Shipping — Juli 2022
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VLCC modern scrubber rater, 260% højere end for 2 måneder siden https://lloydslist.maritimeintelligence.informa.com/LL1141698/VLCC-rates-rebound-taking-hold-as-Chinese-crude-demand-returns
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Shipping: Baltic Dry-indekset falder 2,5 pct. til 2061 point
https://www.proinvestor.com/investornyt/855519/shipping-baltic-dry-indekset-falder-25-pct-til-2061-point -
Evercore upgrades fra d.25 på product og dirty tank https://twitter.com/ed_fin/status/1552016187743141889?cxt=HHwWgoCwwf6f74krAAAA
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Mærsk: Positiv udsigt på kort sigt før langsigtede bekymringer. https://www.proinvestor.com/investornyt/856360/maersk-positiv-udsigt-pa-kort-sigt-for-langsigtede-bekymringer
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På dirty/clean siden begynder det for alvor at minde om et bull run, US eksport er højt, russisk olie til kina tager afra/suez/vlcc ud af markedet via sts. SPR lagrene faldt igen igen, og vi er altså kun i juli, med høje nat gas priser, vil der uden tvivl blive brændt mere olie til vinter. Dette rate miljø ville normalt først begynde i september
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Mærsk: SCFI-rateindeks falder 2,7 pct.
https://www.proinvestor.com/investornyt/857846/maersk-scfi-rateindeks-falder-27-pct -
Mærsk OPTAKT Q2 3/8: Ny opjustering lurer da ventet afmatning skubbes
https://www.proinvestor.com/investornyt/858093/maersk-optakt-q2-3-8-ny-opjustering-lurer-da-ventet-afmatning-skubbes -
Mærsk/Carnegie: Kursmål hæves til 32.500 kr. fra 29.500 kr.https://www.proinvestor.com/investornyt/858178/maersk-carnegie-kursmal-haeves-til-32500-kr-fra-29500-kr
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