/tsg/ Tanker Stock General (/tog/ wasn't too popular)

[Anonymous No.19405592]

Rates go up, stocks go down edition

>Highlighted links
https://m.youtube.com/watch?v=vKNt_Z5s6vI
https://thediplomat.com/2020/05/us-sanctions-prompt-china-to-cut-most-iran-oil-supplies-officially-at-least/

>Cursory oil education
https://www.investopedia.com/investing/oil-gas-industry-overview/
https://pediaa.com/difference-between-crude-oil-and-shale-oil/
https://www.api.org/oil-and-natural-gas/consumer-information/in-the-classroom/online-education-resources
https://www.opisnet.com/resources/glossary-of-terms/

>Cursory tanker education
https://www.investopedia.com/articles/investing/012316/crude-tankers-business-transporting-oil.asp
https://lawexplores.com/the-tanker-market-current-structure-and-economic-analysis/
https://www.mckinseyenergyinsights.com/resources/refinery-reference-desk/tanker/
https://www.euro-maritime.com/index.php/navigator?id=3080

>Tanker rates
http://www.crweber.com/ (no https)
https://twitter.com/TankersInt
https://fearnpulse.com/

>Maritime news
https://lloydslist.maritimeintelligence.informa.com/
https://www.marinevesseltraffic.com/2013/02/tanker-track.html
https://www.freightwaves.com/american-shipper
https://shipbrief.com/

>Oil news
https://www.eia.gov/outlooks/steo/report/global_oil.php
https://oilprice.com/Energy/Oil-Prices/
https://www.spglobal.com/platts/en/commodities/oil
https://www.rystadenergy.com/newsevents/
https://nhentai.net/tag/oil/

> Oil companies
No list.
There’s hundreds and bankruptcy seem likely for many.

>Tanker companies
https://pastebin.com/TnN1aeQz

> Upcoming tanker earnings reports
SFL on 5/29, pre-market
TNP on 6/4, pre-market

>Crude oil contract spread and expiration date
https://www.cmegroup.com/

Previous thread:
>>19386078

[Anonymous No.19405598]

>>19405592
>Rates go up, stocks go down edition
aka every fucking edition
DHT IS DOGSHIT
THE ENTIRE OIL INDUSTRY IS FUCKING RIGGED AS FUCK
IF YOU AREN'T ALREADY IN. STAY THE FUCK OUT

[Anonymous No.19405699]

>>19405598
At least they aren't dumping hard like oil

[Anonymous No.19405835]

>>19405592
>Rates go up, stocks go down edition
How true. Rates go down, stocks go up. Rates go up, stocks go down. Oil is falling, tankers going down. Weird day, but was worse earlier. Things look like they want to get better. Also, Trump press conference today as well as news that a while ago Trump had closed door meeting with Britain about Hong Kong. I think we might see sanctions for real today, I got hope. Cute and accurate image too OP, thank you as always.

>>19405598
DHT is doing pretty alright today compared to other tankers.

[Anonymous No.19405876]

>>19405835
i told you the other day about DHT, man
that isn't mooning for MONTHS to come and even when it does it won't be enough to offset the opportunity lost of participating in the bull run taking place in the meantime

[Anonymous No.19405936]

>>19405876
I doubt, they are profiting extremely hard even as rates fell. No idea how they were securing 60k and 80k voyages when the rates were 40k on average, but they got 5 star negotiators or something. Plus I got exposure to many other tankers, not like I miss shit even if you were right. VLCC's benefit harder than other tankers models if China gets sanctioned, and DHT is all VLCC. 15% share dilution during apocalyptic scenario is not worth worrying about when the upside is so great.

[Anonymous No.19405954]

HODL DHT MUHREENS
HOOOOOOOOOOOOOOOOOOOLD

[Anonymous No.19406667]

COLD DEAD HAAAAAAANDS

[Anonymous No.19406823]

>>19405598
I mean, tankers are volatile. Volatility is just a part and parcel of trading them. DHT is relatively flat right now.
>>19405699
Yeah, it's a mellow dump compared to other days. Hopefully i'm not jinxing it, but it doesn't seem to have any legs. Maybe just antsy profit takers. I'm still green on FRO and EURN.
>>19405835
Yeah, very odd. Maybe market sentiment, fear of sanctions, and profit scalpers are dragging them down today? Because there's no real reason. 70k rates (absolutely stellar rates) might not be enough to entice frightened investors. We'll have to see.

[Anonymous No.19406833]

Buy the REFR dip

[Anonymous No.19406890]

>>19406823
>DHT is relatively flat right now
that's a creative way of saying, "laying dead on the bottom with fish picking away at its corpse"

[Anonymous No.19406909]

>>19406833
i'm buying refr puts because you spam so much

[Anonymous No.19406939]

>>19406667
Based.

>>19406823
Probably sentiment. Maybe profit taking. Past 2 days made no sense in the energy sector cumulatively. Also for a "down day," this is very weak downness. I am green on FRO, EURN, and STNG still. I can barely call this a dump, it's more like a crab so far.

[Anonymous No.19406971]

>>19406833

[Anonymous No.19407100]

>>19406890
Kek. It's not creative at all. It's just a fact. DHT stock prices could fall a lot further, but right now it seems to have found a bottom around 5.80 to 6.10. DHT still has massive cash flow coming in and Q3 is looking pretty good right now for VLCCs. So, we'll see how bad it is in the coming weeks.

[Anonymous No.19407159]

>>19406939
Yeah, compared to the 10% down days, this is lovely.

[Anonymous No.19407190]

>>19406971
That is way too lewd, jesus anon.

>>19407159
I will take 1% down any day as a "downturn." It is almost cute. Really the thing hurting me right now is STNG, otherwise it is just so negligible with everything else.

[Anonymous No.19407882]

it was less popular because brandon no longer bumps the thread

[Anonymous No.19408163]

Comfy divvies and good returns will come to you, but only if you reply "HOLD ON SEA CAT" in this thread

[Anonymous No.19408171]

Quick summary of what some of the companies cover.
>DHT
Total Fleet: 27
Focus: Crude Oil
>Eurn
Total Fleet: 75
Types: Crude oil, offshore
>fro
Total: Fleet 69
Types: Crude Oil, product
>INSW
Total: 40
Types: Crude Oil, Product, off shore
>nna
Total: 46
Types: Crude Oil, Product (Petro), Chemical
>stng
Total: 138
Type: Product
>tk (includes tnk, tgp, too)
Total: 130
Type: Crude Oil, Product, Natural gas, offshore
>tnp
Total: 58
Type: Crude Oil, Product, Natural gas, offshore

[Anonymous No.19408229]

Let us pray
Praise be to the Lawrence my rock, who trains my hands for holds, my fingers for divvies. He is my loving boomer and my fortress, my stronghold and my deliverer, my shield, in whom I take refuge, who subdues Brandons under me.
AMEN

[Anonymous No.19408252]

BULLITION:
TRUMP PRESS CONFERENCE IN 40 MINUTES. SANCTIONS AGAINST CHINA POSSIBLE.

Beware, for if the news is "bad" then tankers both will be in a position better than the height of contango and at the same time the market runs the risk of mass indiscriminate sell offs which can plunge our share prices. This is the high seas of volatility, get ready for waves either way.

>>19408163
HOLD ON SEA CAT

[Anonymous No.19408323]

>>19406667
Based

[Anonymous No.19408339]

oil

[Anonymous No.19408357]

>>19408252
he's going to announce sanctions on twitter and we will golden crab

[Anonymous No.19409011]

ANY MOMENT NOW. COME ON OUT ORANGE MAN, GIVE ME MONEY!

[Anonymous No.19409112]

Dew it Donald
Squish the bugs and their crude demand into nothingness

[Anonymous No.19409205]

WSJ just dropped a shitty fud article. It just mentions falling rates. That's it. Even though rates and inventories are increasing past 2 days. Eurn mentioned

[Anonymous No.19409313]

HOLD ON SEA CAT!

[Anonymous No.19409493]

>>19409112
WHERE IS HE. I WANT TO FUCK OVER CHINA ALREADY.

>>19409205
Fuck WSJ, they are unreliable af about everything in this market.

[Anonymous No.19409722]

IT'S HERE. COME ON TRUMP! DO IT

[Anonymous No.19409736]

ALL HANDS ON DECK - IT'S STARTING

[Anonymous No.19409792]

GOOD START. PULLING ALL SUPPORT FOR WHO. NOW SANCTION! COME ON!

[Anonymous No.19409902]

SANCTIONS SANCTIONS IT IS HAPPENING, TRUMP FUCKING DID IT! IT'S HAPPENING!

[Anonymous No.19409948]

Eh, but it is sanctions on Hong Kong officials, no tariffs. Not enough, fuck.

[Anonymous No.19409953]

>>19407190
DADDY TRUMP DOES IT AGAIN

[Anonymous No.19410093]

>>19409953
Nah, it's a nothingburger in the eyes of the market. They only cared about sanctions against China itself and tariffs as well as ending the trade deal. I got excited over nothing, Trump did a lot but pussied out of ending the trade deal. Shame on you Trump.

Hopefully this is 4D chess and China ends it in response to Trump's insults so Trump can tariff, then all is good. Sorry for false hype.

[Anonymous No.19410143]

tankers inch back up closer to 0 for the day

[Anonymous No.19410159]

>>19410093
At this point he wants economic independence from china. We shall see where the developments go. If tariffs and sanctions still happen then it's still a bonus for us

[Anonymous No.19410248]

>>19410143
Yea, you can't even consider this a "down" day, it is just a crab. Things are effectively 0. What, am I gonna fuss over 1 cent?

>>19410159
It is a nice dream politically, but nothing we can do but wait now. I think Trump might be daring THEM to break the deal so he can't be blamed for the economic consequences.

[Anonymous No.19410366]

>>19410248
Gauntlet's been thrown down for China to retaliate, only question now is whether it'll be a climb down or an escalation - may not have been sanctions today but the direction of travel is further confrontation.

[Anonymous No.19410794]

>>19410366
China says they "will retaliate," but God knows what it means.

[Anonymous No.19411084]

Absolutely nothing day. FRO is quite the champ though, nothing is stopping its run up. Just nothing moved.

[Anonymous No.19411607]

>>19411084
FRO and NNA are mvp atm