Price of LNG goes stratospheric. Will LNG shipping rates follow? Carlsberg May Halt Beer Output in Poland as Energy Woes Spread From...

For ongoing coverage, follow me on my Telegram page I put on the Cheniere Energy short trade during market hours on 8/24. I didn’t have...

Sell Canagold (CCM.TO) at 24 cents The AGM was on 7/19, results were announced on 7/20. Over a month later, Sun Valley hasn't put forth...

Marion King Hubbert, a geologist who worked for Shell, posited in a 1956 paper that US oil extraction would peak between 1965 and 1971. He did not anticipate deepwater drilling, fracking, horizontal drilling, and the US shale revolution. Working with linear models, he failed to account for human ingenuity in a non-linear world. His Peak Oil theory has since been discredited (obviously) but the use of linear models to extrapolate the future continues to hold sway in the analys

Note: This post was written and sent to Telegram subscribers during market hours on August 24th. To receive real-time updates from me,...

U.S. housing starts near 1-1/2-year low; factory output rebounds From the Reuters article: Single-family housing starts, which account...

BW LPG (BWLPG) reports Q2 results on the 29th. The company is the largest public listed owner of very large gas carriers, with a fleet of...

Stocks Mentioned: International Seaways (INSW), Teekay Corp (TK), EuroDry Ltd (EDRY), Ardmore Shipping Corp (ASC), Hafnia (HAFNI.OL),...

Long-time readers know I have been writing about the containership and freight trade since May last year. I recommended Zim Integrated...

Grindrod Shipping (GRIN), which we closed during the June carnage broke out on reporting Q2 earnings. We exited at $19.25, which was...

In India, there's an ancient tale of a king who became a sage in order to assuage his ego. King Vishwamitra coveted a cow belonging to...

Stocks Mentioned: Bunge Limited (BG), Gladstone Land (LAND), Farmland Partners (FPI), Hannon Armstrong Sustainable Infrastructure Capital...