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Shipping — Februar 2020

Planlagt Fastgjort Låst Flyttet Shipping
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  • Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktørH Offline
    Helge_LarsenPI-redaktør
    wrote on sidst redigeret af
    #511

    Peter Sand
    @BIMCO_PS
    ·
    43 min
    “Currently we are seeing carriers trying to mitigate the low container volumes in Chinese ports by blanking sailings. If the situation continues, we could start to see global supply outages in retail stores.”
    https://bimco.org/news/market_analysis/2020/20200221_global_shipping_holds_its_breath
    #CoronavirusOutbreak @BIMCONews

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    • M Offline
      M Offline
      Milito
      wrote on sidst redigeret af
      #512

      Det gør godt nok ondt at være i Avance for tiden 😞

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      • BulderB Offline
        BulderB Offline
        Bulder
        wrote on sidst redigeret af
        #513

        Det har jeg heller ikke. Det går jo over, og bagefter er udsigterne lyse. Kun hvis coronaen muterer og kommer ud af kontrol - men så vil det ikke kun være shipping der rammes.

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        • BulderB Offline
          BulderB Offline
          Bulder
          wrote on sidst redigeret af
          #514

          Havde da forventet fest her til Q4. Men nu kan det være, vi skal helt hen til Q1, før der bliver noget at grine ad.

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          • Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktørH Offline
            Helge_LarsenPI-redaktør
            wrote on sidst redigeret af
            #515

            Coronavirus creates new demand for product tankershttps://www.freightwaves.com/news/coronavirus-creates-new-demand-for-product-tankers

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            • BulderB Offline
              BulderB Offline
              Bulder
              wrote on sidst redigeret af
              #516

              Tak for den Helge. Passer fint med hvad Peter Sand fra Bimco sagde forleden: Lyse udsigter for produkt-segmentet.

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              0
              • Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktørH Offline
                Helge_LarsenPI-redaktør
                wrote on sidst redigeret af
                #517

                Hmm.. Jefferies' Giveans tells Euronav investors to 'buy the dip' amid coronavirus fears

                Giveans joins others in advising investors to 'buy the dip' on tanker shares hit by coronavirus fearshttps://www.tradewindsnews.com/tankers/jefferies-giveans-tells-euronav-investors-to-buy-the-dip-amid-coronavirus-fears/2-1-760670

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                • M Offline
                  M Offline
                  Milito
                  wrote on sidst redigeret af
                  #518

                  God morgen 🙂

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                  • M Offline
                    M Offline
                    Milito
                    wrote on sidst redigeret af
                    #519

                    The technology group Wärtsilä’s LPG Fuel Supply System (LFSS) has successfully completed full scale testing with a full sized 2-stroke marine engine burning liquid petroleum gas (LPG) as fuel. This was the world’s first such testing protocol. It was initially decided to retrofit the Wärtsilä LFSS to four very large gas carrier (VLGC) vessels owned by Oslo-listed BW LPG, the world’s largest gas shipping company.

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                    • M Offline
                      M Offline
                      Milito
                      wrote on sidst redigeret af
                      #520

                      However, following the tests, in which the performance exceeded expectations, BW LPG decided to exercise their option to retrofit an additional four vessels, making a total of eight ships to benefit from this technology. The initial order with Wärtsilä was placed in December 2018, and the order for the four additional retrofits was signed in February 2020.

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                      • M Offline
                        M Offline
                        Milito
                        wrote on sidst redigeret af
                        #521

                        Link Preview Image
                        Page not found | Hellenic Shipping News Worldwide

                        favicon

                        (www.hellenicshippingnews.com)

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                        • M Offline
                          M Offline
                          Milito
                          wrote on sidst redigeret af
                          #522

                          Gad vide hvor stor udbredelse LPG kan få som drivstof. Det giver mening indenfor LPG segmentet.

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                          • BulderB Offline
                            BulderB Offline
                            Bulder
                            wrote on sidst redigeret af
                            #523

                            Avance's to nybygninger (2021-2022) er begge med dual fuel. https://www.globenewswire.com/news-release/2019/12/16/1960936/0/en/Avance-Gas-enter-into-contracts-for-two-91-000-CBM-LPG-dual-fuel-newbuildings-with-DSME.html

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                            • M Offline
                              M Offline
                              Milito
                              wrote on sidst redigeret af
                              #524

                              Jep og Exmar var ude i 18 og melde ud at et par af de skibe de sætter i søen i år også er drevet af dual fuel https://www.rivieramm.com/news-content-hub/exmar-very-large-gas-carriers-herald-lpg-propulsion-system-breakthrough-25448

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                              • M Offline
                                M Offline
                                Milito
                                wrote on sidst redigeret af
                                #525

                                BW LPG har et regnestykke med et fuelforbrug på 36,5 t/d. Egetforbruget af LPG under transporten må vel medfører, omend et lille, ekstra behov for transport.

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                                • M Offline
                                  M Offline
                                  Milito
                                  wrote on sidst redigeret af
                                  #526

                                  Fra 18. South Korea plans to be ahead of the game to pioneer LPG as a marine fuel, with a GE Combined Gas turbine Electric and Steam System (COGES) powered car/passenger ferry, with support from Bureau Veritas. The ferry will operate between Korean domestic ports and on Korea-China or Korea-Japan routes. Delivery of the vessel is expected before the end of next year and its operation will reduce emissions of SOx, NOx, PM and other toxic materials significantly.

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                                  • M Offline
                                    M Offline
                                    Milito
                                    wrote on sidst redigeret af
                                    #527

                                    Link Preview Image
                                    WLPGA heralds LPG as an ideal propulsion fuel in the marine industry

                                    At GREEN4SEA Conference, Nikos Xydas of WLPGA, noted that LPG as a marine fuel can provide compliance with the upcoming stringent environmental regulations.

                                    favicon

                                    SAFETY4SEA (safety4sea.com)

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                                    • Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktørH Offline
                                      Helge_LarsenPI-redaktør
                                      wrote on sidst redigeret af
                                      #528

                                      ullOnTank
                                      @BullOnTank1
                                      ·
                                      8 min
                                      BW LPG my preview Q4 report 28.2.2020. Revenues usd 142,1 mill, expenses usd 73,4 mill, profit usd 68,7 mill. Total shares 141.938.998. EPS usd 0,48. DPS 50% payout usd 0,24. Shareprice usd 6,46

                                      #oott #FinansTwitter $bwlpg #lpg #dividend

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                                      • M Offline
                                        M Offline
                                        mollegade
                                        wrote on sidst redigeret af
                                        #529

                                        LPG-forbruget falder på nationalt plan (DK), men er afaic som global trend stigende. Jeg vil gerne købe ind i denne globale trend, men mangler en graf der underbygger påstanden. Gerne en af ny dato. Ved I hvor jeg kan finde sådan en?

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                                        • Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktørH Offline
                                          Helge_LarsenPI-redaktør
                                          wrote on sidst redigeret af
                                          #530

                                          Det kan du google dig frem til. Der er også estimater i flere af de links som ligger i historikken for denne chat. Trenden er globalt set kun interessant at købe sig ind i så længe USA kan levere billigt til Asien.

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