Those trends are not going away, regardless of the outcome in Iran. With a global fleet that includes 171 dry cargo and tanker vessels, Frangou sees the trends play out in real time. On average, she has about one ship pass through the Hormuz every day, noting that shipping rates for transporting crude from the region have risen 4X since last week, where alternate workarounds exist.
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But has means China has become particularly reliant on exports to plug the gaps, which is a weakness the US can sense, Ning said.
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