Rebecca Feng
speaker
33 appearances
2 recordings
1 series
first heard Jun 2026
last heard 18 Jun
Rebecca Feng’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
And analysts have been actually complaining that the price seems to be so detached from the fundamentals, which is a lack of supply.
So far, we haven't seen that many ships turning out engine or going to line up at the mouth of the Strait waiting to cross.
I'm hearing from ship tracking companies that there are a couple ships that are trickling out, but that's not an increase from early June.
That's the situation so far today.
Analysts mainly estimate that it would take several weeks for shipment flows to get back to 50% of pre-war levels.
It would take weeks, if not months, for the stranded ships to clear the backlog and then for other ships to actually start to move into the Gulf and come out again.
From, you know, talking to maritime analysts and crew members and charterers and ship owners, they need to hear from Iran that the strait is open because Iran was the party that was doing all these attacks.
And they need to see that for a prolonged period of time, there is no attack.
That's unlikely to happen.
Even if the strait opens today completely, it will still take more than 50 days or so from the ship leaving the strait to actually this crude oil gets refined and get to the end buyer.
What we're seeing from traders' analysis is like prices are not supposed to go down until third quarter this year.
So until roughly September.
So it's sorry to say, but I think it's unlikely that we'll see gas prices drop back to pre-war level in July.
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