Shipping — Juli 2020
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Cleaves Full free rapport: https://www.cleaves.no/
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God morgen.
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BW- LPG og Avance forsætter de gode takter i dag.
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Pareto: Today’s research focus
• VLGC - The summer-rally in VLGC rates continues, and the Baltic LPG Index went up 10% today. From the opex-low’s of late June, spot rates are now closing in on USD 45,000/day, the highest since early April. As we were hoping, the return of OPEC-volumes has led to an increase in demand for ships in the Middle East for August-loading, while higher Asian prices -
(indicating that demand is returning) also has improved export economics out of the US Gulf where the market now seems sold-out until September. Expect much more confident management companies when the Q2 reports are published next month. All three companies are attractive, BUY BWLPG, AVANCE and LPG (Dorian)
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Uden corona og det medfølgende styrtdyk i olieprisen og lockdown i Asien lige før højsæsonenen for LPG havde situationen været helt anderledes på sektoren. Nu må vi se om vi trods alt får en hæderlig fremgang sensæson og ind i efterår/vinter.
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Interessant situation med LPG pt, ud af det blå ser det jo rigtig godt ud igen. Håber de gode rater holder resten af året, som er blevet forecasted.
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XtraInvestor: PG: Pareto fremhever et sommerrally i LPG-ratene der Baltic LPG Index steg 10 prosent siste døgn I sin morgenkommentar. OPEC-volum kommer tilbake samtidig som høyere priser i Asia gjør eksport fra USA mer attraktivt, meglerhuset forventer en mye mer optimistisk ledelse når Q2-rapportene kommer i august og skriver at man bør kjøpe BW LPG og Avance Gas. Siste kursmål fra meglerhuset på disse to er hhv NOK 84 og NOK 60.
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Backed by a major charterer and VLGC owners, the use of LPG as a fuel is set to expand, with at least 31 VLGCs to be fitted with dual-fuel propulsion. https://www.rivieramm.com/news-content-hub/lpgs-role-to-grow-in-shippings-decarbonisation-drive-60385
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Joakim Hannisdahl
@JHannisdahl
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4 t
Baltic #LPG #shipping index +6% to $64/t (TCE $53k/d)https://twitter.com/JHannisdahl/status/1288492939870601216#VLGC $AVANCE $BWLPG $LPG
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Overvejer at supplere en smule op i både BW LPG & Avance, for at gå mit GAK ned. Hvad gør i andre?
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Joakim Hannisdahl
@JHannisdahl
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9 t
Most significant #oil #tanker spot movements today:#Suezmax -8% to $12.9k/d
#MR -19% to $8.1k/d#shipping #OOTT $FRO $ADSCME $DHT $EURN $HAFNIA $TNK $OET $HUNT $NAT $STNG $INSW $TNP
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rasmus..Jeg beholder blot dem jeg har tilbage. Øger først når trenden på raterne er entydig op eller stabil. det gælder også futures. Nye udbrud af corona og lock downs i Asien, men også globalt samt olieprisen i kælderen vil være gift for LPG shipping igen.
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Greg Miller
@GMJournalist
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6 t
"Historic" #shipping newbuild order slump = important tailwind for rates in 2021, 2022 & beyond (if demand holds). Major developing story RE: future supply/demand balance that's getting way too little market attention. Here's latest newbuild data:https://www.freightwaves.com/news/ship-orders-collapse-will-rate-boom-follow -
@rasmusborre Jeg beholder også dem jeg har. De fylder i forvejen lidt for meget i min portefølje. Jeg supplerede på vejen ned under corona, så jeg er tungt lastet. Hvis jeg ikke havde haft så mange kunne jeg godt finde på at købe en position mere i begge.
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