• Transaction Advisor •

82 posts

• Transaction Advisor •

• Transaction Advisor •

@laura_kg

Katılım Eylül 2011
41 Takip Edilen35 Takipçiler
FinancialJuice
FinancialJuice@financialjuice·
BoC's Gov. Macklem: There is no set timeline for possibly raising rates.
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Marhelm
Marhelm@MarhelmData·
Incredible EIA numbers > 4% of US diesel inventories gone in a single week A nearly 3% drawdown in gasoline inventories and summer driving season hasn't even started yet Nearly 2% of US strategic reserve drawn down in one week
Marhelm tweet media
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Marhelm
Marhelm@MarhelmData·
Insurers now require Iran-approved routes for coverage. War risk premiums jump to 3–8% (vs ~0.25% normal, ~10% peak).
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Marhelm
Marhelm@MarhelmData·
8-year-old Aframax (108,500 dwt, built 2018) Pusaka Borneo reportedly sold for ~$78m, above newbuilding levels.
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Marhelm
Marhelm@MarhelmData·
Barclays sees faster UAE supply growth post-OPEC+ exit, but flows constrained: Hormuz traffic ~3–4 vessels (↓~95% YoY). Near-term impact is limited as geopolitics dominate.
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Marhelm
Marhelm@MarhelmData·
Japan secures passage of VLCC Idemitsu Maru through Strait of Hormuz after talks with Iran. Vessel carrying ~2mn bbl Arab Light (loaded Mar 3, Juaymah) exits Apr 29 after ~2 months idle; 94% of Japan crude imports still Middle East-dependent.
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Marhelm
Marhelm@MarhelmData·
Costamare orders 16 boxships in China (12 × 9,200 teu + 4 × 3,100 teu) plus 2 secondhand units, backed by ~$2.8bn charters with COSCO Shipping, boosting fleet renewal and backlog.
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Marhelm
Marhelm@MarhelmData·
Supertankers pile up off Iran: ~6–8 VLCCs idle near Chabahar as US blockade bites. ~155m bbl in transit/storage. Hormuz traffic near 0. Even 30-year-old 2m bbl VLCCs reactivated.
English
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Marhelm
Marhelm@MarhelmData·
Tanker asset prices surge: newbuilding values for prompt delivery up ~30% YoY, now around $175m per vessel as rate strength continues to lift shipyard pricing.
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Marhelm
Marhelm@MarhelmData·
UAE TO WITHDRAW FROM OPEC AND OPEC+
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Marhelm
Marhelm@MarhelmData·
MR/LR rates have basically gone one-way since the conflict started, steady grind higher, barely any real correction. Tight prompt tonnage + longer hauls + basin reshuffles = a market that just won’t cool off. But how many countries will implement fuel export bans?
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