Shifting Sands of VLCC Employment
We tend to think that VLCC demand is a one-way street up or…
What Is The Price of Your Crude?
We all know what the price of crude is, today it is trading…
IMF Outlook Up & Away Or Is It?
With one major exception, crude oil closely follows economic activity. The International Monetary…
Bottoms on Bottoms
This week’s report is based on a speech by Larry Axelrod of Poten…
What Me Worry?
The two locomotives of world economic activity are China and the United States. China has just reported economic growth…
Columbia University Full Steam Ahead
New York City has long been considered a financial epicenter and is home to…
Investors– What Do They Know?
Tanker rates and equity values have parted company once again. In this opinion we look at the historical values…
What Happens When Saudi Production Goes Up
Recent press clippings indicate that Saudi Arabia is willing to expand production to prevent runaway oil prices. Apparently memories…
$100+ Per Barrel Crude: April Fool?
Goldman Sachs did a gutsy thing: they stuck their neck out. They have publicly commented that the upper range…
And the Beat Goes On
One of the big drivers of tanker demand is worldwide demand for crude oil. As discussed in this opinion,…