Robin Energy Provides Commercial Update

Rhea-AI Summary

Robin Energy (NASDAQ: RBNE) provided a commercial update on vessel employment across LPG and tanker segments dated Dec. 4, 2025. Two LPG carriers are on multi-period time charters at gross monthly rates of $345,000 (rising to $353,000 from Feb 2026 to Jan 2027) and $353,000 until March 2026, yielding contracted revenue in excess of $5.5 million and covering 59% of ownership days for 2026.

In the tanker segment the M/T Wonder Mimosa achieved a gross daily rate of $19,442 in November 2025, up 19% month-over-month, following September and October rates of $14,871 and $16,349 respectively. The company reiterates a mixed strategy of fixed charter coverage and spot exposure to balance cash flow visibility and upside.

Positive

• Contracted revenue in excess of $5.5 million
• 59% of ownership days for 2026 covered by LPG charters
• Time charters at $345,000–$353,000 per month through early 2027
• M/T Wonder Mimosa November 2025 gross daily rate $19,442 (up 19% MoM)

Negative

• Fleet limited to 3 vessels, concentrating operational exposure
• 41% of 2026 ownership days remain uncontracted, exposing cash flow to spot volatility

News Market Reaction

+8.43%

9 alerts

+8.43% News Effect

+10.2% Peak in 29 hr 27 min

+$982K Valuation Impact

$13M Market Cap

0.6x Rel. Volume

On the day this news was published, RBNE gained 8.43%, reflecting a notable positive market reaction. Argus tracked a peak move of +10.2% during that session. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $982K to the company's valuation, bringing the market cap to $13M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Dream Terrax rate 2025–26: $345,000/month Dream Terrax rate 2026–27: $353,000/month Dream Syrax rate: $353,000/month +5 more

8 metrics

Dream Terrax rate 2025–26 $345,000/month Time charter gross monthly rate until February 2026

Dream Terrax rate 2026–27 $353,000/month Increased gross monthly rate through January 2027

Dream Syrax rate $353,000/month Time charter gross monthly rate until March 2026

Contracted revenue >$5.5 million LPG segment revenue secured from the above fixtures

2026 coverage 59% ownership days LPG fixtures covering 2026 ownership days

November pool rate $19,442/day M/T Wonder Mimosa gross daily rate in November 2025

MoM increase 19% November 2025 tanker gross daily rate vs October 2025

Prior daily rates $14,871 | $16,349 Gross daily rates for September and October 2025

Market Reality Check

Price: $3.37 Vol: Volume 164,112 is below t...

low vol

$3.37 Last Close

Volume Volume 164,112 is below the 20-day average of 293,764 (relative volume 0.56). low

Technical Price $0.868 is trading below the $2.31 200-day moving average and far under the 52-week high of $20.5699.

Peers on Argus

Peers show mixed moves: MARPS +2.19%, TOPS +2.24%, TMDE +0.72%, while BANL -3.65...

Peers show mixed moves: MARPS +2.19%, TOPS +2.24%, TMDE +0.72%, while BANL -3.65% and PXS -0.17%, indicating stock-specific factors for RBNE.

Historical Context

5 past events · Latest: Dec 04 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 04	Commercial update	Positive	+8.4%	LPG multi-period charters and stronger tanker pool performance detailed.
Nov 13	Earnings filing notice	Neutral	-15.3%	Announced SEC filing availability for Q3 and nine‑month 2025 results.
Oct 24	Registered offering	Negative	-11.7%	Registered direct equity offering for about <b>$7.0M</b> to a single investor.
Oct 23	Q3 earnings	Positive	+7.9%	Q3 revenue and net income growth with fleet expansion and capital raises.
Oct 01	Q2 earnings	Positive	+3.1%	Strong Q2 revenue and net income plus new LPG acquisitions and liquidity.

Pattern Detected

Operational and earnings updates with improved fundamentals have often coincided with positive 24-hour price reactions, while capital-raising events saw negative moves.

Recent Company History

Over the last six months, Robin Energy has combined fleet expansion, capital raises, and improving financial results. Q2 and Q3 2025 updates highlighted rising vessel revenues, positive net income, and acquisitions of two LPG carriers, with several news events showing positive price reactions above 3%. By contrast, the October $7.0M registered direct offering drew a double‑digit decline. Today’s commercial update on contracted LPG charters and stronger tanker pool rates fits the pattern of operational news that previously aligned with constructive price responses.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-07-01

The company has an effective Form F-3 shelf dated Jul 01, 2025, with at least 3 prospectus supplements filed, indicating active use of equity capital markets for funding needs.

Market Pulse Summary

The stock moved +8.4% in the session following this news. A strong positive reaction aligns with pri...

Analysis

The stock moved +8.4% in the session following this news. A strong positive reaction aligns with prior instances where operational updates and improved charter metrics coincided with gains above 3%. The newly highlighted multi-period LPG charters and tanker pool strength increased contracted revenue visibility and coverage. However, the presence of an active Form F-3 shelf with multiple recent usages means equity issuance remained an ongoing consideration when assessing how durable any sharp upside might have been.

Key Terms

time charter, gross monthly charter rate, lpg carrier, handysize tanker, +4 more

8 terms

time charter technical

"operates under a time charter contract with a reputable counterparty"

A time charter is an agreement where a ship owner rents out their vessel to a customer for a set period, during which the customer has control over the ship’s use and operation. This arrangement matters to investors because it provides a steady income stream for the ship owner and indicates ongoing demand for shipping services, reflecting the health of global trade and transportation markets.

gross monthly charter rate financial

"at a gross monthly charter rate of $345,000 until February 2026"

The gross monthly charter rate is the amount paid each month for renting a vessel or ship before any expenses are deducted. It functions like a rental fee that provides a steady income to the owner. Investors pay attention to this rate because it indicates the potential revenue generated from leasing the vessel, helping them assess the asset's profitability and cash flow stability.

lpg carrier technical

"5,000 cbm Japanese-built LPG carrier, operates under a time charter"

An LPG carrier is a specialized ship that transports liquefied petroleum gases (like propane and butane) kept cold or pressurized so they remain liquid and safe during sea voyages. Investors care because these vessels connect gas producers to buyers worldwide: their availability, rental rates, fuel and operating costs, and safety or regulatory issues influence shipping company earnings and the broader supply and price of LPG, much like delivery trucks affect retail supply chains.

handysize tanker technical

"a 2006-built South Korean Handysize tanker vessel, has continued"

A handysize tanker is a type of large ship designed to carry liquid cargoes like oil or chemicals across the seas. Its size makes it flexible enough to access smaller ports that bigger ships cannot reach, which can be important for delivering fuel to more locations. For investors, the demand for these ships reflects trends in global energy supply and shipping activity, influencing shipping companies' profitability.

ownership days technical

"covering 59% of ownership days for 2026."

Ownership days refer to the total number of days that an investor holds a particular asset or investment. It is a way to measure how long an investor has kept their investment before selling or changing it, similar to tracking how many days someone owns a car before trading it in. This measure helps assess investment behavior and can influence decisions related to taxes, performance, and strategy.

spot market technical

"spot market exposure, securing visible cash flows while retaining"

The spot market is where assets—like stocks, commodities, or currencies—are exchanged for immediate delivery and payment at the current market price. It matters to investors because spot prices reflect real-time supply and demand, guide short-term trading decisions, and serve as the baseline for contracts and valuations; think of it as buying an item at the store right now instead of ordering it for later.

forward-looking statements regulatory

"Matters discussed in this press release may constitute forward-looking statements."

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

safe harbor regulatory

"covered by the safe harbor provisions for forward-looking statements"

Safe harbor is a rule that protects companies or individuals from legal trouble if they follow certain guidelines or procedures. It’s like having a safety net that allows them to act without fear of punishment, as long as they stick to the rules. This helps encourage honest behavior and clear standards in financial and legal activities.

AI-generated analysis. Not financial advice.

LIMASSOL, Cyprus, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Robin Energy Ltd. (NASDAQ: RBNE) ("Robin Energy" or the "Company"), an international ship-owning company providing energy transportation services globally, provides a commercial update on vessel employment across LPG and tanker segments.

LPG segment – both vessels on attractive multi-period charters:

The M/T Dream Terrax, a 2020 built, 5,000 cbm Japanese-built LPG carrier, operates under a time charter contract with a reputable counterparty at a gross monthly charter rate of $345,000 until February 2026 followed by an increase to $353,000 until January 2027, securing steady employment and predictable cash flow for 2026.

The M/T Dream Syrax, a 2015 built, 5,000 cbm Japanese-built LPG carrier, operates under a time charter contract at a gross monthly charter rate of $353,000 until March 2026.

The above fixtures, provide the Company with a contracted revenue in excess of $5.5 million, significantly strengthening Robin Energy’s earnings visibility from the segment, covering 59% of ownership days for 2026.

Tanker segment – strong pool performance:

The M/T Wonder Mimosa, a 2006-built South Korean Handysize tanker vessel, has continued to perform strongly as part of a leading commercial pool. Gross daily rate for November 2025, amounted to $19,442, 19% higher than the previous month, with positive seasonal trend, further highlighting the company’s ability to capitalize on favorable tanker market conditions.

Gross Daily Rate September 2025		Gross Daily Rate October 2025		Gross Daily Rate November 2025
$14,871		$16,349		$19,442

These fixtures underline the Company’s strategy of deploying our vessels under a balanced mix of fixed charter coverage and spot market exposure, securing visible cash flows while retaining commercial flexibility to capitalize on spot market upside through our product tanker.

About Robin Energy Ltd.

Robin Energy is an international ship-owning company providing energy transportation services globally. The Company’s fleet comprises two LPG Carriers and one Handysize tanker vessel that carry petrochemical gases and refined petroleum products worldwide.

For more information, please visit the Company’s website at www.robinenergy.com. Information on our website does not constitute a part of this press release.

Cautionary Statement Regarding Forward-Looking Statements

Matters discussed in this press release may constitute forward-looking statements. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”) and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements, which are other than statements of historical facts, including those related to our charter and pool arrangements, expected future cash flow and benefits to us and our shareholders. We are including this cautionary statement in connection with this safe harbor legislation. The words “believe”, “anticipate”, “intend”, “estimate”, “forecast”, “project”, “plan”, “potential”, “will”, “may”, “should”, “expect”, “pending” and similar expressions identify forward-looking statements.

Forward-looking statements are subject to risks, uncertainties and other factors because they relate to events and depend on circumstances that may or may not occur in the future and/or are beyond our control or precise estimate. Such risks, uncertainties and other factors include, but are not limited to those factors discussed under “Risk Factors” in our Annual Report on Form 20-F for the year ended December 31, 2024 and our other filings with the SEC, which can be obtained free of charge on the SEC’s website at http://www.sec.gov. Except to the extent required by applicable law, we disclaim any intention or obligation to update publicly or revise any forward‐looking statements, whether as a result of new information, future events or otherwise.

CONTACT DETAILS

For further information please contact:

Investor Relations
Robin Energy Ltd.
Email: ir@robinenergy.com

FAQ

What LPG charter rates did Robin Energy (RBNE) announce on Dec 4, 2025?

Robin Energy reported LPG time charters at gross monthly rates of $345,000 (rising to $353,000 from Feb 2026 to Jan 2027) and $353,000 until March 2026.

How much contracted revenue do the RBNE LPG fixtures cover for 2026?

The LPG fixtures provide contracted revenue in excess of $5.5 million and cover 59% of ownership days for 2026.

What were the M/T Wonder Mimosa daily rates reported by Robin Energy in Nov 2025?

M/T Wonder Mimosa achieved a gross daily rate of $19,442 in November 2025, a 19% increase versus October 2025.

How does Robin Energy (RBNE) balance cash flow and market exposure?

Robin Energy said it uses a mix of fixed charter coverage for visible cash flows and spot market exposure via its product tanker for upside.

What percentage of Robin Energy's 2026 ownership days remain uncontracted after the update?

After the announced LPG charters, 41% of 2026 ownership days remain uncontracted and exposed to spot rates.