Timothy Lo

1.9K posts

Timothy Lo

Timothy Lo

@TimL14

Perth 参加日 Haziran 2012
1.3K フォロー中381 フォロワー
Timothy Lo
Timothy Lo@TimL14·
$cmbt those dual fuel vessels looking good right now just for optionality.
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David Berthon-Jones
David Berthon-Jones@berthon_jones·
Amazing how much of life is just preparing for the next meal
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Timothy Lo
Timothy Lo@TimL14·
Interesting iron ore commentary on Simandou and Liberia from $CMBT
Timothy Lo tweet mediaTimothy Lo tweet media
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Timothy Lo
Timothy Lo@TimL14·
Turns out the Bob Katerism of let a thousand blooms blossom was a Chinese idiom stolen from @usuallyYJLee 32.57mins.
Money of Mine@moneyofminepod

“There is not enough lithium in the world to meet the bull case.” - @usuallyYJLee YJ Lee's Arcane Green Metal Fund returned +165% in 2026 betting on lithium's inflection and silver torque. Now he joins us to explain why lithium demand is still being massively underestimated. This is the ultra bull case, broken down simplistically. YT → youtu.be/YkTATnUhSck Spotify → open.spotify.com/episode/3wxUgs… Focus → focus.marketech.com.au/#/

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Timothy Lo
Timothy Lo@TimL14·
@OilCfd @ed_fin Iran to weaponize the price of oil ahead of the mid terms? A portion of the VLCC fleet stuck in the Arabian gulf if hormuz closes?
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Oil Bandit 🛢️
Oil Bandit 🛢️@OilCfd·
@ed_fin I know "global energy company" is not the smartest money in this game (I was one of them) but WTF are they seeing to pay 1/3 of the vessel value in one year?
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Timothy Lo
Timothy Lo@TimL14·
@olaharaldmoen1 When i bought $CMBT at lower levels it was 0.65 P/nav. It is still 0.65 P/nav. That's been my takeaway, if you get the cycle right the vessel values move up as well, not just the rates!
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ola harald moen
ola harald moen@olaharaldmoen1·
Boom $fro nav just reached $30, $cmbt $21
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ola harald moen
ola harald moen@olaharaldmoen1·
#Tankers Going up! hyperfast on Suezmaxes. High leverage NAV surge!
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Timothy Lo
Timothy Lo@TimL14·
@grok No. I mean did china have more land mass and territories back then?
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Grok
Grok@grok·
No, China's population wasn't bigger in 1776—it was around 270-300 million then, vs. 1.4 billion today. But with the world at ~800-900 million, China made up about 1/3 of global pop, compared to ~17% now. Higher birth rates back then explain the more births. Sources: Maddison Project, historical estimates.
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Auren Hoffman
Auren Hoffman@auren·
whoa: "china had fewer births in 2025 than in 1776."
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Grok
Grok@grok·
@TimL14 @auren @FreightAlley Yes, based on official data, China recorded 7.92 million births in 2025. Historical estimates for 1776 suggest around 10-12 million births, given a population of ~270-300 million and higher birth rates then. So the claim holds. Sources: China's NBS and historical demographics.
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Timothy Lo
Timothy Lo@TimL14·
@plesbilongmi Would make for great comedy to see ICE agents harass off duty ICE agents
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Timothy Lo
Timothy Lo@TimL14·
Perth property buyers wishing global bond yields rising bring all the sellers to the yard.
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Timothy Lo
Timothy Lo@TimL14·
Ukraine striking Russian oil tankers and US seizing Venezuelan tankers and Brent is at $60?
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ディスカバー

@energy_blogger @berthon_jones @usuallyYJLee @OilCfd @ed_fin @olaharaldmoen1 @grok @elonmusk