Why Would We Ignore This Double-Digit Gain?

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  1. Mark says:

    Crude much lower > bunkers much lower (FRO’s biggest cost) > more inter-regional arbitrage > China on stock build tear > contango > slow-steaming > floating storage > much higher rates for VLCC’s and Suemax’s.

    “When the facts change, I change my mind. What do you do?


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