Discover and read the best of Twitter Threads about #Tanker

Most recents (22)

It's impossible to retweet this too many times.
- The #RoadOfDeath And a #DarkPlace | Apr 8
@POTUS @vonderleyen @ZelenskyyUa Image
@POTUS @vonderleyen @ZelenskyyUa #Rand Co | Jan 25
- 'The key objective described in the doc is to #divide #EU by placing #UsefulIdiots in political positions in order to stop #Russian #energy supplies from reaching the continent'
- The entire #EU #economy will #collapse
Image
Read 13 tweets
CMRE prime insider bought into $TNP last year. He filed a 8.2% stake in the last annual report. Today he has only 0.2% left.

Him selling this big stake in a limited float has been huge pressure and a main reason for the frustrating price action. 1/n

sec.gov/Archives/edgarโ€ฆ
I don't know why he bought and sold. But he roughly doubled his money in a year time. Also, he's been buying more stock in his own company CMRE in the open market. Maybe just profit taking?

2/n
$TNP's lack of upwards movement, despite the massive leverage to the improving #tanker outlook last months has been frustrating. But I think that the constant selling pressure from Mr Konstantinos Konstantakopoulo now behind us, it can finally find its inner ๐Ÿš€.

3/n
Read 6 tweets
April #tanker rates were in the top decile of the last 3 decades.

Meanwhile:
โœ… No crude tanker newbuilds contracted in Q1: first time since 1995
โœ… Tiny ๐Ÿ”ฌ 2023 and 2024 orderbook
โœ… No slots to add crude tankers until 2025

Paying attention yet? splash247.com/tanker-owners-โ€ฆ
And if you think there is going to be a ton of shipbuilding capacity for tankers in 2025, think again:

splash247.com/booming-lng-deโ€ฆ
More color on the state of tanker shipbuilding h/t Gibson Shipbroking

Also confirming no available 2023/2024 crude tanker yard capacity.

hellenicshippingnews.com/wp-content/uplโ€ฆ Image
Read 5 tweets
1/ I'm going to pound the table a bit more about and show that shipbuilding capacity is insufficient to replace scrapping let alone accommodate trade volume growth.

But this time we will look at the global aggregate merchant fleet including all sectors.

๐Ÿงต...
2/ Across all sectors, the global orderbook is only ~10% of the active fleet compared to ~8% that is already beyond economic life in the new high fuel cost/low emissions requirement paradigm. It the time it takes the ~10% to deliver, ~14% more will approach end of economic life.
3/ In 2022, ships reaching critical decision age whether to scrap or repair for compliance increases significantly and continues to increase each year this decade.

Notice in 2022 and beyond, the capacity of ships delivered fails to match capacity hitting the new 20 year wall.
Read 10 tweets
1/ #Tankers are the biggest beneficiary of changing trade patterns due to Russian sanctions. PERIOD.

A look into why tanker rates are surging this week and why this is just the beginning.

A ๐Ÿงต...
2/ The picture is becoming even clearer that Russian oil which used to go via pipeline and short sea to Europe will go all the way to China and **BACK** instead.

bloomberg.com/news/articles/โ€ฆ
3/ **BACK** from China? YES. The West is structurally short on refining capacity and the deficit is getting larger as Russian refining capacity becomes shut in and European refiners struggle to source the slate needed to run at full capacity. reuters.com/business/energโ€ฆ
Read 16 tweets
#Ukraine / #Russian war thread
Day 20:

[My Telegram channel: t.me/no_itsmyturn]
[Wanna buy me a coffee? : aleph.wtf/donate/]
Earlier /
A multi-storey building was hit by Russians
Kyiv
#Ukraine ๐Ÿ‡บ๐Ÿ‡ฆ
Kyiv
#Ukraine ๐Ÿ‡บ๐Ÿ‡ฆ ImageImageImageImage
Read 121 tweets
Thread /
#Ukraine / #Russian war thread
Day 4:

[My Telegram channel: t.me/no_itsmyturn]
[My donation page: aleph.wtf/donate/]
A statement by the state border guard service of Ukraine
#Ukraine ๐Ÿ‡บ๐Ÿ‡ฆ
Earlier /
Mykolaiv mayor in a video assures that the city is in control of the Ukrainian forces, adds: "It was a restless night"
Read 146 tweets
Long time no see, baby!
#USAF ๐Ÿ‡บ๐Ÿ‡ธ RC-135W Rivet Joint #ELINT/#SIGINT/#COMINT over #Iraq ๐Ÿ‡ฎ๐Ÿ‡ถ
62-4139 | AE01D0 | #PYTHN56 Image
OKBK - #Kuwait - 2151Z
Comms with #USAF ๐Ÿ‡บ๐Ÿ‡ธ KC-135R #Tanker @ 2151Z:
- โ€œShell30, confirm youโ€™d like to enter iraqi airspace, confirm.โ€
+ โ€œAffirm sir, Iraqi airspace first, and then RTBing to OTBH [Al Udeid Air Base, #Qatar]

#Iraq ๐Ÿ‡ฎ๐Ÿ‡ถ
#USAF ๐Ÿ‡บ๐Ÿ‡ธ #MOJO86 (KC-10A #Tanker) enters #Iraq ๐Ÿ‡ฎ๐Ÿ‡ถ
Comms with OKBK @ 2201Z:
โ€œMOJO86 contact #Baghdad 123.0โ€
โ€œ123.0 for MOJO86โ€
๐Ÿ”Š๐Ÿ”ฝ
Read 9 tweets
Who let the #BUFF|s out? (Who, who who who)

Another long journey of #GRIM(s) is going on.
QID867 HDG S
#USAF ๐Ÿ‡บ๐Ÿ‡ธ #Tanker|s:
#QID867
#QID866
From RAF Mildenhall ๐Ÿ‡ฌ๐Ÿ‡ง
HDG S
Read 16 tweets
#QRA ๐Ÿšจ
ZZ336 #Tanker from #RAF Brize Norton HDG N Squawking #QRA ๐Ÿšจ ๐Ÿ‡ฌ๐Ÿ‡ง Image
Read 7 tweets
#ImageOfTheDay #EUSpace for #OilSpill #monitoring
@UN warns that an abandoned #oil #tanker moored off the coast of #Yemen๐Ÿ‡พ๐Ÿ‡ช and laden with more than one million barrels of crude oil ๐Ÿ›ข๏ธis at risk of leaking
#Sentinel2 ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ›ฐ๏ธimagery of the ship which threatens the Red Sea ecosystems Image
@UN warns that an abandoned #oil #tanker moored off the coast of #Yemen ๐Ÿ‡พ๐Ÿ‡ช and laden with more than 1 million barrels of crude oil ๐Ÿ›ข๏ธis at risk of leaking
This 2015 - 2020 timelapse of #Sentinel2 ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ›ฐ๏ธimagery of the FSO Safer tanker shows the ship has not moved in over 5 years
Read 4 tweets
1/
$STNG's Robert Bugbee & Hafnia's CEO Skov had a wide-ranging #tankers discussion w/ @RivieraMaritime 10 days ago.

It's shockingly hard to find this video, which is probably why it only had 15 views when I found it.



@ClassicValueInv & @mintzmyer
2/ Summary Notes follow:
Aging fleet, limited new builds, recovering end-market demand, etc. Weak near-term. Tight supply.

Same core story #tankers has been batting about for 18 months.

Notes: believe scale requirements (and consolidation) for product tankers going forward...
3/ are bigger than recent past (see recent $DSST and $ASC news as potential evidence).
Read 14 tweets
So here is why we bought some call options in Euronav & Frontline. I know, crazy when the VIX is near record highs to buy anything. Let us explain regardless...

#tankers #shipping @hkuppy
Last year's bullish thesis on tankers was driven mainly by the US become net-seaborne exporter, driving ton mile as marginal barrels needed to travel more. We remained sceptical of that wisdom given our bearish view on US Shale. That thesis is now all but off the table. But...
With unrestrained production arriving in April after the breakdown of the OPEC+ alliance, along with lower global demand due to the coronavirus (COVID-19) outbreak, EA crude balance now shows stockbuilds of 355 mb from March to June! Wow.
Read 17 tweets
21. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
1 to 20. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? ๐Ÿคจ๐Ÿ‘‡๐Ÿผ
threadreaderapp.com/thread/1166502โ€ฆ
"#Iran's president Hassan Rouhani presented an ultimatum of two months to the #EU to save the #Iran nuclear deal. However, the deal is likely to continue to deteriorate, says The Independent's Patrick Cockburn"
Read 197 tweets
20. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon๐Ÿคจ๐Ÿ‘‡๐Ÿผ
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?๐Ÿคจ๐Ÿ‘‡๐Ÿผ
threadreaderapp.com/thread/1116293โ€ฆ
Read 170 tweets
19. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon๐Ÿคจ๐Ÿ‘‡๐Ÿผ
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?๐Ÿคจ๐Ÿ‘‡๐Ÿผ
threadreaderapp.com/thread/1116293โ€ฆ
Read 165 tweets
15. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon๐Ÿคจ๐Ÿ‘‡๐Ÿผ
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? ๐Ÿคจ๐Ÿ‘‡๐Ÿผ
threadreaderapp.com/thread/1116293โ€ฆ
Read 104 tweets
14. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon๐Ÿคจ๐Ÿ‘‡๐Ÿผ
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? ๐Ÿคจ๐Ÿ‘‡๐Ÿผ
threadreaderapp.com/thread/1116293โ€ฆ
Read 202 tweets
13. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon๐Ÿคจ๐Ÿ‘‡๐Ÿผ
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? ๐Ÿคจ๐Ÿ‘‡๐Ÿผ
threadreaderapp.com/thread/1116293โ€ฆ
Read 146 tweets
12. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon๐Ÿคจ๐Ÿ‘‡๐Ÿผ
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? ๐Ÿคจ๐Ÿ‘‡๐Ÿผ
threadreaderapp.com/thread/1116293โ€ฆ
Read 128 tweets
10. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists
Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon๐Ÿคจ๐Ÿ‘‡๐Ÿผ
1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? ๐Ÿคจ๐Ÿ‘‡๐Ÿผ
threadreaderapp.com/thread/1116293โ€ฆ
Read 107 tweets

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