RusBluKat

[Chris Shipping 🚢🚢 @christankerfund]

$GNK says they will review the latest $DSX offer

[Chris Shipping 🚢🚢 @christankerfund]

GNK mgmt:

[Chris Shipping 🚢🚢 @christankerfund]

Insurance dictates what and where the vessels go ….

[Chris Shipping 🚢🚢 @christankerfund]

It wouldn’t be $ZIM if it didn’t trade at a 21% merger discount right? 😅

[Chris Shipping 🚢🚢 @christankerfund]

VLGCs are now joining VLCCs, Suezmax, and Aframax with spot rates above Bitcoin …

[Chris Shipping 🚢🚢 @christankerfund]

By popular demand, today’s dirty tanker rates (Eco) in BTC. VLCCs back up:

VLCC TD3C: 1.01 BTC, +8%
Suez TD20, 0.95 BTC, +1%
Aframax, 1.16 BTC, +5%

$FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI

[RusBluKat @RusBluKat]

@christankerfund Oh I guess I should tell you. I’ve started watching videos on how easy it is to make sourdough bread from scratch. You may get some of my failed attempts.

[RusBluKat @RusBluKat]

Love the recommendations from @christankerfund around shipping and tankers. I’m up 15% so far this month alone! Keep the good info and analysis coming. (This is not a paid promotion)

[Logitech G @LogitechG]

Our next Creator Spotlight is live and we're diving into Arc Raiders with @RymeyyTv! Join us and show your support for Stack Up.

📺 https://t.co/Wh3CWWrUSR

[Chris Shipping 🚢🚢 @christankerfund]

Container freight futures ended up, with December +4%

$ZIM $MAERSK

[Chris Shipping 🚢🚢 @christankerfund]

$HAFN Q2

EPS $0.15

Divi $0.121

[Chris Shipping 🚢🚢 @christankerfund]

COSCO tankers is following the strong U.S. tanker day and up 8%.

[Chris Shipping 🚢🚢 @christankerfund]

Tankers down in Europe (catching up plus some to a down Friday US afternoon with the Russian ceasefire proposal)

$FRO $OET $TRMD $HAFNI

[Chris Shipping 🚢🚢 @christankerfund]

BLPG up and another new high

- BLPG: 8185 (+6)

$LPG $BWLP $GASS $NVGS

[Chris Shipping 🚢🚢 @christankerfund]

Dirty tanker spot rates jumped on Friday (Eco):

VLCC: $25K (+7%)
Suezmax: $32K (+18%)
Aframax: $34K (+26%)

Clean stable.

$FRO $NAT $TEN $TRMD $BWET $STNG $TNK $DHT $INSW $ASC $ECO $HAFNI

[Chris Shipping 🚢🚢 @christankerfund]

Nasdaq futures up 1% thanks to Microsoft and Meta.

S&P +0.75%

[RusBluKat @RusBluKat]

@ZombLisa @iMouseeey Always great to see the community come together!

[RusBluKat @RusBluKat]

@vaprplrose01 Nice job!

[Chris Shipping 🚢🚢 @christankerfund]

MSC ordered 20 more Ultra large container ships for $17B today. Now has a total of 74 on order.

These liners have gone looney with the ongoing flood of massive orders.

And by 2028 they will be crying about massive over capacity ….

[Chris Shipping 🚢🚢 @christankerfund]

Latest on European port congestion:

The weekly update from HMM on port congestion in Europe shows worsening conditions in RWG terminal in Rotterdam, Tangiers, Mersin, Barcelona and Valencia and marginal improvements in Antwerp and Algeciras.

In terms of seasonality, July is typically the month wherein the most cargo is loaded from Far East to Europe, which means arrival into European ports in August and September. The lack of progress in removing port congestion in Europe is worrying seen in the light of this coming peak load of cargo.

$ZIM $MAERSK