DK

Oil & Tankers

[DK @Dag_K_]

@CRUDEOIL231 Controlled slowdown to deflate excess capacities across its economy, deflate the property bubble and clean up local governments debt, or Japan-styled balance sheet slowdown is the question. Same trend across steel, cement, leading indicators etc, so not oil specific

[DK @Dag_K_]

@itswpceo Tell me you know nothing about oil and shipping without telling me you know nothing about oil and shipping….

[DK @Dag_K_]

@JoshYoung @staunovo @MarineTraffic @hntrbrkmedia She’s a sanctioned vessel - not mainstream fleet

[DK @Dag_K_]

@Amena__Bakr Captain still the one deciding whether risk/reward is sufficient

[DK @Dag_K_]

@reportingLibya Seriously? Its like this every day. Its called Fujairah - one of the main bunker and resupply hubs in addition to being a considerable load port

[DK @Dag_K_]

@Joe220220 @typesfast Impossible. First, the ship owner have already prepaid a minimum of 20%. Second, it will take the U.S. a minimum of a decade to bring up meaningful yard capacity, and to train enough workers. That said, high labour cost would make the newbuulding price 3-4x higher than China

[DK @Dag_K_]

@houstonship @typesfast There are so far few LNG ships built in China as they just started building that kind of sophisticated tonnage. Current fleet is mostly built in South Korea

[DK @Dag_K_]

@norgonaut Skriver du på norsk mens forfedrene våre forhindret at du måtte skrevet det samme på tysk….historieløst og uten ryggrad

[DK @Dag_K_]

@Big_Orrin China, Iran and others should just follow the good ols «do not interrupt your enemy when he makes mistakes»…..

[DK @Dag_K_]

@anasalhajji Tankers carrying Russian oil have been targeted several times. Higher explosion/ total destruction risk for a LNG tanker + the LNG tanker is worth a lot more than the Aframax tankers typically carrying Russian. Cargo value about the same for the two vessel types

[DK @Dag_K_]

@Big_Orrin Guilty in being old-school 🏎️🍾😎

[DK @Dag_K_]

@Big_Orrin Like paying extra to watch your movies on mute from now…..

[DK @Dag_K_]

@ed_fin Thx!

[DK @Dag_K_]

@InfoAgeStrategy @WinningFactory So did I

[DK @Dag_K_]

@JavierBlas @opinion Very good article @JavierBlas !

[DK @Dag_K_]

@Big_Orrin I could disagree using two arguments. Happy to hear your thoughts on both. 1. Saudi market share is again squeezed. Lower now than in 2014/15 and equal to 2020. Boost prices then? 2. Although MBS probably like Trump better, Biden is simpler to twin around the finger?

[DK @Dag_K_]

@ed_fin Would have loved to join you but unfortunately travelling elsewhere

[DK @Dag_K_]

@ed_fin Thanks 🙏

[DK @Dag_K_]

@kane1944 @James_BG @JMPSimor Let’s revisit your statement “in a few years time”…

[DK @Dag_K_]

@ed_fin @lh_barstad