Shipping — Marts 2020
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How oil price war threatens US propane exports
America had been on track to become the world’s largest propane exporter until Saudi Arabia opened its crude spigot.
FreightWaves (www.freightwaves.com)
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Tak mollegade...Der er kortere sejltid fra Mellemøsten til Asien end fra US. Bortset fra problematikken med naphta, så bliver flåden ikke arbejdsløs.
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Der er masser af tid til at overveje den slags.
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Freight rates set to spike as India puts ships arriving from Corona infected nations on 14-day quarantine
Short haul trades of less than 14 days voyage time to be hit
BusinessLine (www.thehindubusinessline.com)
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oakim Hannisdahl
@JHannisdahl
#Oil #Tanker (#BUY) - Extraordinary Times: #OPEC has pushed earnings to extraordinary levels. Equities also extraordinary, but w opposite signFull 131-page report (free): https://cleaves.no/post/oil-tanker-update-buy-extraordinary-times
#shipping #OOTT $FRO $ADSCME $DHT $EURN $HAFNIA $TNK $OET $HUNT $NAT $INSW $TNP
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Joakim Hannisdahl
@JHannisdahl
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18 min
#Shipping #Weekly: #Oil #Tanker spot rates are declining from last week’s incredible levels, but 1y TCs implies asset prices 50%+ vs today (CotW). #LNG & #LPG #VLGC rates are rising, while #DryBulk is still in the doldrumsFull free report: https://cleaves.no/post/shipping-
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Olieeksporten fra Saudi Arabien stiger ikke trods laver priser. Efterspøgslen er der ikke: https://www.reuters.com/article/us-oil-saudi/despite-opec-deal-collapse-saudi-oil-exports-yet-to-rise-sources-idUSKBN21A321?fbclid=IwAR18dEOg1KomZx-jXztrlDc0zqL8eLf0ABsR9QR1evS8I4yNUIhtkR4QtiU
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