Talking Tankers
The supply-demand balance for oil tankers will weaken over the next two years, with capacity additions outstripping demand growth related to emerging trade routes, global production trends and increasing oil consumption. Nevertheless, many tanker stocks trade at valuations last seen when the market faced much bigger challenges. Meanwhile, the outlook for refined-product tankers looks better, with a smaller order book and Saudi Arabia’s growing focus on exported value-added products instead of crude oil expected to keep the supply-demand balance relatively tight.
The Shipping News: LNG Overview
The market for LNG tankers looks oversupplied for at least the next two years. Nevertheless, the space offers some attractive opportunities for discriminating investors.
Ship Shape: Floating Pipelines
The marine-transport segment of the MLP universe offers robust yields for conservative and aggressive investors alike. Here are two of our favorites.
Tanker Talk
After suffering through a crippling oversupply for the past half decade, the tanker market has showed signs of improvement. Here’s how aggressive investors can profit.
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Live Chat with
Elliott and Roger on Oct. 29, 2019
Portfolios & Ratings
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Our assessment of every energy-related master limited partnership.
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Experts
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor