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'Flags' of Convenience, Spies and Bullsh*t
Flags / Corporations of convenience continue to grow. But the whole thing feels like a scam, the idea that small islands or failed states should have a…
May 29, 2024
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'Flags' of Convenience, Spies and Bullsh*t
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The Oracle of Oslo
We cover the most covered shipping money manager, a man who doesn't shy from the press or publicity, who always seems to be in front of market moves…
Apr 24, 2024
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The Oracle of Oslo
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GLNG - Go Long Now Geezer!
The writing is on the wall, the upside is significant while the downside is mitigated. Ok so you missed the first bump, we write to tell you there is…
Mar 19, 2024
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GLNG - Go Long Now Geezer!
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The Bug that Keeps STNGing
Management compensation is a hot topic these days. Excessive pay packages are rubbing investors the wrong way, bringing up scars from years past. When…
Feb 21, 2024
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The Bug that Keeps STNGing
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Time to Crack Down on Management
Shipping has always been a little shady. A couple of years of good markets forgave all sins, but as the market enters the next phase of the post COVID…
Jan 22, 2024
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Time to Crack Down on Management
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Oil Brokerage, Remains Full Speed Ahead
Oil Brokerage, the fast and mighty brokerage firm under OTC Global Holdings, continues their global ship brokerage tear. What is the end-game? Total…
Nov 6, 2023
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Oil Brokerage, Remains Full Speed Ahead
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Does LNG have a Hamas Problem?
Qatar is the world's leading LNG player, but also a state funded source for Hamas and home to Hamas leadership.
Oct 12, 2023
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Does LNG have a Hamas Problem?
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Pareto Energy, Vegan Burgers, Women at Sea, and OSV Investment Ideas
Pareto Energy feels like ancient history as the volatile market heads into the 4Q. We recap a few key takeaways, discuss some cultural items and dive…
Oct 6, 2023
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Pareto Energy, Vegan Burgers, Women at Sea, and OSV Investment Ideas
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Covering the shipping stories others don't want to.
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