https://www.youtube.com/watch?v=9HfCcsNJlxA&list=PL1871003A623CAFDB
They talk about IEA and EIA demand and soft landing
and rates
https://www.teekay.com/investors/teekay-tankers-ltd/market-insights/
Rates soften a tad a little bit in March, from 60 to 40 ish a day . Daily cost is 16 k/day FCF yield >30 %
Teekay Market Update
Re: Teekay Market Update
Tanker bull run has legs, say analysts, as they double down on upgrades
Muted orderbook and expected demand growth driving upside for investors
Muted orderbook and expected demand growth driving upside for investors