Silicon Investor - Shipping - Oil & Gas Tankers, Dry cargo, LNG

[nicewatch] Seriously? What a clown you are. Here's a special one, just for you, sweetheart!...

nicewatch — 10/12/2026 1:03:43 PM

Seriously? What a clown you are. Here's a special one, just for you, sweetheart! Please listen at the link below :-)

PSHG is barely a viable company, wasn't that your steady favorite? RUBI and TOPS are a disgrace, just like you! Anyone reading here, they say bells aren't rung at the the top... what if this is an exception?! -gulp- I hope you get the dead-cat bounces your piker-oriented-mind can imagine in your turds. Good luck, thank you.

[rdkflorida2] PSHG, RUBI, TOPS, undervalued, by a lot, crude carriers. RDK Tanker Rates Soar...

rdkflorida2 — 10/12/2026 9:44:58 AM

PSHG, RUBI, TOPS, undervalued, by a lot, crude carriers. RDK

Tanker Rates Soar to Record as Oil Crisis Becomes Shipping Crisis | OilPrice.com

[nicewatch] South Korea completes Arctic-Europe commercial voyage, eyes regular service desp...

nicewatch — 10/11/2026 2:19:55 PM

South Korea completes Arctic-Europe commercial voyage, eyes regular service despite risks

By Joyce Lee

SEOUL, Oct 11 (Reuters) - A South Korean container ship completed the country's first commercial round trip to Europe via the Arctic on Sunday, as authorities bank on the route helping turn the port of Busan into a global maritime hub.

The PanStar Acro docked in the southeastern port 50 days after setting sail on August 22. Authorities say the Arctic route could cut typical voyage times by around a third.

President Lee Jae Myung has made Arctic shipping a priority, and officials hope to launch regular services by 2030.

But the project risks friction with Western allies hoping to keep Russia isolated during its war in Ukraine. The route runs along Russia's Arctic coast, and Seoul consulted with Moscow about the journey, including whether the ship needed ?help to tackle any problems, such as getting stuck in ice.

On its outbound voyage, the vessel passed through Arctic waters and reached its first European port, Felixstowe in Britain, before calling at Rotterdam and Gdansk and returning home via the Arctic.

The trial voyage also highlighted the challenges ahead. Before the departure, PanStar told Reuters it was seeking about 1,300 twenty-foot equivalent units of cargo, but the ship left with 737 TEU of cargo plus empty containers.

Industry experts have said the route's value will depend on reliable schedules, the costs of slowing to avoid ice, special insurance premiums and extra fuel use.

msn.com

[nicewatch] Dude, seriously? Have you never looked at BWET and what it has already done in t...

nicewatch — 10/11/2026 2:16:30 PM

Dude, seriously? Have you never looked at BWET and what it has already done in the past year???!!!

But thanks for your "news" update! :-)

[rdkflorida2] Shortage of crude oil tankers getting worse by the day, per blurb on Bloomberg. ...

rdkflorida2 — 10/9/2026 9:10:18 AM

Shortage of crude oil tankers getting worse by the day, per blurb on Bloomberg. Just a FYI. R.

[rdkflorida2] Recently, guest on Bloomberg, delivery of crude oil cost is much higher than fut...

rdkflorida2 — 10/9/2026 9:04:39 AM

Recently, guest on Bloomberg, delivery of crude oil cost is much higher than futures price being quoted. Crude in transit is being bid up by traders. Could be as high as $120 per barrel. Futures show price at just over $90. Suggested it's the same with refined product. I'm checking for further info and link. Just a FYI. R.

[Selectric II] Global container volumes hit record 17.46 million TEUs Ocean rates touch ...

Selectric II — 10/9/2026 8:46:51 AM

Global container volumes hit record 17.46 million TEUs Ocean rates touch two-year mark

Stuart Chirls
· Thursday, October 08, 2026

Global container traffic set a record in August. (Photo: World Shipping Council)

Global container shipping volumes reached a record 17.46 million twenty-foot equivalent units in August, while freight pricing climbed to its highest level in more than two years, according to Container Trades Statistics.

August liftings surpassed the previous record set in July and increased 3.7% from August 2025. Through the first eight months of 2026, global volumes were up 4.7% year over year, CTS said in its Oct. 8 report.

The figures show continued growth in container trade despite elevated fuel prices, disruption in the Arabian Gulf, Panama Canal constraints and changing tariff conditions. August volumes were 7.2% higher than in the same month of 2024 and 12.9% above August 2023 levels.

Freight pricing rises alongside volumes

CTS’ Global Price Index rose two points from July to 117 in August, its highest reading since July 2024, when Red Sea shipping disruption was putting pressure on rates. The index was approximately 50% above its January level and 44% higher than in August 2025.

CTS said the increase reflected pricing pressures that had developed since late February, as disruptions to key shipping routes affect available capacity and operating costs as vessels are rerouted.

North American imports recover

North American container imports were up 2% through August compared with the same period last year, extending a gradual recovery that began in May after negative year-to-date growth earlier in 2026.

Increased cargo flows from Asia supported the recovery, with trans-Pacific trade up 5% year-to-date. CTS described that performance as a notable improvement from the trade’s earlier weakness amid tariff uncertainty and severe typhoon-related congestion at originating ports.

Sub-Saharan Africa posted the strongest percentage growth in imports, with volumes up 13% through August. Growth came from across its major origin markets, with the Indian Sub-Continent and Middle East the notable exceptions.

The combined Indian Sub-Continent and Middle East region was the only region to record declining imports, down 5% year to date. It also was the only region with lower exports, which fell 10%, representing just under 1 million fewer TEUs than in the first eight months of 2025.

Far East drives export growth

Asia exports increased 8% year to date, adding approximately 6.3 million TEUs compared with the same period of 2025. Every destination region recorded growth in cargo originating in the Far East, with Sub-Saharan Africa and South and Central America leading in percentage terms.

European exports, meanwhile, returned to roughly flat year-to-date growth after declines earlier in the year. CTS attributed the improvement to stable or increasing cargo flows across most destination regions.

Despite the new volume record, CTS cautioned slowing month-to-month growth could signal a moderation in demand, making growth and elevated rates a key issue heading into the final quarter of 2026.

freightwaves.com

[nicewatch] Agreed but you forgot to include WW1! -gulp-

nicewatch — 10/5/2026 6:05:58 PM

[Selectric II] This doesn't hold a candle to the perils faced by the merchant fleet and merchan...

Selectric II — 10/5/2026 6:03:14 PM

This doesn't hold a candle to the perils faced by the merchant fleet and merchant mariners during WWII, carrying arms and materials from North America to Europe and Russia.

U.S. merchant mariners had the highest casualty rate of any U.S. military service. Many sailors had more than one ship blown out from underneath them by German U-boats, mines, aircraft, or surface ships, but still went back for more.

The "Murmansk Run" was especially treacherous. Much has been written.

The Murmansk Run: Running the Gauntlet of WWII’s Arctic Convoys
No battlefront in the entire war was perhaps more dangerous than WWII's arctic convoys—including the icy, infamous Murmansk Run.

This article appears in: January 2007
By Flint Whitlock

warfarehistorynetwork.com

[nicewatch] Shippers are offering sailors up to $25,000 a trip to sneak oil out of the Gulf ...

nicewatch — 10/5/2026 10:47:57 AM

Shippers are offering sailors up to $25,000 a trip to sneak oil out of the Gulf

Story by Rebecca Feng 10/5/26

Oil is pouring out of the Persian Gulf at the fastest rate since the start of the Iran war, even as a recent uptick in attacks threatens the flow. The cost of getting it out is eye-watering: up to $40 million for a multiday trip.

For Gulf oil producers, it is worth it. Leaving the oil stranded is still economically worse than taking on the freight cost and selling oil at thinner margins.

So producers inside the Gulf have turned to hiring very large crude carriers, known as VLCCs, to complete a perilous journey known as a “shuttle run.” Carriers enter the Persian Gulf via the Strait of Hormuz, load at ports there, exit from the strait, then transfer the oil to another vessel waiting just outside of the waterway.

These are the new economics of the strait, where a wartime gold rush has pushed producers to swallow record freight costs just to keep crude moving; shipowners are reaping some of the best returns the industry has seen in decades; and the sailors who make the dangerous crossing are being paid like never before.

Those financial rewards come with substantial risks. After several days of calm, seven ships have been hit since Sept. 28, according to the U.K. Maritime Trade Operations, which is affiliated with the Royal Navy. A few of those tankers have been identified as shuttle tankers, according to maritime-security firms.

Shuttle runs weren’t necessary before the war. But when Tehran started hitting commercial vessels in the strait, buyers in Asia and elsewhere became reluctant to send their own ships to pick up oil from inside the Gulf. Now oil producers are shelling out between $30 million and $40 million for a round trip in and out of Hormuz—or $15 to $20 a barrel excluding insurance, according to shipbrokers.

“For many shipowners, the current market is generating revenues at levels rarely seen in the industry’s recent history,” said Dimitris Maniatis, founder and chief executive of maritime-risk company Marisks.

Ferrying oil directly from the Persian Gulf to global markets is also more expensive than ever, contributing to the appeal of shuttle runs. The cost of hiring an oil supertanker to sail from the Persian Gulf to China topped $1.2 million a day in late September. On the eve of the war, that cost was about $231,400 a day, according to maritime data provider Clarksons Research. In early January, it cost less than $40,000 a day.

The shuttle-run bonanza is trickling down to individual sailors. Those willing to perform the war-zone trips—many from India, the Philippines and China—are being lured with payouts worth two or three times their typical monthly salary. One Shandong-based ship-staffing company is even offering as much as $25,000 for a round trip as reward, according to seafarers and recruitment advertisements seen by The Wall Street Journal. For oilers and cadets, the $25,000 could represent more than a year of wages.

An executive at the company said it is currently using the $25,000 offer to recruit oilers and ordinary seamen for a VLCC that will go into the Persian Gulf on a rolling basis.

“Given the millions being made at the moment, that’s absolutely nothing to the shipowners,” said Richard Matthews, director of consulting and research at shipbroker E.A. Gibson.

Expanding shuttle fleet

The demand for shuttle runs exploded last month after drone attacks shut Saudi Arabia’s bypass East-West pipeline. To keep exporting oil, the kingdom’s flagship oil company Aramco has joined its regional peers in employing shuttle tankers.

The core fleet of tankers doing these shuttle runs—those that have done four or more runs of unloading Gulf-loaded cargoes to ship-to-ship transfer zones off the ports of Fujairah, Sohar and Shinas—has grown from 30 vessels at the end of August to 39 now, according to Claire Jungman, director of maritime risk and intelligence at ship-tracker Vortexa. Saudi Arabia’s share of shuttle tankers is rising fast, Jungman said.

The trade is currently dominated by a few shipowners including South Korea’s Sinokor and Greek billionaire George Prokopiou’s Dynacom. However, smaller shipowners including owners of older vessels that used to ferry Venezuelan and Russian oil have joined the trade, said shipbrokers. If these vessels manage to get insurance and become a total loss, shipowners can claim back the full value of the ship, which may be a better economic proposition than eventually having to scrap the vessels, they said.

Getting insured can prove difficult.

“When we see these ships coming into the insurance market, we assess the operator’s capability. Have they done this trade before? Who’s going to run the ship? Do they have connections in the market to repair these ships if they are hit?” said Sundeep Khera, head of marine at Beazley, a global insurer.

Even with the partial restart of the East-West pipeline, Saudi Arabia will likely still rely on shuttle runs in the near future, said Anoop Singh, the head of global shipping research at commodity broker Oil Brokerage.

Gradually, more crude will go through the pipeline to the Red Sea port of Yanbu. But Saudi Arabia will still need to ship those barrels north up to the Suez Canal, meaning a much longer journey than through Hormuz.

“Saudi Arabia cannot find enough tankers if it wants to push three million barrels a day of crude exports from Yanbu up north to the Suez and then around Africa into markets in East Asia,” Singh said. He reckons that ultimately, two-thirds of the Saudi oil flows will still go through Hormuz.

Dangerous journey

Behind the high reward are high—and real—risks. In the past two weeks alone, nine commercial vessels were attacked near the strait, resulting in two seafarer injuries and one death, according to the International Maritime Organization and the U.K. Maritime Trade Operations Center, which is affiliated with the Royal Navy.

Two seafarers on two different VLCCs shared their recent experience with the Journal. One of them, the first mate on a shuttle tanker, said he had been in and out of Hormuz twice in the past month. Both trips were at night—with the windows shut and lights turned off.

During each transit, his vessel lost GPS signal for hours and navigated using old-school methods such as using radar signals to calculate the angle and distance relative to islands and headlands to determine the vessel’s position.

He said half of the crew quit after completing just one round trip, but the ship management company had no problem replacing them after promising extra pay. He was paid three times his monthly salary for the days transiting in the conflict zone, he said.

Another crew member on a separate VLCC said he knew that Iran could hit the vessel with drones, but he didn’t anticipate the risk of being hit by missiles.

He was paid double his daily wages.

wsj.com

[Paul Senior] Great catch and score. Congrats!

Paul Senior — 9/28/2026 12:30:57 AM

[The Barracuda™] [X] Tanker owners are actively raising equity, with Hafnia and Volare Shipping ...

The Barracuda™ — 9/27/2026 5:12:20 PM

[X]

Tanker owners are actively raising equity, with Hafnia and Volare Shipping completing large private placements to strengthen balance sheets, fund newbuildings, and support strategic opportunities
— Marhelm (@MarhelmData) September 27, 2026

[/X]

[The Barracuda™] Tell me this not where everyone is right now;.

The Barracuda™ — 9/24/2026 1:33:15 AM

[The Barracuda™] I know I don't know, so I sold. 5800 % BWET in a year is enough I sold ...

The Barracuda™ — 9/24/2026 12:56:03 AM

I know I don't know, so I sold. 5800 % BWET in a year is enough

I sold

[The Barracuda™] BWET [X] $BWET did mildly uncouple from NAV yesterday in its wild trading. En...

The Barracuda™ — 9/23/2026 7:47:30 AM

BWET

[X]

$BWET did mildly uncouple from NAV yesterday in its wild trading.

Ended yesterday at $682 vs NAV of $728 pic.twitter.com/VGdhWd6pKR
— Chris Shipping 🚢🚢 (@christankerfund) September 23, 2026

[/X]

[Logain Ablar] Hard to go against Bugbee on STNG. He is selling now versus all those call opti...

Logain Ablar — 9/21/2026 8:49:22 AM

Hard to go against Bugbee on STNG. He is selling now versus all those call options he used to acquire.

I remember last year on a CC he indicated VLCC's were being used for product so we know that won't be the case now (so better LR2 rates) but better to sell too early than too late.

[The Barracuda™] Ummm…. [X] Shocking stat of the day: The Breakwave Tanker Shipping ETF, $BWET...

The Barracuda™ — 9/20/2026 12:45:51 PM

Ummm….

[X]

Shocking stat of the day:

The Breakwave Tanker Shipping ETF, $BWET, is up +5,820% over the last 12 months.

This ETF reflects futures linked to the cost of transporting crude oil from the Middle East and West Africa to China and other destinations, making it highly sensitive to… pic.twitter.com/1vYgtYnTM5
— The Kobeissi Letter (@KobeissiLetter) September 20, 2026

[/X]

[The Barracuda™] $1.2 million now [X] Spot rates and FFA for dirty tankers continue up VLCC T...

The Barracuda™ — 9/18/2026 6:52:04 AM

$1.2 million now

[X]

Spot rates and FFA for dirty tankers continue up

VLCC TD3C TCE (AG ->CN) +68k to 1,212kpd⬆️
TD3C FFA +1%➡️
VLCC TD22 TCE (US->CN) +19k to 388k ⬆️
TD22 FFA + 10%++🚀
SUEZMAX AVG TCE +4k to 302k➡️
AFRAMAX AVG TCE +3k to 153k↗️$HUNT $FRO $ECO $DHT $BWET #OOTT pic.twitter.com/1TwaQ5lMX1
— Peter Lindström (@plmlindstroem) September 17, 2026

[/X]

[The Barracuda™] the vertical rising charter rates. IMO not sustainable

The Barracuda™ — 9/17/2026 2:07:19 PM

[Paul Senior] Why?

Paul Senior — 9/17/2026 1:37:55 PM

[The Barracuda™] I've dumped my tanker stocks

The Barracuda™ — 9/17/2026 9:11:34 AM

[The Barracuda™] TRMD now

The Barracuda™ — 9/16/2026 9:45:14 AM

[The Barracuda™] Looks like TRMD is getting a slo mo buy out [X] Wow … $HAFN ended up acquiring...

The Barracuda™ — 9/16/2026 9:06:14 AM

Looks like TRMD is getting a slo mo buy out

[X]

Wow … $HAFN ended up acquiring 4.5M of $TRMD shares in the secondary yesterday.

Now up to 18.2% ownership 👀 pic.twitter.com/EykteXGyo6
— Chris Shipping 🚢🚢 (@christankerfund) September 16, 2026

[/X]

[Selectric II] Has been for some time. Haven't decided whether HAFN or TRMD is better, so I o...

Selectric II — 9/16/2026 9:04:29 AM

Has been for some time. Haven't decided whether HAFN or TRMD is better, so I own a little of each in roughly equal proportions. It might eventually be a moot point, which is o.k.

[The Barracuda™] Looks like TRMD is getting a slo mo buy out [X] Wow … $HAFN ended up acquiring...

The Barracuda™ — 9/16/2026 8:50:08 AM

Looks like TRMD is getting a slo mo buy out

[X]

Wow … $HAFN ended up acquiring 4.5M of $TRMD shares in the secondary yesterday.

Now up to 18.2% ownership 👀 pic.twitter.com/EykteXGyo6
— Chris Shipping 🚢🚢 (@christankerfund) September 16, 2026

[/X]

[The Barracuda™] Ummm….. [X] Tanker boom breaks every historical benchmark https://t.co/KtcDu94...

The Barracuda™ — 9/15/2026 8:01:59 AM

Ummm…..

[X]

Tanker boom breaks every historical benchmark https://t.co/KtcDu94Ur9 via @splash_247 pic.twitter.com/4g01JkyhHh
— Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ (@mercoglianos) September 15, 2026

[/X]

[nicewatch] Where's rdk when we need him to hump his favorite two turds in this massive ship...

nicewatch — 9/13/2026 4:17:22 PM

Where's rdk when we need him to hump his favorite two turds in this massive shipping bull market? PSHG, and RUBI. LOL! I know of another unnamed clown that waited 5 years for his GLBS turd to get back to breakeven... and hope he's having a huge celebratory party now... 5 years to breakeven. There are easier ways to make money but I digress! :-)

[The Barracuda™] BWET [X] Shipping costs are going parabolic. Insane chart 👀💰 pic.twitter.com...

The Barracuda™ — 9/13/2026 1:22:09 PM

BWET

[X]

Shipping costs are going parabolic. Insane chart 👀💰 pic.twitter.com/p7LJ01rMmZ
— Oliver Groß (@minenergybiz) September 13, 2026

[/X]

[The Barracuda™] [graphic][graphic]

The Barracuda™ — 9/12/2026 2:03:16 PM

[Paul Senior] Too late to start a little FRO? I may. Holding now only a little DHT.

Paul Senior — 9/12/2026 11:54:49 AM

[The Barracuda™] Good for VG. JKM probably get's to ~$30-40[X] JKM probably get's to ~$30-40,...

The Barracuda™ — 9/12/2026 8:55:19 AM

Good for VG. JKM probably get's to ~$30-40[X]

JKM probably get's to ~$30-40, and Newcastle follows up to ~$200 this winter. More interestingly, though, all the (largely Chinese) headwinds that caused the disconnect in late 2024 seem to be turning into tailwinds. That might propel a 2016-like catch up trade to $300. pic.twitter.com/HJ8kvLBsCq
— EscapeFromUtopia (@utopia_escape) September 12, 2026

[/X]

[The Barracuda™] [X] Spot rates for dirty tankers enters the mesophere! VLCC TD3C TCE (AG ->CN)...

The Barracuda™ — 9/12/2026 8:48:55 AM

[X]

Spot rates for dirty tankers enters the mesophere!

VLCC TD3C TCE (AG ->CN) +120k to 982k🚀
TD3C FFA +~16%🚀
VLCC TD22 (US->CN) +13k to 270k⬆️
SUEZMAX AVG TCE +94k to 302k🚀🚀🚀🚀(pic)
AFRAMAX AVG TCE +36k to 129k🚀🚀🚀 $HUNT $ECO $FRO $DHT $BWET #OOTT pic.twitter.com/50dwv8oseH
— Peter Lindström (@plmlindstroem) September 11, 2026

[/X]

[The Barracuda™] [X] Moving 2 million barrels of oil from West Africa to China now costs $15.88 ...

The Barracuda™ — 9/12/2026 5:56:53 AM

[X]

Moving 2 million barrels of oil from West Africa to China now costs $15.88 per barrel.

No wonder all my tanker stocks hit new 52-week highs last Friday.

I still think the biggest problems in the oil market are ahead of us, not behind us. https://t.co/Oas3IHjvQS pic.twitter.com/7egUXWnZpW
— Karel Mercx (@KarelMercx) September 12, 2026

[/X]

[The Barracuda™] million bucks a day [X] Why VLCC rates just went ballistic and how they could...

The Barracuda™ — 9/11/2026 11:19:13 PM

million bucks a day

[X]

Why VLCC rates just went ballistic and how they could go even higher

⚓️Baltic Exchange’s MEG-China VLCC index is at $982,072 per day, doubling over past month; Clarksons puts rates on this route at just over $1m per day
⚓️Oman-China VLCC index is at $571,387 per day, up 113%…
— Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴‍☠️ (@mercoglianos) September 11, 2026

[/X]

[The Barracuda™] Tanker market feeding frenzy now

The Barracuda™ — 9/11/2026 1:12:26 PM

[The Barracuda™] [X] Oil tanker rates hit record highs following Iran, US shipping attacks #oott...

The Barracuda™ — 9/11/2026 12:49:07 PM

[X]

Oil tanker rates hit record highs following Iran, US shipping attacks #oott https://t.co/JImK7PyaAS
— Giovanni Staunovo🛢 (@staunovo) September 11, 2026

[/X]

[The Barracuda™] FEEDING FRENZY [X] It’s frenzy time. China is back aggressively bidding in th...

The Barracuda™ — 9/11/2026 12:42:28 PM

FEEDING FRENZY

[X]

It’s frenzy time.

China is back aggressively bidding in the market and tanker rates are soaring.

We’ll see how this weekend plays out, but I wouldn’t be surprised if this market surpasses all of our expectations… https://t.co/eyZgAlV8me
— Wisdom & Boats (@wisdomandboats) September 11, 2026

[/X]

[The Barracuda™] Good for VG [X] Qatar is now looking to the US for LNG. QatarEnergy is discus...

The Barracuda™ — 9/10/2026 3:52:57 PM

Good for VG

[X]

Qatar is now looking to the US for LNG. QatarEnergy is discussing long-term US LNG supply deals as the war with Iran cripples Qatar’s ability to serve its own customers.
— Marhelm (@MarhelmData) September 10, 2026

[/X]

[DinoNavarre] [X] Spot market for #tankers#shipping is truly in uncharted territory. In lates...

DinoNavarre — 9/10/2026 11:17:18 AM

[X]

Spot market for #tankers #shipping is truly in uncharted territory. In latest phase of Hormuz crisis, VLCC rates are back near March highs in some lanes, at all-time highs in others. See story (free to read) for latest data: https://t.co/YuuwGbuzrN
— Greg Miller (@GMJournalist) September 8, 2026

[/X]

[DinoNavarre] Party on, dudes!!! [X] Surging Tanker Rates Signal a Deepening Global Energy C...

DinoNavarre — 9/10/2026 10:49:58 AM

Party on, dudes!!!

[X]

Surging Tanker Rates Signal a Deepening Global Energy Crisis

Global tanker freight rates are surging to record levels with little respite in sight, a sign of the growing strain in oil markets as traders, shipowners, producers and buyers grapple with a drawn-out conflict in the… pic.twitter.com/FhGSQtZGWI
— Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) September 10, 2026

[/X]

[The Barracuda™] BWET up 6 %

The Barracuda™ — 9/10/2026 10:47:25 AM

[teevee] This year is the first year in a very long time that the temperature never got a...

teevee — 9/7/2026 11:59:57 PM

This year is the first year in a very long time that the temperature never got abot 32R or 0C this summer.

[nicewatch] The new Arctic route is redrawing the economic and geopolitical map. Melting ice...

nicewatch — 9/6/2026 4:17:16 PM

The new Arctic route is redrawing the economic and geopolitical map. Melting ice has opened the door to steady trade routes between Asia and Europe. However, it also positions Russia as the arbiter.

english.elpais.com

[The Barracuda™] Ugh Engine room was hit [X] Oh wow when they said they destroyed the Kylo the...

The Barracuda™ — 9/5/2026 10:30:20 AM

Ugh

Engine room was hit

[X]

Oh wow when they said they destroyed the Kylo they were being serious. This ship is dead. https://t.co/9oDTPzNYyY pic.twitter.com/aOi06oapeg
— Woofers (@NotWoofers) September 5, 2026

[/X]

[DinoNavarre] Shipping stocks at a crossroads amid their best rally in decades I wonder how l...

DinoNavarre — 9/3/2026 11:34:27 AM

Shipping stocks at a crossroads amid their best rally in decades

I wonder how long our party will last???

[stuffbug] Based on today's post, it appears J Mintzmyer is long CMBT and NMM. Both stocks ...

stuffbug — 9/2/2026 9:07:30 AM

Based on today's post, it appears J Mintzmyer is long CMBT and NMM.
Both stocks are up massively this year.

[X]

#IYKYK $CMBT $NMM https://t.co/oe5SZBiGUe
— J Mintzmyer (@mintzmyer) September 2, 2026

[/X]

[Paul Senior] Thanks for those names. I'll consider further.

Paul Senior — 8/30/2026 11:16:54 PM

[Paul Senior] OT. BORR. That was some guru's opinion in Barron's in 2024. Going to be, has...

Paul Senior — 8/30/2026 11:13:14 PM

OT. BORR. That was some guru's opinion in Barron's in 2024. Going to be, has to be, much more drilling to meet oil demand. BORR a superior play, it was said. I still hold my losing position

[stuffbug] Mintzmyer could also very well be long Navios (NMM), Tsakos (TEN) and Internatio...

stuffbug — 8/30/2026 8:31:52 PM

Mintzmyer could also very well be long Navios (NMM), Tsakos (TEN) and International Seaways (INSW).
No idea if his letter has target sells prices so as to book partial profits.

BORR could be forming an inverse head and shoulder pattern
A decline to $4.15 - $4.20 would complete the setup.

[DinoNavarre] I'm not a subscriber to his Value Investor’s Edge platform, it covers shipping &...

DinoNavarre — 8/30/2026 6:40:51 PM

I'm not a subscriber to his Value Investor’s Edge platform, it covers shipping & energy.

I do/did follow some of his stuff on X and SA.

From Grok & Gemini:

CMBT

CMB.TECH it is still his top idea for 2026.

===================================================

DHT / STNG
June 26, 2026

DHT Holdings / Scorpio Tankers

Highlighted as top 2 tanker ideas in a specific late-June 2026 setup related to potential Strait of Hormuz dynamics.

===================================================

BORR
Aug 14, 2026

Borr Drilling

“Next top idea” / one of his largest positions / pending top public idea for 2027. $10 price target. Offshore jack-up drilling exposure.