Erik84

[Erik84 @Eriksundseth]

@ZannisManolis Do you think we have reached the top for $fro this winter? Since you sold your shares you are bearish for the tanker outlook?

[Erik84 @Eriksundseth]

@vandrerene When will we see 300 nok??

[Joakim Hannisdahl @JHannisdahl]

VLCC spot rates surged today with the benchmark TD3C +42% to 81k/d

Investor focus is though in the resurgence of the US/Sino trade debacle

[Tankers International @TankersInt]

Front Surna (2016 - Modern VLSFO) On Subs (Estimated Voyage CII: B 🟢) Petrobras Frontline $FRO (TCE: RV USD 84K @ 83 days / Actual USD 82K @ 84 days)
https://t.co/sZdGYhC6xU

[BreakWave @DryBulkETF]

Arctic: Following Tuesday's dip, VL rates rebounded y'day with MEG-China marked back up to WS75 again corresponding to a TCE of ~$60k/d. Our observation is that fundamentals are quite tight and tightening, given rising exports, relatively low inventories and shift towards compliant trades, albeit mostly at the margin, so far. Given such a backdrop, charterers are less likely of taking the risk of staying on the fence for too long.
#tankers #shipping

[Manihi @ManihiB]

VLCC rates about to explode on the upside

[Marhelm @MarhelmData]

VLCC market on fire: ships snapped up east and west of Suez, relets dominate the lists. MEG/Taiwan fixed at WS65 vs WS60.83 yesterday; TD3C paper >WS70 for Sep. USG strength, OPEC+ hike talk = perfect storm?

$DHT $FRO $OET $ECO

[Erik84 @Eriksundseth]

@ZannisManolis agree

[Erik84 @Eriksundseth]

@DividendExcess $Fro bli ættekvart

[BreakWave @DryBulkETF]

Freight Futures AM Update

Dry Bulk
Capesize: up ~1%
Panamax: up ~1%

Tankers
VLCC: up ~7%
Suezmax: up ~5%

#Shipping #DryBulk #Tankers
$BDRY $BWET

[Erik84 @Eriksundseth]

@OKalleklev @joeriwestland Is $Fro your next task @OKalleklev ?

[Wattwurm73 @Wattwurm73]

$CMBT $EURN $GOGL
CMB Tech buying Hemen's stake in Golden Ocean (40.8%) @ 14.49 USD
https://t.co/T40H98yIcG

[Erik84 @Eriksundseth]

@JDVance Are you as stupid as we saw on the interview today? Sad for America

[Erik84 @Eriksundseth]

@JHannisdahl Stop the short and go long

[Erik84 @Eriksundseth]

@KenR0415 @DryBulkETF @sylten74

[Erik84 @Eriksundseth]

@ZannisManolis Party paused

[Erik84 @Eriksundseth]

@NorskInvestor Enkelt valg Tine, ønsker bønder i hele landet.

[Erik84 @Eriksundseth]

@JHannisdahl Got moneymachine $fro?

[Joakim Hannisdahl @JHannisdahl]

A surge in activity ex-MEG saw VLCC spot rates surge today. The tonnage list is tight, especially for prompt dates. Thus, owners seem to be in the driving seat at the moment, looking to push earnings even higher

TD3C +30% to $70k/d (~$85k/d eco scrubber)🚀

#oil #shipping

[BreakWave @DryBulkETF]

VLCC rates moving up fast, with spot now last done closer to +18%... seems more prompt vessels are getting even higher rates... eight-month highs now for VLCCs...