Greg Miller

Rate party for #tankers still underway, so may seem premature to focus on the hangover, but more analysts and brokers are indeed focusing on the hangover. See story (free to read) for latest comments and data from @Vortexa: #shipping $FRO $ECO $INSW $DHT tinyurl.com/22p8a3ua

Middle East VLCC indexes gyrating $100,000+ day to day. Hypothetical rates based on Yanbu+risk premium. Don’t take TD3C index seriously, unless you own $BWET, in which case, take it very seriously. See story, free to read #tankers #shipping $FRO $DHT $ECO tinyurl.com/yc8tj2mx

#shipping #tankers #drybulk #containers (free to read)

More Hormuz #shipping fallout: bunker prices already near all-time high, likely to keep rising. Growing alarm on fuel availability; charter talks already affected. See story (free to read) for price data + exec/analyst views: #tankers #containers #drybulk tinyurl.com/mrym4wxx

VLCC rates outside of Middle East risk zone falling as ballast VLCCs divert to Atlantic, while VLCCs loading in Red Sea, requiring transits of Bab el Mandeb, garnering extremely high rates. See story, free to read: #tankers #shipping $FRO $ECO $INSW $DHT tinyurl.com/4sytd6me

#shipping #tankers $FRO $DHT $INSW $ECO $TNK $TEN $NAT (free to read)

Disconnect between financial markets view of Hormuz crisis vs how #shipping sees it. Former assumes it will be brief, shipping more open to possibility of longer closure with global fallout. See story (free to read) for coverage of @capitallinkship event: tinyurl.com/469zyrac

For years, it has been said that any closure of #StraitHormuz, if it happened, would be brief. Now that it has actually happened, an extended closure, from practical commercial perspective, seems more plausible. See story (free to read) #shipping #tankers tinyurl.com/469yjcat

Have container liners ordered too many ships yet again or is there a method to their apparent madness? The consensus at #TPM26 was the latter: that liners are reacting to increasingly chaotic world. See story (free to read): #shipping #containers tinyurl.com/5n9yxt6b

Middle East war effect on #LNG #shipping: Atlantic spot rates posted highest single-day gain ever Tuesday. However, if there is a prolonged closure, at some point, too many spot ships could be chasing too few cargoes. See story (free to read): #tankers tinyurl.com/zt7e74vw

#shipping #LNG #Hormuz (free to read)

Middle East war and #containers #shipping: The initial focus has been on #tankers but box liner operators are also likely to see major disruptions that will ripple through global networks over the months ahead. See coverage (free to read) from #TPM26: tinyurl.com/29pdrfea

#containers #shipping #TPM26 (free to read)

Market keeps getting even crazier for #tankers. MEG-Asia VLCC rates now $220,000/day. See story, free to read, for coverage of $FRO call and overview of various factors that came together to create today’s unique market dynamics: #shipping $DHT $INSW $ECO tinyurl.com/3azk8ztf

#shipping #tankers $FRO $DHT $INSW $ECO (free to read)

#shipping #containers #tariff #trump (free to read)

Today’s Supreme Court decision should be positive for US #containers #shipping demand, at least in near term. Plan B for Trump administration a lot less flexible vs lost IEEPA tariffs (which were revoked by executive order tonight). See story, free to read tinyurl.com/e62m2tsn

$MAERSK offered $30 for $ZIM Didn’t they deny involvement lol ??

US proposes port fees on all foreign-built ships: $0.01/kg of imports may not sound like much, but it’s significant. US imports of containerized goods, crude/products, and vehicles would be affected. See story (free to read) #shipping #tankers #containers tinyurl.com/4w6rnt2z

#shipping #containers #tankers (free to read)