Shipping — Februar 2020
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Tak BelfloInv.....LPG fra 22. min https://www.euroinvestor.dk/podcast/her-er-dagens-udgave-af-millionaerklubben
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Kinesiske raffinaderier på indkøb i billig råolie:
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Som altid en fornøjelse at høre det i Millionærklubben. Fik da også tanket yderligere op i Avance. Fragtraterne ser jo aldeles fornuftige ud.
https://www.avancegas.com/Investor-Relations/Freight-rates -
Bulder ...Vi kender jo hovedårsagen - og det er corona. Det var straks værre, hvis raterne var tonset ned under gulvbrædderne.
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Bloomberg
@business
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36 min
Ships are skipping China and it’s causing turmoil for tradehttps://www.bloomberg.com/news/articles/2020-02-15/ships-are-skipping-china-and-it-s-causing-turmoil-for-trade?utm_content=business&utm_campaign=socialflow-organic&utm_medium=social&cmpid=socialflow-twitter-business&utm_source=twitter&__twitter_impression=true -
Freight Route Liquid Petroleum Gas (Baltic) Future Settlements
https://www.cmegroup.com/trading/energy/freight/freight-route-lpg-baltic-futures_quotes_settlements_futures.html -
Singapore-based gas carrier operator BW LPG has announced that it has exercised an option for the delivery of four additional LPG dual-fuel engines. With this, BW LPG has committed to retrofit eight vessels with pioneering propulsion technology. https://shipinsight.com/articles/bw-lpg-opts-for-more-dual-fuel-retrofits
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Four liquefied natural gas (LNG) tankers bound for North Asia have changed destination or diverted after the coronavirus outbreak hit gas demand in China, the world’s second biggest buyer of the super-chilled fuel, five sources said.
In addition, 15 LNG tankers are also flagged as “floating storage” globally, with 11 of them scattered across Asia, Rebecca Chia, LNG analyst with data intelligence firm Kpler told Reuters. https://www.hellenicshippingnews.com/virus-outbreak-knocks-four-asia-bound-
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GIBSON WEEKLY TANKER MARKET REPORT
https://www.proinvestor.com/index.php?p=debat_1&postid=81745 -
En god nyhed: China’s state shipyards resume work, private-owned remain suspendedhttps://www.seatrade-maritime.com/shipbuilding/chinas-state-shipyards-resume-work-private-owned-remain-suspended
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China confident epidemic will soon be over - deputy foreign minister.
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Klokken har passeret midnat i Beijing. Hvis rapporterede tal her passer, tyder det på under 100 nye tilfælde søndag. https://covid19info.live/
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Bilprodusenter gjenopptar produksjonen ved flere kinesiske fabrikker
Flere bilprodusenter har måttet stenge sine fabrikker som følge av coronaviruset. Nå opplyser Toyota at de vil starte opp igjen produksjonen ved tre av de fire største anleggene i Kina i løpet av neste uke. -
Bilprodusenter gjenopptar produksjonen ved flere kinesiske fabrikker
Flere bilprodusenter har måttet stenge sine fabrikker som følge av coronaviruset. Nå opplyser Toyota at de vil starte opp igjen produksjonen ved tre av de fire største anleggene i Kina i løpet av neste uke.
E24 (e24.no)
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Et land som virker helt glemt i dette corona cirkus i forhold til BW og Avance er Indien. Høje LPG priser i Indien er blevet et politisk stridspunkt https://www.thehindu.com/business/Economy/why-have-lpg-prices-seen-a-sharp-rise/article30831666.ece?homepage=true&utm_campaign=socialflow
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