"The reports of my death are greatly exaggerated" - Mark Twain

Tankers off to a strong start in Oslo #Tankergang $ECO $DHT $HFNAI

Shipping CEO's today during the morning meeting $ECO $IMPP $NMM $DIS.MI

Shipping stocks are surging as Israel’s strike on Iran rattles markets—oil prices jump, freight rates spike, and investors bet on higher profits for shippers amid rising geopolitical risk and fears of supply chain disruptions- or to put it in more graphic terms:

Trust the shrub

Oil is up 20% MTD

calcalist.co.il/world_news/art… המתיחות הגיאופוליטית במפרץ הפרסי שוברת שיאים – וככל שהסיכון עולה, כך גם עולים ריווחי מניות חברות מיכליות הנפט, כשהעולם דואג לאספקת הנפט בעלי האוניות נמצאים בצד המרוויח. $ECO

"crude could rocket past $100 overnight"

״Come on baby light my fire”🔥🎵🎶

Is 57% higher good?

An interesting read substack.com/home/post/p-16…

“Listen here, if I wanted to manage risk, do you really think I would be a supertanker owner?” ― Matt McCleery, The Shipping Man $ECO $IMPP $NMM $DHT $FRO

“I just wait until there is money lying in the corner, and all I have to do is go over there and pick it up. I do nothing in the meantime.” — Jim Rogers

Recent developments

$ECO $FRO $DHT $IMPP $NMM

16% chance of an Israeli ground op in Iran - From Polymarket

King Shekel

Good question