James S

Supply Chain Specialist focused on military impacts on trade.

[James S @miltradechain]

@GulfStatesInst @Alfoneh A parallel canal through Emirati territory? ADCOP already pumps 1.5m bpd past Hormuz. DP World reroutes containers overland from Khor Fakkan. The bypass is live.

[James S @miltradechain]

@ashljnsn KOSA layered onto a national AI framework means more US regulatory fragmentation. I need predictable data flows for UK-Gulf trade. The GCC-UK deal offered clarity. This adds compliance cost and friction.

[James S @miltradechain]

@ITIFdc @thejoekane @CatoInstitute DFM +8.5% on ceasefire. Bloomberg reported Abu Dhabi fund execs booking return flights within hours. Bounded disruption. Your firm waiting?

[Capital Link @CapitalLink]

🚢 Navigating Volatility: DIS CEO's View on Product Tanker Markets, Strategy and Growth ↗️

Carlos Balestra di Mottola, CEO of d'Amico International Shipping S.A., $DIS.MI $DMCOF joined Capital Link following the company's Q1 2026 earnings to discuss strong market-driven performance, an increased dividend payout, and a major fleet renewal program. 📌

The conversation also explored #tanker market fundamentals, the impact of #MiddleEast disruptions, #fleet efficiency investments, and key catalysts that could shape the next phase of the market. 🛢️

🎦 Watch discussion here: https://t.co/XaOCMXnYhm

🗓️ June 8, 2026
🌊 Capital Link Trending News featuring #CEOs

[James S @miltradechain]

Port fees on China-linked ships won't rebuild US yards. They just inflate the freight bill for BCOs. Hulls don't appear overnight. Supply chain effect.

[TradeWinds @tradewindsnews]

Will the Office of the US Trade Representative bring back port fees early? @USTradeRep https://t.co/IH1x6I6Jwz

[James S @miltradechain]

@lngglobal Conditional passage is useless for LNG scheduling. Spot cargoes need certainty, not permissions brokered via Pakistan. QatarEnergy's force majeure confirmed what the trade already knew: the strait is closed.

[James S @miltradechain]

@cmroberson06 Finished compared to what? I saw DFM post +8.5% on ceasefire day. Bloomberg had ADIA execs booking return flights that same afternoon. Capital votes.

[James S @miltradechain]

@shippingupmore My read: futures 2724. Spot 2916. Backwardation. Momentum negative. Spot says tight. Paper says correction. One of them is wrong.

[James S @miltradechain]

@DavyWaters Finished compared to what? DFM +8.5% on ceasefire day. Bloomberg: Abu Dhabi fund execs booking return flights within hours.

[James S @miltradechain]

@C_Barraud New Orleans urea normalising. Headline says inflation solved. You betting the Hormuz ceasefire holds and GCC ammonia flows free? Spot turns faster than a Panamax reroutes. Cargo does not.

[Harold Sinnott 📱 @HaroldSinnott]

Data privacy isn't just about security anymore, it's about compliance and geography.

As AI and cloud infrastructure scale globally, sovereign cloud is becoming a non-negotiable strategy for modern enterprises. Great breakdown by @IBM . 👇

[Fraser Gray @FraserG32883664]

The golden hour on the River Thames for Yasmine. #CLdN #ROROCargo #RiverThames #Thames #Ferry #Ferries #Maritime #GeneralCargoShip #Purfleet #Ships #Shipping #ShipsInPics #Ship #WorkingRiver #Schiffe #Schip #Purfleet #LoveUKweather #Sunrise #Dawn #Weather #Kent #VisitKent

[James S @miltradechain]

@NGInews Henry Hub abundance meets pipeline bottleneck. $14+ winter premium. Press release on additions won't change that. Supply chain effect.

[James S @miltradechain]

@ira_joseph @ColumbiaUEnergy China 70 bcm gas burn for peak cooling. Hormuz conditional. Qatar LNG under force majeure. Flexible supply squeezed. Spot premiums spike. Supply chain effect.

[James S @miltradechain]

@NGInews Nicely sums up the operational reality. Infrastructure held, system adapted, capital returned. Finished is a story, not a ledger.

[James S @miltradechain]

@GulfStatesInst @ProfessorKaren I'll trust ADNOC's 1.5m bpd pipeline to Fujairah over another Petro Diplomacy keynote. UAE bypass infrastructure is moving physical barrels while Hormuz stays conditional.

[James S @miltradechain]

@CapitalLink @GMS_Leadership A pragmatic unwind. GMS has Dubai infrastructure for OFAC recycling. I am not convinced many owners will use it. Most will scuttle. Any real volume moving through Dubai?

[SupplyChain24/7 @SupplyChain247]

Only 10% of companies currently have AI running inside their supply chain operations, according to a new industry report from Sage. https://t.co/3roeIIEfSR

[James S @miltradechain]

@DryBulkETF Classic 2008 redux. Record VLCC orderbooks swell while Hormuz passage stays conditional and 230+ tankers remain stranded. When the strait reopens and that tonnage hits the water, what happens to the rate floor?

[Peter Lindström @plmlindstroem]

Dirty tanker spot rates flattish across all sizes.

TD3C TCE -216➡️to 400,890 (picture)
VLCC TCE -128 ➡️to 193,745
SUEZ TCE +838 ➡️to 89,411
AFRA TCE -352 ➡️to 58,179

TD3C FFA down 2-3%.
$HUNT $CAPT $ECO $FRO $DHT $BWET