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[@joeriwestland](/creator/twitter/joeriwestland)
"US Gulf to India is uber long especially as it usually doesn't move through Panama Canal. And Suez Canal is almost fully closed for Western ships too. So think about US Gulf all around South Africa to India and compare to say Iraq-India. $Tonmiles"  
[X Link](https://x.com/joeriwestland/status/1978488473653805226) [@joeriwestland](/creator/x/joeriwestland) 2025-10-15T15:49Z 17.3K followers, 8613 engagements


"Wow Check the shipping list. Very long list of added sanctioned ships. Mostly smaller $LPG and Product/chemical tankers. $Dorian LPG $BWLP $GASS $NVGS $CMBT $STNG $SNI $STNG $ASC $TRMD $HAFN"  
[X Link](https://x.com/joeriwestland/status/1976297413498335555) [@joeriwestland](/creator/x/joeriwestland) 2025-10-09T14:43Z 17.3K followers, 2710 engagements


"Incredible this is going to be fun $Bulk #Shipping"  
[X Link](https://x.com/joeriwestland/status/1977627977996489187) [@joeriwestland](/creator/x/joeriwestland) 2025-10-13T06:50Z 17.3K followers, 6570 engagements


"Great news for the values of modern and large $BULK vessels. 2020B sold another one of their Newcastlemaxes (2020 build obv). An even more impressive sale price of $XXXXX and still a couple more months of cashflows (delivery during Q1). $HSHP $CMBT"  
[X Link](https://x.com/joeriwestland/status/1980182124809302502) [@joeriwestland](/creator/x/joeriwestland) 2025-10-20T07:59Z 17.3K followers, 1659 engagements


"I don't think the market understands how much EPS $CMBT is about to make in Q4 with their large bulkers (Newcastlemaxes and Capes) and Tankers. Its the former $EURN Euronav and $GOGL Golden Ocean. Plus leverage which is great in a strong market outlook"  
[X Link](https://x.com/joeriwestland/status/1968002460670370055) [@joeriwestland](/creator/x/joeriwestland) 2025-09-16T17:22Z 17.3K followers, 14K engagements


"Very interesting transaction in $BULK shipping. 2020Bulkers sells off halve their fleet at a sharp value mark-up for modern vessels very strong price. Conglomerate $CMBT has XX modern Newcastlemaxes and XX modern Capes plus a lot of financial leverage"  
[X Link](https://x.com/joeriwestland/status/1971471736077197538) [@joeriwestland](/creator/x/joeriwestland) 2025-09-26T07:07Z 17.3K followers, 6568 engagements


"Check the "Bull case" in the top right in the sheet. Well rates are well higher and I would argue that should be the "Base case" by now. Bull case is much higher. CMBT has a brand new fleet of large vessels weighted to Cape+ bulk and Suezmax+ tankers plus financial leverage"  
[X Link](https://x.com/joeriwestland/status/1978374726289330549) [@joeriwestland](/creator/x/joeriwestland) 2025-10-15T08:17Z 17.3K followers, 1359 engagements


"Ton miles Hopefully pressure on Indian imports from Russia results in diversified Indian imports from the Atlantic Basin including US gulf"  
[X Link](https://x.com/joeriwestland/status/1979110760518148564) [@joeriwestland](/creator/x/joeriwestland) 2025-10-17T09:02Z 17.3K followers, 2342 engagements


"Remarkable how far $CMBT fell back yesterday. #Tanker rates held very strong and Cape's lost a bit of the earlier surge after the Chinese rule change about Chinese build vessels. Market says CMBT isn't suddenly a massive winner anymore Cashflow machine. 1/2"  
[X Link](https://x.com/joeriwestland/status/1978374314861760698) [@joeriwestland](/creator/x/joeriwestland) 2025-10-15T08:16Z 17.3K followers, 11.2K engagements


"Now we know why $NMM updated the market yesterday with an interesting 15yr old VLCC sale in there. They are shopping around for a bond in Norway. $DAC recently issued a very impressive one too. Should be around 7.5%'ish 5yr bond for NMM"  
[X Link](https://x.com/joeriwestland/status/1979109599081869505) [@joeriwestland](/creator/x/joeriwestland) 2025-10-17T08:57Z 17.3K followers, 2870 engagements


"Very happy with my allocations to #Shipping and precious metals at the moment. Parabolic gold rise shows increasing loss of confidence in main currencies due to huge government deficits. What better asset that cant be printed by governments then hard assets like ships"  
[X Link](https://x.com/joeriwestland/status/1979123922789454167) [@joeriwestland](/creator/x/joeriwestland) 2025-10-17T09:54Z 17.3K followers, 4054 engagements


"CMB Tech $CMBT @CMB_TECH with two important updates. First an update about realised Q2 rates and running Q3 averages plus fleet developments. Then the announcement of an upcoming bond. ///"  
[X Link](https://x.com/joeriwestland/status/1980182858787368985) [@joeriwestland](/creator/x/joeriwestland) 2025-10-20T08:02Z 17.3K followers, 6473 engagements


"@AyusoValue Thanks depending on how strict convenants are it looks like a pretty solid % for CMBT to get. It does have higher financial leverage then peers of course. I guess the diversification of the fleet helps"  
[X Link](https://x.com/joeriwestland/status/1980179883214184802) [@joeriwestland](/creator/x/joeriwestland) 2025-10-20T07:50Z 17.3K followers, XXX engagements


"Paratus Energy $PLSV.OL received (over)due cash payments from $PEMEX. $58m. Great news for Paratus hopefully the first of many payments and the opening of talks about 2026 Jackup contract negotiations. Also relevant for peers like $BORR"  
[X Link](https://x.com/joeriwestland/status/1980181392844894427) [@joeriwestland](/creator/x/joeriwestland) 2025-10-20T07:56Z 17.3K followers, 2556 engagements


"Getting the bonds done is an important step as well. @AyusoValue is Usually super well informed and mentioned whispers of $300M at mid/high 7%. Would be great (depending on how heavy convenants are) given the higher financial leverage of $CMBT. Should lower markets concerns 1/2"  
[X Link](https://x.com/joeriwestland/status/1980183527682658549) [@joeriwestland](/creator/x/joeriwestland) 2025-10-20T08:05Z 17.3K followers, 1093 engagements


"@christankerfund They have a few Csov's which are large crew accomedation vessels ('floating hotels") for offshore projects like offshore wind crews. These also cost roughly $90-100m Each so decent rates should be the normal. But still Q4 average is outstanding"  
[X Link](https://x.com/joeriwestland/status/1980257283071148166) [@joeriwestland](/creator/x/joeriwestland) 2025-10-20T12:58Z 17.3K followers, XXX engagements