Scorpio Tankers. Every tracked FinTwit mention of $STNG, newest first. 35 mentions since the first on Jun 17, 2025. See the price chart.
May 2026 · 1 mention
May 5
Marhelm — $STNG Q1'26
Product tankers still strong: LR2 spot $96k/day (Q2 YTD), MR $66k/day.
Scorpio Tankers Q1’26 TCE $37.7k/day average fleetwide.
Rates remain supported by ton-mile exp…↗
March 2026 · 1 mention
Mar 5
Marhelm — Scorpio Tankers fleet move:
• Selling 2×2015 MR (scrubber) — STI Seneca, STI Osceola — $35M each
• Selling 2015 LR2 (scrubber) STI Solidarity — $60M
New Charters:
• LR2 STI Lomba…↗
February 2026 · 3 mentions
Feb 12
Marhelm — $STNG Q4 print:
Net income $128.1M
EPS $2.72 basic / $2.59 diluted
Adj. net $80.0M (ex vessel gains & FV items)
Board declares $0.45/share dividend (paid Mar 20, 2026; record…↗
Feb 3
Marhelm — MR tankers are swinging back to the Pacific as earnings outshine the Atlantic. More MR2s are repositioning east, with Pacific Basin vessel counts rising and net flows shifting from…↗
Feb 2
Marhelm — 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…↗
January 2026 · 2 mentions
Jan 20
Marhelm — Clean LR market tightening: Middle distillate flows from the Arabian Sea to Europe stay elevated, with most voyages rerouted via the Cape of Good Hope. East–West LR freight strengt…↗
Jan 12
Marhelm — Scorpio Tankers agreed to sell the 2015-built, scrubber-fitted LR2 STI Kingsway for $57.5m, with the transaction expected to close in Q1–Q2 2026.
$STNG↗
December 2025 · 3 mentions
Dec 23
Marhelm — Pacific MR remains firm. Tight vessel supply and high voyage counts support tonne-miles despite shorter distances. Pacific basin absorbing tonnage as route freight trends higher, k…↗
Dec 22
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 2
Marhelm — PADD 5 just pulled a wave of MR voyages from NE Asia, as an open arb and a refinery outage drew tonnage to the USWC. With prompt supply tightening and vessels ballasting to South A…↗
November 2025 · 6 mentions
Nov 18
Marhelm — Oceania’s seasonal demand is tightening CPP flows, keeping LRs/MRs busy in Asia-Pac. More NEA barrels now ship on LRs, lifting freight and narrowing the LR–MR gap. Even with NEA ex…↗
Nov 13
Marhelm — US Gulf MR tanker rates surged to $875k/voyage (from $440k Nov 5) on strong Caribbean & E. Mexico demand amid rising US naval buildup near Venezuela. At least 18 MRs (~6mn bbls…↗
Nov 12
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…↗
Marhelm — Product tanker markets stay choppy.
LR2 ME-Japan TCEs up 24% to $26,470, LR1s rebound to $22,121. MRs mixed: Jamnagar-Chiba up 32% to $13,402, USG-RTM up 25% to $27,547. Baltic Cl…↗
Oct 28
Marhelm — LR1s eye MR turf as MEG CPP exports slide down >20% m-o-m in H1 Oct.
- East/S. Africa lifting off 50% since Aug
- MEG refinery turnarounds ~800kbd vs ~360kbd last year
Freight…↗
Oct 22
Marhelm — Tanker rates stay firm as real cargo growth, MEG liftings & new policy frictions tighten supply. Ships pulled straight into laden runs, thinning the ballast pool. Fundamentals,…
September 2025 · 2 mentions
Sep 24
Marhelm — Arctic: The market has too low expectations to the product tankers. Increasing export distances and consumptions suggest a coming rebound. $HAFN $STNG $DIS.MI $KCC.OL↗
Sep 11
Marhelm — Scorpio & BW cash in >$40m on $DHT. Sept sales: Scorpio 2.73M shares, BW 768k shares. Both trimming after a strong run; Scorpio also sold in March and June.
$DHT $STNG↗
August 2025 · 2 mentions
Aug 26
Marhelm — Chemical tanker earnings seen softening as fleet growth accelerates, with swing MR product tankers offering little relief and oversupply risks looming over the next two years. $ST…↗
Aug 5
Marhelm — Pacific MR trade heats up but voyages are getting shorter!
2025 sees record high CPP voyage counts from NE Asia, but average distance drops to ~2,800 nm, a clear shift to intra-As…↗
July 2025 · 4 mentions
Jul 29
Marhelm — MR tanker spot rates surged over 30% in a week, rising from $19,600/day to $25,800/day for non-eco, scrubberless vessels, driven by stronger US Gulf export activity.
$STNG↗
Jul 22
Marhelm — Where does shipping stand after half a year of turbulence?
Shipping-analyst at Arctic, Kristoffer Barth Skeie, is coming to our platform to discuss the various shipping segments a…↗
Jul 16
Marhelm — While most of the talk has been about the crude tankers, the product side has recovered from its lows.
What's next?
Here are some of Lars Barstad's reflections.
$DIS.MI $STNG…↗
Jul 1
Marhelm — 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
June 2025 · 2 mentions
Jun 17
Marhelm — Marhelm's dashboard is showing a broad rise in oil tanker shares this morning, with $TEN, which just reported earnings, booking the largest gains, followed by product tanker giant…↗
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↗
— Scorpio Tankers signs LOIs to build 2 VLCCs at Hanwha Ocean (S. Korea), $128M each, deliveries in Q3–Q4 2028.
$STNG https://t.co/ezFzXE4fdL
Marhelm — LR naphtha flows cool off. Eastbound MEG–NEA voyages drop 3 straight months since July as refinery turnarounds curb demand. LPG stays $80–100/t cheaper than naphtha. Fewer LR2s in…↗
Nov 10
Marhelm — Scorpio Tankers is renewing its fleet by selling four older MR tankers and acquiring four modern newbuildings, supporting efficiency and age profile improvements
$STNG↗
Marhelm — Vortexa: China’s new Special Port Fees hit 11% of the global tanker fleet, with VLCCs and MR2s most exposed. Data shows 343 MR2s and 63 VLCCs tied to US ownership, operation or fla…↗
Oct 21
Marhelm — Short-term chaos, long-term profit.
Fee war = Good for shipping.
ClarkSea Index hits $30,461/day, 1st time >$30k since 2022 (+5% WoW, +50% vs 10yr avg).
VLCCs $90k/day (+10…↗
Oct 13
Marhelm — The product tankers have lagged behind the crude tankers, but this is likely to change according to Arctic. Scorpio Tankers stands out at the best pic. $STNG https://t.co/yRrQwKmSN…↗
Oct 2
Marhelm — Pareto raises PTs on tankers. "This time it's not being driven by temporary factors" Scorpio with a PT of $69, Teekay PT $61, Torm $26. $STNG $TNK $TRMD↗
Oct 2
Marhelm — VLCC rally cools as charterers seize control: average rates ease to $83,300/day, though modern units remain strong. Meanwhile, MR tankers show firmer momentum.
$DHT $FRO $OET $STN…↗