$TNK — FinTwit mentions on Surfaced

$TNK — FinTwit mentions on Surfaced

Recent mentions

27 mentions

@marhelmdataFeb 19, 2026 · 1:27 PM

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×Suezmax + 1×VLCC sold for $157.5M. Leaner, younger, high spot leverage. $TNK https://t.co/Ma98eax39U

@marhelmdataFeb 6, 2026 · 12:17 PM

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 clean share slides toward ~45%. $TRMD $TNK

@marhelmdataJan 23, 2026 · 1:39 PM

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/bbl). 6 vessels set to load from 26 Jan. $TNK $FRO

@marhelmdataJan 15, 2026 · 5:53 PM

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 leverage. $TNK $FRO

@marhelmdataJan 14, 2026 · 3:23 PM

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 discount near ~USD 15/bbl vs benchmark boosts flow, lifting Aframax & Suezmax utilization. $FRO $TNK

@marhelmdataJan 7, 2026 · 12:58 PM

Potential US seizure of 30–50M barrels of Venezuelan crude could redirect ~800,000 bpd to the US Gulf. Aframax tonne-miles seen quadrupling, ~26–43 monthly voyages, with knock-on Atlantic/Asia impacts. $FRO $TNK

@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

@marhelmdataDec 23, 2025 · 1:39 PM

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. Market nervous over Venezuela & Russia trade disruptions. $FRO $OET $DHT $TNK https://t.co/a2IrFuhLv1

@marhelmdataNov 25, 2025 · 3:13 PM

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 2023-24 range. Tight tonnage + longer voyages = bullish Suezmax energy. $FRO $TNK

@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

@marhelmdataOct 30, 2025 · 12:46 PM

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. Q4 kicking off firm. Margins wide open, bulls steering the market. $TNK https://t.co/Utmq3z4AXB

@marhelmdataOct 27, 2025 · 10:47 PM

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 November fixtures still below typical peak-season volumes. $TNK $FRO

@marhelmdataOct 22, 2025 · 1:37 PM

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, not sentiment, drive this rally. $TRMD $TNK $STNG

@marhelmdataOct 7, 2025 · 3:05 PM

Tanker values still have upside. Sanctions and geopolitics keep tonne-miles and earnings strong, but VLCC and Suezmax values are expected to peak by Q2 2026 before sliding later in the year amid slower Chinese growth and looming peak oil demand. $DHT $FRO $TNK

@marhelmdataOct 2, 2025 · 3:33 AM

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

@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

@marhelmdataSep 24, 2025 · 7:18 PM

"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 after today's talk. $ECO $FRO $NMM $TNK $TEN https://t.co/jYGKJVGol9

@marhelmdataSep 11, 2025 · 1:42 PM

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 1-parcel, MEG exports could fuel USG/TA. Owners holding MEG ~WS120 E/B, ~WS60 W/B. $TNK $FRO

@marhelmdataSep 9, 2025 · 3:21 PM

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 are expected to join before the end of the year. $FRO $TNK $TRMD

@marhelmdataAug 12, 2025 · 5:01 PM

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 began. $FRO $TNK

@marhelmdataAug 7, 2025 · 7:30 PM

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 charterer attempts to secure VLCCs for European runs. $FRO $TNK

@marhelmdataAug 1, 2025 · 2:06 AM

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 upswing. https://t.co/UcMVqxZlZz

@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

@marhelmdataJul 29, 2025 · 5:42 PM

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 trends. China-bound TMX flows remain stable. $TNK $FRO

@marhelmdataJul 24, 2025 · 7:59 PM

$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. Teekay sold 7 Suezmaxes for $236M this year. Just 9 modern Suezmaxes sold globally in 2025.

@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

@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