TNK Teekay Tankers Ltd - Ordinary Shares - Class A

$TNK $NAT $FRO there are three major drivers here. 1) Conflict that is not only making the routes longer but is also reducing the number of active tankers. 2) It appears China is starting to import more oil signaling their SPRs withdrawals are slowing down. 3) The shutdown of the Saudi east-west pipeline. These events are going to cause shipping rates to go through the roof because nations will pay the rates to keep the oil flowing.

$TNK $NAT $FRO 12 September 2026 UKMTO has received a report of an incident within the Strait of Hormuz. A vessel has been struck by an unknown projectile while transiting the Strait of Hormuz. Status of crew, damage assessment and environmental impact are unknown at present. Update 001: A fire has broken out onboard the vessel following the reported attack. Local authorities are on the scene and assisting in evacuating crew members. Vessels are advised to transit with caution and report any suspicious activity to UKMTO whilst authorities are investigating.

$TNK $FRO $NAT UKTMO reports two ships struck by four projectiles on Oman side of strait. One reported burning. Other sources say both are tankers that were hit and the attacks likely came from Iran. No official confirmation of what ships were hit.

$TNK $TRMD $NAT Apparently the Italian navy is preparing to escort their commercial ships past Bab-Al-Whatever-it's called and so on and so forth. Here in the US we don't need that. Houthi's have agreed not to attack our ships. 🤣 Honestly, they're probably no less trustworthy than Donald.

$TNK $TK Why they benefit: As one of the world's largest operators of mid-sized crude tankers, Teekay has directly noted that the formal recovery of Venezuelan volumes plays right into their fleet composition. Their heavy footprint in the Atlantic spot market allows them to immediately absorb short-haul runs from Venezuela to the U.S. Gulf.

$TNK Equibles has it in the filing data. Teekay Tankers Ltd. director Schellenberg David reported selling 7,344 TNK shares on September 16, 2026, worth about $734.4 thousand, in a non-derivative Form 4.