Shipping

mimer
20.01.2021 kl 09:39 1209

Ja litt merkelig, kursen nesten tilbake til der den var før kontraktsmeldingen. Men det er vel mye FOMO i andre selskaper nå så noen hiver kanskje ut for enhver pris for å være med å rallies...

Sitter stille i båten, tror det blir veldig bra LNG marked i år, denne fra i går liker jeg godt, virker bare å bli mer og mer behov for transport...

- Oil Majors Win Big As LNG Prices Soar
By Irina Slav - Jan 19, 2021, 7:00 PM CST

Shell turned the lights back on at its Prelude offshore LNG facility just as Asia was being frozen by a cold spell that sent prices for liquefied natural gas sky-high. It couldn’t have timed the restart better. And it wasn’t the only Big Oil major that benefited from the price spike over commodity traders and independent producers of gas. An analysis from Reuters points to Shell and Total as two examples of why Big Oil is better placed to benefit from such price spikes: the supermajors simply have access to more LNG and the flexibility to re-route cargos.

The coldest winter since 1966 in Asia sent gas and coal prices soaring earlier this month. At the same time, it exposed weaknesses in the supply chain that left Asian LNG buyers scrambling to secure all the gas they needed for suddenly spiking electricity and heating demand. It also exposed some differences between commodity traders and oil supermajors that suggest the latter may be better placed to benefit from other price spikes as well.

“Some of our long-term contracts include possibilities for diversions. We are ‘reshuffling’ cargoes that are flexible to direct them to premium markets,” an unnamed source from one supermajor told Reuters.

https://oilprice.com/Energy/Energy-General/Oil-Majors-Win-Big-As-LNG-Prices-Soar.html
Redigert 21.01.2021 kl 08:25

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