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Digging into Shipping

Thanks for the excellent and thorough analysis. The companies you reviewed are predominantly long term charter, but it looks like the market is treating them as if they are mostly daily rate charters.

Boubou's comments are interesting. Which shippers do oil?

We have stock in DSX, OCNF, FRO and SFL. I watch many other shippers closely, esp DRYS , EGLE, and ONAV.
Nov 07 11:17 am |Rating: 0 0 |Link to Comment |View article
An Overview of the Global Shipping Industry

Hydrocarbons are moved in great volume by pipeline, esp. from Canada and Mexico to the US; however, the vast bulk of the transport is by ship. Maybe someone knows what the true per centage is.
Jun 10 12:01 pm |Rating: 0 0 |Link to Comment |View article
An Overview of the Global Shipping Industry

Thanks for the breakout by focus. What about the other shipping stocks? You list factors for evaluating need, etc, but give no indication of where such data is located, or if it exists. I would imagine a lot of compiling is required. Does anyone do this?

You failed to mention DRYS venture into oil drillling platforms.
Jun 10 11:57 am |Rating: 0 0 |Link to Comment |View article

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