# ![@cashsarmax Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::486955929.png) @cashsarmax Kamsarmax

Kamsarmax posts on X about $fro, $eco, $dht, pareto the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::486955929/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486955929/c:line/m:interactions.svg)

- [--] Week [-----] +1,225%
- [--] Month [-----] -90%
- [--] Months [------] -81%
- [--] Year [-------] -41%

### Mentions: [--] [#](/creator/twitter::486955929/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486955929/c:line/m:posts_active.svg)

- [--] Week [--] +120%
- [--] Month [--] -43%
- [--] Months [--] -15%
- [--] Year [---] -52%

### Followers: [-----] [#](/creator/twitter::486955929/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486955929/c:line/m:followers.svg)

- [--] Week [-----] +0.07%
- [--] Month [-----] -0.22%
- [--] Months [-----] +15%
- [--] Year [-----] +38%

### CreatorRank: [---------] [#](/creator/twitter::486955929/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::486955929/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  14.42% [countries](/list/countries)  12.5% [cryptocurrencies](/list/cryptocurrencies)  11.54% [finance](/list/finance)  7.69% [celebrities](/list/celebrities)  0.96% [currencies](/list/currencies)  0.96% [automotive brands](/list/automotive-brands)  0.96%

**Social topic influence**
[$fro](/topic/$fro) 16.35%, [$eco](/topic/$eco) #5, [$dht](/topic/$dht) 11.54%, [pareto](/topic/pareto) 10.58%, [$oet](/topic/$oet) 8.65%, [china](/topic/china) 6.73%, [$insw](/topic/$insw) 4.81%, [oil](/topic/oil) 3.85%, [market](/topic/market) #2127, [rates](/topic/rates) 3.85%

**Top accounts mentioned or mentioned by**
[@vesamlu](/creator/undefined) [@ferenctoth11](/creator/undefined) [@michellewb](/creator/undefined)

**Top assets mentioned**
[Frontline Ltd. (FRO)](/topic/$fro) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [dHedge DAO (DHT)](/topic/$dht) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [EURONAV NV (CMBT)](/topic/$cmbt) [Star Bulk Carriers Corp. (SBLK)](/topic/$sblk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Vortexa: VLCC utilization now at 57% the highest since [----]. The available tonnage is shrinking and this is the reflected in the stellar freight market. $ECO $FRO $DHT"  
[X Link](https://x.com/cashsarmax/status/1989711211974234464)  2025-11-15T15:04Z [----] followers, [----] engagements


"Okeanis Eco Tankers' $ECO chartering team are the best in the market. The scrubber eco-vessels are young and very attractive for the charterers. VLCC: 80% of available 4Q25 spot days fixed at $88100/day Suezmax: 48% of available 4Q25 spot days fixed at $60800/day 💰🔥"  
[X Link](https://x.com/cashsarmax/status/1989965358271525267)  2025-11-16T07:54Z [----] followers, [----] engagements


"Compliant tanker fleet growth has been negative since early 24' while crude and condensate on water are at very high levels. Sanctioned oil struggle to discharge. One of the explainations between the high tanker rates. (Arctic) $FRO $ECO $DHT $NAT $INSW"  
[X Link](https://x.com/cashsarmax/status/1992262960589512731)  2025-11-22T16:04Z [----] followers, [----] engagements


"$FRO selling 8x 10-yr old VLCCs for $831.5m enbloc and at the same time orders 9x NB VLCCs for $1224m. [--] vessels to be delivered during [----] from Q3 and the rest during [----]. WOW"  
[X Link](https://x.com/cashsarmax/status/2009526066113831398)  2026-01-09T07:22Z [----] followers, [----] engagements


"With VLCC newbuild prices reaching [---] mUSD with deliveries in late 27'/early [--] having a modern tanker fleet on the water right now is very attractive. In addition there is a potential for OPEC production increase as we are moving towards the high season. Looks good. #OET #FRO"  
[X Link](https://x.com/anyuser/status/1841014853344841858)  2024-10-01T07:18Z [----] followers, [----] engagements


"Gradual improvements in the VLCC market despite the recent downgrades from some banks. $FRO $ECO $OET $INSW"  
[X Link](https://x.com/anyuser/status/1849016939160457340)  2024-10-23T09:16Z [----] followers, [----] engagements


"Global shipyard capacity has halved since [----]. Both in terms of no. of shipyards and capacity wise. From q3 $ECO presentation"  
[X Link](https://x.com/anyuser/status/1859852616844616015)  2024-11-22T06:53Z [----] followers, [----] engagements


"PARETO: $TRMD offloads two older (2005/2006) MRs for $36m en bloc. #tankers Mermis & A. Nylander (TOR) on waives.Pulli (SJ) too Mermis & A. Nylander (TOR) on waives.Pulli (SJ) too"  
[X Link](https://x.com/anyuser/status/1867484167094608237)  2024-12-13T08:18Z [----] followers, [----] engagements


"This weeks tanker poem The tanker rates sank into gloom Equities followed with doom. But asset values stay They will not betray When will the market start to bloom #tankers"  
[X Link](https://x.com/anyuser/status/1867536832881139989)  2024-12-13T11:47Z [----] followers, [----] engagements


"Xclusiv: "The momentum in tanker NB activity does not yet make a danger for the fleet. Up to [----] fleet growth appears replacement-driven. The test will emerge beyond that where ordering made over the next [--] to [--] yrs will be critical in whether balance is preserved.""  
[X Link](https://x.com/cashsarmax/status/2022568935204262150)  2026-02-14T07:09Z [----] followers, [---] engagements


"BRS: "On January [--] a major Guinean miner reportedly lowered its 1Q26 bauxite long-term contract price from $66/mt to $62/mt" Probably related to Chinese cap on alumina. Hopefully leads to storage building of bauxite. $HSHP $CMBT"  
[X Link](https://x.com/cashsarmax/status/2022572503705534613)  2026-02-14T07:23Z [----] followers, [---] engagements


"$DOFG cleaning up their fleet of older tonnage (Shippingwatch)"  
[X Link](https://x.com/cashsarmax/status/1981369579973591258)  2025-10-23T14:38Z [----] followers, [---] engagements


"John Fredriksen is doing alright for himself. From Shippingwatch #shipping #shiptwit #johnfredriksen $FRO $FLNG $GOGL $DOFG $SFL $AGAS"  
[X Link](https://x.com/anyuser/status/1837031699949244641)  2024-09-20T07:31Z [----] followers, [----] engagements


"Norway is now apparently planning to invade Sweden after a swedish bank made a sell recommendation on $FRO. The invasion is expected to start on monday when they are back from the cabins🚢 #shipping #shiptwit #tankers"  
[X Link](https://x.com/anyuser/status/1837123856617640322)  2024-09-20T13:37Z [----] followers, [----] engagements


"Pareto today on #tankers:"  
[X Link](https://x.com/cashsarmax/status/1839216209822159303)  2024-09-26T08:11Z [----] followers, [----] engagements


"From Pareto today: #tankers #shipping #shiptwit"  
[X Link](https://x.com/cashsarmax/status/1841012890138030550)  2024-10-01T07:10Z [----] followers, 12.4K engagements


"$OET with a flying start today. The tanker wave continues. #tankers #shipping #shiptwit"  
[X Link](https://x.com/anyuser/status/1841393634215624830)  2024-10-02T08:23Z [----] followers, [----] engagements


"From Pareto: All eyes on Iran $FRO $OET $INSW $DHT $NAT"  
[X Link](https://x.com/anyuser/status/1843195086798193047)  2024-10-07T07:42Z [----] followers, 11.3K engagements


"Sparebank [--] Markets with BUY recommendation on $FRO with TP [---] kr"  
[X Link](https://x.com/anyuser/status/1844268574887834103)  2024-10-10T06:47Z [----] followers, [----] engagements


"This is the sign that the capesize market will turn around🚀 Taken [--] min ago"  
[X Link](https://x.com/cashsarmax/status/1844460530389614604)  2024-10-10T19:30Z [----] followers, [---] engagements


"A little friday poem since $OET is down today: Okeanis a company dear To heaven the freight rates will steer SEB was not bullish They are so foolish Cheers to tankers let's have a beer $OET $ECO #tankers"  
[X Link](https://x.com/anyuser/status/1844668781634650398)  2024-10-11T09:18Z [----] followers, [----] engagements


"Sundays exercise is finished. What better way to cool down than with some Stopford"  
[X Link](https://x.com/cashsarmax/status/1845431507646652552)  2024-10-13T11:48Z [----] followers, 11.1K engagements


"Dry bulk secondhand values. From xclusiv #2020 #HSHP #BELCO #SBLK"  
[X Link](https://x.com/cashsarmax/status/1846074639539118121)  2024-10-15T06:24Z [----] followers, [----] engagements


"Tanker secondhand prices (Xclusiv Shipbrokers) $FRO $OET $ECO $DHT $INSW"  
[X Link](https://x.com/anyuser/status/1848613216554770564)  2024-10-22T06:31Z [----] followers, 12.4K engagements


"The reason why tankers crashed"  
[X Link](https://x.com/cashsarmax/status/1849166899889811580)  2024-10-23T19:11Z [----] followers, [----] engagements


""AI is going to take your job" I would like to see AI lose 5% on tanker and dry bulk stocks on a Wednesday morning"  
[X Link](https://x.com/anyuser/status/1849748104699875586)  2024-10-25T09:41Z [----] followers, [----] engagements


"What is happening with the Capes October has been a tough month for Capesize players. DNB Markets downgraded the entire dry bulk sector. BCI is down by a lot and $2020 $GOGL $SBLK and $HSHP has seen an average decline by 15.3% in October. So what is going on"  
[X Link](https://x.com/anyuser/status/1850510773010694350)  2024-10-27T12:12Z [----] followers, 17K engagements


"Around 6% of product tanker tonmiles taken by dirty tankers recent months. Should expect them to return to crude trade again. (From Splash247) #Tankers"  
[X Link](https://x.com/cashsarmax/status/1851167072207700453)  2024-10-29T07:39Z [----] followers, [----] engagements


"Pareto on #tankers"  
[X Link](https://x.com/cashsarmax/status/1851184994137370834)  2024-10-29T08:51Z [----] followers, [----] engagements


"Tanker secondhand prices (Xclusiv) #Tankers"  
[X Link](https://x.com/cashsarmax/status/1851543139011514533)  2024-10-30T08:34Z [----] followers, [----] engagements


"Important drybulk numbers (Breakwave)"  
[X Link](https://x.com/cashsarmax/status/1851554239987752979)  2024-10-30T09:18Z [----] followers, [----] engagements


"Quick estimate of vessels due for DD in [----] on some of the listed VLCC and Capesize players. Estimated average [--] days of offhire due to dry dock. #capesize #drybulk #tankers #vlcc"  
[X Link](https://x.com/anyuser/status/1852294494789525817)  2024-11-01T10:19Z [----] followers, [----] engagements


"This weeks friday poem: The tankers took hit after hit Some weeks in the red quite a pit. This Friday they rose They turned up their nose Do we believe they can make it #tankers $OET $FRO $DHT"  
[X Link](https://x.com/anyuser/status/1852309355581804957)  2024-11-01T11:18Z [----] followers, [----] engagements


"Me as a kid: "I want to be a professional football player when I grow old like Cristiano Ronaldo" Me now: "Guinean Bauxite exports have increased by [----] % YTD""  
[X Link](https://x.com/cashsarmax/status/1852322857331663161)  2024-11-01T12:12Z [----] followers, [----] engagements


"Morten Astrup on shipping: Pay close attention to geopolitical events. Most of downside already priced in. Most positive segment is tanker with a low orderbook. In norwegian https://e24.no/boers-og-finans/i/qPQwjL/investor-om-shipping-en-god-del-nedside-er-priset-inn https://e24.no/boers-og-finans/i/qPQwjL/investor-om-shipping-en-god-del-nedside-er-priset-inn"  
[X Link](https://x.com/cashsarmax/status/1853365283336970544)  2024-11-04T09:14Z [----] followers, [----] engagements


"Fearnleys positive to Trump for VLCCs #tankers $FRO $OET $ECO $DHT"  
[X Link](https://x.com/anyuser/status/1854328647425089966)  2024-11-07T01:02Z [----] followers, [----] engagements


"Dry bulk second hand values according to Xclusiv #drybulk"  
[X Link](https://x.com/cashsarmax/status/1854335671135326507)  2024-11-07T01:30Z [----] followers, [----] engagements


"Tankers secondhand values price change october. From Vesselsvalue"  
[X Link](https://x.com/cashsarmax/status/1855948438342603189)  2024-11-11T12:19Z [----] followers, [----] engagements


"Interesting chart on supply vs demand growth from Danish Ship Finance for [----]. Take a look on crude tanker👀 #tankers"  
[X Link](https://x.com/cashsarmax/status/1856138402527162849)  2024-11-12T00:54Z [----] followers, [----] engagements


"Tanker secondhand values (Xclusiv)"  
[X Link](https://x.com/anyuser/status/1856459124285796729)  2024-11-12T22:08Z [----] followers, [----] engagements


"VLCC Rates October summary: MEG-East: +6% avg WS56 WAF-East: +5% avg WS60 #tankers $FRO $OET $ECO $DHT"  
[X Link](https://x.com/anyuser/status/1857715866248314946)  2024-11-16T09:22Z [----] followers, [----] engagements


"Pareto on tankers: We are so back🔥🚀 #tankers $FRO $OET $ECO $DHT"  
[X Link](https://x.com/anyuser/status/1858439044495032410)  2024-11-18T09:16Z [----] followers, [----] engagements


"Newest research from top scientist showing top [--] most attractive hobbies to women. No surprise that the number one hobby attractive to women is "Studying Capesize orderbook". Shiptwit has known this for a long time.🔥"  
[X Link](https://x.com/cashsarmax/status/1858457043004277019)  2024-11-18T10:27Z [----] followers, [----] engagements


"Tankers secondhand prices (Xclusiv) #tankers"  
[X Link](https://x.com/cashsarmax/status/1858775991734190579)  2024-11-19T07:35Z [----] followers, [----] engagements


"Tanker and dry bulk newbuild prices (Xclusiv) #tankers #drybulk"  
[X Link](https://x.com/cashsarmax/status/1858776234575945994)  2024-11-19T07:36Z [----] followers, [----] engagements


"Wet: #FRO: +3.19% 📈 #HAFNI: +2.18% 📈 #SNI: +0.63% 📈 #TRMD: +0.79% 📈 #OET: +1.50% 📈 Gas: #BWLPG: +3.03% 📈 #FLNG: +1.06% 📈 #AGAS: +2.80% 📈 #ALNG: -1.47% 📉 #CLCO: +1.81% 📈 Dry: #JIN: +1.76% 📈 #2020: -3.02% 📉 #GOGL: -2.00% 📉 #BELCO: -0.23% 📉 #HSHP: -2.00% 📉"  
[X Link](https://x.com/cashsarmax/status/1858797931156914649)  2024-11-19T09:02Z [----] followers, [---] engagements


"Why would they order VLCCs at those prices They are so stupid lmao"  
[X Link](https://x.com/cashsarmax/status/1858981046198694143)  2024-11-19T21:09Z [----] followers, [----] engagements


"This weeks friday poem: The tankers lay down out of breath The market reminds me of death. The hype was so short Two green days to sort I will go home and smoke some meth. #tankers $DHT $ECO $FRO"  
[X Link](https://x.com/anyuser/status/1859969464919580965)  2024-11-22T14:37Z [----] followers, [----] engagements


"30% increase in spot rates from current levels will increase FCF for $FRO with 100%. The only problem is that an increase in spot rates is necessary"  
[X Link](https://x.com/anyuser/status/1861948556812112111)  2024-11-28T01:41Z [----] followers, [----] engagements


"Tanker secondhand prices (Xclusiv) #tankers"  
[X Link](https://x.com/cashsarmax/status/1862058266433294444)  2024-11-28T08:57Z [----] followers, [----] engagements


"Dry bulk secondhand prices (Xclusiv) #Drybulk"  
[X Link](https://x.com/cashsarmax/status/1863757678423507203)  2024-12-03T01:30Z [----] followers, [----] engagements


"Secondhand tanker and dry bulk values falling continuously with exception of VLCCs (Advanced shipping & trading) #shipping"  
[X Link](https://x.com/cashsarmax/status/1865380719565885460)  2024-12-07T12:59Z [----] followers, [----] engagements


"Safe to say tanker seasonality disappointed this year. #tankers"  
[X Link](https://x.com/anyuser/status/1865713838638989717)  2024-12-08T11:03Z [----] followers, [----] engagements


"Life if tanker shadow fleet didnt exist #tankers"  
[X Link](https://x.com/cashsarmax/status/1867912737805803551)  2024-12-14T12:41Z [----] followers, [----] engagements


"Tanker secondhand prices (Xclusiv) #tankers #VLCC $DHT $ECO $INSW"  
[X Link](https://x.com/anyuser/status/1868953691723854120)  2024-12-17T09:37Z [----] followers, [----] engagements


"Another round of sanctions on shadow fleet tankers"  
[X Link](https://x.com/cashsarmax/status/1869282401500938607)  2024-12-18T07:23Z [----] followers, [----] engagements


"Pareto: Tankers having more activity again🥲"  
[X Link](https://x.com/cashsarmax/status/1869304262347657259)  2024-12-18T08:50Z [----] followers, [----] engagements


"Shiptwit should come together and buy a tanker"  
[X Link](https://x.com/anyuser/status/1869379750709628943)  2024-12-18T13:50Z [----] followers, [----] engagements


"VLCC activity slightly increasing (Fearnleys) #tankers $DHT $ECO $FRO"  
[X Link](https://x.com/anyuser/status/1869690641443442919)  2024-12-19T10:26Z [----] followers, [----] engagements


""Currently at least [---] VLCCs are serving sanctioned oil with 78about 40% of the dark fleeton the OFAC sanctions list. Once a tanker is sanctioned the ship owner is likely to sell it to Iran to serve as a floater or alternatively scrap the vessel." (Vortexa)"  
[X Link](https://x.com/anyuser/status/1869714793235657205)  2024-12-19T12:01Z [----] followers, [----] engagements


"How it feels to survive as a shipping investor"  
[X Link](https://x.com/cashsarmax/status/1870509827019211003)  2024-12-21T16:41Z [----] followers, [---] engagements


"Asset values are reported to be falling all across the table. P/NAV valuations should be adjusted accordingly. #drybulk #tankers"  
[X Link](https://x.com/anyuser/status/1871147013829742750)  2024-12-23T10:53Z [----] followers, [----] engagements


"Just opened the christmas gifts and I didnt receive [--] confirmed scrappings of VLCCs😡 #tankers"  
[X Link](https://x.com/anyuser/status/1871613947209797734)  2024-12-24T17:48Z [----] followers, [---] engagements


"Subsea power cable Estlink [--] between Finland and Estonia has been damaged. Another possible sabotage of power cables few days after Chinese vessel Yi Peng [--] suspected of damaging cable outside Sweden Shkyhteys Viroon Estlink 2:n kautta on katkennut. Fingrid kertoo Estlink [--] irronneen verkosta tnn puolen pivn jlkeen. Yhteyden tehonsiirto oli sen irrotessa [---] MW. Viranomaiset selvittvt tapahtumaa. #estlink #estlink2 #shknsiirto #itmeri #fingrid Shkyhteys Viroon Estlink 2:n kautta on katkennut. Fingrid kertoo Estlink [--] irronneen verkosta tnn puolen pivn jlkeen. Yhteyden tehonsiirto oli sen"  
[X Link](https://x.com/anyuser/status/1871908434905612700)  2024-12-25T13:18Z [----] followers, [----] engagements


"@Vesamlu @FerencToth11 @Michellewb_ The vessel movement of Eagle S is very irregular and corresponds with the location and time of the damage to the Estlink [--] cables"  
[X Link](https://x.com/cashsarmax/status/1872055230701207725)  2024-12-25T23:02Z [----] followers, [----] engagements


"Last valuations of the year. I wish all my shipping friends a better [----] than how [----] ended📈🚀 #tankers #drybulk"  
[X Link](https://x.com/cashsarmax/status/1873351915565944916)  2024-12-29T12:54Z [----] followers, [----] engagements


"China Imports 2024: Crude: -1.9% Iron Ore: +4.5% Coal: +13.5% Soybean: +7.1% Bauxite: +11.1% Supply side: VLCC deliveries for 2025: [--] Capesize deliveries for 2025: around [--] As always hoping for an active year for the scrapping industry. Wishing you all a Happy New Year🚀📈"  
[X Link](https://x.com/cashsarmax/status/1874113036782624869)  2024-12-31T15:19Z [----] followers, [----] engagements


"VLCC AG-China up to WS [-----] #Tankers"  
[X Link](https://x.com/cashsarmax/status/1875086374036287730)  2025-01-03T07:46Z [----] followers, [----] engagements


"Pareto on the firm S&P market in tankers despite the weak market recently. #tankers"  
[X Link](https://x.com/cashsarmax/status/1875108000945565758)  2025-01-03T09:12Z [----] followers, [----] engagements


"China continues with large inventories of iron ore while new supply of iron ore is expected in [----] and demand is sluggish. I cannot see that [----] will be the year for high iron ore prices. #drybulk $VALE $RIO"  
[X Link](https://x.com/anyuser/status/1876191536968618379)  2025-01-06T08:58Z [----] followers, [----] engagements


"COSCO the worlds largest shipping company is among a host of Chinese shipping-related names added to a list of companies the US Department of Defense blacklist in addition to several Chinese Shipyards. (Splash247)"  
[X Link](https://x.com/cashsarmax/status/1876544982309605775)  2025-01-07T08:22Z [----] followers, [----] engagements


"Crude Tanker orderbook (Pareto)"  
[X Link](https://x.com/cashsarmax/status/1876929501847810073)  2025-01-08T09:50Z [----] followers, [----] engagements


"Tanker and dry bulk fleet latest fundamentals. [---] VLCCs reported scrapped are not yet scrapped. -2ndhand prices: Star Asia most optimistic (+4.5% from avg) Xclusiv pessimistic (-3.1%) -NB prices: Xclusiv optimistic (+2%) Banchero Costa pessimistic (-2.6%)"  
[X Link](https://x.com/cashsarmax/status/1877272425546567702)  2025-01-09T08:33Z [----] followers, [----] engagements


"We need a CFA to confirm whether this means probably nothing for VLCCs. (Pareto) #tankers $DHT"  
[X Link](https://x.com/anyuser/status/1877315986883244222)  2025-01-09T11:26Z [----] followers, [----] engagements


"The tankers in [----] Were struggling and flat on the floor. But now theres a spark We act like a shark Lets earn back our losses and more. #VLCC"  
[X Link](https://x.com/anyuser/status/1877714604400291973)  2025-01-10T13:50Z [----] followers, [----] engagements


"So how long will it be until OFAC sanctions are avoided by STS transfers and we see sanctioned oil imported to China again #Tankers"  
[X Link](https://x.com/anyuser/status/1878406714023682144)  2025-01-12T11:40Z [----] followers, [----] engagements


"VLCC people have had a great week after major Chinese ports have decided to stop imports from US-sanctioned vessels. Why is this positive for the VLCC market and where do we go from here"  
[X Link](https://x.com/cashsarmax/status/1878485707888488837)  2025-01-12T16:54Z [----] followers, 23.6K engagements


"So generally with a low fleet growth and increased oil demand one would expect the freight rate picture to be positive for [----] for VLCCs. I am bullish however this market is heavily influenced by geopolitics and there are many risks to be aware of"  
[X Link](https://x.com/anyuser/status/1878485749135274139)  2025-01-12T16:54Z [----] followers, [----] engagements


"PARETO: "We count 4x VLCCs 24x suezmaxes 75x afra/LR2 2x LR1/panamax and 23x MR/Handy. This means that almost 10% of the global tanker fleet now has been put on the OFAC-list up from almost negligible levels four-five months ago" #tankers"  
[X Link](https://x.com/anyuser/status/1878724115198304642)  2025-01-13T08:41Z [----] followers, 14.3K engagements


"Capesize vessel Lady Cedros to be scrapped at Alang India. 1998-built #Capesize #drybulk"  
[X Link](https://x.com/cashsarmax/status/1878728711178236063)  2025-01-13T09:00Z [----] followers, [----] engagements


"Got tankers"  
[X Link](https://x.com/cashsarmax/status/1879467579175321795)  2025-01-15T09:56Z [----] followers, [----] engagements


"If you are an orderbook investor this is an interesting read. Dry bulk: Highest number of vessel deliveries since [----]. Tankers: Lowest number of vessel deliveries since [----]. #tankers #drybulk"  
[X Link](https://x.com/cashsarmax/status/1879526254292111600)  2025-01-15T13:49Z [----] followers, [----] engagements


"Red Sea opening will potentially mean an increase in vessel supply as per the graph below. Not catastrophic for tankers and dry bulk but much worse for containers"  
[X Link](https://x.com/anyuser/status/1880182155957149917)  2025-01-17T09:15Z [----] followers, [----] engagements


"If you asked me one month ago that we would see these numbers in January I wouldn't believe you"  
[X Link](https://x.com/cashsarmax/status/1880587251622744338)  2025-01-18T12:05Z [----] followers, [----] engagements


"The world needs more coal"  
[X Link](https://x.com/anyuser/status/1880595794753167544)  2025-01-18T12:39Z [----] followers, [----] engagements


"Btw regarding tankers"  
[X Link](https://x.com/cashsarmax/status/1882395294203273465)  2025-01-23T11:49Z [----] followers, [----] engagements


"Where would capes be without bauxite"  
[X Link](https://x.com/cashsarmax/status/1882425877998502096)  2025-01-23T13:51Z [----] followers, [----] engagements


"Available tonnage VLCCs and Aframaxes in AG ready to load shows downward trend and are below the annual average. (Signal) #tankers"  
[X Link](https://x.com/cashsarmax/status/1883242634497740883)  2025-01-25T19:56Z [----] followers, [----] engagements


"1998-built Suezmax Nolan outside Alang India to be scrapped #tankers"  
[X Link](https://x.com/cashsarmax/status/1883821602003145028)  2025-01-27T10:17Z [----] followers, [----] engagements


"Perhaps i can afford a beer this weekend TD3c w60 ✔ TD3c w60 ✔"  
[X Link](https://x.com/cashsarmax/status/1884699947594850692)  2025-01-29T20:27Z [----] followers, [----] engagements


"Less than [--] available VLs in AG far below average. Less vessels available while we are in a typically dead period with CNY. Believe we can see positive rate developments the next weeks. #tankers"  
[X Link](https://x.com/cashsarmax/status/1885290513890181559)  2025-01-31T11:34Z [----] followers, [---] engagements


"VLCC deliveries per year vs number of vessels turning [--] years old. From Gibson"  
[X Link](https://x.com/cashsarmax/status/1885603693384323388)  2025-02-01T08:18Z [----] followers, [----] engagements


"Generally trade wars and tariffs are not positive for shipping however they create inefficiencies in the supply chain which can be very positive for certain segments and routes and destructive for others. VLCC is very interesting these days"  
[X Link](https://x.com/cashsarmax/status/1886015955559412054)  2025-02-02T11:36Z [----] followers, [----] engagements


"Number of available tanker tonnage is still below average and we see an increase in Saudi VLCC voyages to China and India. The sanctions have clearly increased the demand for the compliant tanker fleet.🚀 (1: Signal 2: Vortexa)"  
[X Link](https://x.com/cashsarmax/status/1888300939997806996)  2025-02-08T18:56Z [----] followers, 11.3K engagements


"Bottomed out in dry bulk (BRS)"  
[X Link](https://x.com/cashsarmax/status/1891176217157521666)  2025-02-16T17:22Z [----] followers, [----] engagements


"The global shipping fleet is now on average [----] year old. The highest recorded in at least [--] years. (Arrow)"  
[X Link](https://x.com/cashsarmax/status/1891922010462162999)  2025-02-18T18:45Z [----] followers, [----] engagements


"No. of available VLCCs in MEG reducing while number of VLCCs fixed last week increasing👀(Fearnleys)"  
[X Link](https://x.com/cashsarmax/status/1892562246405873669)  2025-02-20T13:09Z [----] followers, [----] engagements


"This is crazy going to be a large tax on the US consumer or a change in trading patterns. Mostly will affect containers RORO and dry PMAX I have 80% of total orders YTD from China in the tanker and drybulk segment (VL Suez Afra MR Cape Kmax and Umax) Major #shipping news RE: US vs #China. Proposed US port fees up to $1.5M/call for China-built ships. Even non-Chinese operators with single Chinese-built ship/single order at China yard could pay $500000/call. See story (free to read) #containers #tankers https://t.co/9dT21v5SkZ Major #shipping news RE: US vs #China. Proposed US port fees up to"  
[X Link](https://x.com/cashsarmax/status/1893627511864471731)  2025-02-23T11:42Z [----] followers, [----] engagements


"$TEN with a huge 9x shuttle tanker order for Transpetro from Korean yard at a price of $147m each. Delivery 2027-2028. The orderbook has grown by 81% to [--] vessels around 20% of the fleet rough estimate. WOW (Xclusiv)"  
[X Link](https://x.com/anyuser/status/1894383017759543712)  2025-02-25T13:44Z [----] followers, [----] engagements


"We see clear signals that secondhand asset values are falling in the tanker and bulker segment"  
[X Link](https://x.com/cashsarmax/status/1895752361634849213)  2025-03-01T08:25Z [----] followers, [----] engagements


"All repair yards in China have blown capacity and reports of several yards cancelling existing bookings already made. Everyone is docking at the same time"  
[X Link](https://x.com/anyuser/status/1905913040014291388)  2025-03-29T09:20Z [----] followers, [----] engagements


"Bauxite keep breaking records🚀 #capesize #drybulk Source:IG"  
[X Link](https://x.com/cashsarmax/status/1907389374897238071)  2025-04-02T11:07Z [----] followers, [----] engagements


"I am still in China and it is wild to see how fast they have been able to electrify their car fleet in T1 cities with all kinds of brands from BYD to Tesla. Everyone also driving electrical scooters. Story is different outside the mega cities but still an eye opener"  
[X Link](https://x.com/cashsarmax/status/1909501996090245609)  2025-04-08T07:02Z [----] followers, [---] engagements

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