Who mentions $INSW most on Surfaced?

@marhelmdata (Marhelm) mentions $INSW most — 56 mentions in the past 12 months.

When was $INSW first mentioned on Surfaced?

The earliest tracked mention of $INSW in the Surfaced archive was on Jun 16, 2025.

How many voices track $INSW?

1 FinTwit voice has mentioned $INSW 56 times in the past 12 months.

What kind of voices mention $INSW most?

$INSW is mentioned most by Long Research voices on Surfaced.

$INSW — FinTwit mentions on Surfaced

Recent mentions

56 mentions

@marhelmdataMay 28, 2026 · 2:37 PM

$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 price if needed.”

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@marhelmdataFeb 26, 2026 · 2:21 PM

$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 bonds placed, with a net LTV of 13%, resulting in approximately $150M returned to shareholders. https://t.co/798GuUysIC

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@marhelmdataFeb 19, 2026 · 1:28 PM

$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 ripping through the period market. Tanker bulls in full control. $DHT $FRO $INSW $CMBT

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@marhelmdataFeb 10, 2026 · 2:29 PM

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 Asia pull support for longer-haul demand. $TRMD $INSW

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@marhelmdataFeb 2, 2026 · 2:23 PM

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 $ZIM $NMM $MPCC.OL $GSL $ESEA $DAC $CMRE $SBLK $SB $HSHP.OL $2020.OL $EDRY $GNK $USEA $DSX $PANL $SFL https://t.co/E8XmSLeRoC

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@marhelmdataFeb 2, 2026 · 2:00 PM

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

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@marhelmdataJan 29, 2026 · 1:41 PM

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

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@marhelmdataJan 21, 2026 · 3:54 PM

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: ~163 bn bbl, 1.7% global seaborne loadings. $FRO $INSW

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@marhelmdataJan 21, 2026 · 3:54 PM

VLCCs are structurally stronger: longer Atlantic→Asia hauls and consolidation across a ~900-ship fleet are tightening availability. Fewer hands, more charterer control. High utilisation = ship scarcity, not oil demand. $DHT $INSW $FRO

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@marhelmdataJan 15, 2026 · 2:05 PM

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; paper pricing >$100k/day for Feb–Mar. $DHT $FRO $OET $INSW

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@marhelmdataJan 9, 2026 · 2:39 PM

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 and VLCC loadings. $FRO $DHT $INSW

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@marhelmdataJan 5, 2026 · 2:04 PM

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 14.1% ends Oct; Suez Canal return may pressure rates. $FRO $INSW $TNK

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@marhelmdataJan 3, 2026 · 2:12 PM

$insw gets another Ecuador?

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@marhelmdataDec 22, 2025 · 2:25 AM

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 $PXS

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@marhelmdataDec 17, 2025 · 4:18 PM

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? $FRO $OET $INSW $DHT

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@marhelmdataDec 11, 2025 · 2:59 PM

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. $DHT $OET $ECO $INSW

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@marhelmdataDec 2, 2025 · 2:49 PM

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 November. October loadings now lock almost 2 months of VLCC employment. $INSW $DHT $FRO $OET

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@marhelmdataNov 26, 2025 · 2:07 PM

VLCCs eastbound Gulf hit $150k/day, highest since Apr 2020! $FRO $INSW $DHT $OET

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@marhelmdataNov 25, 2025 · 3:13 PM

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 supply = stronger Q4 rate setup. $INSW $OET $DHT

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@marhelmdataNov 24, 2025 · 7:04 PM

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 Skopelos at $161,000/day, Frontline’s Front Maine fixed at $129,000/day. $FRO $DHT $INSW $ECO

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@marhelmdataNov 20, 2025 · 6:14 PM

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 downside capped; 3-digit rates + >$100k/day earnings likely to hold. $FRO $DHT $INSW

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@marhelmdataNov 12, 2025 · 4:21 PM

"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 Maritime Intelligence Analyst Michelle Bockmann took us through the reshaping of shipping and it risks and opportunities. $FRO $DHT $INSW $STNG $HAFN

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@marhelmdataNov 12, 2025 · 1:46 PM

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 27M dwt will hit 25Y by 2030. Aging tonnage + limited newbuilds = tight supply, bullish tone ahead. $FRO $OET $INSW $DHT

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@marhelmdataNov 10, 2025 · 9:00 AM

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 & exports. $NAT $FRO $INSW

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@marhelmdataNov 5, 2025 · 2:57 AM

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-yr low. Tonnage tight, discharge delays rising; bullish for freight, bearish for flow. $FRO $TNK $INSW

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@marhelmdataNov 3, 2025 · 1:03 PM

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 are propelling tanker earnings to their highest levels of 2025. $FRO $INSW $ECO $DHT

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@marhelmdataOct 30, 2025 · 12:46 PM

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 calling the shots. Winter’s coming, and tankers are feasting. $FRO $OET $INSW

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@marhelmdataOct 22, 2025 · 1:36 PM

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

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@marhelmdataOct 21, 2025 · 1:50 PM

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 $FRO

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@marhelmdataOct 15, 2025 · 6:12 PM

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 East, Atlantic tonnage tight, and strong Suezmax rates offer no relief. $FRO $INSW

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@marhelmdataOct 13, 2025 · 1:54 PM

$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.

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@marhelmdataOct 9, 2025 · 12:57 AM

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

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@marhelmdataSep 26, 2025 · 3:37 PM

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

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@marhelmdataSep 21, 2025 · 3:56 PM

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 $INSW $TEN $NMM

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@marhelmdataSep 16, 2025 · 2:04 PM

BRS: LR2s set to struggle in Q4 as refinery maintenance boosts VLCC crude flows but cuts product exports. $FRO $INSW $TRMD

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@marhelmdataSep 15, 2025 · 11:07 PM

Crude tanker spot rates have risen above $90k. The upside is considerable. Per Arctic. $FRO $INSW $DHT

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@marhelmdataSep 8, 2025 · 5:18 PM

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 rates above $50.000 in Q4. $FRO $DHT $INSW

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@marhelmdataAug 28, 2025 · 2:56 PM

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

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@marhelmdataAug 27, 2025 · 7:56 PM

$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.

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@marhelmdataAug 18, 2025 · 4:55 PM

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 terminal near Novorossiysk are now Suezmax-only. $INSW $FRO

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@marhelmdataAug 6, 2025 · 1:26 PM

$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 tanker demand amid global imbalances. https://t.co/Wwl5giF3Sv

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@marhelmdataAug 4, 2025 · 5:08 PM

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. Crude tanker risk/reward is extremely good right now. $INSW $DHT $FRO

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@marhelmdataAug 1, 2025 · 2:44 PM

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 demand. $FRO $INSW $DHT

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@marhelmdataJul 30, 2025 · 1:14 PM

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

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@marhelmdataJul 25, 2025 · 4:37 PM

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 & Europe. Previous licences revoked in May. $INSW $FRO

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@marhelmdataJul 15, 2025 · 4:10 PM

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, barriers to entry stay low, reshaping CPP supply in H2 2025. $FRO $INSW

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@marhelmdataJul 4, 2025 · 3:06 PM

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. $TNK $INSW $FRO

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@marhelmdataJul 1, 2025 · 2:41 PM

Increased MR sailings from Northeast Asia boost tonne-mile demand and help sustain intra-Asia freight rates. Chart: Vortexa $STNG $INSW https://t.co/UExUs6xp29

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@marhelmdataJun 26, 2025 · 2:34 PM

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 last year and this year is that OPEC is increasing production and Brazil, Norway and Guyana will deliver more. This could support higher summer rates. $FRO $INSW $DHT

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@marhelmdataJun 26, 2025 · 2:34 PM

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

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@marhelmdataJun 25, 2025 · 6:58 PM

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 also falling, softening the blow for owners. $INSW $FRO $DHT

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@marhelmdataJun 23, 2025 · 3:21 PM

"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." Per Arctic. $FRO $INSW $DHT

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@marhelmdataJun 20, 2025 · 7:29 PM

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 $DHT

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@marhelmdataJun 18, 2025 · 3:33 PM

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 ~$33,500-$34,500/day. Vessel en route to W Africa from Brazil. $TNK $INSW

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@marhelmdataJun 17, 2025 · 3:51 PM

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

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@marhelmdataJun 16, 2025 · 1:03 PM

"A shift from the Iranian shadow fleet to ordinary VLCCs could lift rates to $80.000 per day." Per Clarksons $FRO $INSW $DHT

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