Shipping — November 2020
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@Helge jeg er sådan set bare lidt skuffet overordnet. Havde forventet højere nettoresultat end 2,3 mil $, samt havde jeg en forventning om udbytte for dette kvartal, men sådan er det. Håber og tror på et godt Q4.
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Analytikerne havde desværre glemt at en pæn del af skibene var på dok i junu for at få scrubbers på. Det var udmeldt ved Q2.
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Joakim Hannisdahl
@JHannisdahl
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6 t
#LPG #VLGC #shipping FFAs continue to surge, with spot rates following suit.Dec FFA currently at TCE ~$76k/d (+19% w/w) vs today's spot rate at $63k/d, with Jan FFA at $69k/d (+14% w/w) and Feb at $62k/d (+11% w/w).
Medium term, FFAs imply ~$37k/d or less from May and beyondhttps://twitter.com/JHannisdahl/status/1331741610036621313
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Bomstærke LPG-futures må man sige.
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Oslo (TDN Direkt): Propan/propylenlagrene i USA var på 92,6 millioner fat i forrige uke, mot 92,9 millioner fat uken før.
Det viser tall fra amerikanske energimyndigheter (EIA), publisert onsdag ettermiddag.
Videre var propan/propylen-nettoproduksjonen på 2,295 millioner fat pr dag, mot 2,280 millioner fat uken før.
Eksporten var på 1,323 millioner fat propan/propylen pr dag, mot 1,224 millioner fat pr dag uken før.
PSP, [email protected]
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Noterer mig at olielagrene bliver mindre, det må betyde produktion skæringerne virker som hensigten..
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Olie-prisen er steget meget pænt de seneste 5 dage, Brent er omkring de 48 og WTI omkring de 45.
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TA-video med Avance og BW-LPG https://www.proinvestor.com/boards/88841/Muligheder-i-gas
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Joakim Hannisdahl
@JHannisdahl
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27 min
Most significant #oil #tanker #shipping spot movements:#LR2 -11% to $11k/d
#MR -40% to $4k/d#OOTT $ADSC $DHT $EURN $FRO $HAFNIA $HUNT $INSW $NAT $OET $TNK
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oakim Hannisdahl
@JHannisdahl
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8 t
Svarer
@JHannisdahl
Ild
Dec BLPG FFA now reported at $90/t (TCE ~$82k/d)
Ild#LPG #VLGC #shipping $AVANCE $BWLPG $LPG
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Arctic:
LPG – US production up 2% y-o-y; VLGC rally continues!Yesterday, EIA published weekly propane and propylene production, demand and imports figures for the week ending 20 November. Weekly production came in at 2.295mbd, up by ~1% w-o-w and ~2% y-o-y.
As such, production for the week was 19% higher than the YTD low recorded in early May, but still ~7% below the all-time-high figure recorded in the first week of 2020. Inventories were down by ~0.3m barrels to ~92.6m barrels,
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which is about 6% higher than the 5yr average and ~5% higher than the level seen a year ago. Furthermore, the rally in the VLGC market continues.
Yesterday, the Baltic LPG Index increased by ~6% to USD 73.6/ton. This equates to a TCE rate of USD ~60.3k/d on our calculations, meaning that the spot market has gained USD ~7k/d since Monday. Furthermore, the FFA market is also rallying further, and on our calculations, the Cal’21 FFA is currently indicating USD ~40.3k/d, while the December contract
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In the US Gulf, recent fixtures have been concluded in the high USD 120s (USD ~69-73k/d), meaning that the premium in the Western market persists.
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