Shipping — Januar 2023
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https://edition.cnn.com/2023/01/17/energy/russia-diesel-ban-prices/index.html 5. Februar stopper eu med at købe diesel fra Rusland. Forventet at eu køber diesel fra Indien som køber det fra Rusland. Godt for global warming. Måske også godt for oil shipping aktier
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der høres på vandrørene at Torm har købt skibe https://www.soefart.dk/article/view/893259/torm_knyttes_til_milliardhandel_af_lr1skibe
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SUBSEA 7: JP Morgan nedgraderer aksjen fra nøytral til undervekt, men øker kursmålet til NOK 107 (104). Xtrainvestor.
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oakim Hannisdahl
@JHannisdahl
·
14m
Some very positive momentum in #VLGC FFAs and spot over the past two days:AG/JP spot +70% to $49k/d?
USG/JP spot +44% to $57k/d?Current LPG pricing differential US vs Far East implies VLGC spot TCE at approx. $66k/d
I am currently long $BWLPG https://twitter.com/JHannisdahl/status/1618647557009465344
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Mærsks asiatiske branchefæller sendt markant ned i Japan
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Five reasons for tankers owners to be cheerful in 2023
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Fra debatten: https://www.proinvestor.com/boards/109813/
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STANDARD SUPPLY: Fearnley øker kursmålet til NOK 6,5 (5,7), gjentar kjøp.
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TIDEWATER: Fearnley øker kursmålet i det US-noterte supplyselskapet til USD 52 (41), gjentar kjøp.
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