Mængden af olie der lagres på tankskibe stiger og stiger
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Det bliver spændende, hvordan kurser på tankselskaber udvikler sig i den nærmeste fremtid. Er bunden nået i denne omgang?
Vil Olieprisen igen falde? Mængden af olie lagret på tankskibe nu 240M tønder, vil det fortsat stige? Vil de olieproducerende lande reducere produktionen?
Hvordan vil kurserne på tankskibselskaberne blive påvirket, hvis der udbetales dividender på 30%-40% p.a. af nuværende kursniveau?
Jeg syntes umiddelbart at der ligger en god gevinst at hente her. -
Product tanker market braces for ‘supercycle’
A price war and demand destruction because of the coronavirus pandemic have sent oil markets into a whirlwind during the past two months. While crude tankers appear to be heading into the anticipated downturn, the product tanker industry believes its inflated earnings are here to stay -
Calvin Froedge gennemgår casen meget fint i denne twittertråd. Den er værd at læse, hvis man vil have mere forståelse af situationen.
https://twitter.com/calvinfroedge/status/1259199898764935169?s=21
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