Discover and read the best of Twitter Threads about #Tanker

@AllVentured

1/ I'm going to pound the table a bit more about and show that shipbuilding capacity is insufficient to replace scrapping let alone accommodate trade volume growth.

But this time we will look at the global aggregate merchant fleet including all sectors.

🧵...

https://twitter.com/AllVentured/status/1498506632401240067

2/ Across all sectors, the global orderbook is only ~10% of the active fleet compared to ~8% that is already beyond economic life in the new high fuel cost/low emissions requirement paradigm. It the time it takes the ~10% to deliver, ~14% more will approach end of economic life.

3/ In 2022, ships reaching critical decision age whether to scrap or repair for compliance increases significantly and continues to increase each year this decade.

Notice in 2022 and beyond, the capacity of ships delivered fails to match capacity hitting the new 20 year wall.

Read 10 tweets

AllThingsVentured

@AllVentured

1/ #Tankers are the biggest beneficiary of changing trade patterns due to Russian sanctions. PERIOD.

A look into why tanker rates are surging this week and why this is just the beginning.

A 🧵...

2/ The picture is becoming even clearer that Russian oil which used to go via pipeline and short sea to Europe will go all the way to China and **BACK** instead.

bloomberg.com/news/articles/…

3/ **BACK** from China? YES. The West is structurally short on refining capacity and the deficit is getting larger as Russian refining capacity becomes shut in and European refiners struggle to source the slate needed to run at full capacity. reuters.com/business/energ…

Read 16 tweets

Aleph א 🇺🇦

@no_itsmyturn

#Ukraine / #Russian war thread
Day 20:

[My Telegram channel: t.me/no_itsmyturn]
[Wanna buy me a coffee? : aleph.wtf/donate/]

Earlier /
A multi-storey building was hit by Russians
Kyiv
#Ukraine 🇺🇦

Kyiv
#Ukraine 🇺🇦

Read 121 tweets

Aleph א #IStandWithUkraine 🇺🇦

@no_itsmyturn

Thread /
#Ukraine / #Russian war thread
Day 4:

[My Telegram channel: t.me/no_itsmyturn]
[My donation page: aleph.wtf/donate/]

A statement by the state border guard service of Ukraine
#Ukraine 🇺🇦

Earlier /
Mykolaiv mayor in a video assures that the city is in control of the Ukrainian forces, adds: "It was a restless night"

Read 146 tweets

Aleph א

@no_itsmyturn

Long time no see, baby!
#USAF 🇺🇸 RC-135W Rivet Joint #ELINT/#SIGINT/#COMINT over #Iraq 🇮🇶
62-4139 | AE01D0 | #PYTHN56

OKBK - #Kuwait - 2151Z
Comms with #USAF 🇺🇸 KC-135R #Tanker @ 2151Z:
- “Shell30, confirm you’d like to enter iraqi airspace, confirm.”
+ “Affirm sir, Iraqi airspace first, and then RTBing to OTBH [Al Udeid Air Base, #Qatar]

#Iraq 🇮🇶

#USAF 🇺🇸 #MOJO86 (KC-10A #Tanker) enters #Iraq 🇮🇶
Comms with OKBK @ 2201Z:
“MOJO86 contact #Baghdad 123.0”
“123.0 for MOJO86”
🔊🔽

Read 9 tweets

Aleph א ☕

@no_itsmyturn

Who let the #BUFF|s out? (Who, who who who)

Another long journey of #GRIM(s) is going on.

QID867 HDG S

#USAF 🇺🇸 #Tanker|s:
#QID867
#QID866
From RAF Mildenhall 🇬🇧
HDG S

Read 16 tweets

Aleph א

@no_itsmyturn

#QRA 🇬🇧 🚨
(Airbus A330-KC3 #Tanker - ZZ336 HDG N)

aleph.wtf/4057/

https://twitter.com/air_intel/status/1306563777148706818

https://twitter.com/Scotscan/status/1306578817851502592

Read 7 tweets

Aleph א

@no_itsmyturn

#QRA 🚨

ZZ336 #Tanker from #RAF Brize Norton HDG N Squawking #QRA 🚨 🇬🇧

https://twitter.com/air_intel/status/1305458580393537539

Read 7 tweets

🇪🇺 DG DEFIS #StrongerTogether

@defis_eu

#ImageOfTheDay #EUSpace for #OilSpill #monitoring
@UN warns that an abandoned #oil #tanker moored off the coast of #Yemen🇾🇪 and laden with more than one million barrels of crude oil 🛢️is at risk of leaking
#Sentinel2 🇪🇺🛰️imagery of the ship which threatens the Red Sea ecosystems

@UN warns that an abandoned #oil #tanker moored off the coast of #Yemen 🇾🇪 and laden with more than 1 million barrels of crude oil 🛢️is at risk of leaking
This 2015 - 2020 timelapse of #Sentinel2 🇪🇺🛰️imagery of the FSO Safer tanker shows the ship has not moved in over 5 years

Source: un.org/press/en/2020/…

Read 4 tweets

Compound248

@compound248

1/
$STNG's Robert Bugbee & Hafnia's CEO Skov had a wide-ranging #tankers discussion w/ @RivieraMaritime 10 days ago.

It's shockingly hard to find this video, which is probably why it only had 15 views when I found it.

@ClassicValueInv & @mintzmyer

2/ Summary Notes follow:
Aging fleet, limited new builds, recovering end-market demand, etc. Weak near-term. Tight supply.

Same core story #tankers has been batting about for 18 months.

Notes: believe scale requirements (and consolidation) for product tankers going forward...

3/ are bigger than recent past (see recent $DSST and $ASC news as potential evidence).

Read 14 tweets

Alexander Stahel

@BurggrabenH

So here is why we bought some call options in Euronav & Frontline. I know, crazy when the VIX is near record highs to buy anything. Let us explain regardless...

#tankers #shipping @hkuppy

Last year's bullish thesis on tankers was driven mainly by the US become net-seaborne exporter, driving ton mile as marginal barrels needed to travel more. We remained sceptical of that wisdom given our bearish view on US Shale. That thesis is now all but off the table. But...

With unrestrained production arriving in April after the breakdown of the OPEC+ alliance, along with lower global demand due to the coronavirus (COVID-19) outbreak, EA crude balance now shows stockbuilds of 355 mb from March to June! Wow.

Read 17 tweets

Filomena Rocha

@Filomen03258997

21. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists

1 to 20. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world? 🤨👇🏼
threadreaderapp.com/thread/1166502…

"#Iran's president Hassan Rouhani presented an ultimatum of two months to the #EU to save the #Iran nuclear deal. However, the deal is likely to continue to deteriorate, says The Independent's Patrick Cockburn"

Read 197 tweets

Filomena Rocha

@Filomen03258997

20. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists

Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼

https://twitter.com/Filomen03258997/status/1120792711672602630?s=20

1. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?🤨👇🏼
threadreaderapp.com/thread/1116293…

Read 170 tweets

Filomena Rocha

@Filomen03258997

19. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists

Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼

https://twitter.com/Filomen03258997/status/1120792711672602630?s=20

Read 165 tweets

Filomena Rocha

@Filomen03258997

15. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists

Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼

https://twitter.com/Filomen03258997/status/1120792711672602630

Read 104 tweets

Filomena Rocha

@Filomen03258997

14. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists

Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼

https://twitter.com/Filomen03258997/status/1120792711672602630

Read 202 tweets

Filomena Rocha

@Filomen03258997

13. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists

Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼

https://twitter.com/Filomen03258997/status/1120792711672602630

Read 146 tweets

Filomena Rocha

@Filomen03258997

12. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists

Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼

https://twitter.com/Filomen03258997/status/1120792711672602630

Read 128 tweets

Filomena Rocha

@Filomen03258997

10. United States decided to label #IRGC terrorists. But who are the real terrorists? Who created, trained, armed & financed the worst terrorist groups in the world?

#Hypocrites #DoubleStandards #Liars #Warlords #USRealTerrorists

Wrong US policies in the Middle East. Sanctions against Iran. Sanctions used by the USA as a war weapon🤨👇🏼

https://twitter.com/Filomen03258997/status/1120792711672602630

Read 107 tweets

Discover and read the best of Twitter Threads about #Tanker

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Discover and read the best of Twitter Threads about #Tanker

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