Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations (IMO 2020 Regulations) as well as on the...
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Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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Weekly Oil Views: Crude Breaks Out of Its Summer Lull but Storm Clouds on the Horizon
Crude surged by up to 5.5% in the week ended August 24, its first weekly gain in nearly a month. The bullish pieces of news and data behind the...
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Worst Over for Asian Refining Spreads?
We’ve been bullish on crude oil this year and the surprise has been weak US gasoline demand, creating a growing product surplus rippling through...
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U.S. Equity Strategy: Opportunities in Refiners & Med Device Makers
U.S. equity markets remain resilient. Led by strength in technology and biotech, the Nasdaq hit a new all-time high yesterday. Small-cap indexes...
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