Shipping — Januar 2020
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"Our biggest takeaway is that we are still in the early days of a multi-year up-cycle in the tanker industry...We would use the recent pullback in the stocks which are down on average about 15% over the last two weeks to build long term positions".
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Tankers Trend:
https://twitter.com/aksjefokus/status/122109938191656.. -
@JHannisdahl
My Chinese colleague tells me that Chinese New Year has been severely impacted by #coronarovirus, as widely reported. More worryingly is that many people might not be able to return to work next week due to efforts to control the disease. Not good for #shipping spot rates -
Gibson - Weekly Tanker Report http://www.gibsons.co.uk/market-reports
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Må indrømme at jeg er gået fra at synes, at Coronavirussen alene var massehysteri til nu at være lidt bekymret for hvor længe det kan have en indvirkning. Hvis de tal der er kommet ud for hvor "effektiv" at sygdommen spreder sig, så er der bestemt grund til at være bekymret. https://youtu.be/Nk5P_iRYwTY
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As a result, in 10 days time, or by February 4, 2020, Read's model predicts the number of infected people in Wuhan to be greater than 250 thousand (with an prediction interval, 164,602 to 351,396) https://www.zerohedge.com/geopolitical/uk-researcher-predicts-over-250000-people-china-will-have-coronavirus-ten-days
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@onlyyoontv
More signs of #Wuhanvirus impact on #China’s #economy: Transport Ministry says travel is down for #LunarNewYear. On first day Saturday, overall #transportation dropped by 28.8% from same day last year. Railway transportation fell by 41.5%, roads 25%, passenger flights 41.6%. -
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Fra Freightwaves: https://www.proinvestor.com/debat/81180
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Tak Bent...Det er et skriv fyldt med fornuft om den aktuelle situation inden for shipping.
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Joakim Hannisdahl
@JHannisdahl
Most significant #oil #tanker spot movements today:#VLCC -19% to $46k/d
#Aframax -10% to $38k/d
#LR2 -15% to $8.1k/d
#LR1 +7% to $4.1k/dhttps://twitter.com/JHannisdahl/status/1221865825130426369 -
Joakim Hannisdahl
@JHannisdahl
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23 min
Svarer
@8Kristiansen
LPG used for cooking likely unaffected, but closure of PDH plants likely negative. But LPG & LNG should in general be less affected than dry bulk and oil tanker commodities. -
Movements of Cosco’s VLCC fleet are now closely scrutinised, with spot rates expected to fall lower if additional Cosco tankers begin to trade more widely https://lloydslist.maritimeintelligence.informa.com/LL1130790/Cosco-tankers-resume-Atlantic-Basin-trading
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Coronavirus CURE: New treatment 'successful', China says
CORONAVIRUS treatment has been successfully administered, according to Chinese state media, after China raced to find a vaccine.
Express.co.uk (www.express.co.uk)
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Greg Miller
@GMJournalist
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10 t
$SALT call brought up key #shipping point: #coronavirus could impair Chinese yard ops & further delay #IMO2020 scrubber installations. I'd also point out that Chinese yards account for 40% of the world’s newbuilding tonnage. Click for quotes from call:https://www.freightwaves.com/news/coronavirus-compels-shipowner-to-batten-down-the-hatches?preview=true&_thumbnail_id=244260 -
Er der nogen der ved, hvad tid i dag BW LPG kommer med Q4 2019 Earnings og Annual Report?
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