거 중립 물류 이벤트 11건 이후, 원유 (WTI)은 5거래일 동안 중앙값 +3.8% 변동(상승 73%; 중간 50% 범위 -0.4%~+6.6%), 20거래일 동안 +6.3%.

• 2022. 4. 7.Dry bulk quarterly: High commodity prices, volatile bunkers arrest freight demand+8.2%
• 2021. 2. 19.Traders rush to supply fuel to the U.S. as Texas freeze bites+5.0%
• 2019. 5. 29.CORRECTED-UPDATE 2-MPLX to restart Ozark crude pipeline on Thursday after outage -traders-9.3%
• 2026. 4. 22.Tankers undercut grain ships in Panama Canal: queues have increased significantly — EADaily, April 22nd, 2026 — Politics, Russia+9.8%
• 2021. 3. 26.Suez Canal crisis: Here are the cargoes in the crossfire - FreightWaves+5.0%