I think these ships are included in the present tanker bookings, so they are no surprise. Every cancellation of newbuilds is of course good for us - less ships competing for the cargos - but the State of Brazil may be a solid customer and these ships will not be cancelled, especially as the ships will be built in Brazilian shipyards.
Here are Barry Roglianos(BRS) global orderbook lists.
Take a look now, and keep an eye on possible changes (cancellations) in later BRS weekly reports: