Tankers stocks are doing great. Dry bulk and container stocks temporarily stopped the bleeding. “Maxim stocks” still underperform.
Tankers are very busy loading up with American crude oil and refined products sold to overseas buyers.
Tankers are loading up on American crude, diesel and gasoline exports. Can the free market withstand political pressure?
The biggest deal in tanker shipping history would merge Euronav and Frontline, but consolidation is no panacea.
Some shipping shares are rising because of war tailwinds. Others are rising despite war headwinds.
Cost of shipping crude oil remains cheap, but tanker rates could jump if the war doesn’t end by fall.
Container lines and tanker owners rapidly and preemptively suspend business with Russia.
Shipping analysts rethink outlooks on crude and product tanker rates: already grim market appears even grimmer.
An attack on Ukraine could hike costs for shipowners and cargo shippers across the globe.
Crude and product tankers may be totally different markets, but 2021 proved how connected they are.
