Harald Moræus-Hanssen maintains a bullish stance on the shipping sector, arguing that ongoing geopolitical conflicts are creating structural advantages through forced route diversions.
The investor views the disruption to traditional trade corridors as a catalyst for sustained freight rate support, rather than a temporary anomaly.
He warned that an oversupply of vessels could eventually cap earnings potential, even if geopolitical premiums persist in the short term.
Despite the positive outlook on route exposure, Moræus-Hanssen identified the order book as the primary vulnerability in the sector.
He warned that an oversupply of vessels could eventually cap earnings potential, even if geopolitical premiums persist in the short term.
This caution highlights the tension between immediate risk premiums and long-term supply-demand fundamentals.
The comments come as commercial traffic through the Strait of Hormuz continues to flow, albeit under heightened security conditions.