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@Hierony69122434
"@AndersSjastad So is the solution a giant floating transhipment terminal in the middle of the Pacific where the US vessels pick up the containers inbound to US and the Chinese vessels pick up the eastbound boxes"
X Link @Hierony69122434 2025-10-13T19:50Z 1073 followers, XX engagements
"Good news for $SPM.MI as Mozambique LNG for $TTE finally gets going again. More shady timing for an unlucky Norwegian ship in the Baltic more Ukrainian attacks on export terminals in Russia including those exporting $CHX crude from Kazakhstan. More ICBC"
X Link @Hierony69122434 2025-10-01T09:50Z 1073 followers, XXX engagements
"More PSV sales relevant to $TDW as Adani emerges as a competitor in Africa. $NE sells a jackup to Vietnam highlighting continued UK North Sea weakness. ADES pays more for Shelf. There is a corruption conviction in Baku. $STO.AX falls sharply as bid fails"
X Link @Hierony69122434 2025-09-22T09:27Z 1073 followers, 2197 engagements
"$E approves Mozambique FLNG Ventura rig extension in Indo and returns to complete Libya well with $SPM.MI rig. Meanwhile China has four high spec semis marketed $RIG $VAL $NE but without manager will not work internationally. Also Erik Prince is back"
X Link @Hierony69122434 2025-10-06T10:30Z 1073 followers, XXX engagements
"Empire of Wind built on Sand An analysis of what the latest news from $ORSTED.CO & $EQNR means for the wind sector. $CDLR is exposed as demand slows whilst $VWS.CO faces Chinese competition building in the UK. Maersk cancellation is a blow to $5E2.SI"
X Link @Hierony69122434 2025-10-13T09:25Z 1073 followers, XXX engagements
"@AndersSjastad Maybe it is just an opportunity for Japan"
X Link @Hierony69122434 2025-10-13T19:56Z 1073 followers, XX engagements