# Shipping News **URL:** https://discussion.fool.com/c/industry-discussions/shipping-news/28.md?page=2 [Latest](https://discussion.fool.com/latest.md) · [Categories](https://discussion.fool.com/categories.md) · [Tags](https://discussion.fool.com/tags.md) **Page:** 3 --- ## [Interesting minutiae on Strait of Hormuz](https://discussion.fool.com/t/interesting-minutiae-on-strait-of-hormuz/124541)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [April 29, 2026, 4:04am UTC](https://discussion.fool.com/t/interesting-minutiae-on-strait-of-hormuz/124541 "2026-04-29T04:04:21Z")
The old Chinese saying “May you live in interesting times” indeed applies to developments in the Gulf region. But this article adds some color to developments in the Strait of Hormuz. One vessel mentioned in article … --- ## [Buy ratings on shipping names; hold or sell on others](https://discussion.fool.com/t/buy-ratings-on-shipping-names-hold-or-sell-on-others/124500)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [April 26, 2026, 7:18pm UTC](https://discussion.fool.com/t/buy-ratings-on-shipping-names-hold-or-sell-on-others/124500 "2026-04-26T19:18:02Z")
Broker Jeffries initiated Buy rating on six shipping entities. The names are across the shipping segments and have various target prices STNG $90 NMM $85 INSW $90 SBLK $29 GSL $45 CCEC $20 (Hold) https:… --- ## [DHT provides update (Apr 2026)](https://discussion.fool.com/t/dht-provides-update-apr-2026/124395)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [April 21, 2026, 2:59am UTC](https://discussion.fool.com/t/dht-provides-update-apr-2026/124395 "2026-04-21T02:59:52Z")
On 04/15/26, DHT Tankers provided a business update. For Q1 2026, TCE avg of $78,800 daily ($91,700 daily for Spot trading, $61,300 for TC) For Q2 2026, Spot trading avg rate of $189,500 daily with 49% done Restart… --- ## [Shipping broker report ending 04/17/26](https://discussion.fool.com/t/shipping-broker-report-ending-04-17-26/124371)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [April 18, 2026, 11:37pm UTC](https://discussion.fool.com/t/shipping-broker-report-ending-04-17-26/124371 "2026-04-18T23:37:55Z")
The Greek shipping brokers seem to take a break during and after Easter. But, it seems they are back this week. Leaning on Advanced Shipping and Trading this week. 9 bulker sales 8 tanker sales (a PSHG vessel among … --- ## [MEG: Where are we at?](https://discussion.fool.com/t/meg-where-are-we-at/124202)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [April 11, 2026, 3:02pm UTC](https://discussion.fool.com/t/meg-where-are-we-at/124202 "2026-04-11T15:02:56Z")
A temporary cease-fire in the US-Israel vs Iran conflict was announced on Tuesday (04/08/26). Here are some numbers related to vessels in the MEG area. 426 conventional tankers (dirty or clean cargos) 34 LPG tankers 1… --- ## [Continued developments at ZIM](https://discussion.fool.com/t/continued-developments-at-zim/123431)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [February 18, 2026, 1:42am UTC](https://discussion.fool.com/t/continued-developments-at-zim/123431 "2026-02-18T01:42:21Z")
Seems like Hapag Lloyd sweetened their offer to acquire ZIM by offering $35/sh to acquire ZIM - a major bump to ZIM’s closing price on 02/13/26. But, there’s a few hurdles. State of Israel has a “golden share” - which… --- ## [Transocean's Investment Opportunities](https://discussion.fool.com/t/transoceans-investment-opportunities/123324)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 2\ **Last updated:** [February 9, 2026, 11:36pm UTC](https://discussion.fool.com/t/transoceans-investment-opportunities/123324 "2026-02-09T23:36:42Z")
With a name like ‘Transocean’ you would think that the company is a shipping company. It does own ships, plenty of them, and it announced today that it bought more. So, here’s news for a “shipping company”, making this p… --- ## [PSHG Might Be a Value Shipping Stock](https://discussion.fool.com/t/pshg-might-be-a-value-shipping-stock/123291)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 4\ **Last updated:** [February 9, 2026, 9:07pm UTC](https://discussion.fool.com/t/pshg-might-be-a-value-shipping-stock/123291 "2026-02-09T21:07:37Z")
If you pull a list of shipping stocks and then rank them from lowest to highest by their reported P/E ratio, PSHG floats to the top. There’s not much recent news for the company, and what there is can be found here. PSH… --- ## [The Shipping Industry Explained](https://discussion.fool.com/t/the-shipping-industry-explained/123293)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 0\ **Last updated:** [February 7, 2026, 10:23pm UTC](https://discussion.fool.com/t/the-shipping-industry-explained/123293 "2026-02-07T22:23:51Z")
Most people are somewhat aware that a lot of the world’s goods are transported from one place to another on ships. Those goods could be crude oil, gains, cars, etc. with the interiors of those ships being customized to f… --- ## [Shipping Companies that Issue Bonds](https://discussion.fool.com/t/shipping-companies-that-issue-bonds/123268)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 0\ **Last updated:** [February 6, 2026, 6:59pm UTC](https://discussion.fool.com/t/shipping-companies-that-issue-bonds/123268 "2026-02-06T18:59:21Z")
Rather than raise capital by selling fractional shares of themselves, i.e., issue stock, some companies borrow money by issuing bonds. Of course, some do both. If my memory doesn’t fail me, companies like Teekay issued … --- ## [Making a Pitch for ECO](https://discussion.fool.com/t/making-a-pitch-for-eco/123250)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 0\ **Last updated:** [February 5, 2026, 7:54pm UTC](https://discussion.fool.com/t/making-a-pitch-for-eco/123250 "2026-02-05T19:54:50Z")
Someone mentioned ECO. So I took a look at its fundamentals, which are decent. On a cash flow basis, it’s trading at a 68.9% discount to fair value. Its earnings and EPS growth rates are 16.8% and 10.94% compared its in… --- ## [Another List of Shipping Stocks](https://discussion.fool.com/t/another-list-of-shipping-stocks/123249)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 0\ **Last updated:** [February 5, 2026, 7:45pm UTC](https://discussion.fool.com/t/another-list-of-shipping-stocks/123249 "2026-02-05T19:45:05Z")
Someone elsewhere mentioned DHT. So I decided to take another look at shipping stocks. Bar Chart lists the companies it considers to be peers of DHT, which is always a good place to begin one’s vetting when stocks are t… --- ## [American Ship Building](https://discussion.fool.com/t/american-ship-building/123201)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:36am UTC](https://discussion.fool.com/t/american-ship-building/123201 "2026-02-03T00:36:58Z")
The first link is a good overview article. The second is an informal history of America’s merchant marine service. The third covers the pros and cons of supertankers. The fourth critiques Trump’s vanity project of wanti… --- ## ['Shipping' vs 'Boats' and 'Ships'](https://discussion.fool.com/t/shipping-vs-boats-and-ships/123192)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 0\ **Last updated:** [February 2, 2026, 7:32pm UTC](https://discussion.fool.com/t/shipping-vs-boats-and-ships/123192 "2026-02-02T19:32:11Z")
‘Shipping’ is a generic term that covers the companies involved in marine transport, which could be people or cargos. Most of the publicly-traded shippers are flagged in Greece, and they tend to pay a fat div. Like the d… --- ## [ECO adds two more newbuilds](https://discussion.fool.com/t/eco-adds-two-more-newbuilds/123175)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [February 2, 2026, 6:32am UTC](https://discussion.fool.com/t/eco-adds-two-more-newbuilds/123175 "2026-02-02T06:32:23Z")
One could cue up Brittany Spears song “Oops! … I did it again” in terms of lining up another transaction involving Suezmax vessels. Another two Suezmax newbuilds acquired, another quick offering to raise equity capital… --- ## [Indexing Shipping Stocks](https://discussion.fool.com/t/indexing-shipping-stocks/123156)
**Author:** [@Arindam](https://discussion.fool.com/u/Arindam)\ **Replies:** 3\ **Last updated:** [February 2, 2026, 4:13am UTC](https://discussion.fool.com/t/indexing-shipping-stocks/123156 "2026-02-02T04:13:02Z")
FinViz identifies 39 shipping stocks, many of which pay a fat div, which I don’t care about. Bar Chart calls the group ‘Water Transportation’ and adds another 15. Also, there are 4 ETFs that track the industry. So there’… --- ## [Shipping broker report ending 01/30/26](https://discussion.fool.com/t/shipping-broker-report-ending-01-30-26/123157)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [January 31, 2026, 10:50pm UTC](https://discussion.fool.com/t/shipping-broker-report-ending-01-30-26/123157 "2026-01-31T22:50:06Z")
Some interesting data-points from Advanced Shipping & Trading report this week. 14 second hand bulker sales 13 tanker sales, including a pair of newbuild resales 1 container vessel sale 46 firm newbuild orders across t… --- ## [Shipping broker report ending 01/23/26](https://discussion.fool.com/t/shipping-broker-report-ending-01-23-26/123070)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [January 25, 2026, 7:22am UTC](https://discussion.fool.com/t/shipping-broker-report-ending-01-23-26/123070 "2026-01-25T07:22:15Z")
From shipping broker Advanced Shipping & Trading 15 bulker sales 14 tanker sales (including 4 VLCCs to Sinokor) 2 container vessel sales Newbuilds 15 firm + 12 options (across the shipping spectrum) I have no idea w… --- ## [Shipping broker report ending 01/16/26](https://discussion.fool.com/t/shipping-broker-report-ending-01-16-26/122947)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [January 17, 2026, 7:18am UTC](https://discussion.fool.com/t/shipping-broker-report-ending-01-16-26/122947 "2026-01-17T07:18:19Z")
As mentioned in a couple of threads, there has been some major fleet developments wrt Frontline (FRO) - the company has agreed to sell 8 VLCCs and acquire 9 newbuilds But, the truth is, the sale of 8 VLCC by FRO is actua… --- ## [Fleet moves at Frontline (FRO)](https://discussion.fool.com/t/fleet-moves-at-frontline-fro/122863)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [January 10, 2026, 11:08pm UTC](https://discussion.fool.com/t/fleet-moves-at-frontline-fro/122863 "2026-01-10T23:08:39Z")
01/09 Frontline (FRO) announce a pair of related transactions. Sale of 8 older VLCCs (built 2015-2016) From Hemen (Fredriksen trust): Acquisition of 9 newbuild VLCCs Did not see the first event of the two transacti… --- ## [Things are a-changing at Torm](https://discussion.fool.com/t/things-are-a-changing-at-torm/122841)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [January 8, 2026, 7:34am UTC](https://discussion.fool.com/t/things-are-a-changing-at-torm/122841 "2026-01-08T07:34:40Z")
In Dec 2025, Hafnia Tankers (HAFN) announced that they had acquired a 14+% stake in Torm Plc (TRMD) via Oaktree Capital. That Oaktree sale triggered another event that became official yesterday (01/06) - as Oaktree Capi… --- ## [Developments in the dark fleet](https://discussion.fool.com/t/developments-in-the-dark-fleet/122839)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [January 7, 2026, 10:54pm UTC](https://discussion.fool.com/t/developments-in-the-dark-fleet/122839 "2026-01-07T22:54:22Z")
The US has already boarded two dark fleet vessels that were registered fraudulently on Open registries. Looks like some of the owners of the dark fleet vessels are switching to Russian registration to avoid the vessels … --- ## [LNG shipping in 2025](https://discussion.fool.com/t/lng-shipping-in-2025/122699)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [December 28, 2025, 4:18am UTC](https://discussion.fool.com/t/lng-shipping-in-2025/122699 "2025-12-28T04:18:15Z")
A was somewhat positive about LNG shipping a few weeks ago. Rate had improved in Oct - Nov 2025 to high 5 digits, even 6 digits daily. Then, I read this summary of the year 2025. At least to Europe, rates have eased sl… --- ## [Fleet changes thru 12/22/25](https://discussion.fool.com/t/fleet-changes-thru-12-22-25/122649)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [December 23, 2025, 4:41am UTC](https://discussion.fool.com/t/fleet-changes-thru-12-22-25/122649 "2025-12-23T04:41:51Z")
Broker Carriers has some transactions reported Pair of Suezmax tankers sold by SFL Pair of LR2s sold by STNG A separate announcement from Nordic American Tankers (NAT) indicating they are also selling a pair of Suez… --- ## [Fleet changes 12/16/25](https://discussion.fool.com/t/fleet-changes-12-16-25/122569)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [December 17, 2025, 4:19am UTC](https://discussion.fool.com/t/fleet-changes-12-16-25/122569 "2025-12-17T04:19:08Z")
I posted at the end of last week, but not on the fleet side. According to shipping broker Carriers, transactions involving some known names An LR2 from Torm (TRMD) sold A Suezmax from Teekay Tankers (TNK) sold Two MR2… --- ## [A bidding war for ZIM?](https://discussion.fool.com/t/a-bidding-war-for-zim/122557)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [December 16, 2025, 1:35am UTC](https://discussion.fool.com/t/a-bidding-war-for-zim/122557 "2025-12-16T01:35:31Z")
So first there was a supposed offer from Sami Ungar. There was also talk of a management led buyout. More recently, Hapag Lloyd stepped in and made a bid. And now, supposedly, MSC want ZIM. https://seekingalpha.com/n… --- ## [Shipping broker report ending 12/13/25](https://discussion.fool.com/t/shipping-broker-report-ending-12-13-25/122540)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [December 14, 2025, 9:01pm UTC](https://discussion.fool.com/t/shipping-broker-report-ending-12-13-25/122540 "2025-12-14T21:01:27Z")
I have not reported on one of these in a few weeks. I did skim a report that had some transactional data, but there did not seem to be any major news. Well, other than more bulkers being sold than tankers or containers… --- ## [Navios Maritime (NMM) top level shuffling](https://discussion.fool.com/t/navios-maritime-nmm-top-level-shuffling/122538)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 0\ **Last updated:** [December 14, 2025, 8:43pm UTC](https://discussion.fool.com/t/navios-maritime-nmm-top-level-shuffling/122538 "2025-12-14T20:43:44Z")
Navios Maritime Partners (NMM) announced a series of executive moves. But upon digging in, it really is changes to a few corporate titles for the top three, and promotions for the other three. Probably more to give A… --- ## [KNOP Q3 2025 results](https://discussion.fool.com/t/knop-q3-2025-results/122471)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [December 10, 2025, 6:35pm UTC](https://discussion.fool.com/t/knop-q3-2025-results/122471 "2025-12-10T18:35:34Z")
KNOT Offshore Partners (KNOP) announced their Q3 2025 results on 12/05. The partnership results might be moot, given the details on Slide 3 i.e. the sponsor entities (Knutsen & NYK) have made a proposal to acquire the o… --- ## [BW LPG report Q3 2025](https://discussion.fool.com/t/bw-lpg-report-q3-2025/122385)
**Author:** [@HohumYNWA](https://discussion.fool.com/u/HohumYNWA)\ **Replies:** 1\ **Last updated:** [December 2, 2025, 10:25pm UTC](https://discussion.fool.com/t/bw-lpg-report-q3-2025/122385 "2025-12-02T22:25:49Z")
BWLP shares sliding a bit today. Have taken a quick glance at the Q3 report, and don’t understand the negative reaction. TCE avg (per calendar day) $48700 and Q3 div of 40c/sh Trading side is negative. But, genera… [Previous page](https://discussion.fool.com/c/industry-discussions/shipping-news/28.md?page=1) [Next page](https://discussion.fool.com/c/industry-discussions/shipping-news/28.md?page=3)