I didnt know what to make of his view that tankers speeding up or slowing down would have such a big effect on the market (although I was laughing at the time) I very much doubt that the captains choice is half speed or full speed. also when you take into account the financing charges of the ship and the cargo, it should generally be in the interest of the tanker company to have as many turn arounds as possible?
His analysis was very off this year, I think he is desperate to spot a shortage and is seeing s*** that isnt there