Shipping — Januar 2020
-
Crude-tanker shipping bull market?
Last October I wrote about the possibility of a bull market in the shipping industry and that IMO 2020 could be the catalyst that would ignite it. Since then, shipping, especially the crude tanker have ramped higher. Some names I mentioned were up over 100%. The thesis proved correct and the industry responded as we…
DHCapital (dhcapitalblog.wordpress.com)
-
Joakim Hannisdahl
@JHannisdahl
·
16 min
Not denying that today's fall in shares are mainly related to the big fall in spot rates, but when looking at quarterly data, the correlation is statistically insignificant. I view spot as an inferior proxy for asset prices, which are highly significant. See graphs belowhttps://twitter.com/JHannisdahl/status/1217530815539748864 -
Ja da.
-
-
LPG raterne holder sig fint oppe.
-
Godt aktuelt læsestof om bulk, tank, LNG, LPG: https://www.cleaves.no/post/shipping-weekly-2-2020
-
Rater: http://fearnpulse.com/
-
God morgen.
-
Joakim Hannisdahl
@JHannisdahl
#LNG #Carrier Report 2020 - Strong Year Ahead, Before… (46-pages): Strong 2020E before fortunes turn in 2021E. Cyclical trough in 2022E, & super-profits in 2025E..? $FLNG (#BUY/N132) $GLOG (BUY/$14) are oversold. $ALNG downgraded to #SELL/N2.3 #shipping -
free
@jfree41185737
·
10 t
according to estimates, china will import US 19.6 billion USD of crude oil in the first year, which approximately 100BPD per day, and requires a VLCC every 2 days. the US-China roundtrip time is 110 days, and a net increase of 55 VLCCs first year，second year to 95 VLCCs -
Bloomberg Next China
@next_china·
10 t
American crude oil shipments to China are poised to pick up again after now that the phase one trade deal is signedhttps://www.bloomberg.com/news/articles/2020-01-15/china-may-resume-u-s-oil-buying-spree-after-trade-deal?utm_medium=social&utm_content=nextchina&utm_source=twitter&utm_campaign=socialflow-organic -
Spændende spil på FLNG på kort sigt (1 år) måske. Har du tabt optimismen helt for Flex Helge eller mener du der kan være lidt at hente i 2020, kan se hannisdahl estimere 6 % udbytte med rater omring 2019 punktet
-
Peter Sand
@BIMCO_PS
·
9 min
IF China buys more US Crude Oil going forward. The large fleet of #VLCC Crude Oil tankers Will benefit from these very Long sailing distances. It Will be a Welcomed reversal of fortunes. @CostasParis -
Det har jeg ikke Ukendtbruger.
-
Peter Sand
@BIMCO_PS
·
1 t
VLCC rates tumble 40% in a week. “BIMCO has been clear on the snap of over supply in the crude sector from 2019 spilling into 2020. Short-term, Q1 is set to deliver solid rates, which means anything above $40,000 a day,” I told @Splash_247
today.
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind