Changing oil landscape could be a boon for crude carriers and complex refiners

Disclosures and statements: I am long Teekay Tankers, Euronav, DHT, PBF Energy, and a basket of other crude shipping stocks. This article represents my opinions about the market and is not investment advice. If you notice any factual issues, please write me: calvinfroedge@gmail.com or message me on Twitter @calvinfroedge

Perhaps you’ve heard of the new #IMO2020 regulations which went into effect on January 1st. These regulations limit the sulphur content of “bunker fuel,” which is what, until…