# Shipping News **URL:** https://discussion.fool.com/c/industry-discussions/shipping-news/28.md?page=1 [Latest](https://discussion.fool.com/latest.md) · [Categories](https://discussion.fool.com/categories.md) · [Tags](https://discussion.fool.com/tags.md) **Page:** 2 --- ## [Ton-miles impact (July 2026)](https://discussion.fool.com/t/ton-miles-impact-july-2026/125659)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [July 30, 2026, 4:16am UTC](https://discussion.fool.com/t/ton-miles-impact-july-2026/125659 "2026-07-30T04:16:48Z")
Shipping broker Gibson has analysis related to impact to tankers if Yanbu loading cannot sail Southwest and have to resort to using the Suez, and sail around Africa to deliver to Asian customers Seems like there would… --- ## [Dorian (LPG) transactions](https://discussion.fool.com/t/dorian-lpg-transactions/125539)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [July 15, 2026, 10:55am UTC](https://discussion.fool.com/t/dorian-lpg-transactions/125539 "2026-07-15T10:55:52Z")
Mentioned a pair of BW LPG (BWLP) transactions recently. Apparently, their VLGC rivals Dorian LPG (LPG) have also been transacting a little the last month or so. Like BWLP, some fleet recycling - one newbuild addition,… --- ## [BW LPG (BWLP) asset updates](https://discussion.fool.com/t/bw-lpg-bwlp-asset-updates/125523)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [July 14, 2026, 2:20pm UTC](https://discussion.fool.com/t/bw-lpg-bwlp-asset-updates/125523 "2026-07-14T14:20:57Z")
I thought I had reported one the items already, but I can’t find it. So this will a two item update. BW LPG had made an announcement at the end of May 2026 - mo vessels BW LPG enters into agreement for eight 90’cbm P… --- ## [Interesting acquisition](https://discussion.fool.com/t/interesting-acquisition/125395)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [July 3, 2026, 11:12am UTC](https://discussion.fool.com/t/interesting-acquisition/125395 "2026-07-03T11:12:15Z")
A.P. Moller Holding has acquired Ocean Yield from KKR. The Holding company is the investment firm affiliated with the founder of container shipping giant, Maersk. Ocean Yield is a ship financing entity that has provide… --- ## [Torm - Insider sale](https://discussion.fool.com/t/torm-insider-sale/125329)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [June 28, 2026, 7:07pm UTC](https://discussion.fool.com/t/torm-insider-sale/125329 "2026-06-28T19:07:56Z")
Over 15 years ago, as part of bailing out tanker company Torm Plc (TRMD), Oaktree Capital had been granted a special share, that gave the power to decide decisions. In addition, for many years, Oaktree Capital had a sig… --- ## [Post Strait of Hormuz reopening: Week 1 rates](https://discussion.fool.com/t/post-strait-of-hormuz-reopening-week-1-rates/125321)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [June 27, 2026, 7:22pm UTC](https://discussion.fool.com/t/post-strait-of-hormuz-reopening-week-1-rates/125321 "2026-06-27T19:22:00Z")
Shipping broker Affinity provides rates for all the major tanker established routes - both clean and dirty tanker routes. Per the subject line, the world sees the first week of vessels openly transiting the Strait of Ho… --- ## [NAT - Insider buying](https://discussion.fool.com/t/nat-insider-buying/125315)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [June 27, 2026, 5:54am UTC](https://discussion.fool.com/t/nat-insider-buying/125315 "2026-06-27T05:54:23Z")
06/25 Looks like younger Hansson, Alexander Hansson, has purchased additional shares in NAT Looks like even prior to this action, the son had overtaken his father in NAT position size. I wonder if this move is design… --- ## [Strait of Hormuz developments - June 2026](https://discussion.fool.com/t/strait-of-hormuz-developments-june-2026/125232)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 5\ **Last updated:** [June 24, 2026, 4:23am UTC](https://discussion.fool.com/t/strait-of-hormuz-developments-june-2026/125232 "2026-06-24T04:23:21Z")
06/19 Have not asked AI yet, but I think it is safe to assume, there is more traffic transiting the Strait than there was last week. I guess Frontline (FRO) CEO commented last week, and had provided a company data-poin… --- ## [Shipping broker report ending 06/19/26](https://discussion.fool.com/t/shipping-broker-report-ending-06-19-26/125254)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [June 21, 2026, 8:39pm UTC](https://discussion.fool.com/t/shipping-broker-report-ending-06-19-26/125254 "2026-06-21T20:39:22Z")
Y’all can skim thru the report. For me, the more interesting data-point is the sale of two 2023-build Suezmax @ $112.5M each. Brugge = Belgium = CMB-Tech?? Yes, confirmed, … those Belgians. Tanker competitor Okeani… --- ## [Shipping broker report 06/13/26](https://discussion.fool.com/t/shipping-broker-report-06-13-26/125166)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [June 14, 2026, 6:45am UTC](https://discussion.fool.com/t/shipping-broker-report-06-13-26/125166 "2026-06-14T06:45:05Z")
In both the second hand and newbuild markets - reduced activity this week. 10 bulker sales - generally post-modern i.e. over 15 yo 3 tanker sales, including another VLCC to Sinokor 3 container vessel sales Dry bulk new… --- ## [International Seaways INSW](https://discussion.fool.com/t/international-seaways-insw/124932)
**Author:** [@pauleckler](https://discussion.fool.com/u/pauleckler)\ **Replies:** 3\ **Last updated:** [June 12, 2026, 1:10am UTC](https://discussion.fool.com/t/international-seaways-insw/124932 "2026-06-12T01:10:47Z")
Down 5 days in a row. Excellent potential to grow earnings. But 5 down is a sell signal. Time to take profits. It could be rising oil prices reducing profits. It could be ships unable to serve the Strait of Hormez b… --- ## [Who benefits from Jones Act suspension?](https://discussion.fool.com/t/who-benefits-from-jones-act-suspension/125074)
**Author:** [@pauleckler](https://discussion.fool.com/u/pauleckler)\ **Replies:** 2\ **Last updated:** [June 10, 2026, 3:39am UTC](https://discussion.fool.com/t/who-benefits-from-jones-act-suspension/125074 "2026-06-10T03:39:30Z")
Companies that comply with the Jones act requirement to use US made ships and US crews (paid US wage rates) are at a disadvantage. Do they cut prices and profits to match the competition? Or do they sit back and let ot… --- ## [Shipping broker report 06/06/26](https://discussion.fool.com/t/shipping-broker-report-06-06-26/125072)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [June 7, 2026, 10:15pm UTC](https://discussion.fool.com/t/shipping-broker-report-06-06-26/125072 "2026-06-07T22:15:40Z")
The newbuild ordering side is quite interesting this week. But let me start with the second hand market 9 bulker transaction, including 1 resale A pair of Maran Capesize sales in the mix, above avg price 9 tankers sol… --- ## [BW LPG (BWLP) Q1 2026 report](https://discussion.fool.com/t/bw-lpg-bwlp-q1-2026-report/125043)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [June 6, 2026, 6:10pm UTC](https://discussion.fool.com/t/bw-lpg-bwlp-q1-2026-report/125043 "2026-06-06T18:10:17Z")
BW LPG (BWLP) announced their Q1 2026 results earlier this week. Some unusual event last week - the company announced a fleet expansion event, a few days before their earnings release (usually, that’s a no-no) Regardin… --- ## [Shipping broker report 05/29/26](https://discussion.fool.com/t/shipping-broker-report-05-29-26/124972)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [June 1, 2026, 11:35am UTC](https://discussion.fool.com/t/shipping-broker-report-05-29-26/124972 "2026-06-01T11:35:50Z")
Have not commented on one of these for some weeks now. 13 dry bulk vessel sales 4 tanker sales (all older MR2 tankers) Newbuild tanker orders (conventional) 27 firm, plus 14 options Navios has a 4 + 4 VLCC order, JP Mo… --- ## [Nordic American (NAT) Q1 2026](https://discussion.fool.com/t/nordic-american-nat-q1-2026/124970)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 30, 2026, 11:46pm UTC](https://discussion.fool.com/t/nordic-american-nat-q1-2026/124970 "2026-05-30T23:46:57Z")
Nordic American Tankers (NAT) reported their Q1 2026 results on 05/28/26. Voyage rev of $77.5M Operating Income of $54.6M Net Income of $46.3M Q1 daily TCE $47,600 Declared div of 22c/sh Formally placed order for 2 Sue… --- ## [Tsakos Energy (TEN) Q1 2026 report](https://discussion.fool.com/t/tsakos-energy-ten-q1-2026-report/124969)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 30, 2026, 10:22pm UTC](https://discussion.fool.com/t/tsakos-energy-ten-q1-2026-report/124969 "2026-05-30T22:22:59Z")
Tsakos Energy (TEN) are usually one of the last shipping entities to report. But not in Q1 2026. TEN reported last week, ahead of a few shipping companies (NAT a few days ago, BWLP still to report). Included in the re… --- ## [Hafnia Tanker (HAFN) Q1 2026](https://discussion.fool.com/t/hafnia-tanker-hafn-q1-2026/124909)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 27, 2026, 1:29pm UTC](https://discussion.fool.com/t/hafnia-tanker-hafn-q1-2026/124909 "2026-05-27T13:29:16Z")
Announced 05/26 Rev of $412.9M TCE rev of $282.5M Adj EBITDA of $198.6M Net Profit of $179.7M TCE fleet avg $30;327 daily Declared div of $.2877/sh The Press release is an easier read. The investor report has a lot m… --- ## [Global Ship Lease (GSL) Q1 2026 report](https://discussion.fool.com/t/global-ship-lease-gsl-q1-2026-report/124862)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 24, 2026, 4:49am UTC](https://discussion.fool.com/t/global-ship-lease-gsl-q1-2026-report/124862 "2026-05-24T04:49:31Z")
Global Ship Lease (GSL) had pre-announced its Q1 2026 payout about 11 days ago. Results were announced on 05/22/26. Some stats Operating rev of $198.1M Adj EBITDA of $133.2M Operating Income of $97.4M Net Income of $… --- ## [Frontline (FRO) Q1 2026 results](https://discussion.fool.com/t/frontline-fro-q1-2026-results/124858)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [May 24, 2026, 4:08am UTC](https://discussion.fool.com/t/frontline-fro-q1-2026-results/124858 "2026-05-24T04:08:20Z")
Announced on 05/22 - the start of a holiday weekend (that typically involves a fair amount of driving) :slight\_smile: I had skimmed over an initial report to capture the big items - rev, div, TCE. Then looked at the … --- ## [Okeanis (ECO) Q1 2026 results](https://discussion.fool.com/t/okeanis-eco-q1-2026-results/124783)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 17, 2026, 4:55pm UTC](https://discussion.fool.com/t/okeanis-eco-q1-2026-results/124783 "2026-05-17T16:55:02Z")
Announced Q1 2026 results on 06/13/26. Results included Rev of $170.2M EBITDA of $109.6M Profit of $88.3M Declared div of $2/sh Fleetwide TCE of $93,000 daily Their Q2-to-date are even more crazy. VLCC $233,900 da… --- ## [Torm Plc Q1 2026 results](https://discussion.fool.com/t/torm-plc-q1-2026-results/124773)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 16, 2026, 7:19pm UTC](https://discussion.fool.com/t/torm-plc-q1-2026-results/124773 "2026-05-16T19:19:26Z")
Torm Plc (TRMD) announced their Q1 2026 results on 05/13/26. Results included TCE revenue of $286M EBITDA of $201M Net Profit of $122M Declared div of 70c/sh A few vessels added to the fleet, and a few subtractions … --- ## [Teekay Tankers (TNK) Q1 2026 results](https://discussion.fool.com/t/teekay-tankers-tnk-q1-2026-results/124759)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 15, 2026, 2:04am UTC](https://discussion.fool.com/t/teekay-tankers-tnk-q1-2026-results/124759 "2026-05-15T02:04:51Z")
05/14 Teekay Tankers (TNK) announced their quarterly results Rev of $286.1M Adj Net Income of $128.3M TCE avg (daily): VLCC $88,000 Suezmax $62,100 Aframax/LR2 $59,900 Declared reg div of 25c/sh, and sp div of $1/… --- ## [Flex LNG Q1 2026 results](https://discussion.fool.com/t/flex-lng-q1-2026-results/124744)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 14, 2026, 1:56am UTC](https://discussion.fool.com/t/flex-lng-q1-2026-results/124744 "2026-05-14T01:56:05Z")
Announced on 05/13 Vessel operating rev of $80.5M Net Income of $19.5M Declared div of 75c/sh Secured a new, firm 2-year (with multiple extension options) Secured two short term charters thru Q3 2026 Subsequent to end … --- ## [SFL Q1 2026 results](https://discussion.fool.com/t/sfl-q1-2026-results/124730)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 13, 2026, 4:29am UTC](https://discussion.fool.com/t/sfl-q1-2026-results/124730 "2026-05-13T04:29:21Z")
Announced earlier today (05/12/26) including Operating rev of $174M Adj EBITDA of $108M Net Income of $26M Q1 div of 22c/sh Refinanced the drilling assets with a new facility of $250M https://ml-eu.globenewswire.com/… --- ## [CCEC release Q1 2026 results](https://discussion.fool.com/t/ccec-release-q1-2026-results/124703)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 11, 2026, 1:54am UTC](https://discussion.fool.com/t/ccec-release-q1-2026-results/124703 "2026-05-11T01:54:16Z")
05/07 Capital Clean Energy Carriers (CCEC) announced their Q1 2028 results. This included Rev of $98M Net Income of $18.3M Q1 div of 15c/sh Took delivery of second multi-gas carrier Completed a 7-year, Euro $250M uns… --- ## [Intl Seaways (INSW) Q1 2026 results](https://discussion.fool.com/t/intl-seaways-insw-q1-2026-results/124674)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 8, 2026, 4:45am UTC](https://discussion.fool.com/t/intl-seaways-insw-q1-2026-results/124674 "2026-05-08T04:45:25Z")
Announced earlier today - Yowzah! Very impressive TCE avg for each vessel category, which translates to overall fleet, and the resulting Q1 div ($4.55/sh). Q2 2026 looks even more impressive with TCE over $102K daily w… --- ## [DHT Q1 2026 results](https://discussion.fool.com/t/dht-q1-2026-results/124651)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [May 6, 2026, 1:54am UTC](https://discussion.fool.com/t/dht-q1-2026-results/124651 "2026-05-06T01:54:20Z")
Happy Cinco de Mayo Day! DHT chose today to release their Q1 2026 results, including Shipping rev of $186.3M Adjusted EBITDA of $133.3M Profit after tax of $164.5M Declared a div of 64c/sh for Q1 2026 Had declared two… --- ## [Strait of Hormuz development (May 2026)](https://discussion.fool.com/t/strait-of-hormuz-development-may-2026/124602)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 2\ **Last updated:** [May 3, 2026, 10:40am UTC](https://discussion.fool.com/t/strait-of-hormuz-development-may-2026/124602 "2026-05-03T10:40:25Z")
Bloomberg report that a couple of vessels managed to cross the Strait of Hormuz this past week. Loaded, and heading out were a VLCC and a VLGC. Laden, and heading in, one VLGC. The vessels exiting the Strait suggest… --- ## [Ship broker's report per 04/27/26](https://discussion.fool.com/t/ship-brokers-report-per-04-27-26/124542)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [April 29, 2026, 4:56am UTC](https://discussion.fool.com/t/ship-brokers-report-per-04-27-26/124542 "2026-04-29T04:56:17Z")
Using Carriers report that came out at the start of the week. Focusing on the tanker transactions. STNG sell 3 LR2 tankers to Greek entities, and 3 MR2 tankers to Turkish entities. FRO sell 2 older Suezmax tankers fo… [Previous page](https://discussion.fool.com/c/industry-discussions/shipping-news/28.md) [Next page](https://discussion.fool.com/c/industry-discussions/shipping-news/28.md?page=2)