Tankers Are Tanking
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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/
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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.
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Ja. Det er helt nyt for mig.
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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
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Kinas efterspørgsel på olie er pt. faldet 20%.
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Fald i nye antal over de sidste dage... forsætter udviklingen nedad går tank lodret op igen..
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