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Non-Tech
Shipping - Oil & Gas Tankers, Dry cargo, LNG
An SI Board Since January 2007
Posts SubjectMarks Bans Symbol
2595 109 0 TRMD
Emcee:  The Barracuda™ Type:  Moderated
Tankers mostly


The oil tanker industry plays a crucial role in the global economy by transporting crude oil and refined products across oceans to various parts of the world. As a result, the performance of oil tanker companies is closely tied to the supply and demand dynamics of the oil market. In recent years, the oil tanker industry has been facing a challenging market due to a supply glut and weak demand. However, there are several reasons to believe that oil tanker stock prices are poised to rise.

One of the main reasons why oil tanker stock prices are likely to rise is the increasing demand for oil. The COVID-19 pandemic severely impacted the global oil market as lockdowns and travel restrictions led to a significant drop in demand for oil. However, as the global economy continues to recover, there is a growing demand for oil. According to the International Energy Agency (IEA), global oil demand is expected to rebound strongly in 2022, growing by 3.2 million barrels per day (bpd) to reach 100.6 million bpd. This is a significant increase from the 8.7 million bpd decline in demand in 2020. The increasing demand for oil is positive news for oil tanker companies, as it means more oil will need to be transported across oceans, resulting in increased demand for tanker services.

Another factor contributing to the potential rise in oil tanker stock prices is the supply-side dynamics of the oil market. In recent years, there has been a significant oversupply of oil due to a combination of factors such as the shale oil revolution in the US, OPEC's decision to maintain high levels of production, and the slowdown in demand due to the pandemic. However, there are signs that the oversupply is starting to ease. OPEC and its allies have been implementing production cuts to balance the market, which has led to a reduction in the global oil supply. In addition, the shale oil industry in the US has been impacted by lower prices and reduced investment, which has led to a decline in production. These factors are expected to lead to a tighter oil market in the coming years, which should lead to increased demand for tanker services.

The increasing demand for cleaner energy sources is also expected to play a role in the rise of oil tanker stock prices. As governments and companies around the world transition to cleaner energy sources, there will be a shift away from fossil fuels such as oil. However, this transition is likely to take many years, and in the meantime, there will still be significant demand for oil. In addition, the transition to cleaner energy sources will require significant investments in infrastructure, which will require large amounts of oil to be transported across oceans. This presents an opportunity for oil tanker companies to benefit from the increased demand for tanker services.

Finally, there are several regulatory changes that are expected to impact the oil tanker industry positively. For example, the International Maritime Organization (IMO) has implemented new regulations that require ships to use cleaner fuels to reduce emissions. This has led to increased demand for low-sulfur fuel oil (LSFO), which is expected to continue in the coming years. In addition, the IMO has implemented regulations that require ships to have ballast water treatment systems to prevent the spread of invasive species. These regulations are likely to lead to increased demand for new ships and retrofitting of existing ships, which should benefit the oil tanker industry.

In conclusion, there are several reasons to believe that oil tanker stock prices are likely to rise in the coming years. The increasing demand for oil, the supply-side dynamics of the oil market, the shift towards cleaner energy sources, and regulatory changes are all expected to lead to increased demand for tanker services. While the oil tanker industry has faced significant challenges in recent years, these factors suggest that the industry is poised for a rebound. As always, investors should do their own
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2595The Iraq pipeline to the Black Sea should be starting soon and that will increasLogain Ablar2last Friday
2594Wow [X] 🇨🇳SHFE'S MOST ACTIVE FREIGHT INDEX (EUROPE ROUTE) FUTURES CLOSED AT The Barracuda™-last Friday
2593I have narrowed the list to: CMRE, SBLK and DACOlafB-February 2
2592Hey! Company Analysis I asked for opinions on the "Value Investing" tOlafB-February 2
2591If Trump is going to put a 25% tariff on Canadian heavy crude, now delayed untilteevee-January 21
2590[X] #tankers$FRO$INSW$DHT$ECT#Russia (free to read) https://t.co/8hSpRyf82F— GrDinoNavarre-January 21
2589[X] "Ocean container teu-mile trade grew 18% year on year in 2024, to 1,171 teuDinoNavarre-January 21
2588[X] Sanctioned Russian Tankers A total of 270 tankers have been sanctioned forDinoNavarre-January 16
2587[X] Oil Shipping Rates Surge After US #Sanctions Hit Availability https://t.co/DinoNavarre1January 14
2586TRMD has taken a huge hit in the past 6 mos., along with the others. HAFN, FLNGSelectric II-January 12
2585TORM. Not adding, but still holding. Also in that product tanker business, I&#Paul Senior-January 12
2584Breakwave Tanker Shipping ETF (BWET) elite.finviz.comJulius Wong-January 12
2583Avast me hardies, any one else adding TRMD ? Well shiver me timbers, look at thThe Barracuda™-January 12
2582Tankers moving up / looking good today..... [X] We knew this was coming...they DinoNavarre-January 10
2581Activity [X] Cape FFAs moving more:@freightinvestor$NMM$SBLK$BDRY$HSHP$GOGL$GThe Barracuda™-January 9
2580PSHG>>>Undervalued, imho. RDKrdkflorida2-January 2
2579[X] Meanwhile, taking Iranian oil off the market likely pushes oil prices up caDinoNavarre-11/20/2024
2578Probably means something [X] Putin got more than he could dream of from the BThe Barracuda™-10/24/2024
2577[X] Panama orders immediate cancellation of all sanctioned vessels. The second DinoNavarre-10/22/2024
2576FIGHTING PIRATES [youtube video]The Barracuda™-10/20/2024
2575Giddy up [X] Several large #Chinese#steelmakers hike prices as orders increaseThe Barracuda™-10/14/2024
2574Giddy up [X] China says will 'significantly increase' debt to revive economic The Barracuda™-10/12/2024
2573Steel pricing in China investing.comThe Barracuda™-10/7/2024
2572Iron going crazy investing.comThe Barracuda™-10/2/2024
2571From your Lloyd's link: The “dark fleet” moniker first evolved more thaS. maltophilia-10/1/2024
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