/ttg/Tanker Tard General

[Bankruptcy Clerk No.19010831]

Special edition

Going down with the ship (except Brandon hes got a boatload of gains) edition

>Spot rates
https://twitter.com/TankersInt


https://lawexplores.com/the-tanker-market-current-structure-and-economic-analysis/
https://www.eia.gov/outlooks/steo/report/global_oil.php (look at that V, lol)
https://www.mckinseyenergyinsights.com/resources/refinery-reference-desk/tanker/
https://www.euro-maritime.com/index.php/navigator?id=3080
https://www.youtube.com/watch?v=oWuyrlXI7nA [Embed] [Embed] [Embed] [Embed]

>Maritime/tanker/oil news
https://oilprice.com/Energy/Oil-Prices/
https://www.rystadenergy.com/newsevents/
https://lloydslist.maritimeintelligence.informa.com/
https://www.marinevesseltraffic.com/2013/02/tanker-track.html
https://www.freightwaves.com/american-shipper
https://www.rigzone.com/
http://www.crweber.com/ (no https)

>Oil futures
https://www.investing.com/commodities/

>Companies (not exhaustive or recommendations, alphabetical)
https://www.dhtankers.com/
https://www.euronav.com/
https://www.frontline.bm/
https://www.nat.bm/
https://www.scorpiotankers.com
https://www.sflcorp.com/
https://www.teekay.com/business/tankers/
https://www.tenn.gr/

>Past earnings reports (alphabetical)
ASC: EST EPS $0.14, actual $0.20.
DHT: EST EPS $0.54, actual is $0.44 (divvy of $0.35).
EURN: EST EPS $0.86, actual $1.05 (divvy of $1.10).
INSW: EST EPS $1.45, actual $1.49.
NNA: EST EPS $0.00, actual $0.94.
OSG: EST EPS N/A (Q4, 2019 was $0.12)., actual $0.28.
STNG: EST EPS $0.49, actual $0.82.

> Earnings report(s) expected this week
None

> Upcoming earnings reports calendar
NAT on 5/18, not specified
SFL on 5/19, pre-market
TNK on 5/21, pre-market
FRO on 5/29, pre-market
TNP on 6/4, pre-market

[Anonymous No.19010879]

Tankers going bankrupt CAN YOU SPELL BANKRUPTCY?

We’re still very much believers in the long-term tanker story, but we can see a trough coming with record inventories and demand destruction,” said Kilcullen. “There will be a trough in earnings sometime in the future. How long it lasts and how bad it gets is probably the billion-dollar question for our industry.


Diamond S is one of them. Of its 16 Suezmaxes (tankers that carry 1 million barrels of crude oil), 13 are in the spot market. The spot Suezmaxes have booked 54% of available second-quarter days at $48,700 per day, below expectations.

https://www.forbes.com/sites/pamelaambler/2020/04/20/coronavirus-casualty-singapore-oil-giant-files-for-bankruptcy-amid-price-war-and-covid-19/#5faa011313ad