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Dimitris Maniatis

Marisk
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NeutralOil & Gas 2026-08-17
Dimitris Maniatis (Marisk) tells Bloomberg the Oman shadow-tanker spill, which he attributes to Ukrainian sabotage rather than Houthi or Iranian action, does not add to an already high regional shipping risk premium.
So I don't think it applies additional risk to the area which is already high risk, but it shows how a war very far away can have implications in a totally different part of the world.
WTI crude since this was said: +9.5% · 84.50 → 92.54 · as of 2026-09-08
NeutralOil & Gas hedged · 2026-08-17
Dimitris Maniatis (Marisk) tells Bloomberg the salvage operation alone for the Caroline Bezenghi spill off Oman will cost $200-500 million, excluding long-term consequences he cannot estimate.
then we're definitely estimating from $200 million all the way up to a significant higher amount of around $500 million.
WTI crude since this was said: +9.5% · 84.50 → 92.54 · as of 2026-09-08
BearOil & Gas 2026-08-17
Dimitris Maniatis (Marisk) tells Bloomberg international owners already avoid Hormuz and the dark shuttle tankers moving Gulf crude take a huge risk, with about 17 ADNOC-connected vessels hit so far.
These shuttles that we're talking about in the Strait of Hermos are taking a huge risk. And we see that ad-noc-connected vessels are continuously being targeted by the Iranians and many of them being hit.
WTI crude since this was said: +9.5% · 84.50 → 92.54 · as of 2026-09-08

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