Normalization of Hormuz trade routes
If the Strait of Hormuz reopens, trade patterns could normalize, reducing tonne-mile demand and pressuring freight rates.
GESHIP / Q4-FY26 / risks
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The Great Eastern Shipping Company · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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ONGC tender delays for jack-up rigs
ONGC has been slow in processing tenders, and rigs may face idle time between contracts if new awards are delayed.
Order book buildup for crude tankers
The crude tanker order book has increased to ~20% of fleet, with deliveries in CY27-28 potentially oversupplying the market.