Kendo Nagasaki @Richard59462698
International man of mystery. Interests: Amazing boats and their less amazing owners. https://t.co/fc7G4Q7iPL Joined April 2021-
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UkriCor Update 01May2024 Possibilities Ships (Current) 91 Ships Inbound to Odesa (Total) 1544 Ships in Odesa (Current) 59 Ships Delivered to Greater Odesa (Total) 107 Ships Outbound from Odesa (Total) 1482 Ships Outbound, Not Delivered (Current) 229 Ships Outbound, Delivered…
Learned a new expression today "Not my circus not my monkeys" And i think it's beautiful. I will likely abuse it
SANCTIONS WATCH: The US has designated Red Box Energy, the shipping company whose brazen voyage to supply Russia’s sanctioned Arctic LNG 2 project was documented in an FT investigation in February Full story (and amazing visuals): ig.ft.com/russia-sanctio…
There is a mess of ships in the corridor this morning, starting May 1st with a bang!
There is a mess of ships in the corridor this morning, starting May 1st with a bang!
#Russia: Ukrainian Drone Attack Sets Major Russian Oil Refinery on Fire Rosneft’s Ryazan plant, one of Russia’s largest, hit by drones Three killed in Russian missile barrages on Odesa and Kharkiv #oott bloomberg.com/news/articles/…
according to maritime law, flag state Gabon was meant to provide a report into the casualty. I've just checked on GISIS and guess what?
In early 2022, Pireaus-based G-B International was appointed to run the open registry of Guinea-Bissau. The registry also has an office in Lebanon. It has grown by ... wait for it ... 333.8% so far this year! splash247.com/guinea-bissau-…
2 dark/parallel fleet tankers, Gabon-flagged Lefkada (ex Gatik) & Antigua & Barbuda flagged Chili, at Skagen anchorage, former for 6 days. no known insurance & Lefkada's surveys are coming up soon. technically these ships are no longer deemed innocent passage so can be inspected
After pause for Iran-Israel blow off, Houthis are back in action. Since April 24, 7 incidents in the southern Red Sea and the Gulf of Aden recorded by Noam. Check her map out, it's incredible. storymaps.arcgis.com/stories/756ca7…
After pause for Iran-Israel blow off, Houthis are back in action. Since April 24, 7 incidents in the southern Red Sea and the Gulf of Aden recorded by Noam. Check her map out, it's incredible. storymaps.arcgis.com/stories/756ca7…
🚢 On April 06-11, 2024, in the occupied Sevastopol, ru-flagged ENISEY (IMO: 9079169) was loaded with 27 kmt of wheat stolen in the occupied territory of Zaporizhzhia region. She is sailing to Venezuela. #russiaUkraineWar
🚢 On April 06-11, 2024, in the occupied Sevastopol, ru-flagged ENISEY (IMO: 9079169) was loaded with 27 kmt of wheat stolen in the occupied territory of Zaporizhzhia region. She is sailing to Venezuela. #russiaUkraineWar
UkriCor Update 29APR2024 Possibilities Ships (Current) 96 Ships Inbound to Odesa (Total) 1527 Ships in Odesa (Current) 61 Ships Delivered to Greater Odesa (Total) 106 Ships Outbound from Odesa (Total) 1463 Ships Outbound, Not Delivered (Current) 223 Ships Outbound, Delivered…
🇶🇦 QatarEnergy has ordered 18x (!) LNG carriers (271,000 cbm each) for $6bn. This is the largest shipbuilding contract EVER. 8x delivery in 2028-29, remaining 10x in 2030-31. Shipyard: Chinese CSSC
Intelligent fleet renewal by $INSW Starting to pare older MR's (2008) at a premium, while acquiring 2ndhand MR's (4x 2015 + 2x 2014 recently). Implications for peers via Pareto:
All of the below US-sanctioned ships (all owned by Sovcomflot) were de-flagged by Gabon, confirmed by company that runs the registry on behalf of African country. Despite this, in real time, I see 2 tankers still sailing, NS Burgas and NS Bravo (heading 4 Singapore Strait). how?
Pirates of the BlackSea: FLAGLESS cargo vessels San Damian & San Severus sail thru Bosphorus en route to occupied Crimea, several weeks after the Kingdom of Eswatini DEREGISTERED them. Both vessels, with fake insurance, are longtime transporters of stolen Ukranian commodities.
Shadow-Fleet Oil Tanker That Crashed Had Void Western Insurance More drama from #AndromedaStar. gcaptain.com/shadow-fleet-o…
UkriCor Update 27APR2024 Possibilities Ships (Current) 99 Ships Inbound to Odesa (Total) 1509 Ships in Odesa (Current) 64 Ships Delivered to Greater Odesa (Total) 105 Ships Outbound from Odesa (Total) 1444 Ships Outbound, Not Delivered (Current) 225 Ships Outbound, Delivered…
Peace Hedegaard @HedegaPe
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Auferstanden☣️�.. @dieAuferstanden
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Alice standing with�.. @coraliki
730 Followers 219 Following #NAFO owned by a loony ACD🐕No expert in anything interested in (almost) everything. 🇧🇻🇩🇰🇫🇮🇸🇪🇵🇱🇪🇪🇱🇹🇱🇻enthusiast,🇺🇦 supporter,🇦🇲🇬🇪in my🩵
Harry Finn @HF_Ops
446 Followers 6K Following Operational Leadership - Sharing my ideas and playbook, in the hope you can kick ass, based off what I have learnt the hard way! (no AI 🤖 bs, just me).
Nathan Clark @NathanC60507152
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Ungerni Khooloi @Nicholastrad
7K Followers 950 Following "Friend, you came to me being in great trouble, but men’s troubles are the same for all. I will be your companion." Boorchi to Genghis Khan, 1176
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Руслан @dzhioevru
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bakshinder @bakshinder6
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🧙🏾♂️🧝.. @enivicivokkea
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Runar Leirvik @RunarLeirvik
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SPL @SPLeeMartin
355 Followers 637 Following A homo sapiens sapiens who tries to understand and do the right thing
Vella Haggin @HagVel
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Dina Stringfield @DinaString97731
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MercuriaPanda @healy_trader
1K Followers 886 Following Investor, likes pandas too. Self-described commodity tourist working to be a citizen in the near future. Profile picture credit: Peter Burdon
Ali Onishenko @AOnishenko54462
7 Followers 55 Following
FrenchRock @FrenchRock2
34 Followers 124 Following I have more shares than you, holding since longer than you and I keep trashtalking you shit ass DDs and price targets
Marko Dolinar @DolinarMarko
19 Followers 299 Following
Janessa Carolina @JanessaCar64141
73 Followers 5K Following
Tim L-G🇺🇦 @IntercityFC
4K Followers 4K Following 🇺🇦Husband&step dad.Ex Royal Navy Officer. Intercity Main Train Bastard Driver. Safety differently. Cricket nut. Him/Driver/Shipmate🇺🇦
Filip van de Putte @filipvdp
25 Followers 208 Following
Trinh Gari @GariTrinh60705
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Marie-Hélène @GauthierMarieH3
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Valra @Varsevan
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Quistclose1 @quistclose1
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Jackelyn Lauinger @JLauin
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The Musical Captain (.. @CaptBalli
138 Followers 2K Following A captain with two decades clocked at sea, a book lover and wannabe writer..RTs are not endorsements...Bharat Mata ki Jai
Alice standing with�.. @coraliki
730 Followers 219 Following #NAFO owned by a loony ACD🐕No expert in anything interested in (almost) everything. 🇧🇻🇩🇰🇫🇮🇸🇪🇵🇱🇪🇪🇱🇹🇱🇻enthusiast,🇺🇦 supporter,🇦🇲🇬🇪in my🩵
BOFIT @BOFITresearch
3K Followers 541 Following The Bank of Finland Institute for Emerging Economies monitors and analyses the economic development of Russia and China and conducts academic research.
The Syria Report @TheSyriaReport
7K Followers 1K Following The leading source of economic, business and financial information on Syria. Provides a host of on-demand information. Subscribe @ https://t.co/dEjSirs3TI
QinetiQ Group @QinetiQ
12K Followers 787 Following Integrated global defence and security company focused on mission-led innovation. Protecting lives by serving the national security interests of our customers.
Tatarigami_UA @Tatarigami_UA
170K Followers 102 Following Former UA officer Founder of the Frontelligence Insight: https://t.co/dl7rxu5P0O To support my work: https://t.co/A9oLjGWIYc
Marko Soldic @MSoldic
615 Followers 1K Following Private account. Father & husband. Diplomat. IR & diplomacy nerd. Fan of football and mountains.
SPL @SPLeeMartin
355 Followers 637 Following A homo sapiens sapiens who tries to understand and do the right thing
Andrew Fox @Mr_Andrew_Fox
59K Followers 6K Following Former airborne soldier. Posts in a personal capacity. 🏴
Russian Forces Spotte.. @TiaFarris10
1K Followers 89 Following Expert in OSINT. Tracker of russian military forces. Keep it low, so you will survive.
Farzan Sabet @IranWonk
5K Followers 847 Following Senior Research Associate @GVAGrad_GGC focused on Middle East security, nuclear weapons, and sanctions. Alumnus @UN, @Stanford, and @McGillU.
Isaac B. Kardon @IBKardon
3K Followers 507 Following Senior fellow for China studies @CarnegieEndow & adjunct professor @SAISHopkins. Book: https://t.co/CQal9tOZrJ…
Tim White @TWMCLtd
32K Followers 602 Following Journalist/Documentary maker. Ukraine specialist. Data expert (inc. Covid-19). Media trainer. Sports commentator. Buy me a coffee? https://t.co/MLLqpHi3vV
Valra @Varsevan
226 Followers 3K Following
ICIJ @ICIJorg
298K Followers 1K Following Stories that rock the world. We expose wrongdoing so the world can make it right. #CyprusConfidential #UberFiles #PandoraPapers #FinCENFiles #PanamaPapers
HMS Lancaster @HMSLANCASTER
10K Followers 111 Following Official Twitter account of the Royal Navy's Forward Deployed Type 23 Frigate, HMS Lancaster.
KSE Institute 🇺�.. @KSE_Institute
2K Followers 322 Following We specialize in analytics, consulting, research, and develop strategies and recommendations for the governmental bodies. Сooperation: [email protected]
Special Kherson Cat �.. @bayraktar_1love
369K Followers 215 Following Cat owner from Kherson🇺🇦. Here I post mainly about ongoing war in Ukraine and situation in my hometown Kherson, liberated 11/11/2022. (fled from Kherson)
Robert RockeFella @RobEld75
3K Followers 3K Following 🇪🇺🇩🇪 🇵🇱🇺🇦 🇬🇪 #NAFOfleet captain. #BonkyBar and #ThePineapple keeper. #Doppelbonk distributor. Sticker daddy. @NAFOfleet
Shahed Tracker @ShahedTracker
734 Followers 52 Following Not for real time updates. Focus on attacks in Ukraine
Melhus skatepark 🦐.. @skateparken
856 Followers 1K Following En park for skater #bigfanofjustice "These debates are largely nugatory."
Aslak Berg @BergAslak
5K Followers 2K Following Research fellow at @CER_EU, formerly with @EFTASecretariat and the Norwegian Civil Service
NAB Ukraine @nab_ukr
73K Followers 167 Following Національне антикорупційне бюро України / National Anti-Corruption Bureau of Ukraine
JChoe @JoohnChoe
16K Followers 2K Following Activist, researcher and consultant. Cited/mentioned in NYT, Washington Post, USAToday, Kyiv Post, NATO Hybrid COE. #NAFO Assistant (to the) Sanctions Manager.
Noam Raydan @NoamRaydan
4K Followers 5K Following Energy, archives & ships. Researcher &consultant. Senior fellow @WashInstitute. Also managing my Substack publication THE CHOKEPOINT. Lebanese. My views.
Crescent_of_Anon @CrescentOfAnon
430 Followers 317 Following We Are Freedom We Are Anonymous We Do Not Forgive We Do Not Forget Expect Us #OpIran #anonymous #مهسا_امینی #زن_زندگی_آزادی
ᴡᴏɴᴅᴇʀ @Wond3rGhost
14K Followers 97 Following 𝙸'𝚟𝚎 𝚌𝚘𝚖𝚎 𝚝𝚘 𝚛𝚎𝚙𝚛𝚘𝚐𝚛𝚊𝚖 𝚝𝚑𝚎 𝚠𝚘𝚛𝚕𝚍 ٨ﮩﮩ٨ﮩ #GhostSec #Prana_Network #FreePalestine 🇵🇸
Lord Dingleberry @DNSecAnon
172 Followers 139 Following We are GreyWolf Security!OSINT|CYBINT - Counterintelligence ! #OpIran #oprussia (ACOUNT NUMBER 7) (For Grandpa) 🎩💔🖤 #InfectThePlanet #PranaNetwork
Pareto Securities @ParetoSec
2K Followers 121 Following Independent full-service investment bank with a leading position in Nordic capital markets. Official English account. 🇳🇴 @ParetoSecNO 🇸🇪 @ParetoSecSE
Anders Sjastad, CFA @AndersSjastad
2K Followers 670 Following background: Management consulting & investment banking. Comments are based on personal views and based on available info at the time: 2 be treated accordingly.
Jürgen Nauditt 🇩�.. @jurgen_nauditt
33K Followers 10K Following I stand with Ukraine. Love destroyed russian tanks. NAFO. Managing Director, Franchisor international education company.
All Things LNG @AllthingsLNG
3K Followers 361 Following LNG: https://t.co/FL8cjEwa1f Interface Management: https://t.co/KVyoLkmpNA
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248 Followers 187 Following Private value investor focused on: Shipping,dry bulk,tankerasi strani i domaci. https://t.co/FTIlEICZ20…
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475 Followers 2K Following "Knowledge is a deadly friend If no one sets the rules The fate of all mankind I see Is in the hands of fools" -- from "Epitaph", by King Crimson, 1969
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396K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
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13K Followers 2K Following Brit in Moscow since 2017. I tweet about life in Russia.
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5K Followers 4K Following Deputy Director & Research Fellow @FDD's Nonproliferation & Biodefense program l Frmr @TheGoodISIS l 17 years of nukes l Non-partisan l Twin mom l Own views
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182 Followers 214 Following Equities investor / trader. Mostly energy, shipping, coal, natgas, oil, Tech, biotech, etc. I try to post useful articles/info, not investment advice. #EFT
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dry bulk freight @drybulkfreight
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Anca B. @anca_b_argus
70 Followers 59 Following Focused on #commodity news, #market dynamics and prices. Market updates and news @ArgusMediaLearned a new expression today "Not my circus not my monkeys" And i think it's beautiful. I will likely abuse it
“Almost reached Wetherspoons toilets”
Intelligent fleet renewal by $INSW Starting to pare older MR's (2008) at a premium, while acquiring 2ndhand MR's (4x 2015 + 2x 2014 recently). Implications for peers via Pareto:
The RunDown Wondering who owns agriculture in Ukraine, this is a great dive into some of the top landholders and their business dealings as well as some historical context. There are some good guys in the bunch. x.com/Richard5946269…
Who Owns Ukrainian Grain? 8 million farmers work small amounts of land. Nearly half live in poverty and some struggle with hunger. Let's see which banks and businessmen turn a profit -Including perhaps your pension fund Free to read open.substack.com/pub/shipresear…
Long read, I'm halfway through but probably the smartest, most important piece you'll read in April (depressing too but supporting Ukraine doesn't mean being blind to the reality on the ground)
Who Owns Ukrainian Grain? 8 million farmers work small amounts of land. Nearly half live in poverty and some struggle with hunger. Let's see which banks and businessmen turn a profit -Including perhaps your pension fund Free to read open.substack.com/pub/shipresear…
April 25th is Anzac Day. Photo of a headstone at the Australian WW1 memorial in northern France: "Far from the mother who loved him. Sweet be your rest my son so dear". We found a "Wiese" in the Australian cemetery and a "Wiese" at the German cemetry down the road. War is stupid
Voting with my feet. I’m not so much WFH but WFB for next 2 weeks. Normal service yet to resume but keeping up to date with maritime news with plenty of time to track tankers while I recover. Might even practice SQL skills which should be interesting on current meds!
@mszrsmerci Cutaways of Cruiser Submarines?
Yes you set up a company to manage your own sovereign territory on the seas and the UN will even give your company a seat @IMOHQ Welcome to the world of maritime shipping! Do you now understand why foreign interests have lobbied 🇺🇸 for 💰cuts to @DOTMARAD, @FMC_gov & @USCG?
Fraud, Gun-Running and False Flags This is Suniel Kumar, an Indian businessman, he owns the Eswatini Flag Register. In 2019, Suniel Kumar was accused of fraud by the Indian maritime authorities....
How do you say “this is a fucking travesty” in pirate talk?
That would be the same Gungen Denizcilik Ve Ticaret whose boss Ibrahim Gungen is currently a member of the UK P&I Club. Members helping advise one of the worlds oldest P&I Clubs on how they respond to shipping matters. Mmm wonder how thats going lads (and its usually men)
@Richard59462698 hahaha – aww thanks! Gets better every week as we learn.
The @wiki_iran site is a treasure trove of documents showing how Iran facilitates oil and shipping. Here Panama's Turkish consulate general sends an invoice to flag Eastern Pride (now Wilma II IMO 9247431) to Arnav in USD. Suezmax tanker deployed in both Russian and Iran sales
@Richard59462698 @Vmaxpax @Big_Orrin @BenniKim @TankerTrackers @OilCfd @HFI_Research @Rory_Johnston True. Sanctions are just one tool and a complex one. Also- Caveats like the one in this bill are in most sanctions legislation including many previous ones on iran. A legal out in case of crisis and some admin discretion tends to be a quid pro quo.
All the people telling you over and over how dumb MTG is were fools. She masterfully plays the media and has put herself in a position where she essentially controls the House and holds Ukraine's fate in her hands. She may not be an intellectual, but she's far from dumb.
Rep Marjorie Taylor Greene (R-GA) emerged after hour-long meeting with House Speaker Mike Johnson (R-LA) and says she heard a “lot of excuses”.. she said she urged Johnson NOT to fund Ukraine. She added that she has no timetable still for when she’s move to oust Johnson
Wow. Big Jump For Excess Crude💥 Assume half pushed to seaborne (1.5 million bpd) and Ru has to taper production for other half. This is ⚡️MAJOR BLOW TO RUSSIA ⚡️and no sign of adverse effect on global oil. Adverse effect on domestic Russia and military? You betcha!
Around 20% of Russia’s refining capacity has been knocked offline with as much as 3m more barrels per day at risk from increasingly daring raids by Ukrainian drones splash247.com/russia-forced-…
Mid Quarter discounts. You wanted them ? They are here now Preparing to load up the wagons soon but not quite yet (?) 🚂 $INSW
@Richard59462698 This is what I thought but it's moving to its own rhythm rn, it's hard to believe it's speculative -- that kind of action is oil's domain ha. But geopol takes are in kind of a frenzy - and i think lots of people will be disappointed - you're probably right. ty!
Put this on your weekend reading list, Kendo keeps pushing out great content.
This is St Nikolas, linked to Greek Shipowner Stamatis Molaris owner of Empire Navigation IRGC boarded the vessel in revenge for Empire co-operating with the US over a sanctions violation involving a STS. But does Stamatis Molaris have other links to Iran, via other vessels? 1/
@Richard59462698 @RussianGrainTra well, there is inflation....
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