$TNK mention timeline

Teekay Tankers Ltd - Class A. Every tracked FinTwit mention of $TNK, newest first. 27 mentions since the first on Jun 18, 2025. See the price chart.

February 2026 · 2 mentions

Feb 19
Marhelm — Teekay Tankers 2025: GAAP net $351M, adj. $241M. Q4 mid-size spot rates 2nd highest in 15 yrs; Q1’26 trending higher on sanctions & volatility. 3×2016 Aframax for $141.5M; 2…↗
Feb 6
Marhelm — LR2/Afra spreads did the talking. Wide clean–dirty gap pushed ~50 vessels from clean to dirty. January’s clean rebound looks like a head fake, not a trend. Dirty still wins as cle…↗

Jan 23
Marhelm — Venezuelan crude trade shifts to non-sanctioned tankers. Trafigura fixed 2 Suezmaxes to load 130,000 t each (~<1 mn bbl) in early Feb. Europe-bound rates at WS125.5–135 (~$2.89/…↗
Jan 15
Marhelm — Suezmax earnings rising as cargo volumes stay strong and regional supply tight. VLCC strength supports rates, with Feb stems from WAF, Guyana, Brazil and USG boosting owner leverag…↗
Jan 14
Marhelm — Canada eyes Asia as key unsanctioned supply: TMX now operational, offering heavy barrels with shorter sailing times to China, South Korea & Japan vs Atlantic routes. WCS discou…↗
Jan 7
Marhelm

Dec 23
Marhelm — VLCC rates plunge ~20% Fri–Mon (~$22,000/day), the largest single drop since May 2020. VLCC TD3C falls to ~$87,700/day; Suezmax rises 4.9% to ~$80,800/day, $7,600 above VLCC. Marke…↗

Nov 25
Marhelm — Atlantic-to-Asia Suezmax tonne-miles ripping to multi-year highs. Long-haul flows from the Atlantic Basin are punching above 1.7b tonne-miles/day in early Nov, blowing past the 20…↗
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-…↗

Oct 30
Marhelm — Tanker spot market still on fire. Q3’25 earnings stayed well above the 15-year average, matching 2022-24 highs while mid-size spot rates now sit near the top of the 5-year range.…↗
Oct 27
Marhelm — Suezmax market still messy but tightening fast. More upside is expected as activity builds. Baltic Exchange pegs average spot rates at $58,400/day, up 5% since Friday, with Novembe…↗
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,…↗
Oct 7
Marhelm

Sep 26
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 24
Marhelm — "Stock-picking matters in crude tankers. And Okeanis is the company with the most room to run" Equity analyst at Arctic Kristoffer Barth Skeie made us more bullish on shipping aft…↗
Sep 11
Marhelm — Suezmaxes ex WAF down ~20% in Sept (-10mbbls), but USG upsizing + Brazil/Liza + firm CPC/MEG keep lists tight. TD20 front end v sparse (5 FOC), fixing ~WS110-112.5. VLCC > Smax…↗
Sep 9
Marhelm — East–West Clean arb is pulling in the big girls. Newbuild VLCC/Suezmax clean runs hit a record 4 voyages in Aug ’25. LR2s are feeling the squeeze as seven Suezmaxes and three VLCCs…

Aug 12
Marhelm — Gibsons: A tsunami of sanctions now engulfs 25% of the Aframax fleet, with demand still tied to the Russia-Ukraine geopolitics and the surge in crude tonne-miles since the war bega…↗
Aug 7
Marhelm — Suezmax rates in West Africa surged 94% WoW, sparking VLCC interest. Fearnleys called Wednesday a manic day for Suexmaxes, with short tonnage lists driving immense gains and failed…↗
Aug 1
Marhelm — Strong cash, disciplined fleet renewal, and resilient spot rates = textbook capital stewardship from $TNK. While others chase volatility, Teekay is quietly positioning for the next…↗

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 29
Marhelm — TMX Aframax voyages down 14% MoM in June, with July to stay subdued. Crude to China steady, but USWC DPP trades rise on fuel oil exports. VLCC competition & arbitrage driving t…↗
Jul 24
Marhelm — $TNK flips from seller to buyer with a rare move: buying the 157,400 dwt 2017 built Nordic Thunder (now Ulsan Spirit) for $64.5M, it's youngest Suezmax amid limited modern sales. T…↗
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.…

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 ~…↗