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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.

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Kevin Muir's avatar

Thanks William. Which ones do you like best?

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William's avatar

Among others DHT looks interesting. They should be printing money at current prices, while their SP has come down fairly much. That said, we're in stormy waters so do not apply a swim-or-die approach (lame pun intended)

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Kevin Muir's avatar

Thanks William!

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