The Bull Thesis in Tankers

The industry is going to kick the can on fleet renewal for as long as possible, until rates rise high enough that shipping executives can overcome some of these objections.

Chiswick, West London

Wednesday, January 29

By Tom Dyson, Investment Director

In a few hours, we leave for the airport and our round-the-world trip. I still haven’t packed my case, so I will keep this u…