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Ed Finley-Richardson Profile picture
@ed_fin
Jul 16, 2022 β€’ 30 tweets β€’ 7 min read β€’ Read on X
Scrolly
π——π—Ώπ˜† π—•π˜‚π—Ήπ—Έ
Investment case, in charts βœ…
Thread below 🧡

$GOGL $SBLK $DSX $GNK $EGLE $SHIP $SB $BDRY $GRIN $PANL $EDRY $CMRE $NMM $DNORD $OP @2Bulkers $BELCO $JINJ $HSHIP $KCCK $WEST

Charts re: #coal & iron ore below, relevant to $ARCH $BTU $AMR $CEIX $RIO $VALE $BHP
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More from @ed_fin

Ed Finley-Richardson Profile picture
Mar 17
The timing of Ukrainian drone attacks on refineries is creating an interesting situation for oil tanker markets.

Let's connect some dots:🧡 Image
Ukrainian drones have hit 12 Russian oil refineries so far. While this has not (yet) had an outsized effect on product exports, we are one successful attack away from crack spreads spiking and importers looking for alternative sources. [map as of 13 March] Image
Last Wednesday, Ukrainian drones targeted Surgutneftegas PJSC’s Kinef refinery in Kirishi, on the Baltic coast. Kinef is a major export fuel production facility. Any significant disruption there β€œwould have knock-on effects on the global diesel market.” (BBG) Image
Read 11 tweets
Ed Finley-Richardson Profile picture
Feb 25
CRUDE TANKER SUPPLY (updated)
ED'S DEEP DIVE 🧡

VLCC = Very Large Crude Carrier 200,000+ dwt

Suezmax 120,000-199,999 dwt

Aframax 78,000-119,999 dwt

Panamax 60,000-77,999 dwt

$DHT $FRO $ECO $INSW $NAT
$SFL $TNK $TNP $NMM $EURNImage
~27% of the trading crude tanker fleet is owned by Greek shipowners. The remained of the fleet is rather fragmented, with 10% owned by China.Image
Deliveries of crude oil tankers over 60,000 DWT peaked in 2017, with a total of 131 units / 26.44 mln DWT (versus 43 units / 9.37 mln DWT in 2023)Image
Read 18 tweets
Ed Finley-Richardson Profile picture
Sep 21, 2023
$STNG presentation @ Pareto Image
Image
Image
Read 19 tweets
Ed Finley-Richardson Profile picture
Jun 15, 2023
VLCC porn thread πŸ’¦

Just in:
β€œLeicester (2017) 260
Brazil/USWCΒ 
18-19 jul
ws80Β Shell”
Last night's list of Atlantic cargoes outstanding; some have been covered & reported, others still working. Image
Leicester is ballasting from... South China Sea... VLCC utilization go brrrrr Image
Read 4 tweets
Ed Finley-Richardson Profile picture
Jun 14, 2023
πŸ‡³πŸ‡΄ Cleaves initiates product tanker coverage, starting with $ASC! TP $23 β€œThe Time is Now” πŸ”₯ twitter.com/i/web/status/1… Image
Let's take a closer look at this Cleaves report. Notice TCE assumptions for 2024-26, an expected debt reduction. $ASC Image
First: fundamentals Image
Read 15 tweets
Ed Finley-Richardson Profile picture
Jun 13, 2023
1.
India imported 2.1m b/d of crude from Russia in May, nearly half of its total crude imports in May

Russian crude deliveries to India were more than the combined imports from the next 6 largest suppliers, Iraq, Saudi Arabia, UAE, Mexico, Kuwait and the US, for the first time
2.

Majority of the Russian crude shipments to India comprise of Urals, which continue to trade below the $60/bbl G7 price cap on a FOB basis

India imported ~ 200k b/d of ESPO in May, which could persist as Chinese demand weakens along with high crude inventories (Argus)
3.

India has binged on discounted Russian crude since Feb 2022, with the government repeatedly indicating that it is willing to buy crude wherever it is cheap, ignoring pressure from the West
Read 4 tweets

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