International Seaways: Valued On Yesterday's Rates

Impact · against what's priced in

International Seaways shows strong momentum with record quarterly profits and high VLCC earnings exceeding $150,000/day. The outlook is further bolstered by a tight tanker supply window extending to 2028-2029, though the market remains sensitive to geopolitical shifts regarding Iran.

INSW+0.60

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In context

Record profitability and blended VLCC earnings over $150,000/day, combined with a supply window tight until 2028-2029, provide a strong catalyst for valuation expansion.

Read from the article alone

• freight rates▲200%
• INSW
• crude oil
• energy transport
• shipping
• spot rates
• supply chain
• tankers
• vlcc