Shipping — April 2020
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...men det behov forsvinder ikke de næste mange uger. Vi snakker måske også flere måneder. Ifølge Peter Sand fra Bimco - som er perma-bear på tankaktier - så normaliseres udbud-efterspørgsel på tank tidligst i Q3 2021 ! (Ergo: når Contango forsvinder, så er det'u, som de synger på Aalborg stadion )
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Jeg har købt mig ind i $GOGL, Golden Ocean Group. Årsagen er bl.a J. Hannisdahls forventninger til 2020Q2-2023Q2. Hvad er jeres meninger om GOGL og drybulk?
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@mollegade. Tak for det fine link til Mintzmyer interview. Det giver en god forståelse for det bullmarked olietankerbrancen er i.
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“Because of the number of ships going into storage and as a result being out of the spot market for an extended period, we’re very likely going to find a shortage of ships available for the spot market in the near future, potentially giving support to freight rates,” said Sharma : https://www.reuters.com/article/us-global-oil-shipping-storage/supertanker-rates-ease-after-spike-but-poised-for-more-gains-on-storage-demand-idUSKCN2260ZL
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Jeg vil også sige tak for link til Mintsmyer interview og Diamond S Shipping Inc. (DSSI) er nu på min observations liste
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Interessandt link til Mintzmyer. Tror dog man skal passe på med disse overoptimistiske gutter som også gerne vil sælge adgang til deres websites. Savner lignende anbefalinger fra de mere kendte så som G.S, JPM, MS m.m Når det er sagt så ser jeg Euronal nu er i 10 Euro igen og dermed på min rader for en aktie der potentielt kunne stige 20% på kort sigt
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Extreme rate volatility is likely to remain going forward. At such high levels it is impossible to say whether rates can hold their current ground. However, from a pure vessel supply perspective, the situation doesn’t look to be improving in the short-term. The end game will come when the oil markets move closer to a supply/demand balance. When that might be is far from certain”, the shipbroker concluded. :https://www.hellenicshippingnews.com/product-tankers-among-the-winners-of-todays-market/
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We are making a lot of money’ amid the oil supply glut, Nordic American Tankers CEO says :https://www.hellenicshippingnews.com/we-are-making-a-lot-of-money-amid-the-oil-supply-glut-nordic-american-tankers-ceo-says/
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In another consecutive revision of our weekly estimates, our newest forecast for oil demand now projects a decrease of 10.4% for 2020, or 10.3 million barrels per day (bpd) year-over-year. Our estimates show that total oil demand in 2019 was approximately 99.5 million bpd, which is now projected to decline to 89.2 million bpd in 2020. To put the number into context, last week we projected a decrease to 90.3 million bpd.
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At the moment, we expect the month of April to take the biggest hit, with demand for oil estimated at 72.3 million bpd, falling by 26.3 million bpd year on year, a 26.7% drop. Similarly, May’s demand is expected to fall by 19.5%, or 19.3 million bpd to 79.5 million bpd. https://www.hellenicshippingnews.com/covid-19-demand-update-oil-seen-down-10-4-jet-fuel-down-31-road-fuel-down-10-5-in-2020/
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Tallene viser klart at OPEC+ cut på under 10 mill bpd slet ikke er nok for de kommende måneder og jeg tænker flere tankere skal fyldes med den overskydende olie de næste måneder.
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@Henrikhot Er glad for at du kunne lide det. Så vil jeg fortsætte med at poste artikler m.m. herinde. Og ja, jeg synes også at han er meget saglig og balanceret i sine udtalelser.
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