Frontline FRO is the largest listed pure crude tanker operator. Here is the VLCC fleet scale, variable dividend math, cash breakeven, and 2026 setup every TXZEN reader should know.
Scorpio Tankers filed a 6-K on April 21 selling six 2014 built product tankers for $300 million, $50 million per ship. A priced secondhand mark two weeks before the May 5 Q1 call.
Hafnia committed $405 million to eight MR newbuilds on April 14. With Q1 earnings due in mid May, the number that matters is whether the eighty percent payout floor holds through a softer 2026 rate year.
DHT just booked thirty-eight percent of Q2 VLCC days at nearly one hundred and ninety thousand dollars per day. Here is what that forward rate signal means for FRO, DHT, and INSW earnings into Q1 prints.
CMBT is no longer the Euronav tanker dividend stock. Here is the current fleet split, what the CMB.TECH transition did to capital allocation, and whether the P/NAV discount is still a tanker bet worth taking in 2026.
The weekend tape for VLCCs came in mixed, with TD3C (the Middle East Gulf to China benchmark rate) holding firm
Ardmore Shipping reports Q1 2026 earnings in the coming weeks. ASC is the forgotten name on the product tanker watchlist.
The crude tanker market has a habit of giving mixed signals in April. Spot rates soften as refinery maintenance bites.
CMBT is no longer the ticker it was in 2023. That matters for any investor who still thinks of the
The April 18 VLCC spot rate deck sits below the Q1 peak on TD3C and TD22, while Aframax rates broke higher. Here is what the current tape means for DHT, FRO, TNK, INSW, and the rest of the crude tanker group into Q1 earnings season.
International Seaways is the only crude and product hybrid fleet on our tanker watchlist. Here is an INSW stock analysis covering fleet composition, the supplemental dividend floor, cash breakeven math, and the April 9 rights plan amendment.
Time charter equivalent, known as TCE, is the single most important number in tanker stock investing. Every operator reports it.
