Freddy Be4

Working at sea as Master Mariner in oil, gas and wind industry.

[Anders Sjastad, CFA @AndersSjastad]

3 new VLCCs on subs. Rates are still moving up 💚

[Splash @Splash_247]

Tanker attacks around Hormuz hit wartime high dlvr.​it/TVnv49

[Anders Sjastad, CFA @AndersSjastad]

Yesterday saw 3 new VLCCs on subs.
Guess what? rates are going higher ...

[Chris Shipping 🚢🚢 @christankerfund]

Another Tanker attacked.

[Splash @Splash_247]

Fresh attacks hit Hormuz tanker and Saudi oil gateway dlvr.​it/TVl4cG

[HELLENIC SHIPPING NEWS Worldwide @HELLENICSHIP]

#DryBulkMarket: #Capesizes Showing Strength #drybulk
https://t.co/1PqwX8kUQ3

[Chris Shipping 🚢🚢 @christankerfund]

Strong Day for Dry Bulk; very similar to Tankers.

$NMM $SBLK $BDRY $HSHP $CMBT $GNK $PANL $SB $SHIP

[Splash @Splash_247]

China Merchants locks in $2.​8bn Simandou VLOC contract dlvr.​it/TVk3bb

[Marhelm @MarhelmData]

Capesize is ripping.

Rates are now >$50k/day, the highest since 2021. But the bigger story is tonne-miles: +4% in 2026, with Simandou potentially adding 45Mt of long-haul iron ore to China in 2027.

Then comes 2028: fleet growth ~4% vs demand ~1–2%.

[Marhelm @MarhelmData]

The US is putting another 40M barrels of crude into play from the SPR, while Europe also prepares fuel reserve releases, more evidence that Hormuz has indeed normalized back to pre war flows.

[Marhelm @MarhelmData]

Iran is warning that if it cannot sell its oil, “no one” in the region will and that regional infrastructure will not be safe if its security isn't guaranteed.

[Anders Sjastad, CFA @AndersSjastad]

"CMBT’s 2011-built suezmax ‘Stella’... is again said to have changed hands at a price north of $80m. This is miles ahead of our generic quote ($60m) .... $CMBT continues to do exactly what they have said, sell older tankers at fantastic levels while strengthening the balance sheet "
PAS

[BreakWave @DryBulkETF]

The global #economy has entered a new phase in which resilience is no longer measured by the absence of shocks, but by the ability to absorb one after another without losing momentum.
#markets
https://t.co/ToJZvwV0HU

[BreakWave @DryBulkETF]

“VLCC daily earnings surged past $1.2m amid #geopolitical tensions, prompting record profits for #tanker owners and significant shifts in Gulf crude logistics.”
https://t.co/n7a5i50fY7

[Marhelm @MarhelmData]

Star Asia: "a dramatic escalation in tanker freight rates has stalled export agreements for Venezuelan crude
scheduled for upcoming delivery."

[Al Arabiya English @AlArabiya_Eng]

🔴 US President Donald Trump informed the negotiating team that there is no going back to the memorandum of understanding with Iran, a US source tells Al Arabiya English

🔴 The US source says Trump told his team that the Iranian negotiators are not decision makers

🔴 Trump believes economic pressure is more effective than reaching an agreement with Iran on its current terms, the source says

🔴 Trump believes lifting economic sanctions on Iran will give it an opportunity to maneuver, the source says

🔴 The source says that Trump informed the negotiating team that there will be no agreement without first Iranian action

[Live-AIS.com @live_ais_com]

MoloMonitor reports: Explosions have just been reported in the #Homruz and near #Kharg Island.

#IranWar #PersianGulf

[Brian’s Breaking News and Intel @intelFromBrian]

US and Iran have both announced in recent minutes that neither side is willing to make concessions.

[Iran International English @IranIntl_En]

Iran will make no concessions over its nuclear program even if the United States accepts Tehran’s proposal to reopen the Strait of Hormuz, Reuters reported citing a senior Iranian official on Friday.

The official, speaking on condition of anonymity, said the waterway would remain closed until “all of Iran’s conditions are met” by Washington.

Under Tehran’s proposal, the United States would lift its naval blockade on Iranian ports, release frozen Iranian funds and waive oil sanctions, with hostilities ending on all fronts within seven days.

[The Hormuz Report @HormuzReport]

BREAKING: Iran has rejected any suggestion that the New York talks represent a diplomatic breakthrough, with a senior Iranian official telling Reuters that Tehran will make no concessions on its nuclear program, the Strait of Hormuz will remain closed, and no nuclear talks with the US will take place unless Iran’s conditions are met.

The rejection comes as Al Jazeera reports that Iran-US talks in New York have moved into a more detailed technical phase, with technical experts joining after the first meeting between Witkoff, Kushner and Araghchi.

Iran also says it has kept its military on its highest state of alert.