Shipping - Oil & Gas Tankers, Dry cargo, LNG

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Non-Tech Shipping - Oil & Gas Tankers, Dry cargo, LNG

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To: The Barracuda™ who wrote (2434)	1/9/2024 12:27:17 PM
From: The Barracuda™	of 2595

took loss

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From: The Barracuda™	1/12/2024 12:51:41 PM
	1 Recommendation of 2595

This Red Sea stuff is making the shipping rates crazy This LR2 futures spike just got more extreme. This doesn't happen every day... Feb +12% https://t.co/ICkAHanSAh pic.twitter.com/rBPfU12iUF — Ed Finley-Richardson (@ed_fin) January 12, 2024

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To: The Barracuda™ who wrote (2437)	1/12/2024 12:53:33 PM
From: The Barracuda™	1 Recommendation of 2595

⚠️ Tanker Red Sea Transits will be halted for 72 hrs “Dear Members, At 23:30 GMT on 11 January coalition forces launched air strikes against Houthi missile positions in Yemen. At present there is no word on what the targets were, or for how long this will last. [Redacted] warns… pic.twitter.com/t86x5iAXPJ — Ed Finley-Richardson (@ed_fin) January 12, 2024

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From: The Barracuda™	1/15/2024 11:05:27 AM
	1 Recommendation of 2595

Uh oh.... This is bad https://t.co/hdk0egx7G3 — Benny Johnson (@bennyjohnson) January 15, 2024

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From: The Barracuda™	1/15/2024 1:12:34 PM
	1 Recommendation of 2595

Red Sea transits are dead IMO Bullish for tanker and container rates ⚠️ “A war insurance cost of 1% for a newbuild ship worth $100 million would mean having to pay $1 million just to sail through the riskiest parts of the Red Sea and Gulf of Aden.” h/t @staunovo pic.twitter.com/bc8XnDupCt — Ed Finley-Richardson (@ed_fin) January 15, 2024

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From: The Barracuda™	1/15/2024 6:35:41 PM
	of 2595

Red Sea discussion twitter.com

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From: The Barracuda™	1/19/2024 4:35:54 PM
	1 Recommendation of 2595

Hit by a missile Exclusive footage of dry bulk vessel Zografia (56,894 dwt, 2010) hit by a Houthi missile 3 days ago: pic.twitter.com/ysCPJQ879y — Ed Finley-Richardson (@ed_fin) January 19, 2024

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From: The Barracuda™	1/20/2024 12:36:23 PM
	2 Recommendations of 2595

Red Sea Houthis are now threatening to close all regional water ways. @JamesCatlin76 provides his macro thoughts: https://t.co/i2Wu2m1ejp — Chris Shipping 🚢🚢 (@christankerfund) January 20, 2024

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From: DinoNavarre	1/21/2024 2:29:59 PM
	of 2595

The Russian invasion of Ukraine and the subsequent EU ban on Russian oil products created a ~5/6% uplift for product tanker tonne-mile demand. Now, Clarkson's estimates tonne-mile demand of rerouting via the Cape of Good Hope, by shipping sector: pic.twitter.com/WH2c7D5mOO — Ed Finley-Richardson (@ed_fin) January 21, 2024 The SparkNWE DES LNG price for Feb delivery is at $8.126/MMBtu, a $0.745/MMBtu discount to the TTF. Spot LNG shipping rates drop below $60k/d, a 49% decline since the front month winter peak on October 13, 2023. ⁦@SparkCommo⁩ ⁦@OKalleklev⁩ https://t.co/Dc2Yh0RCDw — Alexander Stahel 🇺🇦🇮🇱 (@BurggrabenH) January 19, 2024 Oops 😬..! Insurance broker Marsh says rates have risen as much as 70-fold since early December. The premium to insure a $100m container ship has jumped from $10,000 to about $700,000.#Shipping #Inflation https://t.co/j9oTzs80Wz — Alexander Stahel 🇺🇦🇮🇱 (@BurggrabenH) January 21, 2024

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From: The Barracuda™	1/22/2024 9:06:28 PM
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Ha Shipping analysts on both sides of the Atlantic, looking at product tanker spot rates: pic.twitter.com/GNpkDn3eqC — Ed Finley-Richardson (@ed_fin) January 22, 2024

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