Shipping - Oil & Gas Tankers, Dry cargo, LNG

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

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From: The Barracuda™	1/15/2024 11:05:27 AM
	1 Recommendation of 2562

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 2562

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 2562

Red Sea discussion twitter.com

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From: The Barracuda™	1/19/2024 4:35:54 PM
	1 Recommendation of 2562

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 2562

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 2562

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
	of 2562

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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From: The Barracuda™	1/24/2024 11:15:53 PM
	of 2562

STNG

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From: The Barracuda™	1/25/2024 12:29:40 AM
	of 2562

TRADER FERG

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From: The Barracuda™	1/26/2024 12:01:15 PM
	of 2562

Giddy up What’s happening now. ℹ️: Gibson pic.twitter.com/MI9QP4Z3do — Ed Finley-Richardson (@ed_fin) January 26, 2024

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