Evergreen explainers for tanker investors — vessel classes, rate drivers, spot vs time charter, dividends, fleet supply, and how to analyze shipping stocks.
How a Strait of Hormuz event turns into a tanker stock move, from war-risk insurance to Worldscale to the dividend line. A ton-mile framework every tanker investor should know.
Time charter equivalent, known as TCE, is the single most important number in tanker stock investing. Every operator reports it.
The Strait of Hormuz is the single most important chokepoint in the oil tanker map, and it is the chokepoint
Variable, fixed, hybrid, and buyback-led. Five tanker dividend policies explained, and how to pick the right payout model for your tanker stock portfolio in 2026.
MR product tanker rates drive earnings for Scorpio Tankers and Hafnia but get far less attention than VLCC rates. This guide explains how MR freight rates are set, what moves them, and what STNG and HAFN investors should track every quarter.
The tanker orderbook is one of the most important concepts in shipping investment and one of the most consistently misunderstood
Two companies can operate similar fleets, report similar revenue totals, and still see their stock prices move in completely opposite
When tanker investors, analysts, and company executives talk about freight rates, they almost always reference an index. The most commonly cited one for crude oil tankers is the Baltic Dirty…
Every serious discussion of tanker markets eventually comes back to the shadow fleet. You will hear it on earnings calls, in analyst notes, and in any honest breakdown of why…
If you have ever searched for high-dividend stocks, tanker companies have probably shown up near the top of the list. Yields of 10%, 15%, sometimes higher. It looks almost too…
Every earnings call for every tanker company will mention spot rates and time charter rates within the first five minutes. These two terms describe the two ways a tanker company…
I get this question more than any other from people just starting to look at tanker stocks: how does this business actually work? You can look up Frontline ($FRO) or…
