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[@MakaiMarine](/creator/twitter/MakaiMarine)
"TD3C AG/China FFA update. This week's arrival of August stems did not provide the immediate excitement expected so the FFA market has cooled accordingly. #oott #tankers $FRO $DHT $INSW $ECO"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1946133610911678718) 2025-07-18 09:03:04 UTC 4392 followers, XXX engagements


"Not issuing the Weekly Product Tanker Report today due to severe unforeseen circumstances. This will also delay the release of the European Monthly Oil Market Report"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1947967578447503401) 2025-07-23 10:30:36 UTC 4392 followers, 1703 engagements


"TD3C AG/China FFA update. Spot ticked lower yesterday so the BALMO contract became less enthusiastic about near-term theatrics. #oott #tankers $FRO $DHT $INSW $ECO"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1945808480436092980) 2025-07-17 11:31:07 UTC 4391 followers, XXX engagements


"Added two new pages to the US Monthly Report yesterday covering crude trade production inventories & inter-PADD movements. Will be adding analysis on the key shale basins as well as crude forecasts in subsequent reports. #oott #tankers $FRO $DHT $INSW $ECO $TNK $TEN $VLO $PBF $PARR $PSX $MPC $DINO"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1942522567568355802) 2025-07-08 09:54:05 UTC 4392 followers, 1382 engagements


"TD3C AG/China FFA update. Spot has slipped below $25k/day so showing a steeper near-term contango. Winter seasonals remain constant. #oott #tankers $FRO $DHT $INSW $ECO"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1941072199911453023) 2025-07-04 09:50:50 UTC 4392 followers, 1148 engagements


"Had to happen the Baltic is trialling two new WC Canada (TMX) Afra routes. The most recent new route to go live after trials was Suezmax TD27 Guyana/UKC in Nov24. #oott #tankers $FRO $DHT $INSW $ECO $TNK $TEN"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1940685498932195406) 2025-07-03 08:14:13 UTC 4392 followers, 1280 engagements


"Meanwhile fairly clear-cut seasonality assumptions are baked into the TD20 WAF/UKC and TD25 USG/UKC FFA curves. #oott #tankers $FRO $DHT $INSW $ECO $TNK $TEN"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1940349815831110143) 2025-07-02 10:00:20 UTC 4391 followers, 1168 engagements


"TD3C AG/China FFA update. BALMOs getting restless probably presaging another spike towards $50k/day in which case we eagerly await the "FRO stock price at sustained $100k/day VL earnings" charts which re-emerge during e-v-e-r-y rate spike. #oott #tankers $FRO $DHT $INSW $ECO"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1944672689668407355) 2025-07-14 08:17:54 UTC 4392 followers, 2164 engagements


"TD3C AG/China FFA update. Spot trying to find support just below $25k/day but note the subdued curve reaction to OPEC+ announcement and rumours. #oott #tankers $FRO $DHT $INSW $ECO"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1942493397757116492) 2025-07-08 07:58:10 UTC 4391 followers, XXX engagements


"For example want to scrap a 25-year old dirty tanker Now through 2026 XX% of them are dark fleet and this excludes the XXX mdwt of 25-yr olds that did not get scrapped in 1h25. #oott #tankers $FRO $DHT $INSW $ECO $TNK $TEN"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1940756273856942450) 2025-07-03 12:55:27 UTC 4392 followers, 1759 engagements


"TD3C AG/China FFA update. Meh. #oott #tankers $FRO $DHT $INSW $ECO"  
![@MakaiMarine Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1473129133.png) [@MakaiMarine](/creator/x/MakaiMarine) on [X](/post/tweet/1943609109577609310) 2025-07-11 09:51:36 UTC 4391 followers, 1110 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@MakaiMarine "TD3C AG/China FFA update. This week's arrival of August stems did not provide the immediate excitement expected so the FFA market has cooled accordingly. #oott #tankers $FRO $DHT $INSW $ECO"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-18 09:03:04 UTC 4392 followers, XXX engagements

"Not issuing the Weekly Product Tanker Report today due to severe unforeseen circumstances. This will also delay the release of the European Monthly Oil Market Report"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-23 10:30:36 UTC 4392 followers, 1703 engagements

"TD3C AG/China FFA update. Spot ticked lower yesterday so the BALMO contract became less enthusiastic about near-term theatrics. #oott #tankers $FRO $DHT $INSW $ECO"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-17 11:31:07 UTC 4391 followers, XXX engagements

"Added two new pages to the US Monthly Report yesterday covering crude trade production inventories & inter-PADD movements. Will be adding analysis on the key shale basins as well as crude forecasts in subsequent reports. #oott #tankers $FRO $DHT $INSW $ECO $TNK $TEN $VLO $PBF $PARR $PSX $MPC $DINO"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-08 09:54:05 UTC 4392 followers, 1382 engagements

"TD3C AG/China FFA update. Spot has slipped below $25k/day so showing a steeper near-term contango. Winter seasonals remain constant. #oott #tankers $FRO $DHT $INSW $ECO"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-04 09:50:50 UTC 4392 followers, 1148 engagements

"Had to happen the Baltic is trialling two new WC Canada (TMX) Afra routes. The most recent new route to go live after trials was Suezmax TD27 Guyana/UKC in Nov24. #oott #tankers $FRO $DHT $INSW $ECO $TNK $TEN"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-03 08:14:13 UTC 4392 followers, 1280 engagements

"Meanwhile fairly clear-cut seasonality assumptions are baked into the TD20 WAF/UKC and TD25 USG/UKC FFA curves. #oott #tankers $FRO $DHT $INSW $ECO $TNK $TEN"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-02 10:00:20 UTC 4391 followers, 1168 engagements

"TD3C AG/China FFA update. BALMOs getting restless probably presaging another spike towards $50k/day in which case we eagerly await the "FRO stock price at sustained $100k/day VL earnings" charts which re-emerge during e-v-e-r-y rate spike. #oott #tankers $FRO $DHT $INSW $ECO"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-14 08:17:54 UTC 4392 followers, 2164 engagements

"TD3C AG/China FFA update. Spot trying to find support just below $25k/day but note the subdued curve reaction to OPEC+ announcement and rumours. #oott #tankers $FRO $DHT $INSW $ECO"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-08 07:58:10 UTC 4391 followers, XXX engagements

"For example want to scrap a 25-year old dirty tanker Now through 2026 XX% of them are dark fleet and this excludes the XXX mdwt of 25-yr olds that did not get scrapped in 1h25. #oott #tankers $FRO $DHT $INSW $ECO $TNK $TEN"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-03 12:55:27 UTC 4392 followers, 1759 engagements

"TD3C AG/China FFA update. Meh. #oott #tankers $FRO $DHT $INSW $ECO"
@MakaiMarine Avatar @MakaiMarine on X 2025-07-11 09:51:36 UTC 4391 followers, 1110 engagements

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/creator/twitter::1473129133/posts