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…
If you have spent any time reading about tanker stocks, you have seen the acronym VLCC thrown around constantly. VLCC rates hit records. VLCC day rates at $423,000. The VLCC…
We are now 37 days into the Strait of Hormuz closure and the market is pricing in a reality that still feels surreal to me every time I pull up…
Brent just cracked $141. VLCCs are pulling in north of $420,000 a day on peak Middle East fixtures. Suezmax and Aframax charters? Over $300,000. Six months ago those same ships…
I have been staring at this map for three days and the math keeps getting worse. Trump gave Iran until today to open Hormuz or face what he called living…
The Fear & Greed Index is 19 today Sentiment: Extreme Fear If the market were an animal, it’d be hiding under the porch. Extreme Fear is in the air! What…
The Fear & Greed Index is 15 today Sentiment: Extreme Fear Our opossum friend says it all — the market is absolutely terrified today. What is the Fear & Greed…
China and the United States are fighting over who controls ports at the Panama Canal. Real ships are getting caught in the middle. 🚢 How It Started A Hong Kong…
I’ve been staring at vessel tracking data all week and honestly it’s a little surreal. The Strait of Hormuz – the strait that one fifth of the world’s oil passes…
The Biggest Freight Story in Two Decades The Strait of Hormuz has been effectively closed since February 28 following US and Israeli strikes on Iran. War risk P&I insurance for…
The Most Actionable Tanker Stock Catalyst Right Now On March 25, Scorpio Tankers released its Q1/Q2 2026 TCE rate update. Q2 LR2 vessels are booked at $101,000 per day with…
Cape of Good Hope Reroute Adds Weeks to Voyages With Hormuz closed and the Houthis having resumed Red Sea attacks since February 28, vessels are piling onto the Cape of…
