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Dec 1 • 8 tweets • 2 min read
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More from @ed_fin

E. Finley-Richardson Profile picture
Dec 2
🇬🇧 Gibson's Weekly Tanker Market Report
2 December 2022.
“The Clock is Ticking”
🧵

cc: $DHT $EURN $FRO $NMM $INSW $NAT $OET $SFL $TNP $ASC $HAFNI $STNG $TRMD $TNK $DNORD $PXS $DIS.MI Image
$DHT $FRO $NAT $EURN $OET $INSW $NMM etc Image
$STNG $TRMD $ASC $HAFNI $INSW $DIS.MI etc Image
Read 6 tweets
E. Finley-Richardson Profile picture
Dec 1
🇷🇺 We will all be “experts” on Russian oil and gas production by H2 2023... Image
From the original Rystad press release: Image
More: Image
Read 4 tweets
E. Finley-Richardson Profile picture
Nov 30
If you follow me and own shipping #stonks, consider subscribing to @SplashExtra. A monthly snapshot of what's important.

12 (!) new articles today, full of juicy research.

Subscribe by Friday; use the code EDFINRICH for 25% off, i.e. $150/ year. That's like $1 per article... Image
Full disclosure: I gain NOTHING by tweeting this out. Most shipping research is expensive and hard to access. This is cheap and good. That's the pitch.

Here's the link:

splash247.com/extra/
random snapshot: Image
Read 6 tweets
E. Finley-Richardson Profile picture
Nov 29
RUMOR

“Because of US tax regulation changes re: Publicly Traded Partnerships, there will be an additional 10% sales tax on the $BDRY ETF. I received an email from my broker (Nordnet) saying they will no longer provide for P.T. Partnerships and that I will have to sell.”
The text from Nordnet is categorical:
[automatically translated to English from NO] Image
Original Norwegian text: Image
Read 5 tweets
E. Finley-Richardson Profile picture
Nov 24
💥 BLAST FROM THE PAST

Enjoy these slides from a 2001 $FRO presentation!

Amazing how little changes... Image
Especially relevant today 😄 Image
Reminds me of the recent OPEC+ quota Image
Read 6 tweets
E. Finley-Richardson Profile picture
Nov 23
Live Tweet thread 🧵

“Tanker shipping outlook - Geopolitics and beyond”, an HSBC webinar by Arrow's Head of Research, Burak Cetinok, on 23 Nov 2022.

$DHT $FRO $DHT $OET $ASC $TRMD $STNG $HAFNI
Burak Cetinok: "I've been in this for 15 years, and we've never seen so many factors converging to tighten the market. We think it will sustain for 12-18 mos more at least."
Ship to ship transfers are tying up tonnage. The global fleet is much more productive, and utilization is higher because of all this extra demand. The reshuffling of global demand for crude & product is boosted tremendously by the conflict.

We use tonne-days as a demand proxy
Read 46 tweets

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