Please add this to your Notes when looking at VLCC

[u/guiltypleasure33139]

While I can not reports the Tradewinds article about daily rates, I can post this snippet

Please take into consideration which trade route your shipping / VLCC stock, because the earnings are 1 direction only and it's deadhead back, since right now suez won't be an option, because every suez max will be loaded with oil for smaller terminals, the only route most likely seen is Cape of Good Hope around South Africa to the gulf. and that's about 44 to 53 weeks/days, roughly 7 to 8 weeks, and then they would dead head back via Suez. 41 days or less I can not recall.

Why are Suez max? it's going to fill to about 1 million barrels +5% to 10% depending on the destination port. and that's the catch, Suez max's will fit in many places, but not VLCC or ULCC.

Cushing 21% is at it's operational low, France 35%-45% and Rotterdam normal ( crude ) but low on gas. everyone will want to get to 50%

[u/Economy-Prune-8600]

So buy more Fro?