May. 12 at 2:08 AM
$HAFN is not a shipping-is-hot trade. That is lazy. It is a product tanker read. Diesel, jet fuel, gasoline, naphtha. Crude gets the headline, products carry the receipt. Watch MR/LR2 rates, diesel and jet cracks, inventories, and route stress. If those roll over, the setup weakens. If they hold and the tape lags, the board gets interesting.