Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO from The Razor’s Edge

Value Investor's Edge Live #18: On The Water In The Tanker Markets With Frontline's CEO

46 minutes Posted Apr 30, 2020 at 8:00 am.

minute mark What has changed in the market YTD compared to initial setups?

Have we seen something like this in the market before?

Preferable data source or metric for global storage balance?

Discussion of ‘oil on water’ metric

What is LR2 clean/dirty split? What is driving LR2 spike?

What time charter offers are available in the markets?

Fixtures available anywhere for FRO? Indexes accurate?

Comments on Saudi flotilla? What happens if destinations change?

How does cash payment flow work for spot vs. TC?

Any concerns with CP risk? Precedent for this?

Chance of shifting terms of spot market payment?

Risk factor of ‘famine’ on the other side of the curve?

IMO 2020: Spreads are down, will they come back?

Capital allocation priorities now? Any newbuildings? Consolidation?

Formally swearing off newbuilds? Yes!

What is holding back the tanker stocks in these markets?

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Show notes

J Mintzmyer spoke with Frontline's CEO, Robert Hvide Macleod, last week about how the tanker market is shaping up amidst a lot of commodity price moves and investor interest.

Topics Covered

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