Discussion about this post

User's avatar
William's avatar

On STNG, they decided to put scrubber in most of their ships. Now hsfo vlsfo diff is about 80$, while they counted on 200+. A lot of money was invested, but chances are they won't see the expected return for that.

As such, it would seem better to avoid them in favour of other tankers.

Expand full comment
Alden MacArthur's avatar

I to work with a gentleman who was the first wave of Marines sent to Vietnam. He told me if your are ever in a crisis during a battle your first reaction is probably wrong. You have to sit back and try to evaluate your options. By the way after fulfilling his obligations to Marines and grad school he worked with Gus at GS on their arb desk.

Expand full comment
46 more comments...

No posts