StreetInsider.com News Articles

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Investing.com -- Evercore analysts noted that tanker companies under their coverage have reduced their average debt-to-capital ratios to near 25% by the end of this year, down from levels that often reached around 60% in the years surrounding the global financial crisis.

The firm tracks seven publicly traded tanker stocks, which have seen their average total debt-to-capital ratios fall below 40% in 2022 and below 30% in 2024. This marks a shift from the period between 2006 and the post-financial crisis years, when these ratios typically stayed above 50%.

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

Tanker stocks show stronger balance sheets ahead of market shift says Evercore

Mon, 08 Jun 2026 06:04:05 -0400

Evercore has warned in recent weeks about a coming increase in newbuilding deliveries

RBC on SoH: 'We are very skeptical of a June grand reopening'

Thu, 28 May 2026 09:22:59 -0400

RBC on SoH: 'We are very skeptical of a June grand reopening'.

The analyst comments "As we approach the start of summer demand season, there seems to be an emerging consensus that the Strait of Hormuz will reopen in June because the cost of continued closure will be too high. We are very skeptical of a June grand reopening or even that maritime traffic will return to February 27 levels for the foreseeable future. The optimistic scenario seems predicated on the tenuous assumption that there is relatively easy policy lever that can be pulled to get ships moving again through the

RBC on SoH: 'We are very skeptical of a June grand reopening'

Thu, 28 May 2026 09:22:59 -0400

RBC on SoH: 'We are very skeptical of a June grand reopening'.

RBC on SoH: 'We are very skeptical of a June grand reopening'

Thu, 28 May 2026 09:22:59 -0400

RBC on SoH: 'We are very skeptical of a June grand reopening'.

Goldman Sachs tracks US tariff impact on shipping volumes

Mon, 04 May 2026 05:32:12 -0400

Investing.com -- Laden vessels from China to the United States increased 4% week-over-week and rose 25% year-over-year for the week ending Thursday, April 30, according to Goldman Sachs' US Tariff Impact Tracker.

Data indicates that TEUs coming into the Port of Los Angeles will slow 5% week-over-week next week after a 1% sequential increase this past week. Two weeks out, the port is expected to see an 18% week-over-week increase, with year-over-year growth projected at 22% and 65% for one week and two weeks out, respectively.

Goldman Sachs stated that monitoring levels through May could provide insight into how shippers are deciding

Goldman Sachs tracks US tariff impact on shipping volumes

Mon, 04 May 2026 05:32:12 -0400

Goldman Sachs stated that monitoring levels through May could provide insight into how shippers are deciding

Goldman Sachs tracks US tariff impact on shipping volumes

Mon, 04 May 2026 05:32:12 -0400

Goldman Sachs stated that monitoring levels through May could provide insight into how shippers are deciding

Morgan Stanley cuts Hormuz transit estimates on data review

Fri, 13 Mar 2026 13:04:12 -0400

Morgan Stanley cuts Hormuz transit estimates on data review.

Investing.com - Morgan Stanley revised downward its estimates of tanker traffic through the Strait of Hormuz on Thursday, reporting that no crude, refined product or LNG tankers exited the Persian Gulf via the strait on March 12, compared with

Morgan Stanley cuts Hormuz transit estimates on data review

Fri, 13 Mar 2026 13:04:12 -0400

Morgan Stanley cuts Hormuz transit estimates on data review.

Morgan Stanley cuts Hormuz transit estimates on data review

Fri, 13 Mar 2026 13:04:12 -0400

Morgan Stanley cuts Hormuz transit estimates on data review.

Morgan Stanley cuts Hormuz transit estimates on data review

Fri, 13 Mar 2026 13:04:12 -0400

Morgan Stanley cuts Hormuz transit estimates on data review.

Morgan Stanley cuts Hormuz transit estimates on data review

Fri, 13 Mar 2026 13:04:12 -0400

Morgan Stanley cuts Hormuz transit estimates on data review.

Morgan Stanley cuts Hormuz transit estimates on data review

Fri, 13 Mar 2026 13:04:12 -0400

Morgan Stanley cuts Hormuz transit estimates on data review.

JPMorgan Quantifies Port Strike Impact: '1 day of strike requires c6 days to recover; if a week long has the scope of constraining 4- 7.5% of global vessel capacity'

Wed, 02 Oct 2024 08:48:21 -0400