Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
RDCi Profile picture
RDCi
@RDCinvest
Family office CFA/Entrepeneur. themes: shipping, E&P, mining, macro. Tweets and retweets are not financial advice.
May 17, 2020 • 6 tweets • 2 min read
1) Im rarely willing to make short-term predictions on #tankers, but I see a strong chance of next-weeks rates having at least a modest bounce.
Could be wrong of course, but I think there are 2 very reliable long term data patterns that support that view: 2) I ve talked about the first one which is MEG-supply. Fearnleys already reported tightening supply for last week (see chart). Given current port congestion in FE+ extended May fixtures this month, I think the situation is likely worse by now.