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Shipping Portfolio
Describes the composition, size, age, and charter types of the company’s fleet, showing diversification across vessel classes and exposure to market segments. A modern, well-contracted portfolio reduces downtime and maintenance costs, while an aging or concentrated fleet raises capex, regulatory, and market risks.
SFL’s fleet mix shows a clear strategic pivot: liners and sizable dry‑bulk exposure were pared back by mid‑2025 while containers and tankers dominate the modern portfolio. That aligns with the call—containers at full utilization and a high‑quality charter backlog but with five container newbuilds remaining—meaning near‑term earnings upside as deliveries and spot‑driven tanker TCEs convert to cash. Main caveat: material newbuilding capex and upcoming debt redemptions require successful financing execution despite healthy liquidity and ongoing deleveraging.
SFL Shipping Portfolio
| Date | Liners | Container | Energy | Car Carrier | Dry Bulk | Tankers |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | 0.00 | 30.00 | 2.00 | 11.00 | 2.00 | 16.00 |
| Mar 31, 2026 | 0.00 | 30.00 | 2.00 | 7.00 | 2.00 | 16.00 |
| Dec 31, 2025 | 0.00 | 30.00 | 2.00 | 7.00 | 2.00 | 16.00 |
| Sep 30, 2025 | 0.00 | 30.00 | 2.00 | 7.00 | 2.00 | 18.00 |
| Jun 30, 2025 | 0.00 | 30.00 | 2.00 | 7.00 | 3.00 | 18.00 |
| Mar 31, 2025 | 0.00 | 38.00 | 2.00 | 7.00 | 15.00 | 18.00 |
| Dec 31, 2024 | 0.00 | 38.00 | 2.00 | 7.00 | 15.00 | 18.00 |
| Sep 30, 2024 | 0.00 | 39.00 | 2.00 | 7.00 | 15.00 | 18.00 |
| Jun 30, 2024 | 0.00 | 39.00 | 2.00 | 7.00 | 15.00 | 18.00 |
| Mar 31, 2024 | 0.00 | 34.00 | 2.00 | 7.00 | 15.00 | 18.00 |
| Dec 31, 2023 | 0.00 | 36.00 | 2.00 | 7.00 | 15.00 | 13.00 |
| Sep 30, 2023 | 0.00 | 36.00 | 2.00 | 7.00 | 15.00 | 13.00 |
| Jun 30, 2023 | 0.00 | 36.00 | 2.00 | 7.00 | 15.00 | 13.00 |
| Mar 31, 2023 | 0.00 | 36.00 | 2.00 | 7.00 | 15.00 | 14.00 |
| Dec 31, 2022 | 0.00 | 36.00 | 2.00 | 7.00 | 15.00 | 17.00 |
| Sep 30, 2022 | 0.00 | 36.00 | 2.00 | 7.00 | 15.00 | 18.00 |
| Jun 30, 2022 | 0.00 | 34.00 | 2.00 | 6.00 | 15.00 | 18.00 |
| Mar 31, 2022 | 0.00 | 34.00 | 2.00 | 6.00 | 15.00 | 14.00 |
| Dec 31, 2021 | 0.00 | 35.00 | 0.00 | 6.00 | 15.00 | 16.00 |
| Sep 30, 2021 | 0.00 | 35.00 | 0.00 | 6.00 | 15.00 | 12.00 |
| Jun 30, 2021 | 41.00 | 0.00 | 0.00 | 0.00 | 22.00 | 9.00 |
| Mar 31, 2021 | 53.00 | 0.00 | 0.00 | 0.00 | 22.00 | 9.00 |