Social•Mar 16, 2026
Tanker Forward Rates Hit Record, yet Stocks Slump
FFA (near-term forward rates) curve at multi-year record highs for #tankers, yet $DHT $FRO and others still heavily down… 🤷♂️ #shipping
By J. Mintzmyer
Social•Mar 12, 2026
MEG Shut-In Hurts Tankers, Fuels Oil Rally, SPY Overbought
Full shut-in of the MEG (AG) is obviously bearish for short- mid-term #tanker markers. The tanker stocks are betting this lasts *months*. Oil is partially reflecting, but $SPY is wildly bloated. Trade: -Bullish oil firms: $KOS -Mega bearish $SPY -Holding key tankers: $DHT $STNG
By J. Mintzmyer
Social•Mar 9, 2026
Tankers Poised for 20‑30% Surge Despite Market Blindspot
Tankers should be surging, but broad market again missing forest (insanely strong markets, cascading inefficiency) for the trees (worry abt handful of ships at anchor). Top two public #shipping trades: $DHT ($18.36) $STNG ($77.75) Bookmark, check in a month. 20-30%+ potential.
By J. Mintzmyer