Shipping — Marts 2020
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Min analyse er enkel...Olieprisen skal varigt op over 45-50 dollar, hvis US skal kunne levere LPG til en konkurrencedygtig pris til Asien.
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Det er jo en meget lille del af min porteføljer jeg reserveret til relativt kort og mellemlange positioner. Jeg er ikke færdig med shipping. Beholder det jeg og regner med at øge i tank.
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Russia can weather oil prices of $25-30 for 6-10 years - ministry
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Cleaves rapport: "LPG Carriers: VLGC spot rates are holding up well, but the rout in energy prices amidst our negative demand growth forecast for 2021E is not supportive to share prices, down 26% w/w. Still, we think shares are cheap at EV/EBITDA of 3.3x & 27% dividend yield in 2020E"
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Oil Tankers: It is all about the OPEC+ failure over the weekend, and the subsequent 30% rout in the crude oil prices at the time of writing. Increased supply of oil could have positive near-term impact on tanker earnings from transportation and storage economics, but negative medium-term implications as lower energy prices leads to less E&P in the US which a very tonne-mile intensive trade. There is strong correlation (R²=0.93) between the WTI and US rig count with a 16-week lag". -
Læs rapporten her: https://www.cleaves.no/post/shipping-weekly-10-2020
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