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HaberBosch
184 posts
HaberBosch
@HaberB
Retail/Value investor/CPA - O&G: ATH, VIST, PBR, WDS,OVV Tankers; DHT, TNK, TRMD, STNG, INSW & TEN - Weapon: MOB Techno: SKYX - Do your own DD
Montréal, Québec Присоединился Ocak 2023
149 Подписки50 Подписчики
#oott #tankers
Ray says if USA loses control of the SoH to Iran, this will be the equivalent of France and UK when they lost control of the Suez canal. 🫤
x.com/RayDalio/statu…
Ray Dalio@RayDalio
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Very good read. Quinn is bullish with agricultural commodities and energy. For the rest; be careful when buying a small dip! Poly market - end of war in May😬 #oott #lng
x.com/qthomp/status/…
Quinn Thompson@qthomp
Give this a read before the US market closes. You got 2 hours.
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$dht is servicing SK Energy, a Korean energy provider, at more than $400K per day. #tanker #OOTT
x.com/TankersInt/sta…
Tankers International@TankersInt
DHT Antelope (2025 - Modern Scrubber) On Subs (Estimated Voyage CII: A 🟢) SK Energy DHT Management $DHT (TCE: RV USD 418K @ 51 days / Actual USD 404K @ 53 days) app.tankersinternational.com/fixtures/id/12…
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HALO investing - Hard Assets Low Obsolescence as per Jeff Currie👍 #oott #tankers
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عبدالعزيز المقبل@AzizSapphire
The world has changed ! Jeff Currie interview on Oil 🛢 youtu.be/Au6Exwc2R6s?si…
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@olaharaldmoen1 Unreal rates, and as Jonas wrote: "it doesn't feel like it". I get it that public companies would stay out of MEG voyages for now, but ALL voyages are way up
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Short term #tankers is a big unknown
x.com/ed_fin/status/…
Ed Finley–Richardson@ed_fin
Sailing Into The Unknown
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#tankers and the aging VLCC fleet. That is the business case for investing in the sector. It's not like Purell during covid; you can't on a short period of time balance the market; too few shipping yards #oott
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ola harald moen@olaharaldmoen1
#Tankers #drybulk #FleetAge #orderbook #Guinea Slides
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Well if this is the end game, then #tankers flow will resume
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Anas Alhajji@anasalhajji
Press the translate button! 👇👇👇
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You learn more on #tankers from Ed in a 30 minute podcast than from his 15 line tweet; so the Greeks are to the tanker industry what Switzerland was during WW2. #OOTT
x.com/ed_fin/status/…
Ed Finley–Richardson@ed_fin
1st (ever) podcast appearance. Be gentle. 🫡
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The business case for investing in tankers is in these slides. As a tanker reached 15 years, the utilization rate goes down. Not enough new tankers are replacing old ones. Logistic constraint #oott $fro $dht $insw $stng $ten $tnk
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ola harald moen@olaharaldmoen1
#Tanker slides Oil transit - fleet age- oil on the water
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More on the #tankers parties😀
x.com/OilandEnergy/s…
OilPrice.com@OilandEnergy
Supertanker spot rates just hit six-year highs, with MEG-China above $206k/day. Geopolitics, Saudi OSP cuts, and Sinokor’s growing fleet control are tightening supply fast, reshaping freight dynamics and lifting global crude transport costs. #EnergyMarkets oilprice.com/Energy/Energy-…
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