Tanker shipping stocks sink despite talk of looming rate boom
Tanker investors have been disappointed before. Is the current stock pullback a bump in the road or something more?
Tanker investors have been disappointed before. Is the current stock pullback a bump in the road or something more?
Crude production cuts are inherently bad for tanker shipping, but analysts are downplaying the fallout.
Sanctions have split the world’s tanker fleet in two. On one side, those that follow Western rules; on the other, those that don’t.
The predicted boost to tanker rates from Russian crude disruptions has yet to materialize. Instead, rates have declined.
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.
Shares of Zim are flirting with a new peak while shares of ship-leasing, dry bulk and tanker companies lose ground.
Crude-tanker owners continue to pile up huge losses, but hopes are high for next year.
Tanker execs explain lack of distress sales and scrapping this time around, and why new orders will be more curtailed.
COVID has been great for stocks. In ocean shipping, container and dry bulk shares rode the wave. Tankers stocks sank.
Long grind ahead for crude tankers: Executives and analysts don’t see recovery until second half — if not later.
A look back at 2020’s shipping roller coaster: how container sector emerged as ‘surprise rock star’ and tankers peaked early, then plunged.
Container shipping stocks are back to pre-COVID levels whereas many tanker and bulker stocks are down by double-digits year-to-date.
Worries mount for crude tankers: dividend cuts, the pandemic, a stubborn floating-storage hangover … and now newbuild chatter.
“Winter is Coming” is a warning in House Stark and usually a blessing for tankers. But there’s nothing usual about 2020.
The one-two punch of the Pfizer vaccine and Joe Biden’s victory will affect container and tanker shipping in multiple ways.
New Kpler data reveals slow pace of floating-storage unwind and steady fall in crude-tanker utilization.
Amid talk of more floating storage, Kpler data reveals most of round-one storage volume is still on the water.
Crude-tanker rates on the benchmark Middle East-Asia run are now deep in the red.
Asia crude drawdown slashes both the “tons” and the “miles” in the ton-mile equation.
When times get tough, crude-tanker owner DHT starts buying. Times are getting tough.
Robintrack.net data reveals what retail traders are buying and when. The question is: Why?
An analysis of daily traded values and volumes of tanker and dry bulk stocks.
Will tanker sector see summer lull or more action ahead?
Nordic American Tankers is the best stock performer among larger listed ship owners. Scorpio Bulkers is the worst.
Tanker rates haven’t been this strong at this time of year for a half-decade.
Tanker rates have plunged as predicted. How long until a recovery?
More forgiving sanctions approach would avoid rate surge seen after COSCO sanctions.
Institutional sellers offset retail buyers of supertanker stocks.
Banner day on Wall Street buoys tanker names as pressure builds.
Good news: Vaccine shows promise. Bad news: Floating storage economics vanish.
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.
Shipping analyst Michael Webber sees tanker-stock upside if coronavirus recovery falters.
Refined-product tankers join crude tankers in era of epic earnings.
Tensions in the Strait of Hormuz have always been good for tanker rates and stocks — until now.
Crude-tanker demand should continue to rise. Will stock prices follow suit?
Tanker shares fall back as crude-oil prices surge. What comes next?
As most of the transport sector suffers, crude-tanker owners haul in boatloads of cash.
Crude-tanker rates are skyrocketing, but leading analyst Michael Webber urges caution.
Why are share prices and tanker freight rates going in opposite directions?
As the world reels from coronavirus, crude-tanker owners are raking in massive returns.
Tanker rates are back in the stratosphere as the Saudis move ahead with production push.
Here’s why tanker stocks are rising as the rest of the U.S. stock market is crashing.
Shipping bosses warn of huge economic knock-on effects from the coronavirus outbreak.
It has become even harder to determine what the prevailing bulk ocean freight rate really is.
Chinese epidemic could curb ocean shipping demand.
New pact is a plus for tankers, bulkers and box ships, but less so for equities.
Tanker rates haven’t shot up further on new Iran tensions, yet they remain extremely high.
Killing of Iranian general and Iranian retaliation could spark another tanker rate spike.
Ardmore Shipping execs predict the initial IMO 2020 phase will favor more expensive 0.1% MGO.
Floating storage, scrubbers delays and newbuilding unease should continue to squeeze crude-tanker capacity.
Top shipping execs reveal the inside story of the recent crude-tanker rate maelstrom.
Headlines may proclaim “$300,000 per day” but most crude tankers are not making anything close to that.
VLCC rates are reaching epic levels in the wake of an attack in the Red Sea on an Iranian Suezmax tanker.
Crude-tanker rates have now reached levels not seen since before the global financial crisis.
Crude tanker rates continue to surge, driven by geopolitical tensions. Meanwhile, container rates remain weak.
U.S. sanctions targeting a subsidiary of China’s COSCO Shipping could have far-reaching consequences.
This week, VLCC tanker rates are rising, whereas both trans-Pacific box rates and Capesize bulker rates are slipping.
The drone attacks in Saudi Arabia are reverberating across the ocean shipping business. Part II: the impacts on the crude tanker segment.
Crude tanker owner DHT Holdings believes the stage is now set for a pronounced upswing in rates.