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FRO — Ruslan Averin's Analysis · 1 entries

  1. Frontline — The Purest Bet on a Choked Strait of Hormuz
    ·6 min read

    Frontline — The Purest Bet on a Choked Strait of Hormuz

    Ruslan Averin on Frontline (FRO): the largest listed VLCC operator — day rates explode when Hormuz is disrupted, booked at $181,700/day for Q2. A pure spot-rate bet.