Shipping — April 2020
-
-
Goldman Sachs om om olieprisen: https://www.reuters.com/article/us-global-oil-opec-goldman-idCAKCN21V07H
-
Er det omsider tid for LNG i porteføljerne igen? https://asiatimes.com/2020/04/unexpected-opportunity-for-natural-gas/?fbclid=IwAR1E_ijPm3v1tov6pbgabZSY1n4JOyzxuooIDCmnFQlCopuy9h25UJxUsAY
-
Flex LNG først og fremmest.
-
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.
-
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.
-
Hele rapporten: https://www.cleaves.no/post/shipping-weekly-15-2020
-
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
-
Du mener vel BW-lpg? https://www.proinvestor.com/boards/77858/BW-LPG
-
Det er en vinder på den lange bane.
-
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.
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