Downfall - Tankers
1,753 views1/27/2025
Tanker investing in 2025, the super cycle is jut few days away!
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| 00:00 - 00:03 | Fuhrer, VLCC Non-Eco Non-Scrubber rates are back at $26,000 |
| 00:04 - 00:05 | Not a single route is spared |
| 00:05 - 00:07 | TD3C dropped to low WS 50s |
| 00:08 - 00:12 | TD22 is now at $8.7m |
| 00:12 - 00:15 | and FFAs weakened considerably! |
| 00:17 - 00:19 | Weren't OFAC sanctions supposed to be |
| 00:19 - 00:21 | the nail in the coffin for the dark fleet? |
| 00:24 - 00:26 | My Fuhrer.. |
| 00:27 - 00:28 | ...the dark fleet... |
| 00:31 - 00:33 | the dark fleet continues to trade... |
| 00:34 - 00:36 | ...and discharge cargoes |
| 00:53 - 00:58 | Those who are short FRO, HUNT.OL and DHT get out now |
| 01:13 - 01:15 | WHAT THE HELL IS GOING ON?! |
| 01:15 - 01:17 | All the analysts said this was a game changer |
| 01:18 - 01:23 | They said to go long crude and product tankers |
| 01:25 - 01:28 | incremental demand here, incremental demand there |
| 01:29 - 01:31 | China and India will replace |
| 01:31 - 01:34 | Russian barrels with more buys |
| 01:34 - 01:37 | from the AG and Atlantic...That $70k TCE was conservative for 2025.... |
| 01:37 - 01:40 | Someone even suggested $100k TCEs |
| 01:40 - 01:42 | But my fuhrer spot rates were up for 2 weeks and momentum was there |
| 01:42 - 01:46 | B******T!! We're back below $30k and HUNT.OL is hopeless |
| 01:46 - 01:48 | HUNT.OL is a leveraged play on VLCC rates |
| 01:48 - 01:52 | Yes and in January they'll burn |
| 01:53 - 01:54 | another ton of cash... |
| 01:56 - 01:57 | ...like every month |
| 01:57 - 02:00 | and now earnings season is approaching |
| 02:00 - 02:03 | and we'll have another round of downgrades |
| 02:04 - 02:08 | and my stonks will lose another 20% |
| 02:08 - 02:13 | ...and I'll have to read again how this is a... |
| 02:14 - 02:16 | generational buying opportunity... |
| 02:17 - 02:21 | that the supercycle is here |
| 02:27 - 02:29 | I can't do this anymore... |
| 02:30 - 02:34 | I might as well buy some LNG |
| 02:34 - 02:36 | it would be the same |
| 02:41 - 02:42 | Supercycle |
| 02:43 - 02:47 | What am I supposed to do now? |
| 02:48 - 02:53 | Sell everything at a loss? |
| 02:54 - 02:56 | or double down and buy more "cheapies"? |
| 02:56 - 02:59 | I'm already 400% levered on this trade |
| 03:00 - 03:02 | 20yrs old vessels were supposed to be all scrapped! |
| 03:04 - 03:07 | Don't worry, I heard a 50yrs old coastal tanker has been scrapped today |
| 03:14 - 03:16 | Where's the demand growth from China? |
| 03:19 - 03:23 | Where's the scrapping? |
| 03:25 - 03:26 | Where are the OPEC barrels? |
| 03:31 - 03:33 | Trump will be bullish tankers they said.. |
| 03:40 - 03:46 | Don't you agree? If I hold my tankers long enough |
| 03:46 - 03:49 | I will eventually be correct |
| 03:53 - 03:56 | Buy more! |