<![CDATA[Tankers Are Tanking]]>En god perspektiveret analyse på Coronavirus og COSCO Vessels, faldende rater og aktiekurser i tanksektoren.

"Yeah, I know. The past few weeks have been miserable for tanker longs. As a good friend keeps reminding me, "Tankers take the escalator up and the elevator down." He should know, as he's been investing in shipping since long before I was born. At moments like this, I like to analyze what has changed and see if the thesis has been altered. Let's look at some key variables at play:

https://adventuresincapitalism.com/2020/02/02/tankers-are-tanking/

]]>https://dev.proinvestor.com/forum/topic/440905/tankers-are-tankingRSS for NodeSat, 11 Jul 2026 19:26:51 GMTSun, 02 Feb 2020 05:30:18 GMT60<![CDATA[Reply to Tankers Are Tanking on Fri, 07 Feb 2020 18:09:01 GMT]]>Fald i nye antal over de sidste dage... forsætter udviklingen nedad går tank lodret op igen..

https://www.who.int/docs/default-source/coronaviruse/situation-reports/20200207-sitrep-18-ncov.pdf?sfvrsn=fa644293_2

]]>https://dev.proinvestor.com/forum/post/9457257https://dev.proinvestor.com/forum/post/9457257Fri, 07 Feb 2020 18:09:01 GMT<![CDATA[Reply to Tankers Are Tanking on Mon, 03 Feb 2020 06:38:34 GMT]]>Kinas efterspørgsel på olie er pt. faldet 20%.

Bloomberg - Are you a robot?

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(www.bloomberg.com)

]]>https://dev.proinvestor.com/forum/post/9457254https://dev.proinvestor.com/forum/post/9457254Mon, 03 Feb 2020 06:38:34 GMT<![CDATA[Reply to Tankers Are Tanking on Mon, 03 Feb 2020 05:53:33 GMT]]>Jeg er meget enig i at Tank er billig efter den seneste tids store fald - jeg tror det kan blive den helt store vinder i 2020

Som én ganske rigtigt konstaterede - i de sidste 5 år har der hvert år været meget store stigninger i perioden februar til april - i år bliver de sikkert endnu større

]]>https://dev.proinvestor.com/forum/post/9457251https://dev.proinvestor.com/forum/post/9457251Mon, 03 Feb 2020 05:53:33 GMT<![CDATA[Reply to Tankers Are Tanking on Sun, 02 Feb 2020 18:44:20 GMT]]>Ja. Det er helt nyt for mig.

]]>https://dev.proinvestor.com/forum/post/9457250https://dev.proinvestor.com/forum/post/9457250Sun, 02 Feb 2020 18:44:20 GMT<![CDATA[Reply to Tankers Are Tanking on Sun, 02 Feb 2020 15:38:06 GMT]]>Spændende hvad han skriver om "rest produktet" HSFO der nu skal transporteres til specielle rafinaderier for at blive processeret, fordi der nu ikke er så mange skibe der kan bruge det mere - der er meget der peger i retning af at crude tankmarkedet kan blive trangt i år.

]]>https://dev.proinvestor.com/forum/post/9457256https://dev.proinvestor.com/forum/post/9457256Sun, 02 Feb 2020 15:38:06 GMT