# ![@joeriwestland Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::222582657.png) @joeriwestland Joeri

Joeri posts on X about $zim, $dac, $flng, $clco the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::222582657/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::222582657/c:line/m:interactions.svg)

- [--] Week [-----] +353%
- [--] Month [-------] +579%
- [--] Months [-------] +195%
- [--] Year [---------] +40%

### Mentions: [--] [#](/creator/twitter::222582657/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::222582657/c:line/m:posts_active.svg)

- [--] Month [--] +47%
- [--] Months [---] +110%
- [--] Year [---] +64%

### Followers: [------] [#](/creator/twitter::222582657/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::222582657/c:line/m:followers.svg)

- [--] Week [------] +0.11%
- [--] Month [------] +0.79%
- [--] Months [------] +4.70%
- [--] Year [------] +9.10%

### CreatorRank: [---------] [#](/creator/twitter::222582657/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::222582657/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  36.27% [finance](/list/finance)  23.53% [countries](/list/countries)  18.63% [cryptocurrencies](/list/cryptocurrencies)  4.9% [travel destinations](/list/travel-destinations)  2.94% [financial services](/list/financial-services)  0.98% [currencies](/list/currencies)  0.98%

**Social topic influence**
[$zim](/topic/$zim) 16.67%, [$dac](/topic/$dac) 9.8%, [$flng](/topic/$flng) #2, [$clco](/topic/$clco) #1, [market](/topic/market) 8.82%, [$nmm](/topic/$nmm) 8.82%, [$gsl](/topic/$gsl) 8.82%, [imo](/topic/imo) 7.84%, [$ccec](/topic/$ccec) #1, [in the](/topic/in-the) 6.86%

**Top accounts mentioned or mentioned by**
[@nlrebellion](/creator/undefined) [@greenpeace](/creator/undefined) [@cmbtech](/creator/undefined) [@originalbraila](/creator/undefined) [@kereport](/creator/undefined) [@sstapczynski](/creator/undefined) [@christankerfund](/creator/undefined) [@andreassteno](/creator/undefined) [@paretosec](/creator/undefined) [@sophiakianni](/creator/undefined) [@joostjansen6](/creator/undefined) [@kellivdwaals](/creator/undefined) [@amsterdamnl](/creator/undefined) [@us5thfleet](/creator/undefined) [@cmfbahrain](/creator/undefined) [@4daagsenijmegen](/creator/undefined) [@oooo39711442](/creator/undefined) [@edfin](/creator/undefined) [@eliasmonsor](/creator/undefined)

**Top assets mentioned**
[ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Danaos Corporation (DAC)](/topic/$dac) [Cool Company Ltd. (CLCO)](/topic/$clco) [Costamare Inc. (CMRE)](/topic/$cmre) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Hafnia Limited (HAFN)](/topic/$hafn) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [EURONAV NV (CMBT)](/topic/$cmbt) [Golden Ocean Group Limited Common Stock (GOGL)](/topic/$gogl) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [EURONAV NV (EURN)](/topic/$eurn) [Validity (VAL)](/topic/$val) [Transocean LTD. (RIG)](/topic/$rig) [Noble Corporation (NE)](/topic/$ne) [Frontline Ltd. (FRO)](/topic/$fro) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Tokenomy (TEN)](/topic/$ten) [Bitcoin Gold (BTG)](/topic/$btg) [Allied Gold Corporation (AAUC)](/topic/$aauc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"With both #Tanker and $Bulk markets quickly improving its good to highlight a prime pick of mine $CMBT . It has a brand new fleet with lots of bulk and Tanker exposure (Former $EURN $GOGL fleets) plus decent financial leverage. @CMB_TECH Arctic from [--] Sept:"  
[X Link](https://x.com/joeriwestland/status/1988924455922356634)  2025-11-13T10:58Z 17.7K followers, [----] engagements


"This winter season for $LNG shipping turned into a total bust. "Spark Commodities pushed its Atlantic rate assessment today down $5000 per day to $21250 per day." $FLNG $CCEC $CLCO https://www.tradewindsnews.com/gas/charter-rates-plunge-40-in-a-week-for-modern-lng-carriers/2-1-1929923 https://www.tradewindsnews.com/gas/charter-rates-plunge-40-in-a-week-for-modern-lng-carriers/2-1-1929923"  
[X Link](https://x.com/joeriwestland/status/2013271620165550390)  2026-01-19T15:25Z 17.7K followers, [----] engagements


"@OriginalBraila @kereport That runrate [----] is based on [--] mines [--] of them tier [--] (US based) and one in Guyana is a fantastic mining location as well (tier [--] close to tier 1). Mispriced stock imo market is giving them no credit (yet) for all the growth. Maybe Moss ramping up will help here"  
[X Link](https://x.com/joeriwestland/status/2016788027578708007)  2026-01-29T08:18Z 17.7K followers, [---] engagements


"@SStapczynski LNG demand is never going to keep up with the surge in supply next years. Asia has many very cheap alternative energy molecules (thermal coal propane butane ethane etc). Very bad setup for LNG shipping rates"  
[X Link](https://x.com/joeriwestland/status/2021852817133076796)  2026-02-12T07:44Z 17.7K followers, [----] engagements


"I would have expected way more LNG scrapping this year given the horrible market. Marinakis now in the news scrapping a steam turbine vessel. For the long term outlook I hope we get many more otherwise it might be a VERY long wait for a more balanced market $FLNG $CLCO"  
[X Link](https://x.com/joeriwestland/status/1962510286948008026)  2025-09-01T13:38Z 17.7K followers, [----] engagements


"Both B2 Gold $BTG and Allied Gold $AAUC reported earnings and were very optimistic about production and outlook from their mines in Mali. Negative press about Mali "falling to Al Qaeda" crashed share prices of these [--] stocks. Both have their mines on the Senegal border. 1/2"  
[X Link](https://x.com/joeriwestland/status/1986457129818234970)  2025-11-06T15:34Z 17.7K followers, 12.3K engagements


"Q1 is almost always the seasonal low for $BULK rates. Rainy season in Brasil (less Iron exports) Chinese new year holidays Cyclones in Australia low Agri exports etc. This year forwards (FFA's) price in a very healthy low season market with $18k and $14k/day Cape/Panamax"  
[X Link](https://x.com/joeriwestland/status/1990690741870309575)  2025-11-18T07:57Z 17.7K followers, [----] engagements


"Extremely short seasonal $LNG shipping rate boost this year. Rates already retreating hard. CLCO going private soon. FLNG soon with [--] spot exposed vessels. $FLNG $CLCO $CCEC"  
[X Link](https://x.com/joeriwestland/status/2008976979878617177)  2026-01-07T19:00Z 17.7K followers, [----] engagements


"With EU gas prices spiking the outlook for LNG shipping is going from bad to worse. LNG exports from the USA and the Middle East going shorter haul to Europe as opposed to Asia. Easily the worst shipping sector outlook with the massive orderbook. $FLNG $CLCO $CCEC"  
[X Link](https://x.com/joeriwestland/status/2012160767370449243)  2026-01-16T13:51Z 17.7K followers, [----] engagements


"US gas prices blowing out is another hit to spot $LNG shipping rates. US storage down due to the cold blast so less supply available to export plus its getting even more expensive versus plentiful alternatives (for Asia) like Thermal coal propane ethane. $FLNG $CLCO $CCEC US NATURAL GAS PRICES ARE SURGING AMID COLD BLAST 🚨 📈 Gas prices are up 22% today. That's ontop of a 26% gain yesterday ❄ Forecasts for freezing temperatures across the country are set to boost gas demand while also threatening to disrupt production in the south https://t.co/UXSaOIXixH US NATURAL GAS PRICES ARE SURGING"  
[X Link](https://x.com/joeriwestland/status/2013878886971449490)  2026-01-21T07:38Z 17.7K followers, [----] engagements


"Very bad outlook for $LNG shipping rates. Massive orderbook getting delivered and with LNG so much more expensive then alternative energy molecules Asia will use alternatives. All goes short-haul to Europe and LNG spot rates stay heavily loss making. $FLNG $CLCO $CCEC 👇 Europe's LNG imports will hit a record this year the IEA says 🚢 📈 The EU is turning to LNG to replace Russian pipeline gas And now the US is the biggest supplier of LNG to Europe. That trend is poised to continue as new US export projects ramp-up output https://t.co/OPFA7K2UIV Europe's LNG imports will hit a record this"  
[X Link](https://x.com/joeriwestland/status/2014628330364936405)  2026-01-23T09:16Z 17.7K followers, [----] engagements


"LNG supply will be booming next years but it doesn't look like LNG demand from Asia will grow much. This sets up LNG shipping up for years of bad LNG shipping spot rates as the massive order book delivers. $FLNG $CLCO $CCEC https://www.tradewindsnews.com/gas/rates-for-modern-lng-carriers-plunge-below-20-000-per-day/2-1-1934687 https://www.tradewindsnews.com/gas/rates-for-modern-lng-carriers-plunge-below-20-000-per-day/2-1-1934687"  
[X Link](https://x.com/joeriwestland/status/2016151698226438585)  2026-01-27T14:09Z 17.7K followers, [----] engagements


"Ugly. LNG shipping outlook is very bad imo. $FLNG $CLCO $CCEC 🚢 Atlantic #LNG #freight drops to lowest levels since Feb [----] - Spark30S (Atlantic) has fallen sharply to $11.25k/day from the $150k/day high in late November - Atlantic rates have returned to levels last seen in late February [----] https://t.co/dMEjGO97TT 🚢 Atlantic #LNG #freight drops to lowest levels since Feb [----] - Spark30S (Atlantic) has fallen sharply to $11.25k/day from the $150k/day high in late November - Atlantic rates have returned to levels last seen in late February [----] https://t.co/dMEjGO97TT"  
[X Link](https://x.com/joeriwestland/status/2017338708781863331)  2026-01-30T20:46Z 17.7K followers, [----] engagements


"As I mentioned many times lately $LNG shipping outlook is horrible. 10% fleet growth this year and LNG supply growth keeps getting delayed and demand growht from Asia non-existent. EU soaking up LNG supply short haul. $FLNG $CLCO Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its"  
[X Link](https://x.com/joeriwestland/status/2020921480456941827)  2026-02-09T18:03Z 17.7K followers, [----] engagements


"@christankerfund Lol jeah I tweeted many times about the hidden value of ZIM 2023-2024 too. Street analysts with ultra low targets either had an agenda or no clue. Big win for most of Shiptwit over the Wall street big boys :P"  
[X Link](https://x.com/joeriwestland/status/2023052833814352381)  2026-02-15T15:12Z 17.7K followers, [---] engagements


"Just how "Insane" are #Container markets A [----] Panamax container vessel sold for about $95M Back in April [----] (link below) $NMM bought [--] similar vessels with then heavily above market contracts for $113M 🤯🤯🤯🚀🚀🚀 https://splash247.com/rickmers-maritime-wind-process-sees-navios-take-entire-fleet-113m/ https://www.tradewindsnews.com/containerships/-insane-market-as-prices-for-secondhand-container-ships-jump-by-a-third/2-1-1159454 https://splash247.com/rickmers-maritime-wind-process-sees-navios-take-entire-fleet-113m/"  
[X Link](https://x.com/anyuser/status/1487132277641334788)  2022-01-28T18:35Z 17.7K followers, [---] engagements


"#Container market still on fire. Harpex with a fresh high. $ATCO $CMRE $NMM $DAC $ESEA $GSL $MPCC"  
[X Link](https://x.com/anyuser/status/1489608736331214848)  2022-02-04T14:36Z 17.7K followers, [---] engagements


"New week fresh all-time high Harpex index. The cost to charter a containership set a another unbelievable record. $GSL $ATCO $CMRE $ESEA $MPCC $DAC $NMM"  
[X Link](https://x.com/anyuser/status/1494751484617138177)  2022-02-18T19:11Z 17.7K followers, [---] engagements


"@AndreasSteno Yes ships wait [---] miles out and slow steam now. Congestion in other US ports is rising so it is just spreading over more ports now. Most importantly rates are still very near highs in low season. The graph above is a wrong narrative"  
[X Link](https://x.com/anyuser/status/1496100294148726784)  2022-02-22T12:31Z 17.7K followers, [---] engagements


"Clarksons take on offshore drilling valuations. $VAL $DO $RIG $NE $BORR"  
[X Link](https://x.com/anyuser/status/1509871127262339074)  2022-04-01T12:31Z 17.7K followers, [---] engagements


"Offshore oil drilling making a comeback 👇 $VAL $DO $RIG $NE Exxon to invest $10 billion in massive #Guyana offshore oil project #oott https://t.co/E56PdtxU0V Exxon to invest $10 billion in massive #Guyana offshore oil project #oott https://t.co/E56PdtxU0V"  
[X Link](https://x.com/joeriwestland/status/1510989410774441990)  2022-04-04T14:35Z 17.7K followers, [---] engagements


"Who bought the huge #Container share price drop $ZIM $MATX $GSL $MAERSK $HLAG $DAC $ESEA $ATCO $CMRE"  
[X Link](https://x.com/anyuser/status/1516336644525281287)  2022-04-19T08:43Z 17.7K followers, [---] engagements


"#Shipping ; Massive selloff. Meanwhile #container lessors signed a lot of extremely profitable backlog and have very little open exposure for next [--] years. $Bulk $BDI was actually UP [--] points today. Crazy #volatility"  
[X Link](https://x.com/anyuser/status/1518596507028631552)  2022-04-25T14:23Z 17.7K followers, [---] engagements


"Rank #Shipping subsector equity attractiveness right now 👇👇👇 $Tanker $LPG $LNG #Container $Bulk Mine would be: [--]. #Container ( $GSL $ZIM $ATCO $CMRE $NMM) [--]. $LPG ( $Avance $Dorian LPG $GASS $BWLPG) [--]. $Bulk ( $NMM $SB $GNK $EGLE $SHIP) [--]. $Tanker [--]. $LNG ( $CPLP)"  
[X Link](https://x.com/anyuser/status/1518641886667362304)  2022-04-25T17:23Z 17.7K followers, [---] engagements


"Thoughts on the $HAFNIA share offering -9% in Olso currently. Not horrible as its done close to NAV and stabilises the balance sheet. But less torque to the quickly improving product #Tanker market. Buying some shares at mid 25NOK. https://live.euronext.com/nb/product/equities/BMG4233B1090-XOSL/hafnia-limited/hafni/quotes#CompanyPressRelease-10108414 https://live.euronext.com/nb/product/equities/BMG4233B1090-XOSL/hafnia-limited/hafni/quotes#CompanyPressRelease-10108414"  
[X Link](https://x.com/joeriwestland/status/1522127072424079361)  2022-05-05T08:12Z 17.7K followers, [--] engagements


"Product tanker rates are on fire in particular LR2's today. "The Baltic Exchanges benchmark Middle East Gulf to Japan route was quoted at $59000 per day for 75000-tonne cargoes. This is up $16600 day-on-day." $STNG $HAFNIA $ASC $NMM $FRO $INSW https://www.tradewindsnews.com/tankers/lr2-product-tanker-rates-jump-17-000-per-day-as-european-demand-grows/2-1-1214572 https://www.tradewindsnews.com/tankers/lr2-product-tanker-rates-jump-17-000-per-day-as-european-demand-grows/2-1-1214572"  
[X Link](https://x.com/joeriwestland/status/1522556410860654592)  2022-05-06T12:38Z 17.7K followers, [--] engagements


"Look at those crashing #Container ship charter rates: $GSL $DAC $ESEA $CMRE $ATCO"  
[X Link](https://x.com/anyuser/status/1525105880819281925)  2022-05-13T13:29Z 17.7K followers, [---] engagements


"Everybody: Container ship charter rates are about to crash to horrible levels in [----] 🤡. Liners: Sign a 4+ year charter with $GSL for a [----] vessel at an - EBITDA - margin of $45.5k/day Starting July [----]. Uhm maybe people are too bearish https://www.globenewswire.com/news-release/2022/05/17/2445028/0/en/Global-Ship-Lease-Announces-New-Forward-Charter-Agreement.html https://www.globenewswire.com/news-release/2022/05/17/2445028/0/en/Global-Ship-Lease-Announces-New-Forward-Charter-Agreement.html"  
[X Link](https://x.com/anyuser/status/1526548705909907457)  2022-05-17T13:02Z 17.7K followers, [---] engagements


"Maybe $ZIM earnings is the catalyst for the market to realise that the #Container sector is way too cheap. Knocked it out of the park. $ZIM increased [----] Guidance to: - Adjusted EBITDA of between $7.8 billion and $8.2 billion 🤯🤯🤯 https://investors.zim.com/news/news-details/2022/ZIM-Reports-Record-Financial-Results-for-the-First-Quarter-of-2022/default.aspx https://investors.zim.com/news/news-details/2022/ZIM-Reports-Record-Financial-Results-for-the-First-Quarter-of-2022/default.aspx"  
[X Link](https://x.com/anyuser/status/1526883637131624448)  2022-05-18T11:13Z 17.7K followers, [---] engagements


"Clearly very heavy overhead resistance at 100% 😅 [--] of my worst daily $ losses ever (incl poker) have been in the last week but feeling good. My longs are getting very cheap so it should work out in the medium term. Been doubling down in $DAC $GSL $ZIM $NMM $TGH lately. 🤞"  
[X Link](https://x.com/anyuser/status/1536430780792053761)  2022-06-13T19:30Z 17.7K followers, [---] engagements


"This is a very good article on $DAC with a tiny bit of $ZIM discussion as well. Written by Nikolaos Sismanos 👍 https://seekingalpha.com/article/4519107-danaos-buybacks-zim-dividends-push-stock-over-150 https://seekingalpha.com/article/4519107-danaos-buybacks-zim-dividends-push-stock-over-150"  
[X Link](https://x.com/anyuser/status/1538166588129652737)  2022-06-18T14:27Z 17.7K followers, [---] engagements


"Today is fathers day (in the Netherlands at least). My dad is almost [--] and just cycled almost 3000km from the Netherlands to Santiago de Compostela in northern Spain. Proud"  
[X Link](https://x.com/anyuser/status/1538631163648135171)  2022-06-19T21:13Z 17.7K followers, [---] engagements


"#Containership congestion is increasing again location of congestion just moved from US-West Coast to EU and US-East coast. And potential for a lot of Port strikes ahead. Equity markets called the #SupplyChainCrisis = over. Not convinced myself. https://splash247.com/boxport-congestion-spreads-across-the-globe-again/ https://splash247.com/boxport-congestion-spreads-across-the-globe-again/"  
[X Link](https://x.com/anyuser/status/1543885833870405633)  2022-07-04T09:14Z 17.7K followers, [---] engagements


"According to Bancosta $DAC fixed a ship (Dalian [----] Panamax) currently on charter until the end of Q1'23 at a massive $48k/day for [--] months. Assuming 10k/day costs this locks in another $40m in profits. Container lessors are so crazy cheap imo. $DAC $GSL $NMM $ESEA $MPCC"  
[X Link](https://x.com/anyuser/status/1562340497112408065)  2022-08-24T07:26Z 17.7K followers, [---] engagements


"Very clear sign of #China opening up. #Shipping Beijing to resume annual marathon race after two-year COVID-19 suspension. #Beijing #marathon #COVID19 Beijing to resume annual marathon race after two-year COVID-19 suspension. #Beijing #marathon #COVID19"  
[X Link](https://x.com/anyuser/status/1577228027049947136)  2022-10-04T09:23Z 17.7K followers, [---] engagements


"2020-2030 could be #Shippings decade. Shipyards need to replace ships from the 2000-2010 boom and do all the environmental upgrades and fleet renewal. Way too little shipyard capacity out there imo. Sheet from @paretosec"  
[X Link](https://x.com/anyuser/status/1603415863545286656)  2022-12-15T15:45Z 17.7K followers, [---] engagements


"My [--] picks for 2023: $NMM [-----] $TNP [-----] $VET [-----] (US listing) $DAC [-----] $ZIM [-----] $EDRY [-----] $CMRE [----] $AOI [-----] (Swedish listing) $METC [----] $SU [-----] (US listing) Yay or Nay Do your own Due diligence"  
[X Link](https://x.com/joeriwestland/status/1606038089385660416)  2022-12-22T21:24Z 17.7K followers, 63.8K engagements


"The reported price of this [----] Ice Class LR2 is so high that some market participants are seceptical its true ($47m). If true I know a rocketly tanker with a lot of Ice class vessels. $TNP $HAFNIA $TRMD $STNG $ASC $INSW $DIS https://www.tradewindsnews.com/tankers/thenamaris-tanker-rumoured-sold-for-record-price-amid-crazy-market-/2-1-1389729 https://www.tradewindsnews.com/tankers/thenamaris-tanker-rumoured-sold-for-record-price-amid-crazy-market-/2-1-1389729"  
[X Link](https://x.com/joeriwestland/status/1615690643422040064)  2023-01-18T12:40Z 17.7K followers, [----] engagements


"So who bought the #Tanker dip with me last days Bought/Added to $TNP $STNG $TNK myself. After the pullback in both rates and share prices the entry looks very tempting Imo. But they key will probably be how rates develop after the [--] Feb EU sanctions on Russian Distillates"  
[X Link](https://x.com/anyuser/status/1618321649878863872)  2023-01-25T18:55Z 17.7K followers, 21.4K engagements


"Some SERIOUSLY cheap companies in this Jefferies update. Both on NAV but also on forward cash flow basis. $CPLP $CMRE $DAC $GSL $NMM $ZIM"  
[X Link](https://x.com/joeriwestland/status/1620444564720062465)  2023-01-31T15:31Z 17.7K followers, 46.4K engagements


"@Greenpeace How did you fuel your boat"  
[X Link](https://x.com/joeriwestland/status/1620533503405264896)  2023-01-31T21:24Z 17.7K followers, [----] engagements


""JP Morgan analyst Samuel Bland upgrades $ZIM to Overweight and raises the price target from $17.6 to $30.40" Somebody finally realised his model makes no sense. Interesting timing. [--] newbuilds are "competitively" purchased so should not be included in debt. 😃"  
[X Link](https://x.com/anyuser/status/1626546005545046017)  2023-02-17T11:36Z 17.7K followers, 27.1K engagements


"At least #Shipping is amongst the least likely industries to have money deposits at a Californian VC bank right 😂"  
[X Link](https://x.com/anyuser/status/1634579038407651335)  2023-03-11T15:36Z 17.7K followers, 11.8K engagements


"@Greenpeace Greenpeace's history of being anti nuclear likely is the worst enviromental influence any pro-environment agency every contributed"  
[X Link](https://x.com/anyuser/status/1674671847630143488)  2023-06-30T06:50Z 17.7K followers, 16.1K engagements


"@SophiaKianni It is you these companies just provide a much demanded service"  
[X Link](https://x.com/anyuser/status/1693726860020949254)  2023-08-21T20:48Z 17.7K followers, [----] engagements


"More voluntary cuts from OPEC+ until the end of the year. My #Shipping take: - Bad for Crude tankers short term (less hot Q4 high seson) great for medium and long term (low global oil storage levels and high oil prices incentivising more Atlantic oil production. 1/x"  
[X Link](https://x.com/anyuser/status/1699048568370200617)  2023-09-05T13:15Z 17.7K followers, 16K engagements


"EU is already super short on Diesel and if Russia stops exports to Turkey 😶. Only place with excess refinery capacity is China. LR1/LR2 product tanker rates to the moon Black fleet utilisation down legit fleet utilisation up Product #Tankers Russia outright ban on gasoline and diesel exports Russia has temporarily banned exports of the diesel in a bid to stabilize domestic supplies adding pressure on already tight global fuel markets. The ban which also applies to gasoline comes into force on Sept. [--] and Russia outright ban on gasoline and diesel exports Russia has temporarily banned"  
[X Link](https://x.com/anyuser/status/1704846175810039877)  2023-09-21T13:12Z 17.7K followers, 24.3K engagements


"@JoostJansen6 @KellivdWaals @NLRebellion Zeker gemaakt van olie ook 🤷♂"  
[X Link](https://x.com/anyuser/status/1705558368922775837)  2023-09-23T12:22Z 17.7K followers, 16.1K engagements


"All takeover/take private shenanigans aside. FRO/Fredriksen willing to buy loads of VLCC's averaging maybe [--] years old for almost $100M a piece. And the Savery's willing to take EURN private at full NAV. --- Massive vote of confidence in Median/long term #tanker outlook"  
[X Link](https://x.com/anyuser/status/1709948173362348111)  2023-10-05T15:06Z 17.7K followers, 19.5K engagements


"Tradewinds reports a MR product tanker is on a Chili-New York trip all the way around the south of Argentina due to Panama Canal issues. I think we might see more of this the next [--] months. https://www.tradewindsnews.com/tankers/glencore-takes-d-amico-tanker-on-mammoth-journey-to-avoid-panama-canal-delays/2-1-1558647 https://www.tradewindsnews.com/tankers/glencore-takes-d-amico-tanker-on-mammoth-journey-to-avoid-panama-canal-delays/2-1-1558647"  
[X Link](https://x.com/anyuser/status/1727341473484411008)  2023-11-22T15:01Z 17.7K followers, 12.5K engagements


"@NLRebellion Zijn jullie mede debet aan. Heb ik voor gewaarschuwd. Geen draagvlak voor jullie extreme acties en stuurt mensen die antipathie voelen voor jullie acties naar rechts. A12 blokkades pakken slecht uit. Helaas"  
[X Link](https://x.com/anyuser/status/1727444574702870570)  2023-11-22T21:50Z 17.7K followers, 23.4K engagements


"Serious attack by the Houti's on an $ASC product tanker. US company heading to Europe I don't see an Israeli link whatsoever. Huge game changer in my opinion. Forces a Western reaction; Convoys Would boost ton days a lot due to delays. #Tankers https://apnews.com/article/yemen-houthi-rebels-ship-attacks-us-navy-1727df3d95e548c6e4d20b51f096268f https://apnews.com/article/yemen-houthi-rebels-ship-attacks-us-navy-1727df3d95e548c6e4d20b51f096268f"  
[X Link](https://x.com/anyuser/status/1734897190902943929)  2023-12-13T11:24Z 17.7K followers, 37.6K engagements


"Imagine being short $ZIM with both Panama Canal and Suez Canal troubles . 😱 Hapag-Lloyd and MSC ships targeted due to operators past Israeli trade https://t.co/L9dDiZQec4 Hapag-Lloyd and MSC ships targeted due to operators past Israeli trade https://t.co/L9dDiZQec4"  
[X Link](https://x.com/anyuser/status/1735653126718341509)  2023-12-15T13:28Z 17.7K followers, 45.7K engagements


"I think all western shipping companies will avoid the Suez Canal soon. If more and more of your peers avoid it how will you look in the eyes of personnel and stakeholders if you keep sailing through troubled waters #Shipping ⚠ 'UNIDENTIFIED OBJECT' HIT NORWEGIAN SHIP IN RED SEA: OWNER ⚠ 'UNIDENTIFIED OBJECT' HIT NORWEGIAN SHIP IN RED SEA: OWNER"  
[X Link](https://x.com/anyuser/status/1736731670911328421)  2023-12-18T12:54Z 17.7K followers, 17.7K engagements


"I do have a double feeling cheering all the #Shipping turmoil right now. The actual Seafarers have hard and lonely jobs way underpaid. Usually Eastern European or Asian nationals. As a shareholder I support investments in making their lives better. I hope nobody gets hurt🙏"  
[X Link](https://x.com/anyuser/status/1736745188641382425)  2023-12-18T13:48Z 17.7K followers, 11.5K engagements


"I think many shipping names are not up enough last days. Game changer imo. Benchmark rate indices across all sectors should be much higher in 2-3 weeks. There goes the wave. Just about every westbound ship has turned south for the Cape. https://t.co/cpIRJYpNQn There goes the wave. Just about every westbound ship has turned south for the Cape. https://t.co/cpIRJYpNQn"  
[X Link](https://x.com/anyuser/status/1737125056113762772)  2023-12-19T14:57Z 17.7K followers, 32.8K engagements


"The Maersk headlines are getting a lot of attention US open probably bad for #shipping equities. I think that might be a buy opportunity I dont think the Suez canal issues are anything close to done and/or solved"  
[X Link](https://x.com/anyuser/status/1739225783946678564)  2023-12-25T10:05Z 17.7K followers, 30.7K engagements


"Maersk going through the Suez Canal with a few ships does not mean the Suez issues are anything close to being solved imo. I think potential weakness in #Shipping stocks due to the Maersk headlines making it through generic media this weekend is likely a buy/add opportunity. Roller coaster in containerland continues: Containerized Freight Futures (Europe Service) contract rallies to 17% hitting the up limit Roller coaster in containerland continues: Containerized Freight Futures (Europe Service) contract rallies to 17% hitting the up limit"  
[X Link](https://x.com/anyuser/status/1739590396542382180)  2023-12-26T10:14Z 17.7K followers, 31K engagements


"Not over at all We are in inning [--] 👇👇👇 "Shipper Hapag-Lloyd Says Red Sea Route Still Too Dangerous Vessels will keep taking detours via Cape of Good Hope" https://www.bloomberg.com/news/articles/2023-12-27/hapag-lloyd-says-red-sea-route-is-still-too-dangerous https://www.bloomberg.com/news/articles/2023-12-27/hapag-lloyd-says-red-sea-route-is-still-too-dangerous"  
[X Link](https://x.com/anyuser/status/1739998799475712245)  2023-12-27T13:16Z 17.7K followers, 25.8K engagements


"@NLRebellion @AmsterdamNL Schandalig dat er maar [--] man nog vast zitten"  
[X Link](https://x.com/anyuser/status/1741159454723223634)  2023-12-30T18:08Z 17.7K followers, [----] engagements


"Story is far from over we are in inning [--] 👇 MAERSK: WILL PAUSE ALL SAILINGS THROUGH THE RED SEA FOR [--] HOURS. #Shipping #RedSea MAERSK: WILL PAUSE ALL SAILINGS THROUGH THE RED SEA FOR [--] HOURS. #Shipping #RedSea"  
[X Link](https://x.com/anyuser/status/1741444417955700911)  2023-12-31T13:01Z 17.7K followers, 14.8K engagements


"Surprising that Oslo #Shipping is trading so weak with the news about a Suezmax tanker being hijacked near Oman likely to hit mainstream news next hours"  
[X Link](https://x.com/anyuser/status/1745364649191645539)  2024-01-11T08:38Z 17.7K followers, 20.5K engagements


"They told us Suez canal issues would be over in a few days. They told us that [--] weeks ago. Its only going to get worse and shipping rates keep benefitting. I am hearing from multiple sources that an attempt to run several US-flagged vessels through the #BabelMandeb/#RedSea was thwarted last night & one of the major US carriers is suspending further transits until they can get @US5thFleet / @CMF_Bahrain to provide direct escorts. https://t.co/wYBn1S7rh8 I am hearing from multiple sources that an attempt to run several US-flagged vessels through the #BabelMandeb/#RedSea was thwarted last night"  
[X Link](https://x.com/anyuser/status/1750181352119386506)  2024-01-24T15:38Z 17.7K followers, 16.4K engagements


"Container rates don't have to rise for $ZIM to rake in massive amounts of cashflows and get a rise in share price. From today's Jefferies rapport: Ah and before I forget there has been no short covering yet 🍿🍿🍿"  
[X Link](https://x.com/joeriwestland/status/1751953766734065993)  2024-01-29T13:01Z 17.7K followers, 12.4K engagements


"#Shipping stocks are NOT pricing in long-term at all. They are not even pricing in Medium term. COMMANDER OF YEMEN'S HOUTHI FORCES SAYS GROUP IS READY FOR A 'LONG-TERM CONFRONTATION' WITH THE U.S. AND THE UK - STATEMENT COMMANDER OF YEMEN'S HOUTHI FORCES SAYS GROUP IS READY FOR A 'LONG-TERM CONFRONTATION' WITH THE U.S. AND THE UK - STATEMENT"  
[X Link](https://x.com/anyuser/status/1752335246622675247)  2024-01-30T14:17Z 17.7K followers, 22.3K engagements


"Interactive brokers has no $ZIM shares available to lend. Did even more people short ZIM on the news an hour ago even more crowded 🍿🍿🍿 ⚠ QATAR OFFICIAL TELLS REUTERS THERE IS NO CEASEFIRE DEAL YET FOR GAZA ⚠ QATAR OFFICIAL TELLS REUTERS THERE IS NO CEASEFIRE DEAL YET FOR GAZA"  
[X Link](https://x.com/anyuser/status/1753127638103687240)  2024-02-01T18:46Z 17.7K followers, 17.3K engagements


"Pretty annoying $ZIM dropped 14% on a fake ceasefire headline but when Isreal swipes away all negotiations its up a lousy +4.5%. #NOTFAIR"  
[X Link](https://x.com/anyuser/status/1755291081053290939)  2024-02-07T18:03Z 17.7K followers, 13.4K engagements


"I think $Maersk is heavily sandbagging guidance for image reasons; - Don't want to be seen as the source if inflation on consumers - Don't want to be seen as profiting from Isreal mess. - Keeping anti-competition regulators off their back. Does that make sense $ZIM $HLAG"  
[X Link](https://x.com/anyuser/status/1755591373183414359)  2024-02-08T13:56Z 17.7K followers, 33.1K engagements


"Great graphic from Jefferies today matches this Maersk headline perfectly. $ZIM $HLAG $MAERSK $DAC MAERSK - OUR TEAMS CONTINUE TO CLOSELY MONITOR THE SITUATION AROUND THE RED SEA / GULF OF ADEN ON RED SEA/GULF OF ADEN: WE ENCOURAGE CUSTOMERS TO PREPARE FOR DISRUPTIONS TO PERSIST IN GLOBAL NETWORK MAERSK - IS INCREASING ITS FOCUS ON EMPTY CONTAINER REPOSITIONING AND ADDING MAERSK - OUR TEAMS CONTINUE TO CLOSELY MONITOR THE SITUATION AROUND THE RED SEA / GULF OF ADEN ON RED SEA/GULF OF ADEN: WE ENCOURAGE CUSTOMERS TO PREPARE FOR DISRUPTIONS TO PERSIST IN GLOBAL NETWORK MAERSK - IS INCREASING"  
[X Link](https://x.com/anyuser/status/1762467552737763701)  2024-02-27T13:19Z 17.7K followers, 23.6K engagements


"$ZIM call just ended. I think the colour was much more optimistic than the guidance implied. ZIM clearly had a base case of ships returning to red sea H2 [----] and rates to revert back to H2 [----] levels. Lots of upside to guidance if Red sea doesn't open quickly imo"  
[X Link](https://x.com/anyuser/status/1767898109374341524)  2024-03-13T12:58Z 17.7K followers, [----] engagements


"My [--] largest -long- exposures in alphabetical order right now: AOI * DAC DSX EDRY EURN* PXS TNP* VET WAWI* ZIM* Varying liquidity in the market and different corporate governance trust levels in this group so do your own DD. * = top [--] Questions or feedback"  
[X Link](https://x.com/anyuser/status/1783556298568609975)  2024-04-25T17:58Z 17.7K followers, 40.2K engagements


"@NLRebellion Belachelijk hoe veel politie capaciteit jullie denken te kunnen verspillen met jullie clubje zonder enig morele zelf reflectie. Er is geen draagvlak in de samenleving voor jullie acties"  
[X Link](https://x.com/anyuser/status/1783755475550441481)  2024-04-26T07:10Z 17.7K followers, [----] engagements


"Weeeeh Finally started the build of my new house today for real. Foundation poles getting drilled in today. 🍻"  
[X Link](https://x.com/anyuser/status/1796611878187089937)  2024-05-31T18:37Z 17.7K followers, [----] engagements


"#Tankers Oil selling off much more for fear of too much supply then lack of demand. Contango now gone in the oil future curve so oil cargo won't lose value with time anymore incentivizing long haul trading global arbitrage storage building. Not the worst #Tanker macro imo"  
[X Link](https://x.com/anyuser/status/1797895737923252305)  2024-06-04T07:38Z 17.7K followers, [----] engagements


"Fearnley's from $ZIM 7$ target and Sell to $27 an Buy. A tad late guys"  
[X Link](https://x.com/anyuser/status/1809121763021697458)  2024-07-05T07:06Z 17.7K followers, 19.9K engagements


"This is developing into a VERY important #Shipping story: - Very close to Singapore port (huge) - More scrunity coming on black market #tanker fleet and their maintenance (the VLCC was known for carrying Iranian). - Hafnia should be insured - Singapore Congestion #Container Hafnia tanker and Chinese VLCC ablaze after South China Sea collision #shipping https://t.co/OAdgAN0iIp Hafnia tanker and Chinese VLCC ablaze after South China Sea collision #shipping https://t.co/OAdgAN0iIp"  
[X Link](https://x.com/anyuser/status/1814210805014958429)  2024-07-19T08:08Z 17.7K followers, 23.5K engagements


"Quite an energy selloff. I added/bought FRO NFE HAFN VET SDRL and VAL today. What are you guys looking at today"  
[X Link](https://x.com/anyuser/status/1839011900925030506)  2024-09-25T18:39Z 17.7K followers, 18.2K engagements


"Cosco Sub OOCL is the first liner to offer Q3 guidance. They report their revenues will go up 34.96% Q/Q. $ZIM has much more spot exposure especially to the US and more fleet growth on top so their Revenue growth will be much higher. Q3 is going to be a monster. #Container"  
[X Link](https://x.com/joeriwestland/status/1843574746476134545)  2024-10-08T08:50Z 17.7K followers, 11.7K engagements


"My exposure to #Tankers and $Offshore is getting very large with these daily drops. Buying hard assets at heavily discounted prices low orderbooks and great balance sheets. Don't know where these trade next week but should be much higher in [--] years"  
[X Link](https://x.com/anyuser/status/1848990559332962659)  2024-10-23T07:31Z 17.7K followers, 25.1K engagements


"yeeeze shipping / energy selloff is getting pretty insane. Tilt-level 9/10 here now hopefully a sign that we are close to the end"  
[X Link](https://x.com/anyuser/status/1854943568416121009)  2024-11-08T17:46Z 17.7K followers, 12.3K engagements


"If you haven't bought the dip the dip of the dip and the dipperdy dip of #Tankers already read this 👇 Trump is going to make a huge difference imo. https://splash247.com/shadow-vlccs-lined-up-for-demolition/ https://splash247.com/shadow-vlccs-lined-up-for-demolition/"  
[X Link](https://x.com/joeriwestland/status/1864942399392289042)  2024-12-06T07:58Z 17.7K followers, 14.8K engagements


"I haven't seen Shipping stocks this cheap since H2 [----] pretty amazing with indices setting fresh records every day"  
[X Link](https://x.com/anyuser/status/1866932088601002026)  2024-12-11T19:44Z 17.7K followers, 23.7K engagements


"This is obviously super interesting for #Tankers. 👇 China stops buying sanctioned Iranian oil Iran #oil on water has been rapidly accumulating with 46mb floating in Persian Gulf or South China Sea as of Dec [--]. Iranian floating storage offshore Singapore has surged to a multi-year high (40+mb) and is still building - Vortexa #oott https://t.co/wIZZTUeAPj China stops buying sanctioned Iranian oil Iran #oil on water has been rapidly accumulating with 46mb floating in Persian Gulf or South China Sea as of Dec [--]. Iranian floating storage offshore Singapore has surged to a multi-year high (40+mb)"  
[X Link](https://x.com/anyuser/status/1867476177994265055)  2024-12-13T07:46Z 17.7K followers, 17.4K engagements


"Wasn't the #Tanker thesis dead Multiple brokers reporting today that Exxon has chartered a [----] and [----] VLCC for [--] years at $50000/day. $DHT $FRO $ECO $INSW Multiple brokers reporting today that Exxon has chartered a [----] and [----] VLCC for [--] years at $50000/day. $DHT $FRO $ECO $INSW"  
[X Link](https://x.com/anyuser/status/1871187872906379701)  2024-12-23T13:35Z 17.7K followers, 16.6K engagements


"What an incredible #Tanker selloff today. I'm buying/adding basically all of them today. $TRMD $TEN $STNG $TNK $HAFN $INSW"  
[X Link](https://x.com/anyuser/status/1881730459882893376)  2025-01-21T15:47Z 17.7K followers, 14.4K engagements


"We are about to find out how overexposed large funds are to long tech-short Energy/Shipping. 😅"  
[X Link](https://x.com/anyuser/status/1883797513637073382)  2025-01-27T08:41Z 17.7K followers, 10.4K engagements


"Usually #Shipping thrives on chaos and inefficiencies longer trade routes congestion madness"  
[X Link](https://x.com/anyuser/status/1885789376975679973)  2025-02-01T20:36Z 17.7K followers, [----] engagements


"Tomorrow end of day: SPY -3% VIX [--] OIL +4% Usd stronger TNX 4.7% Gold 2850$ Shipping very weak except tankers Yay or Nay scenario"  
[X Link](https://x.com/anyuser/status/1886001848701555058)  2025-02-02T10:40Z 17.7K followers, 15.6K engagements


"Super annoying and frustrating how weak the follow through on Shipping/Tankers is since Friday's bounce. Aframax/Suezmax rates are still around $50k/day. Q2 EPS is going to be very hot again. Why does it feel like there are simply no buyers"  
[X Link](https://x.com/anyuser/status/1912188593516261693)  2025-04-15T16:57Z 17.7K followers, [----] engagements


""Traders now fear a market share war" Unreal how weak #Tanker stocks are this is literally the most bullish event you can think off. Oil prices are crashing on Wednesday afternoon after Saudi Arabia signals it wont support further oil cuts and is prepared for a prolonged period of low prices per Reuters. Traders now fear a market share war and everyone remembers what happened last time Riyadh chose https://t.co/RVXbOBSVrk Oil prices are crashing on Wednesday afternoon after Saudi Arabia signals it wont support further oil cuts and is prepared for a prolonged period of low prices per Reuters."  
[X Link](https://x.com/anyuser/status/1917648813675643149)  2025-04-30T18:34Z 17.7K followers, 19.5K engagements


"Interesting day ahead; I guess a lot will depend on the reaction of Iran. Hormuz Global terrorist attacks Attack US bases in ME Oil +5% Gold +3% (next week an attack of $3500 again) Tankers/LPG/Container liners/Car Carriers +5% to 10% SPY -2% Reasonable expectations"  
[X Link](https://x.com/anyuser/status/1936741305951871021)  2025-06-22T11:01Z 17.7K followers, 27.4K engagements


"Some very cheap names according to this Jefferies update on Energy #Shipping. (25 June) I'm personally am long TEN STNG TRMD TNK NVGS of these. (do your own DD)"  
[X Link](https://x.com/anyuser/status/1938615293670006838)  2025-06-27T15:07Z 17.7K followers, [----] engagements


"Finished my 200km in [--] days hike. Last day hurt from step one onwards with blisters and an ignited muscle in my leg. But what a party in every small village we walked through fantastic experience @4daagsenijmegen"  
[X Link](https://x.com/anyuser/status/1946503427669856731)  2025-07-19T09:32Z 17.7K followers, [----] engagements


"I think gold mining stocks way underperformed gold prices for a long time. Gold equities are probably the most interesting deep value investments out there currently. Miners on the brink of a major breakout relative to gold prices. Game on. https://t.co/K5JqCHo6k9 Miners on the brink of a major breakout relative to gold prices. Game on. https://t.co/K5JqCHo6k9"  
[X Link](https://x.com/anyuser/status/1949167905154711908)  2025-07-26T18:00Z 17.7K followers, 19.3K engagements


"I see a lot of doubt about the tanker rate rally. [--] reasons why I think the current rate spike is important and likely leads to a great Q4 season: [--]. This spike is occurring in a "business as usual" period. Last spike was with Iran threatening the straight of Hurmuz closure for example. Right now its just normal business. [--]. OPEC+ volumes are still ramping up for next months. [--]. September is normally one of the worst seasonal months. The fact that the tanker market is super tight with apparently very high utilization already sets up for a great high season once tanker ton miles seasonally"  
[X Link](https://x.com/anyuser/status/1966474014836117692)  2025-09-12T12:08Z 17.7K followers, 10.1K 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/anyuser/status/1968002460670370055)  2025-09-16T17:22Z 17.7K followers, 14.1K engagements


"@OOOO39711442 Why do you think its high risk Very stable balance sheet very strong Brazillian JV with charters until late [----]. I think it carries way less risk then say BORR/RIG"  
[X Link](https://x.com/joeriwestland/status/1981667491785929105)  2025-10-24T10:22Z 17.7K followers, [---] engagements


"Knutsen $KNOP getting a take private bid looks like we loose another shipping company. Also a vote of confidence on the outlook of the Shuttle tanker market quite an important part of the $TEN $TSAKOS fleet mix. Some of theirs open up from charters 2027-2028"  
[X Link](https://x.com/joeriwestland/status/1985351903203512824)  2025-11-03T14:22Z 17.7K followers, [----] engagements


"wtf Bugbee 🤮👇 $STNG Bugbee at one point named Economou who was sitting in the audience as one of the shipowners hed admired over the years along with Norwegian magnate John Fredriksen"  
[X Link](https://x.com/joeriwestland/status/1991772713447506430)  2025-11-21T07:36Z 17.7K followers, [----] engagements


"Important context here is that a $100k/day VLCC rate mid December (at peak seasonality) is NOT the same as the same $100k for Feb-March which are normally mediocre months VLCC #oil #tanker #shipping spot rates are rallying again against geopolitical uncertainty and high fixture activity Emerging fixtures today significantly above yesterday's spot quote and the FFAs are surging further intraday https://t.co/syZIDXPjlP VLCC #oil #tanker #shipping spot rates are rallying again against geopolitical uncertainty and high fixture activity Emerging fixtures today significantly above yesterday's spot"  
[X Link](https://x.com/joeriwestland/status/2011423179487756522)  2026-01-14T13:00Z 17.7K followers, [----] engagements


"Lol one good day and $CMBT is immediately back down despite major rally in rates. There must still be an overhang of Norwegian former $GOGL shareholders dumping"  
[X Link](https://x.com/joeriwestland/status/1989267804416270714)  2025-11-14T09:42Z 17.7K followers, [----] engagements


"@ed_fin Not enough imo. Fundamental outlook improved much more then share prices"  
[X Link](https://x.com/joeriwestland/status/2011511035547828455)  2026-01-14T18:49Z 17.7K followers, [----] engagements

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