$招商南油(SH601975)$ $中远海能(SH600026)$ $招商轮船(SH601872)$
Poten: Dirty TCE spot rates (non scrubber) for Tues 8/2 (vs. 8/1) more increases:
- BDTI: 1474 (+2)
- VLCC (TD3C): 15,600 (+1000)
- Smax (TD20): 35,200 (+5100)
- Afmax (TD09): 47,700 (+1000)
- Pmax: 53,800 (+500)
Poten: Clean tanker spot rate non scrubber for Tues 8/2 (vs. 8/1) main routes up, BCTI flat?:
- BCTI: 1365 (EVEN)
- MR 37 (west): 40,200 (+1200)
- MR 38 (east): 51,900 (+8100)
- LR1 (TC5): 35,500 (+300)
- LR2 (TC1): 48,400 (+900)