🏢 官网IRNATCodex · 实盘不做把握 3/10
北京时间·🕒 发布 07-23(时区未知)仅日期·时区推断·⟳ 抓取 18:31:45回填·⚡ 决策 07-23 18:38:03·96.1 天前
Nordic American Tankers发布夏季股东信称油轮市场强劲并披露三艘船已脱离阿拉伯湾
公司称suezmax油轮供给稀缺、运价维持高位，属于管理层对行业景气的定性乐观表述。
📄 原文NAT↗ 原文
Nordic American Tankers Ltd (NYSE: NAT) – An optimistic summer message from NAT
Thursday, July 23, 2026 To our shareholders and other friends, The market for our ships is exceptionally good, and we b…
不做 Nordic American Tankers（NAT.US）
公司IR股东信以定性乐观展望和运营安抚为主，未披露新增订单、运价合同、收入利润指引或保险金额；地缘风险信息也偏混合，无法形成同向可执行交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 low · price-in 风险 medium ↗
关键理由
- 公司称suezmax油轮供给稀缺、运价维持高位，属于管理层对行业景气的定性乐观表述。
- 三艘此前滞留阿拉伯湾的船已恢复全球交易、黑海遇袭船舶仅轻微受损，降低部分运营尾部风险。
- 公告未披露新增合同、运价锁定、收入利润指引或保险赔付等可量化增量，难以形成可回测短线edge。
主要风险
- 股东信由公司管理层发布，语气偏宣传，且缺少具体金额和盈利弹性测算。
- 同文同时披露黑海遇袭和地缘风险，虽称损伤轻微但并非纯正新增利好。
原文全文
展开原文 · 2,173 字
Thursday, July 23, 2026
To our shareholders and other friends,
The market for our ships is exceptionally good, and we believe it will continue at least for a year or two.
We have seen geopolitical affairs in the past, but the magnitude of present events related to the global energy picture is unprecedented.
As always there are so-called “experts” and analysts, making a living from out of having opinions about what is going to happen next. Many of them have been wrong for some time, and some of them have been wrong all the time. These experts don’t own ships and they don’t trade oil. We, in Nordic American, put our money where our mouth is.
Important points for Nordic American Tankers now:
1) There is a scarcity of ships and rates for our one-million-barrel suezmaxes stay very high. We expect this to continue at least for a year or two.
2) The situation for NAT is the same whether the Hormuz Strait is open or not.
3) Three NAT ships were trapped in the Arabian Gulf since February 28, 2026.
4) We succeeded in getting the three ships from out of the Arabian Gulf and they are now trading worldwide.
5) One of our ships encountered attacks in the Black Sea a few days ago. Fortunately, the crew was safe and the ship only suffered minor damage. The vessel is now out of the Black Sea area.
6) There is no insurance issues of importance related to our unwilling stay in the Arabian Gulf or the Black Sea. We do not trade our ships in the Red Sea.
7) Over the last five years our ships have loaded/discharged in 68 countries.
8) More than 50% of the NAT business is with the largest oil companies in the world. Our experience with Major Oil is excellent.
9) The biggest room in the world is the room for improvement.
All the best!
For further information on Nordic American Tankers. Please see our web page www.nat.bm
Sincerely,
Herbjorn Hansson
Founder, Chairman & CEO
Nordic American Tankers Ltd. www.nat.bm
Contacts:
Bjørn Giæver, CFO
Nordic American Tankers Ltd
Tel: +1 888 755 8391
Alexander Kihle, Finance Manager
Nordic American Tankers Ltd
Tel: +47 91 724 171
To our shareholders and other friends,
The market for our ships is exceptionally good, and we believe it will continue at least for a year or two.
We have seen geopolitical affairs in the past, but the magnitude of present events related to the global energy picture is unprecedented.
As always there are so-called “experts” and analysts, making a living from out of having opinions about what is going to happen next. Many of them have been wrong for some time, and some of them have been wrong all the time. These experts don’t own ships and they don’t trade oil. We, in Nordic American, put our money where our mouth is.
Important points for Nordic American Tankers now:
1) There is a scarcity of ships and rates for our one-million-barrel suezmaxes stay very high. We expect this to continue at least for a year or two.
2) The situation for NAT is the same whether the Hormuz Strait is open or not.
3) Three NAT ships were trapped in the Arabian Gulf since February 28, 2026.
4) We succeeded in getting the three ships from out of the Arabian Gulf and they are now trading worldwide.
5) One of our ships encountered attacks in the Black Sea a few days ago. Fortunately, the crew was safe and the ship only suffered minor damage. The vessel is now out of the Black Sea area.
6) There is no insurance issues of importance related to our unwilling stay in the Arabian Gulf or the Black Sea. We do not trade our ships in the Red Sea.
7) Over the last five years our ships have loaded/discharged in 68 countries.
8) More than 50% of the NAT business is with the largest oil companies in the world. Our experience with Major Oil is excellent.
9) The biggest room in the world is the room for improvement.
All the best!
For further information on Nordic American Tankers. Please see our web page www.nat.bm
Sincerely,
Herbjorn Hansson
Founder, Chairman & CEO
Nordic American Tankers Ltd. www.nat.bm
Contacts:
Bjørn Giæver, CFO
Nordic American Tankers Ltd
Tel: +1 888 755 8391
Alexander Kihle, Finance Manager
Nordic American Tankers Ltd
Tel: +47 91 724 171
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