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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Peter Sand igen på gyngende grund: https://shippingwatch.dk/Rederier/article12031095.ece
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@Bulder Har Sand ikke været en saglighedens stemme i dette ekkokammer der ofte kan ses blandt specielt oil tankers? Jeg synes, at han er klart til den bearish side ift andre analytikere, men so far (siden krisens udbrud( har han været ret spot on, imo. (fx i Millionærklubben vs Lau), men jeg kan tage fejl her, så e
nlighten me please
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