Loading ...Heading for the gulf. I wonder how that’s going to work starting in June when hurricane season starts.
Deer
Thank you brother. I just hope it’s the right ideas. You fall down get back up. Just remember what God gives us wall street will try to take away.
Goldielocks
Thanks for the ideas. One of the reasons why I love this site; the ideas that we can share with each other!
Deer
Maybe not limit it to just PMs
Stocks that will service all those ships heading for the Gulf Coast may start to move, maybe even UNG. Here’s some of them, some are private some not
Major Oil Companies (Refiners and Suppliers)
- Chevron Corporation (CVX): A top producer in the Gulf of Mexico, providing crude oil and refined products directly to shipping lanes, with infrastructure that supports tanker loading.
- ExxonMobil Corporation (XOM): Provides bunker fuels and lubricants, with a significant presence in the Gulf Coast region.
- Phillips 66 (PSX): A major independent refiner and supplier of marine fuel.
- Valero Energy Corporation (VLO): A leading U.S. independent refiner with strong operations in the Gulf Coast, supplying refined products.
- Marathon Petroleum Corporation (MPC): A top U.S. refiner involved in marketing and transporting fuel.
- BP p.l.c. (BP): A major supplier in the Gulf of Mexico for both oil and bunker fuel.
VanEck +4
Maritime Specialized Suppliers
- Kirby Corporation (KEX): A NYSE-listed company that is the largest tank barge operator in the U.S., transporting refined products and providing bunkering services in the Gulf.
- World Fuel Services Corporation (WFS): A major supplier of marine fuel (bunkers) and lubricants in the US Gulf.
- Dan-Bunkering (Houston): Specialized in delivering marine fuels and lube oils to tankers, bulkers, and offshore rigs in the US Gulf.
- Crowley Maritime Corporation: Provides fueling services along the Gulf Coast.
Key Tanker Companies
While they primarily operate the ships, these U.S.-listed companies are major players in the logistics of transporting oil and refined products within the Gulf:
While they primarily operate the ships, these U.S.-listed companies are major players in the logistics of transporting oil and refined products within the Gulf:
- International Seaways, Inc. (INSW): A NYSE-listed company with a fleet of VLCCs, Suezmax, and product tankers.
- Teekay Tankers Ltd. (TNK): Operates crude and refined product tankers.
- Scorpio Tankers Inc. (STNG): A NYSE-listed provider in the transportation of refined products.
- Nordic American Tankers (NAT): Operates Suezmax tankers.
- Ardmore Shipping Corporation (ASC): Transports refined oil products and chemicals.
Deer79
I’m not sure I’d limit it to juniors. Small caps, large caps, all caps. They all have algorithmic weights attached.
Just me
…..but with each passing day, it becomes increasingly difficult to watch ( and attempt to trade) in such an inorganic, artificial algorithm controlled environment. I ask myself, “why should I buy anymore of the junior miners “ ( that I’m constantly told are cheap), on the hopes that they may have everything go right and appreciate in value……..
Business is good
Peter St Onge, Ph.D.
@profstonge
·
2h
An armada of 171 oil tankers are headed to America to buy 200 million barrels of oil — about half what’s left in the Strategic Reserve.
We’re gonna need a bigger drill.
Buy the dip?
DOW already turns positive. PM shares had a death drop at 0931 ET, but starting to recover some. Dollar is now negative.
Never know, China’s Xi tells Iran to open the strait, that’s helpful.
NEM earnings on Thursday.
AGNICO EAGLE TO CONSOLIDATE FINLAND’S CENTRAL LAPLAND GREENSTONE BELT IN THREE SEPARATE TRANSACTIONS
TORONTO, April 20, 2026 /CNW/ – Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM) (“Agnico Eagle” or the “Company”) announced today a plan to complete a comprehensive consolidation of properties in the Central Lapland Greenstone Belt (“CLGB”) of Northern Finland, pursuant to which Agnico Eagle has entered into definitive agreements in respect of three separate transactions: (i) the acquisition of all of the issued and outstanding shares of Rupert Resources Ltd. (“Rupert”); (ii) the acquisition of all of the issued and outstanding shares of Aurion Resources Ltd. (“Aurion”); and (iii) the acquisition of a 70% interest in Fingold Ventures Ltd. (the “Fingold JV”) held by B2Gold Corp. (“B2Gold”), which together with the 30% interest held by Aurion, would result in Agnico Eagle owning a 100% ownership interest in the Fingold JV. The Company currently owns 13.9% of Rupert on a non-diluted basis and 9.9% of Aurion on a partially diluted basis.
Gold back above $4800
Maybe silver will try to retake $80. Dollar isn’t as strong as I would have thought. Neither are rates, course it’s early.
After 10 days straight up a pause was bound to happen……if we build a bull flag here then the SM will run to new records
Which says the IRGC are ‘effed and that could not happen to a more deserving bunch.
IRGC Terrorist Reportedly Seized Control of Iran’s Decision Making
IRGC Terrorist Reportedly Seized Control of Iran’s Decision Making
This will mean the 60 days factor is nullified.
