News

Odaily reported, citing Onchain Lens monitoring, that amid renewed failure in US-Iran negotiations, market risk aversion has intensified. A whale address "0x9e8" made significant portfolio adjustments in the past five hours, closing most of its $SILVER (20x) long positions and opening a new 95,577 $CL (crude oil futures) 20x leveraged long position, with a position size of approximately 9 million US dollars.

```htmlGolden Ten Data reported on April 12 that, according to vessel tracking data on the 12th, two empty oil tankers trying to pass through the Strait of Hormuz made temporary U-turns as negotiations between the United States and Iran in Pakistan neared conclusion, though the specific reason remains unknown. Vessel tracking shows that three large oil tankers with no direct links to Iran began approaching the narrow waterway in the Gulf of Oman late on the night of the 11th. After reaching areas near Iran’s Larak Island in the early hours of the 12th, two tankers turned back. According to Bloomberg, the first was managed by Greek East Mediterranean Maritime Company, with the original destination being Iraq; the second belonged to Pakistan National Shipping Corporation, heading to the United Arab Emirates. The third tanker, “Mombasa B,” has its parent company in South Korea. This vessel followed Iran’s designated route into the Persian Gulf, passing through Larak Island and Qeshm Island, continuing onward. Its destination remains unclear.```

Relevant industry insiders are calling on the Japanese government to take prompt countermeasures to avoid delaying dialysis treatment for approximately 340,000 patients. Japan's medical industry is highly dependent on oil derivatives from the Middle East, with medical supplies such as dialysis tubing, medical gloves, and waste liquid collection bags all made from naphtha extracted from crude oil. As supplies of naphtha from the Middle East become tighter, shortages of certain types of medical consumables may occur between mid-April and around August, depending on the category. Some Japanese companies that produce dialysis tubing have stated that, due to insufficient naphtha supply from the Middle East, their factories in Thailand and Vietnam may not be able to ship products to Japan around August. According to statistics from the Japanese Society for Dialysis Therapy, as of the end of 2024, there are approximately 340,000 dialysis patients in the country. According to Japanese media reports on the 12th, many medical institutions are concerned that subsequent shortages of medical consumables such as dialysis tubing could threaten these patients’ “lifelines.” Some doctors have stated that the naphtha shortage will severely impact Japan's medical industry, but so far, no effective government countermeasures have been observed.