Energy Prospectus

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 %

Tanker bull run has legs, say analysts, as they double down on upgrades

Muted orderbook and expected demand growth driving upside for investors