May. 14 at 3:42 PM
$NVGS is the quiet part of this board.
$BWET is not leading it.
$TRMD is still bleeding.
$HAFN $BWLP are mixed. Navigator is pressing while the loud tanker tape stays messy. Thats the tell. Morgan’s Point is the piece most people are skipping. Ethylene export gate, buyback window open, BW still over the 10% handle. The market is staring at ships. This one is starting to trade like the left hand.