Hafnia Commits $405 Million to 8 New MR Tankers as Product Tanker Rates Soften
LISTEN Hafnia just signed a $405 million contract for eight new product tankers. The ships will not arrive for more […]
International Seaways Extends Poison Pill to 2029 and Sets the Fair Value Line at $95
LISTEN The stock trades around $76. Management just told the market they will not accept a buyout below $95. Track
Ardmore Shipping ASC: The Product and Chemical Tanker Stock Nobody on the Watchlist Is Talking About
LISTEN Ardmore Shipping operates 26 tankers. Not one analysis has been written about it on this site until today. Track
Market Signals
Weekly Situation Report: April 6 to April 11, 2026
1. Executive Summary A fragile 2-week US-Iran ceasefire announced April 7 to 8 sent crude oil futures plunging but failed to reopen the Strait of Hormuz in any meaningful way….
Stock Analysis
Scorpio Tankers Raises $375M in Convertible Notes, Buys Back $100M in Shares: What It Means for STNG
Scorpio Tankers launched a $300 million bond offering last Monday. Investors asked for $375 million. That is where the real story starts. On April 7, STNG announced a $300 million…
Tanker Stocks P/NAV Scorecard: April 10, 2026
Imagine you are buying a used car dealership. The cars on the lot are worth $1 million in total. Someone offers to sell you the whole business for $800,000. You…
Fear & Greed Index: 39 — Fear | April 10, 2026
The Fear & Greed Index is 39 today Sentiment: Fear Our worried beaver captures the mood perfectly — investors are feeling uneasy. What is the Fear & Greed Index? The…
Stock Analysis, Tanker News
Hormuz Ceasefire Announced. 2,000 Ships Are Still Stuck.
What Happened A US-Iran ceasefire was announced this week. Shipping through the Strait of Hormuz is still basically at a standstill. As of April 9, only a handful of vessels…
SEC Filing Alerts
Tanker Insider Monitor: April 9, 2026 — SEC Form 4 Scan Across FRO, INSW, STNG, DHT, HAFN, TNK, EURN, ASC
Scan date: April 9, 2026 | Window: April 7–8, 2026 | Signal threshold: $1,000,000+ This report covers the past two business days of SEC Form 4 insider filing activity across…
Frontline’s 28 Open VLCCs Are the Real Story Behind FRO Stock Right Now
I keep coming back to the same number after my last piece on Frontline ( $FRO ). Not the $76,900 day rate. The other one. Twenty-eight. The number that keeps…
Market Signals, Stock Analysis
$FRO: Frontline Locked In a $76,900 Day Rate Before the War Started. That Looks Prescient Right Now.
I have been watching Frontline ($FRO) for a while now and I have to say, their Q4 2025 setup looks different in hindsight than it probably felt at the time….
Tanker News
One Month In: Strait of Hormuz Still Not Normal for Tanker Shipping
A month into this crisis, the Strait of Hormuz still is not operating like a normal shipping lane. The best way to describe it now is simple: this is no…