Shipping — Januar 2020
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Godt aktuelt læsestof om bulk, tank, LNG, LPG: https://www.cleaves.no/post/shipping-weekly-2-2020
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Rater: http://fearnpulse.com/
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God morgen.
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Joakim Hannisdahl
@JHannisdahl
#LNG #Carrier Report 2020 - Strong Year Ahead, Before… (46-pages): Strong 2020E before fortunes turn in 2021E. Cyclical trough in 2022E, & super-profits in 2025E..? $FLNG (#BUY/N132) $GLOG (BUY/$14) are oversold. $ALNG downgraded to #SELL/N2.3 #shipping -
free
@jfree41185737
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10 t
according to estimates, china will import US 19.6 billion USD of crude oil in the first year, which approximately 100BPD per day, and requires a VLCC every 2 days. the US-China roundtrip time is 110 days, and a net increase of 55 VLCCs first year，second year to 95 VLCCs -
Bloomberg Next China
@next_china·
10 t
American crude oil shipments to China are poised to pick up again after now that the phase one trade deal is signedhttps://www.bloomberg.com/news/articles/2020-01-15/china-may-resume-u-s-oil-buying-spree-after-trade-deal?utm_medium=social&utm_content=nextchina&utm_source=twitter&utm_campaign=socialflow-organic -
Spændende spil på FLNG på kort sigt (1 år) måske. Har du tabt optimismen helt for Flex Helge eller mener du der kan være lidt at hente i 2020, kan se hannisdahl estimere 6 % udbytte med rater omring 2019 punktet
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Peter Sand
@BIMCO_PS
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9 min
IF China buys more US Crude Oil going forward. The large fleet of #VLCC Crude Oil tankers Will benefit from these very Long sailing distances. It Will be a Welcomed reversal of fortunes. @CostasParis -
Det har jeg ikke Ukendtbruger.
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Peter Sand
@BIMCO_PS
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1 t
VLCC rates tumble 40% in a week. “BIMCO has been clear on the snap of over supply in the crude sector from 2019 spilling into 2020. Short-term, Q1 is set to deliver solid rates, which means anything above $40,000 a day,” I told @Splash_247
today. -
Stein Mohn, tvillingbror av Trond, er inne som 12. største aksjonær i Flex LNG med 444.391 aksjer i selskapet, viser ferske aksjonærregisteret fra 2. januar. Stein Mohn var ikke med på aksjonærlistene fra 29. november, rapporterer TDN Direkt
Flex LNG : https://finansavisen.no/nyheter/bors/2020/01/16/7489210/stein-mohn-kjopte-seg-stort-opp-i-flex-lng -
Skagen fondene har øget.
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At der sidder mange longs stille på gærdet. Nye købere ser lige tiden lidt an oven på de seneste fald.
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Joakim Hannisdahl
@JHannisdahl
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28 min
#US #LPG exports in 4Q19 came in significantly below EIA's forecast, but 2020 is revised significantly up, leading to zero y/y growth in exports forecast for 2021 #shipping $AVANCE $BWLPG $LPGhttps://twitter.com/JHannisdahl/status/1217841407119036420
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