“Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Misadventures in Shipping on War-Induced Oil Tanker Mayhem, Squeeze for Asiabound Refined Products, and Persian Gulf “Feeding Frenzy” Scenario

“Books Will Be Written” About This Shipping Market | Ed Finley-Richardson of Misadventures in Shipping on War-Induced Oil Tanker Mayhem, Squeeze for Asiabound Refined Products, and Persian Gulf “Feeding Frenzy” Scenario – Monetary Matters with Jack Farley

Bullish:

$FRO - Frontline is positioned to benefit from the VLCC market dynamics with Sinocore cornering the market and potential normalization of Middle East shipping.
$DHT - DHT Holdings is a high-quality VLCC pure play with excellent governance that will benefit from the Sinocore market dynamics and pay out 100% of net earnings.
$INSW - International Seaways has 70% of its MR fleet positioned in the Western Hemisphere to capture the extremely profitable US Gulf to Asia refined product trade.
$TNK - Teekay Tankers owns medium-sized crude tankers that are benefiting from replacement barrels coming from the West instead of the Middle East.
$TRMD - TORM has 70% of its MR fleet positioned in the Western Hemisphere and is best-in-class for product tankers with strong commercial performance.
$ECO - Okeanis EcoTankers consistently outperforms other tanker owners and has beaten Frontline's earnings for 16 consecutive quarters.