12.5.05: Marine Transport Report
2 analysts and top management from 3 firms examine the Canadian Energy sector in this 25 page report from The Wall Street Transcript.

  1. Tanker & Dry Bulk Companies: John Kartsonas, Citigroup Global Markets

  2. Shipping & Oil Service Companies: Dan Barrett, Fortis Securities

  3. CEO Interviews (average 2,500 words): Top management from 3 firms examine the outlook for their firm and sector. Firms interviewed include: General Maritime Corporation, Teekay LNG Partners LP and Trailer Bridge.

    Topics covered: Industry cyclical peak  - Delivery of new vessels  - Oil demand  - Non-OPEC production  - Tanker market  - Scrapping  - Public-private consolidation  - Demand in China  - Shipyard and construction schedules  - Container space  - US refining capacity 

    Companies covered: Frontline (FRO), Quintana Maritime (QMAR), Eagle Bulk Shipping (EGLE), Tidewater (TDW), Seacor Holdings (CKH), Hornbeck (HOS), Seaspan (SSW), Teekay (TK), General Maritime (GMR), Arlington Tankers (ATB), Transocean (RIG) and Aries (RAMS).
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