Ramón Gutierrez

Chartering Manager & Freight Trader
#Shipping&Chartering

[world @world_xyz]

1

the rumors are true

let's takeover the world

[Ramón Gutierrez @ramontips1]

So… owning a ship and embedding it into a blockchain? I’ve been having some real conversations with shipowners lately. Here’s what’s been coming up.

#ShippingInnovation #Tokenization #MaritimeFinance #BlockchainInShipping #Shipowners #DigitalAssets #Maritime #adgm #abudhabi

[Ramón Gutierrez @ramontips1]

Dry bulk shipping investment Pitch

#drybulk #shipping #bulkers

[Ramón Gutierrez @ramontips1]

History doesn’t repeat, but it rhymes.
As missiles fly and chaos unfolds, smart shipowners don’t panic,they scale.Fredriksen. Onassis. Economou.They thrived during wars, embargoes & oil shocks.Volatility isn't danger it's the door.Rates spike. Arbitrage opens.

[Ramón Gutierrez @ramontips1]

Missiles fly. Tanker ETFs jump 11%.

Markets don’t wait for peace talks they price in risk instantly.
Spitznagel says real “safe havens” shine when everything else breaks.
👉 So why do so few portfolios hedge with shipping?
Geopolitical chaos is the black swan.

[Ramón Gutierrez @ramontips1]

If your investment committee is waiting for the perfect moment to enter #shipping, you may already be late. https://t.co/GA4Iikgtbt

#trading #shipping

[Ramón Gutierrez @ramontips1]

Fasten your seat belt Mariners #shipbroker #shipowner #chartering #freighttrading

[Markets Insider @MktsInsider]

'Black Swan' fund manager Mark Spitznagel expects the stock market to rally further before we hit the 'worst crash since 1929.' He explains how investors should think about their portfolios to survive the next few years. https://t.co/Hgb8UxnGx7

[Ramón Gutierrez @ramontips1]

@OrlandoSJFenix En los momentos bajos es que se saben de que están hechos los hombres, hacerse vulnerable, comunicarlo, es de héroes, y seguir luchando te pondrá en otro nivel, fuerza herma o

[Ramón Gutierrez @ramontips1]

@OrlandoSJFenix @SFCsupervisor @larepublica_co @PPRadio919 @BluRadioCo @elcolombiano @ValoraInversion @Portafolioco @bvcColombia @lafm @SebastianNohra Dios santo pero es que ya no me sorprende nada, hermano usted es una persona seria, siempre por el camino correcto, no se deje amedrentar por temerosos de lo que demuestras con tu experiencia y trabajo, mi solidaridad siempre contigo!

[Ed Finley–Richardson @ed_fin]

The Russian invasion of Ukraine and the subsequent EU ban on Russian oil products created a ~5/6% uplift for product tanker tonne-mile demand.

Now, Clarkson's estimates tonne-mile demand of rerouting via the Cape of Good Hope, by shipping sector:

[Ramón Gutierrez @ramontips1]

@xvrmdf @ed_fin I was wondering the same

[Jon Erlichman @JonErlichman]

“Confidence comes from preparation.”

~ Kobe Bryant

[Ed Finley–Richardson @ed_fin]

Clarkson’s:
$TRMD $HAFNI

[Ramón Gutierrez @ramontips1]

@OrlandoSJFenix @Cementos_Argos Jaaajjaa las cosas valen... Buena esa crack, abrazo papa

[Ramón Gutierrez @ramontips1]

@OrlandoSJFenix @DANE_Colombia Chespirito se quedo pendejo

[Ramón Gutierrez @ramontips1]

@OrlandoSJFenix Es lamentable, para mi un dolor muy grande, pero ya debemos aceptar esto es solo una cuestión de tiempo, el guión se cumple a cabalidad, muchos me dirán que es el Business Cycle qué impacta en la economía, pero no es solo eso.

[Katusa Research @KatusaResearch]

You'll Want to Pay Attention

Saudi Arabia has entered the global mining arena with a $2.6 billion deal, taking a 10% stake in Vale SA’s base metals division.

It’s a joint venture (JV) between Saudi Arabia’s sovereign wealth fund and state mining company, Ma’aden, and will close in early 2024

This was a very smart move for the Saudi sovereign wealth fund.

The agreement allows the kingdom to reach important mining locations...

Where they extract essential metals that are crucial for the energy transition.

It’s a priority set out by the Kingdom.

Crown Prince Mohammed bin Salman’s Vision 2030 places great emphasis on the energy transition.

The mining industry is a cornerstone for the strategic metals required for the future energy transition.

[Ramón Gutierrez @ramontips1]

@ed_fin @TankersInt If 7.9 isn't good, what about 7.8? 🫨

[Ed Finley–Richardson @ed_fin]

Commodity contracts settled in non-US dollars. The Ghana gold-for-oil products precedent sticks out... via JPM research