Peter Lindström

IYKYK

LPG3 TCE +5,983 to 72,577$/day. LPG1 TCE 90,323$/day (weekly update, as of yesterday) $BWLP $LPG

Mixed fortunes for the dirty tankers today. TD3C TCE -13,768 ↘️to 400,928 (first picture) VLCC TCE +600 ➡️to 213,340 SUEZ TCE +3,746 ↗️to 175,447 AFRA TCE + 23,318 🔥to 117,481 TD3C FFA flattish. $HUNT $ECO $OET $FRO $DHT

Capesize average TC -185 to 23,389$/day. FFA hammered down $HSHP #CMBT $DSX $GNK $SB $NMM $SHIP $DNORD $SBLK #drybulk #shipping #braemarscreen

More good news for MR2s in the Atlantic basin and specifically USG. With this 70 day waiver we’ll likely see USG/USWC MR2 fixtures as the West Coast is feeling a loss of imports from Asia. MR2s in the Atlantic are holding strong & will likely continue as rates fall globally

GFI on VLCC:" VLCC trading in and around the Middle East Gulf just became a lot more difficult. With Israel (backed by the US) striking gas facilities in Iran, the threat of retaliation against Saudi oil refineries in the Red Sea, namely Yanbu, will change everything. Taking away the option of loading Yanbu cargoes removes the last lifeline of trade in the region, as discussed before, the 'safe' choice is likely eradicated. Rates will inevitably have to rise for anyone considering new business in the area and put fully fixed deals in threat of cancellation."

@ahn_dea On LPG1 no, lpg3 yes

@plmlindstroem are there actual deals on this route or just assessments ,pls?

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

VLCC spot indices move down for the second day in a row. TD3C TCE -55,542 to 414,696 (first picture) VLCC TCE -9,031 to 212,740 SUEZ TCE -312 to 171,701 AFRA TCE +3,435 to 94,163 TD3C FFA tick down overall. $HUNT $ECO $OET $FRO $DHT

Capesize average TC +883 to 23,574$/day. FFA tick up $HSHP #CMBT $DSX $GNK $SB $NMM $SHIP $DNORD $SBLK #drybulk #shipping #braemarscreen

There are no fixtures in MEG at these high levels. Makes no sense to look at it... Hey. Wait.. 9 subs....

BREAKING: FINALLY SOMEONE SAID IT!!! 🇪🇺🇫🇮🇺🇸🇺🇦 STUBB: EUROPE TO PROVIDE TRUMP SUPPORT WITH THE STRAIGHT OF HORMUZ IF AMERICA AGREES TO PROVIDE THE NECESSARY SUPPORT TO UKRAINE THIS IS THE WAY

Updated 3-day moving average of launches through March 17th. Situation remains basically unchanged in the last 5 days

Unless you own $BWET OR you own $HUNT.OL with 2 ECO scrubber VLCCs chartered out index linked to the TD3C @plmlindstroem #OOTT

Is 1m/day too high?

@Aasengardet There is 22 index days in March. Average those and multiply with 31. Then add premium for eco scrubber.

@plmlindstroem Hey Peter. Just curious about how the TD3C works over weekends. Doing some math on Hunter earnings. Does fridays print hold for saturday and sunday?

Kind of volatile theses spot freight indices... TD3C FFA down 2-3% on the front, up 3-4% for Q2 onwards. TD3C TCE -131,331 to 470,238 (first picture) VLCC TCE -50,373 to 221,771 SUEZ TCE -2,708 to 172,013 AFRA TCE +1,750 to 90,728 $HUNT $ECO $OET $FRO $DHT

Sinokor on subs WS 950 for short AG-East Index today was 480

@ManihiB @tandsaet the point was that the charterers who have chartered the vessels in on TD3C index linked contracts can't claim force majeure from a rallying index.

@plmlindstroem @tandsaet That is by no means a natural hedge to put on. Whole point of taking a vessel in on index is to be neutral to spot market fluctuations and trade the ship. If you buy TD3 on top of this you are just long the market.

LPG3 TCE +2,595 to 46,802$/day (picture below) LPG1 TCE 63,089$/day as of 11th March. It will not be updated before the 18th. $BWLP $LPG