The war-risk premium a tanker owner pays to transit Hormuz sits in a range, not at a point — and the range itself is the signal. For universal owners exposed to seaborne energy, the cost of passage has become a standing line item rather than a one-off shock.
The war-risk premium a tanker owner pays to transit Hormuz sits in a range, not at a point — and the range itself is the signal. For universal owners exposed to seaborne energy, the cost of passage has become a standing line item rather than a one-off shock.
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