Shipping — November 2020
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Fearnly: AST
Activity and freight levels have indeed picked up quite significantly on both sides of the Suez this week, availability is as a consequence starting to become very thin for the remainder of December in the Middle East. Baltic has jumped up more than 4 dollars from Friday, however, we continue to see the West premium remaining wide. On the back of current freight ideas from owners and last done levels, Baltic is expected to continue upwards for now. -
WEST
The western VLGC freight rates are currently skyrocketing on the back of tight vessel supply and plenty of cargo inquiries for both ends of December and the first half of January. Although we have seen only a handful of deals done since the end of last week, freight rates have increased from USD 110 to high USD 120’s on a Houston/Chiba basis. What is exacerbating the tight vessel supply is that owners and even traders who have potential relets are currently holding back before fixing anythi -
nything further in order not to over-commit their fleet and because the current discharge schedules are not firm. The market will remain tight for the foreseeable future.
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Peree...De betaler ikke udbytte for Q3. Læs eventuelt tilbage i historikken.
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BWLPG: FEARNLEY SECURITIES OPPJUSTERER KURSMÅL TIL 78 FRA 40
08:58
Oslo (TDN Direkt): Fearnley Securities oppjusterer kursmålet på BW LPG til 78 fra tidligere 40 kroner, ifølge en analyse fredag. Meglerhuset oppgraderer samtidig Avance Gas til kjøp fra tidligere hold, og oppjusterer kursmålet til 50 fra tidligere 20 kroner.Fearnley trekker frem at VLGC-ratene fortsetter å styrke seg og peker på ineffektivitet i flåten som nøkkeldriver for dette.
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Meglerhuset skriver i rapporten at hovedrisikoen fremover ligger i amerikansk LPG produksjon og i hvilken grad billige hydrokarboner vil være tilgjengelig for eksport. Samtidig trekker de frem at foreløpige produksjonsdata tyder på at nivåene er opp fra foreløpige bunner i våres, og at etterspørselssiden styrker seg.
Fearnley trekker også frem at de ser en del planlagte tørrdokkinger neste år, noe som burde motvirke eventuelt lavere LPG-produksjon.
Martin Brennmoen [email protected]
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Der er fart på LPG pt, udviklingen i kursen ligner en smule udviklingen for 1 år siden. Glæder mig til at se hvor højt op vi skal.
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Det er i hvert fald fantastiske futures og pæn høj oliepris lige nu. Læg hertil at der er mindre skibe i søen i 2021.
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Det vil jeg mene @Sartaq. 2020 var jo også spået til at være et godt år, men så kom corona som påvirkede efterspørgslen, som gjorde raterne blev forfærdelige. Men nu er økonomierne efterhånden op i gear de fleste steder i verden og med massevaccinationer rundt om hjørnet kan man vel åbne fuldt op igen. Jeg tror 2021 bliver rigtig godt.
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Joakim Hannisdahl
@JHannisdahl
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17h
You've probably heard that Panama Canal congestion/delays are one of the reasons #LNG & #LPG #shipping spot rates have surged lately. Seasonal fog & COVID are mentioned culprits. Live satellite data shows 2.3% of #VLGC fleet & 1.6% of #LNGC fleet currently waiting transithttps://twitter.com/JHannisdahl/status/1332113374675611648 -
Joakim Hannisdahl
@JHannisdahl
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35 min
Baltic #LPG #shipping index +2% to $90/t (TCE $81k/d)#VLGC $AVANCE $BWLPG $LPGhttps://twitter.com/JHannisdahl/status/1332373566143258628
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Se lige de vilde futures for LPG 2021. https://twitter.com/mintzmyer/status/1332439162969067521
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