In search of shipping’s next supercycle: Are tankers next?
Container shipping just experienced a record boom. Some believe crude and product tankers are poised to follow suit.
Container shipping just experienced a record boom. Some believe crude and product tankers are poised to follow suit.
Shipowners say they won’t order expensive new dual-fuel tankers without charters. They’re not getting charters, so they’re not ordering.
The pain at the pump keeps getting worse. Bad news for consumers. Good news for owners of refined product tankers.
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
Shipping analysts rethink outlooks on crude and product tanker rates: already grim market appears even grimmer.
Crude and product tankers may be totally different markets, but 2021 proved how connected they are.
Trans-Atlantic product tanker rates have spiked, but a quick pipeline restart would curb future upside.
The one-two punch of the Pfizer vaccine and Joe Biden’s victory will affect container and tanker shipping in multiple ways.
M&A is being blocked by weak share pricing among buyers and lack of desperation among sellers.
Challenge to shipping M&A: No one wants to sell in a downturn.
Are larger funds now heading for the exits and giving up on tanker stocks?
Public tanker owners post impressive earnings on an ugly day for tanker stocks.
U.S.-listed tanker stocks boast double-digit gains on historically awful day for crude-oil pricing.
Asian refineries suddenly have too much gasoline, diesel and jet fuel. Buyers in the West are taking the overflow, a plus for product tankers.
Earnings calls shed new light on how ocean shipping bosses view coronavirus crisis.
An exclusive interview with Scorpio President Robert Bugbee on shipping stocks and what lies ahead.
With profits around the corner, listed shipping companies are reopening the dividend spigots.
Ardmore Shipping execs predict the initial IMO 2020 phase will favor more expensive 0.1% MGO.
IMO 2020-driven refining activity and tanker demand appears to be materializing slower than previously expected.
Peak oil demand “lurks like a monster in the shadows,” warns Stifel analyst Ben Nolan.
East Coast refinery outage spurs more trans-Atlantic gasoline cargoes from Europe.
There may be so little demand post-2020 for high-sulfur fuel oil that it may end up stored aboard tankers.
So far this year, there has been heightened refinery downtime for maintenance and upgrades, but the tide is expected to turn in the second half, to the benefit of product-tanker rates.
After languishing for years, tanker stocks are rising in 2019. Investors are seeking to get in early on the belief that the turnaround in rates is nigh. They’ve been wrong before — will their bets pay off this time?