Tankers — Henry Chien

This is an oldy but goody post :) re-posting for anyone digging into tankers….

Update 6/18/20. These are my views (personal only) and the data and analysis provided to help you come to a conclusion.

The current trade is SHORT tankers as the current supply/demand outlook suggest rates will be pressured until at least 2021 due to lower oil production and expanding fleet from ships coming off storage. This pushes the BULL case of rates due to lower fleet supply to 2022.