International Seaways. Every tracked FinTwit mention of $INSW, newest first. 56 mentions since the first on Jun 16, 2025. See the price chart.
May 2026 · 1 mention
May 28
Marhelm — $INSW CFO (recently sold $83k in stock) on ATM offerings
“Right now we do have a lot of cash, but I’d also want the ability to dig into the ATM and take advantage of our share pri…↗
February 2026 · 5 mentions
Feb 26
Marhelm — $INSW exits 2025 with its strongest quarter since 1Q24 as VLCCs reclaim earnings crown. Oil demand +>1M bpd, orderbook >15% of fleet, ~50% of ships nearing 20 yrs. $250M in b…↗
Feb 19
Marhelm — $100,000+/day for a 1-yr VLCC.
Marinakis locks in a fresh Hengli newbuild straight from delivery as tight tonnage & Sinokor-led consolidation squeeze supply. Spot frenzy now r…↗
Feb 10
Marhelm — LR freight holds near a 15-month high, with naphtha now the key demand driver. Clean LR supply stays tight despite 13 LR deliveries in 2026, as strong East–West economics and NE As…↗
Marhelm — International Seaways to sell 5 vessels for ~$185m (net). Assets include 3 MRs (avg 18 yrs) and 2 VLCCs (avg 15 yrs). Deals close 1Q 2026, with expected gains of ~$65m.
$INSW↗
Jan 21
Marhelm — Canada’s seaborne crude exports +61% y/y to 38.4 mn t in 2025; China-bound Aframaxes surge 0 → 12.3 mn t in 2 yrs. Strong tailwind for Aframax demand & tanker earnings. Canada:…↗
Jan 21
Marhelm — VLCCs are structurally stronger: longer Atlantic→Asia hauls and consolidation across a ~900-ship fleet are tightening availability. Fewer hands, more charterer control. High utilis…↗
Marhelm — This week product tanker markets faced tightness due to refinery outages and rerouting of products, with geopolitical events impacting trade routes.
$STNG $INSW $ASC $DIS.MI $HAFN…↗
Dec 17
Marhelm — Tanker risk alert
Kepler warns Europe peace could halve rates if ~4% VLCC capacity returns.
Weighing against this is US sanctions enforcement for...the first time ever?
$FR…↗
Dec 11
Marhelm — Supertanker shortage intensifies: six new VLCCs in 2025 raced empty from East Asia to the Middle East, Africa, or the Americas, up from just one empty maiden voyage last year. $DH…↗
Marhelm — VLCCs eastbound Gulf hit $150k/day, highest since Apr 2020! $FRO $INSW $DHT $OET↗
Nov 25
Marhelm — VLCCs are on a tear.
Total tonne-miles hit ~20.8b/day in early Nov, blowing through the 2023–24 band as long-haul crude flows tighten the market.
Higher distances = tighter suppl…↗
Nov 24
Marhelm — VLCC panic hunt in full swing: TD3C MEG–China just blasted to $143,900/day (+9% W/W, +63% M/M);
5-yr high!!!
WAF TCE at $116,000/day, USG at $93,000/day.
IOCL grabs Skope…↗
Nov 20
Marhelm — VLCCs holding W125–130 MEG/East for modern tonnage. TD3C printed W126.67, showing wide market splits. Lists stay tight E/W of Suez, heavy on relets. Profit-taking possible, but dow…
October 2025 · 6 mentions
Oct 30
Marhelm — VLCCs blast into 6-digit territory
TD3C MEG–Asia jumps $37,000 to $125,100/day, the highest since 2022–23 peaks. Tight tonnage, scarce ships, and bullish sentiment. Owners callin…↗
Oct 22
Marhelm — VLCC owners are set for a strong Q4 as rates surge on rising OPEC output and scarce newbuilds.
Tanker earnings look solid for Q3, and even better guidance lies ahead.
$DHT $INSW↗
Oct 21
Marhelm — VLCC owners face a high-stakes call in an overpriced MEG market. Baltic rates to China surge to $87,200/day, with scrubber-fitted ships hitting $93,000/day (+8% WoW).
$OET $INSW $…↗
Marhelm — Suezmaxes set to shine in Q4 on fresh Guyana output. Seasonal limits keep VLCCs sidelined until Jan, giving mid-size crude carriers room to run. $FRO $TNK $INSW↗
Sep 21
Marhelm — According to shipbroker Nordic Shipping we're likely seeing a more long-term trend for the VLCC-rates. Second hand values could rise quickly and boost underlying values. $DHT $FRO…↗
Sep 16
Marhelm — BRS: LR2s set to struggle in Q4 as refinery maintenance boosts VLCC crude flows but cuts product exports.
$FRO $INSW $TRMD↗
Sep 15
Marhelm — Crude tanker spot rates have risen above $90k. The upside is considerable. Per Arctic. $FRO $INSW $DHT
August 2025 · 6 mentions
Aug 28
Marhelm — Tanker S&P is still active, but strong spot earnings curb prompt sales. With crude rates high, owners prefer milking cash cows over quick disposals.
$FRO $DHT $INSW↗
Aug 27
Marhelm — $INSW secures $330m financing via DNB: a $239.7m 12-year loan + $91.9m revolver to part-fund six 75,000-dwt LR1 newbuilds at K Shipbuilding, with Korea Trade Insurance backing.↗
Aug 18
Marhelm — Aframax CPC loadings scrapped at the Black Sea as maintenance cuts volumes. September: 46 Suezmax cargoes vs August: 41 Suezmax + 11 Aframax. Kazakh crude exports via CPC termina…↗
Aug 6
Marhelm — $INSW buys a 2020-built VLCC for $119M and sells 6 older product tankers. Total dividends since Q4 2022 hit $15.25/share. $700M liquidity, strong fleet renewal, and bullish on tank…
July 2025 · 5 mentions
Jul 30
Marhelm — Tanker outlook brightens as earnings season begins: seaborne crude exports hit 47.2M bpd in H1 July, up 7% YoY. Demand trends point upward.
$FRO $TNK $DHT $INSW↗
Jul 25
Marhelm — Crude tanker demand gets lift: US expected to renew Venezuela oil export licences. Trump admin likely to grant new permits for Western firms to lift Venezuelan crude to US & Eu…↗
Jul 15
Marhelm — Supertanker dirty-to-clean switches surged in June as cleaned VLCCs/Suezmaxes rejoined CPP trade. With newbuilds peaking & MEG–Europe LR2–Suezmax spread steady ~$30–50/t, barri…↗
Jul 4
Marhelm — Suezmax & Aframax tankers stand to gain as South Sudanese crude exports rebound via the Red Sea, now ~14% of all shipments. Pipeline repairs key to Dar & Nile blend flows.…
June 2025 · 8 mentions
Jun 26
Marhelm — Clarksons thinks a further drop in rates is likely if hostilities are over for now. The summmer is normally low season and we could see pre conflict rates. The difference between l…↗
Jun 26
Marhelm — Arctic: We don't think rates will drop back to may-levels. The conflict is hardly over, and the oil price drop could quickly lead to more inventory building. $FRO $INSW $DHT↗
Jun 25
Marhelm — VLCC rates surged with the missiles, but confirmed deals stayed mostly in the WS 70s. As ceasefire holds, risk premium fades—TD3C July paper drops to WS 52.25. Bunker prices are al…↗
Jun 23
Marhelm — "A closing of the Hormuz Strait is highly unlikely. The price to pay for Iran is too high. The best scenario for shipping is a continued instability that does not escalate too much…
— Sneak peek from upcoming subscriber interview with Fernresearch on shipping market and macro outlooks
$FRO $ECO $CBMT $STNG $DHT $TRMD $INSW $NAT $TEN $ASC $PXS $SNI.OL $DIS.MI $Z…
Marhelm — Frontline fixes Front Princess at $127,001/day and Front Beauly at $137,807/day (<3 months), ~$50,000/day higher than last week.
$FRO $INSW $DHT $CMBT https://t.co/HMIiSSohOC↗
— VLCC volatility → upside again: rates crashed from >$120k/day to ~$50k/day over Xmas, now rebounding to $89k/day MEG and $96k/day USG. China Dec imports hit record 13.2 mb/d; pa…
Marhelm — VLCC boost: Iraq plans to nationalise West Qurna 2, previously run by sanctioned Lukoil. State firm Basra Oil Co to take over for 12 months, potentially lifting Iraqi crude exports…↗
Jan 5
Marhelm — VLCC strength in 2026 boosts Suezmax and Aframax rates. Indian crude shifted from Russia to the Mideast (≈2025), Suezmax demand rose, and Aframax followed. Crude orderbook-to-fleet…↗
— Latin America is powering China’s crude runs:
Brazil hit a record 2.4 mbd in Oct, Guyana flows jumped, and VLCC rates on the LatAm–China route spiked to near 5-year highs in Nove…
Marhelm — "Currently, because so many vessels are sanctioned and compromised and the supply chains is so inefficient, Russia is hungry for clean tonnage, particularly aframaxes."
Senior Mar…↗
Nov 12
Marhelm — Q4 setting the stage for a tanker boom:
• Rising oil output + strong refinery margins + OFAC frictions = rate surge unseen since early ’23.
• 20% of crude fleet is 20Y+, and…↗
Nov 10
Marhelm — Suezmaxes surge! Rates nearly double MoM to ~$85,000/day for scrubber-fitted vessels, tripling from summer lows. Market mirrors VLCCs, driven by rising oil consumption & export…↗
Nov 5
Marhelm — Dirty tanker speeds keep sliding
Sanctions from OFAC, UK & EU are biting. Laden VLCC/Suezmax now avg <11.5 kts, near YTD lows, while crude arrivals slump to 14.2 mb/d, a 4-…↗
Nov 3
Marhelm — Laden VLCCs hit a record high, with just 39% of the fleet in ballast as spot rates surge past $100,000/day, the strongest market in 3 years.
Tight supply and steady crude exports…↗
— VLCC market still shaky post-China tariffs on US-linked tonnage. MEG/East at WS88–90 (vintage), while modern ships offer >WS100. Supply steady but sentiment firm, owners staying…
Marhelm — $INSW is re-domiciling its tanker fleet and holding companies from the Marshall Islands & Liberia to Bermuda.
The NY-listed owner estimates the shift will cost $3–5M.↗
Oct 9
Marhelm — VLCCs off 10% from $100K/day highs, just a breather?
Tight tonnage and rising non-Russian flows keep the upside alive.
Frontline aiming for $30.
$FRO $ECO $INSW↗
Marhelm — Arctic: Production increases from OPEC definitely an important reason for tigthening VLCC-rates. Chinese refinery demand for crude has surprised on the upside. Headed for average r…↗
Marhelm — Arctic: Tankers should do better this fall both if sanctions sharpen and if there is a reversal. Increased OPEC exports, winter season and low fleet growth form a strong backdrop.…↗
Aug 1
Marhelm — Rising middle east oil prices open the arbitrage window for US WTI crude exports to Asia. Tanker demand expected to rise in Q4 as Dubai and Murban crude surge on strong Asian deman…↗
Marhelm — Kepler Chevreux sees Frontline as a Sell with a $13 PT. " Western sanctions have had little effect, and we are likely to see lower utilization and falling dividends". $FRO $INSW $D…↗
Jun 18
Marhelm — Africa's largest refinery enters time charter market: Nigeria's 650,000bpd Dangote refinery has fixed 165,000 dwt Suezmax Barbarosa (b.2009) from Libya's GNMTC for 9-11 months at ~…↗
Jun 17
Marhelm — 15% surge in product tanker rate index this morning, with the biggest gains on long haul fuel routes
$STNG $HAFNI.OL $ASC $INSW $DIS.MI $FRO↗
Jun 16
Marhelm — "A shift from the Iranian shadow fleet to ordinary VLCCs could lift rates to $80.000 per day." Per Clarksons
$FRO $INSW $DHT↗