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ID: VHDvNqvp/biz/60591946#60592130
7/7/2025, 7:44:39 PM
The Houthis just hit a second ship after absolutely wrecking and sinking one yesterday.
It was their first attack since December 2024.
Yesterday's attack wasn't the usual hit and miss, they attacked the ship for 4 hours, it never had a chance.
When they first started targetting ships in Q4 2023, you could have 4x your money on something like ZIM.
Now it's less clear because most owners already avoid the Red Sea so who gains? It's kinda already baked in.
Anyway if you want to test your luck (I won't) consider ZIM, HLAG on Containers and HAFN, TRMD on clean tankers (most likely to benefit but worse setup) or DHT, FRO on crude tankers (less impact but better setup imo)
It was their first attack since December 2024.
Yesterday's attack wasn't the usual hit and miss, they attacked the ship for 4 hours, it never had a chance.
When they first started targetting ships in Q4 2023, you could have 4x your money on something like ZIM.
Now it's less clear because most owners already avoid the Red Sea so who gains? It's kinda already baked in.
Anyway if you want to test your luck (I won't) consider ZIM, HLAG on Containers and HAFN, TRMD on clean tankers (most likely to benefit but worse setup) or DHT, FRO on crude tankers (less impact but better setup imo)
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