Atya
637 posts
Atya
@ahn_dea
with over 20 years at chartering desk, I still have a great love for our shipping family 🤗🤗
Cardiff, Wales Katılım Temmuz 2017
120 Takip Edilen45 Takipçiler
WSJ is reporting that Trump wants no more strikes on energy facilities and today’s was the last.
zerohedge@zerohedge
*TRUMP WANTS NO MORE STRIKES ON IRANIAN ENERGY SITES: WSJ
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@Rory_Johnston especially during war conditions there is no room for rationality in a politician’s mind. to be honest, in recent years i simply couldn’t believe my eyes.
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I think that a big part of the reason that people still think Trump will be in for the Iran War long haul is that they don’t appreciate how truly, insanely unhinged the energy market is about to get if this doesn’t end soon.
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@plmlindstroem many thx, clear!! heard some customers refuse to buy on current price at fareast.
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LPG3 TCE +19,792 to 66,594$/day (picture below).
Did you have this on your bingo card?
LPG1 TCE +27,234 to 90,323$/day (weekly update).
$BWLP $LPG
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Atya retweetledi
Iran not the only country hunting tankers.
Christiaan Triebert@trbrtc
What you're looking at is not a sunrise — it's the Russian LNG tanker ARCTIC METAGAZ (IMO 9243148) struck by a massive explosion in the Mediterranean this morning. Photographed by crew aboard a merchant vessel, via Vanguard Tech.
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Atya retweetledi
TMS Tankers suezmax Vilamoura has become the latest in a series of, as yet, unexplained tanker explosions. Government agencies and private security are struggling to establish a concrete pattern or identify who may be behind the blasts (free to read)
lloydslist.com/LL1154049/Fear…
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‘To an extent, current freight is imaginary’
Lloyd's List@LloydsList
Not long ago, it was considered a big deal when VLCC indexes hit six figures. Now, the indexes for hypothetical VLCC loadings inside the Strait of Hormuz are frequently whipping up and down by more than six figures in a single day lloydslist.com/LL1156643/How-…
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@Ingolf_Stahl @ed_fin @Magne71053484 30-50% reduction of ttl vsl’s intaken isn’t just a slightly smaller cargo. on the other hand any transshipment either by ship or pipe raises additional subjects, making it more complicated to conclude a charter party by both parties
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@ed_fin @Magne71053484 It's a very common idea. I had to re-educate myself a while back.
Once you get the idea of a fifth or so of your cargo travelling in parallell on the Su-med pipe the idea sticks.
Janbu-Suez-Gibraltar-COGH-Ningbo
What's not to like?
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Public Service Announcement: Stop bloviating about the Houthis. Tankers loaded at Yanbu can sail NORTH and exit via the Suez Canal. Yes, VLCCs too, under certain conditions.
If you didn’t realize this, maybe you should stop pontificating re: stuff you know so little about.
GIF
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1. Many people have DM’ed me about my Substack + the private X account since last night’s podcast.
While the Substack = long-form articles, the private X account has proven incredibly important this week.
e.g. Yesterday, I shared new VLCC fixtures most people aren’t seeing:
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@Fitness2Finance @christankerfund less ~30% non-compliant and/or ~30% over 15 yo
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The Sinokor Era:
Based on conservative estimates, Sinokor currently controls approximately 78 VLCCs active in the spot market. This figure is expected to rise to at least 88 vessels within the current quarter, with market reports suggesting the fleet could ultimately exceed 100 units, potentially reaching 120–130 vessels
#TANKERS
BreakWave@DryBulkETF
Sinokor has positioned itself as the single largest VLCC commercial operator - a scale that materially alters the competitive structure of the segment. #markets #tankers breakwaveadvisors.com/insights/2026/…
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@themaritimenet this is not the general cargo vessel able to carry steel prods in the video
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1/
#Tanker Thoughts🚢
What drives rates (and earnings)?
> Ton miles, ie long voyages
> Fleet stretched, ie few vessels available, low new orders, scrapping
What's happened since 2022?
> No scrapping
> Ton miles maxed
> New orders looming for 2026
> Silo-ized market dynamics
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