Khalid Hashim
Managing Director, Precious Shipping
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 03
$37.14
-6.6%
Tanker rates in the Atlantic basin doubled to $200,000/day. Insurance premiums are up 200% to 1200%. Ships are rerouting or stopping. Disruption in the Persian Gulf reduces effective fleet supply (longer voyages = fewer turns). When supply constricts and anxiety rises, day rates for available tankers (Frontline, Scorpio, Teekay) skyrocket. These companies can pass insurance costs to desperate clients. LONG tanker stocks to capture the surge in freight rates. Demand destruction if oil prices go too high; rapid resolution of the conflict.
Tanker rates in the Atlantic basin doubled to $200,000/day. Insurance premiums are up 200% to 1200%. Ships are rerouting or stopping. Disruption in the Persian Gulf reduces effective fleet supply (longer voyages = fewer turns). When supply constricts and anxiety rises, day rates for available tankers (Frontline, Scorpio, Teekay) skyrocket. These companies can pass insurance costs to desperate clients. LONG tanker stocks to capture the surge in freight rates. Demand destruction if oil prices go too high; rapid resolution of the conflict.
Other
Long
Mar 03
$79.41
-5.5%
Tanker rates in the Atlantic basin doubled to $200,000/day. Insurance premiums are up 200% to 1200%. Ships are rerouting or stopping. Disruption in the Persian Gulf reduces effective fleet supply (longer voyages = fewer turns). When supply constricts and anxiety rises, day rates for available tankers (Frontline, Scorpio, Teekay) skyrocket. These companies can pass insurance costs to desperate clients. LONG tanker stocks to capture the surge in freight rates. Demand destruction if oil prices go too high; rapid resolution of the conflict.
Tanker rates in the Atlantic basin doubled to $200,000/day. Insurance premiums are up 200% to 1200%. Ships are rerouting or stopping. Disruption in the Persian Gulf reduces effective fleet supply (longer voyages = fewer turns). When supply constricts and anxiety rises, day rates for available tankers (Frontline, Scorpio, Teekay) skyrocket. These companies can pass insurance costs to desperate clients. LONG tanker stocks to capture the surge in freight rates. Demand destruction if oil prices go too high; rapid resolution of the conflict.
Energy
Long
Mar 03
$75.89
-7.0%
Tanker rates in the Atlantic basin doubled to $200,000/day. Insurance premiums are up 200% to 1200%. Ships are rerouting or stopping. Disruption in the Persian Gulf reduces effective fleet supply (longer voyages = fewer turns). When supply constricts and anxiety rises, day rates for available tankers (Frontline, Scorpio, Teekay) skyrocket. These companies can pass insurance costs to desperate clients. LONG tanker stocks to capture the surge in freight rates. Demand destruction if oil prices go too high; rapid resolution of the conflict.
Tanker rates in the Atlantic basin doubled to $200,000/day. Insurance premiums are up 200% to 1200%. Ships are rerouting or stopping. Disruption in the Persian Gulf reduces effective fleet supply (longer voyages = fewer turns). When supply constricts and anxiety rises, day rates for available tankers (Frontline, Scorpio, Teekay) skyrocket. These companies can pass insurance costs to desperate clients. LONG tanker stocks to capture the surge in freight rates. Demand destruction if oil prices go too high; rapid resolution of the conflict.
Other
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