Shipping Kemah

[Shipping Kemah @ShippingKemah]

Listen to the man 👇

[Aristidis Alafouzos @Aristidis]

Suez and Vs about to jump a lot higher.

$ECO $OET

TWs is an excellent contra!!

[Shipping Kemah @ShippingKemah]

@TommyDeepwater You're a legend Tommy! Thank you as always

[Shipping Kemah @ShippingKemah]

So who can explain to me what the hell $DSX is doing with $GNK? They started selling their GNK position at an average price of $24.63 (presumably to try and tank the "overpriced" shares) but then increased their offer to $24.80?! My mind hurts

[Shipping Kemah @ShippingKemah]

@AndersSjastad It's cool. What if you own both? 💸

[Shipping Kemah @ShippingKemah]

@CatsAndTechNY @jackprandelli False. You can get insurance, that's the easy part. Getting shot at is the hard part . . .

[Shipping Kemah @ShippingKemah]

@contang_o @lzab1453 Could also be someone long TD3 FFAs that are trying to paint the tape . . . goes both ways. Not saying it is, just that seemingly every fixture of TD3 has an ulterior motive these days . . .

[Shipping Kemah @ShippingKemah]

IMO, this should materially help Ardmore close the persistent gap in valuation with TRMD and HAFN. No other reason for difference, as commercial performance and governance are top notch $ASC $TRMD $HAFN

[Shipping Kemah @ShippingKemah]

“Doubling dividend payout ratio to two-thirds of adjusted earnings, effective 1Q 2026” $ASC

My heart is full ❤️

[Shipping Kemah @ShippingKemah]

“Doubling dividend payout ratio to two-thirds of adjusted earnings, effective 1Q 2026” $ASC

My heart is full ❤️

[Shipping Kemah @ShippingKemah]

Fearnleys: "Elsewhere, buyers are in hot pursuit of prompt MR tankers, with this week scrubber fitted ARDMORE ENGINEER (49K DWT STX 2014) bought by GESCO for USD 35.5M." $ASC

[TankerTrackers.com, Inc. @TankerTrackers]

AL SALMI (9534793); a Kuwaiti VLCC supertanker laden with ~1.2M barrels of Saudi crude and 800,000 barrels of Kuwaiti crude as per our tracking. She was done loading a month ago. Tonight's incident was brought to our attention by @Osinttechnical. Thank you!

[Shipping Kemah @ShippingKemah]

@healy_trader 😂🤦‍♂️

[Shipping Kemah @ShippingKemah]

With the temporary relaxed Russian sanctions, looks like it won’t just be the Chinese and Indians that get all these floating barrels. Not surprised in the slightest

[Shipping Kemah @ShippingKemah]

Chinese going to offload lots of floating storage, sanctioned or not, if there is any disruption to oil flows. Others may panic but the Chinese were probably ready for this in the short-term

[Shipping Kemah @ShippingKemah]

@100xCompounding PPT . . . Engage

[Shipping Kemah @ShippingKemah]

@contang_o Truly absurd. Can only hope either details are wrong or that someone re-thinks this lunacy

[Shipping Kemah @ShippingKemah]

@contang_o Pop quiz team
Do you refill the SPR:
A. Before the conflict when there are ample supplies
B. During the conflict when there is a supply panic

[Shipping Kemah @ShippingKemah]

From an insurance perspective, I don’t see why this Trump move wouldn’t work. That’s only half of the equation. The more important part is trying to guarantee safe passage of commercial vessels. Recent experience in the Red Sea suggests it’s harder to do . . . #tankers

[Shipping Kemah @ShippingKemah]

In light of today’s developments, feels like the below sequence of events was not a coincidence. Waiting to hear the narrative spin for markets on Sunday night / Monday morning bc Trump is undoubtedly focused on oil. Tankers going to have a very wild Monday. $FRO $DHT $ECO $INSW

[Shipping Kemah @ShippingKemah]

3D geopolitical chess - was Venezuela hit first so that we can talk about the oil markets having access to those barrels in the event that there is a disruption to Iranian oil flows? No reprieve in 2026 from constant influence of geopolitics in shipping, tread carefully out there

[Shipping Kemah @ShippingKemah]

Chinese going to offload lots of floating storage, sanctioned or not, if there is any disruption to oil flows. Others may panic but the Chinese were probably ready for this in the short-term

[Shipping Kemah @ShippingKemah]

Uuuummmm . . . WTF? ����‍♂️

[Simba @anonymouskeepit]

$STNG's Bugbee diversifying into crypto miners / AI datacenters by buying almost 10% of $SLNH? one of the more unexpected 13Ds I think I've seen.

https://t.co/KV4RqO8b5e