Trygve kill

Shipping and Oil investor

[Trygve kill @TrygveKill]

Close eye on $DAC Added alot the week at low 80's. Volume are picking up. Stay tuned

[Anders Sjastad, CFA @AndersSjastad]

Wow

[Oil Bandit 🛢️ @OilCfd]

Afras in the Meds going ballistic.
-More Ceyhan cargoes (Iraq)
-Libyan going to Dangote
-CPC sucking Suez tonnage

[Shipping Up More @shippingupmore]

But... what the ****!!!
Another monster sale, now a 18yrs old VLCC, Lila Kochi, for $79m!!! 🔥🔥🔥🤑🤑🤑
$OET $FRO $DHT $CAPT $HUNT $CMBT $INSW
#tankers

[Chris Shipping 🚢🚢 @christankerfund]

Current shipping boom is being compared to the 2000s Supercycle.

Rates and asset values are sky high, as they were two decades ago.
According to Matthew Freeman, vice president of valuation and analytics at Veson Nautical, VLCC asset values are getting close to the 2000s peak and LR2 values are higher. “We have surpassed, in some ways, the 2008 supercycle,” he said

#TANKERS

[Chris Shipping 🚢🚢 @christankerfund]

Sinokor has been positioning its fleet for a Strait reopening ….

#TANKERS

https://t.co/cmEKDRAotk

[Marhelm @MarhelmData]

Some of the $MPCC new fixtures are still being fixed at massive levels:

• $41,000/day
• $40,700/day
• $33,250/day
• $31,900/day

Even extending into 2030–2040 charters.

The container market remains far tighter than many expected.

[Chris Shipping 🚢🚢 @christankerfund]

$CMBT is out with some monster Q2 TCE 🔥

81% of spot VLCC at $182K.

83% spot Suezmax at $122K

80% Newcastle at $44K.

[Ed Finley–Richardson @ed_fin]

Great line by @OilCfd

“Iran [is] maintaining the illusion that it controls the strait, Trump [is] maintaining the illusion that he controls oil prices, and China [is] maintaining the illusion that none of this affects them.”

[Shipping Up More @shippingupmore]

What a sale by Torm! 🔥
2010 scrubber LR2 Torm Ganga for $53m 🤑
$TRMD
#tankers
Source: Advanced

[Reuters @Reuters]

Trump says operation to reopen Strait of Hormuz will be 'paused' https://t.co/k5Jbp8srh7 https://t.co/k5Jbp8srh7

[Anders Sjastad, CFA @AndersSjastad]

Kaboom says FFAs on FIS Live

[Trygve kill @TrygveKill]

@christankerfund You still have 2020 Bulkers on your list huh ? 😁

[Chris Shipping 🚢🚢 @christankerfund]

Container charter rates up again for another multi year high with HARPEX +6

$DAC $ZIM $CMRE $GSL $ESEA $NMM

[Chris Shipping 🚢🚢 @christankerfund]

TW reports that an 8 year Aframax is being reported as being sold for more than a Newbuild.

$TNK $TEN $FRO

https://t.co/bhPyzCDrre

[Chris Shipping 🚢🚢 @christankerfund]

Pareto noted earlier today that $CMBT trades at .71X NAV and $SBLK at .83X NAV, which stand out in the dry bulk space.

[Wisdom & Boats @wisdomandboats]

Starting to see an increased build up of vessels waiting to transit through the Panama Canal

The Strait of Hormuz closure has shifted trade flows, increasing Atlantic Basin exports to Asia & the West Coast, leading to this congestion, inflating tanker demand & pushing up rates

[Chris Shipping 🚢🚢 @christankerfund]

Latest Tanker spot rates from Affinity.

Clean rates remain at or near historical highs.

Dirty remains at around $100K and higher.

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

[Chris Shipping 🚢🚢 @christankerfund]

Jefferies puts $SBLK at a $29 PT

[Trygve kill @TrygveKill]

@christankerfund Wild. ~$1B net cash = huge optionality. Reinvest, acquire, or buybacks/dividends. I doubt they’ll return it to shareholders 🤣🤣

[TankerTrackers.com, Inc. @TankerTrackers]

Iran-linked tankers that haven't yet been placed under US sanctions continue to move freely in and out of the region. US Treasury's OFAC has slapped sanctions on 397 Iran-linked tankers but there are another 236 we know about which OFAC haven't yet addressed. #OOTT #IranWar