
Rick Ships
3.2K posts

Rick Ships
@RicksShips
I love ships, tractors, trains, and planes.


BREAKING: Iranian drones attack Kuwait following the ceasefire announcement. According to AFP, the drones struck oil facilities, power plants, and water treatment infrastructure across the country. 🇰🇼







Now, companies don’t have to take US fuel cargoes to Bahamas for blending before shipping them to the West Coast. I talked to Navigistics Consulting‘s David St-Amand about the Jones Act waiver. tradewindsnews.com/regulation/tru…







‘Fragility’ of Military Sealift Command Could Hold Navy Back from World Class Status, CNO Caudle Says — USNI News news.usni.org/2026/03/26/fra…










What do Shell, TotalEnergies, Chevron, bp, and ExxonMobil all have in common right now? They're racing to lock up offshore drilling equipment for West Africa. They're paying premium prices to do it Why? 🔹 #Namibia: 6.2B barrels discovered, first oil 2029-2030 🔹 #Angola: $70B committed through 2030 🔹 West Africa: 40% of global high-impact wells in 2026 🔹 #Nigeria: Reformed regulations, IOCs returning The constraint? Global offshore rig fleet collapsed 50% (2014-2024). Can't be rebuilt quickly (3-4 year lead times). The opportunity? One company with the World's largest fleet, huge backlog (2+ years locked) and trading 6x below asset value. 🚨 I wrote the full thesis explaining: → The Africa catalyst → The supply shortage math → The specific company positioned perfectly → Why huge returns are achievable You can find the link for the full article here👇 open.substack.com/pub/themerchan… #oott #Commodities #Energy #Africa #Investing






The only thing keeping American Airlines in business is that foreign airlines aren’t allowed to fly between American cities.



