DSSI - Crude Tanker Supply Side Outlook Best In Decades
Note: This article was originally published December 5th on Value Investor's Edge, a Seeking Alpha subscription service.
Overview
Earlier this year the crude tanker market was thrust into the limelight as tanker attacks, oil facility attacks, and sanctions on some COSCO subsidiaries all roiled the market, leading to radical swings in spot rates.
These short-term shocks made some great headlines and trading opportunities. But lost in all the noise is a market that is undergoing a profound shift, the likes of which haven't been seen in over a decade.
Following the latest short-term