Shipping — Januar 2025
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Tænker 1. USA skal bruge den olie, da de ikke ka bruge deres egen. 2. Hvis tariifen kommer og Canada så skal af med olien på anden vis, skal den i tankskibe til andre steder i verden. Om Canada har supplychain kapaciteten til at skifte, aner jeg ikke. Men Amerikanerne skal jo også skifte supplychain. Olien fra canada kommer mest af alt i pipelines..
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HOEGH AUTOLINERS: DNB nedgraderer aksjen fra kjøp til hold.
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STOLT-NIELSEN: Kepler kutter kursmålet til NOK 434 (474), gjentar kjøp.
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