StockSignal
International Seaways Inc.
INSW · ARCX · Oil & Gas Midstream · United States
International Seaways Inc. is a prominent player in the maritime transportation sector, focusing primarily on the shipping of crude oil and petroleum products across global markets. Operating a diverse and modern fleet of vessels, including Very Large Crude Carriers (VLCCs), Suezmax, and Panamax, the company ensures efficient and reliable delivery to major oil-consuming regions. Its operations are crucial in supporting the global energy supply chain, bridging the gap between oil producers and refiners or consumers. Headquartered in New York City, International Seaways Inc. leverages its strategic positioning to serve a broad customer base, including major oil companies and national oil corporations. With a commitment to safety and environmental stewardship, the company plays a pivotal role in facilitating international trade and economic connectivity. By adhering to stringent regulatory standards, International Seaways Inc. contributes to maintaining the integrity and continuity of maritime logistics, underpinning its significance in the global commodities market.
Industry
Oil & Gas Midstream
Energy sector · United States
Stories
Structural patterns identified in International Seaways Inc.
No stories identified yet.
Key Metrics
Track Record
Upcoming
Valuation9
Coordination
Supply Chain
Liquefied Natural Gas Supply Chain
The LNG supply chain moves natural gas from producing regions to importing countries by cooling it to -162°C for ocean transport, then reheating it for distribution through domestic pipeline networks to heat homes, generate electricity, and fuel industrial processes. The system is governed by three root constraints: liquefaction infrastructure that costs $10-20 billion per facility and takes five to seven years to build, regasification dependency that prevents importing countries from receiving LNG without their own terminal infrastructure regardless of global supply levels, and long-term contract structures requiring fifteen to twenty-year take-or-pay commitments that lock trade flows into rigid patterns that cannot quickly redirect when geopolitical or market conditions change.
Oil and Gas Supply Chain
The oil and gas supply chain moves crude oil, natural gas, gasoline, diesel, jet fuel, and plastics feedstock from subsurface reservoirs to end consumers through an infrastructure system governed by three root constraints: geological fixity of reserves that cannot be manufactured or relocated, capital cycle lengths of five to ten years that make investment decisions effectively irreversible, and infrastructure lock-in from pipelines, refineries, and terminals that are geographically fixed and take decades to build, producing a system where supply responses lag demand signals by years and physical bottlenecks determine competitive outcomes more than pricing power.
Natural Gas Pipeline Supply Chain
The natural gas pipeline supply chain moves methane from production basins to homes, power plants, and factories through networks of buried steel pipes, compressor stations, and underground storage facilities. The system is governed by three root constraints: infrastructure irreversibility that locks specific producers to specific consumers for decades once a pipeline is built, compressor station physics that make pipeline capacity a function of the entire compression chain rather than pipe diameter alone, and storage geography mismatches where seasonal demand buffering depends on underground facilities whose locations were determined by geology rather than proximity to consumption centers.