@joeriwestlandMay 26, 2026 · 9:31 AM

The loss of LNG supply from the Middle-East, combined with massive LNG newbuild deliveries combines for an ugly outlook for spot LNG shipping rates. Less work due to less LNG supply, and quickly increasing capacity... Chart from @Shipping_VIE $FLNG $CLCO $CCEC https://t.co/eVn9DHmkH1

@joeriwestlandMay 20, 2026 · 9:58 AM

LNG shipping outlook is a disaster imo. Supply is cut back, some for longer time (MEG/Qatar), but ships keep coming in. Qatar is going to relet a lot of vessels into the spot market. $FLNG $CCEC $CLCO https://t.co/ScS2ZsUBBH

@marhelmdataFeb 11, 2026 · 8:49 PM

Marinakis doubles down on crude, orders 11 VLCCs (306k dwt) at Hengli, part of a 15-ship $1.7–2.0bn package. Capital’s slice ≈ $1.4bn. VLCCs the hot trade: strong rates + ageing fleet. Deliveries are late this decade. Big bet on long-term crude demand. $CCEC

@marhelmdataOct 3, 2025 · 2:19 AM

In our upcoming interview with Capital Clean Energy Carriers, we will be looking at the LNG market and the company potential. $CCEC https://t.co/3ie5CgQ0ME

@marhelmdataSep 21, 2025 · 3:55 PM

Capital Clean Energy Carriers predicts that 300 LNG-carriers will be necessary to handle the ramp-up of US LNG exports. 300 vessels are already on order, but many older vessels will be phased out. "We could see a vessel deficit between 2027-28" $CCEC $FLNG