TankerMinder...

FRO --> best Play to benefit from short term tripling of VeryLargeCrudeCarrier spot market rates since most of their fleet operates on the spot market and not on longer term charter contracts. FRO is a great PurePlay on VLCC's ... & the LongHaul OIL transport market...top line...

FRO usually does a lot of sinking and swimming so if you are thinking of floating some dough...wait for the FROat to sink first so you can float your dough up with the ship...easier said than done - the opposite of course is sinking your dough into FROat and watching it sink with the ship - HINT: FRO always --> drops like a rock from time to time --> :-) usually following the X-Dividend date = the day the stock price is discounted it's dividend payout --> with FRO there tends to be a 2-3x dividend amount sell-off effect following each div X date.

SFL TNP --> WoW diversified high margin fluids is the name of the game here --> if IT's nasty-thick slick-n-slimy and lubes-n-burns, but could still bubble in a tub, these players have a specialized tanker just for IT...

GMR --> Fleet is all AfraMax & SuezMAx tankers - slight smoothing in short term stability seems trending toward a breakout with uncertain PopUp potential

VLCCF --> mostly longer term contracts on it's VLCC vessels - expect steady variability with moderate fluctuation

NAT --> Fleet is all SuezMAx tankers --> therefore will not see spot rates as high as those for VLCC's, but many vessels are on the spot market...

Note: many long term charters have spot rate factors built in so even charter rates can be variable....

Rates are high now...