Quote:
Originally Posted by homeboy604
Fwiw, only "dirty tankers" and highly specialized "clean tankers" are decent investments at the moment.
The oversupply in bulk will not be overcome for at least 10 years as those vessels scrap out due to emissions and discharge regulations.
Liners are trying to digest the mega 12,000 TEU boats and also the new Panama canal has changed the field. As with bulk, wait for regulatory driven scrapping to take over supply.
For those with lots of spare time, look at ASC and try to understand their business.
LNG will become huge, but it is probably a touch early. GLNG and GMLP are favorites of mine.
NAT, EURN, FRO, TK, DHT are worth understanding.
SFL probably will survive.