Shipping — April 2020
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Cleaves om LPG: LPG Carriers: VLGC spot rates fell 12% w/w to $33k/d. Still healthy levels, but the outlook for earnings have deteriorated significantly over the past few months. Our estimates and target prices are under review for downgrade. Please see Recent Events below and upcoming reports for further details.
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Oil Tankers:
Oil Tankers: VLCC spot rates continued to swing wildly, and this weekend’s OPEC+ meetings were the major events. With supply cut agreements in place, Oil Tankers are completely reliant on the contango in oil prices and storage economics to maintain anything close to current earnings. Our concerns are growing by the day. Please see our Chart-of-the-Week -
LNG Carriers: LNG Carrier spot rates posted losses this week amidst an ever-tightening regional price differential for natural gas. MEGI/XDFs -5% w/w to $53k/d, TFDEs -9% w/w to $43k/d and Steam Turbines -13% w/w to $28k/d.
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Hele rapporten: https://www.cleaves.no/post/shipping-weekly-15-2020
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Dry Bulk Shipping: Average dry bulk earnings rose 3% last week, with Capesizes leading the way posting 14% gains. Spot rates rose in the Atlantic, indicating that the extremely low Brazilian iron ore export YTD finally is moving towards more normal levels. We remain very positive towards the Dry Bulk market, as long as miners and China does not close down. See our Friday 120-page report for further details
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Du mener vel BW-lpg? https://www.proinvestor.com/boards/77858/BW-LPG
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Det er en vinder på den lange bane.
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Hannisdahl har downgradet sin holdning til tank radikalt og twitterfolket er rasende
https://twitter.com/JHannisdahl/status/1249730656403435521 -
Selvom jeg ikke nødvendigvis er enig er det godt at få udfordret sin indstilling. Har selv kigget efter folk der er uenige med tanker bulls den sidste uges tid, da man hurtigt ender i en osteklokke på nettet hvor man kun hører folk der er enige med en selv.
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Enig Svinnius..Jeg ser storage som aktuelt i en periode. Derefter bliver meget svært pga lav efterspørgsel.
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Hannisdahls report hvor du ikke behøver være "medlem" https://5f38c3be-c80e-4113-8699-341bc56851e6.usrfiles.com/ugd/5f38c3_f007d7e7189e43ac8cf062fe94b8ab0d.pdf
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Helt enig. Men netop af denne årsag, bør man afholde sig fra, at klatre så højt op i træet. Hannisdahl har - igen - fejlet eklatant, og det er hans anden absurde downgrade (vi snakker +50% cuts i TP) på få uger. Han er stadig dygtig, og helt sikkert en man bør lytte til, men han har totalt fejllæst markedet so far i 2020.
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Anyways, det er en rollercoaster der vil noget, hvor LNG om mandagen er lagt i graven, mens tank hyldes som 'the perfect storm', for så om fredagen at være vendt totalt på hovedet. Mit bedste råd er, at man passer meget på i denne tid. Det er totalt uforudsigeligt.
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