mot 100 000 dollar i rater tank. Nå flyr denne mot 3-5kr

Star
15.01.2025 kl 15:17 2054

3-4?
Star
15.01.2025 kl 21:20 1806

Enorm omsetning.

Blir en bra vinter.

Kursen går til værs
Yngling ØH
16.01.2025 kl 05:52 1535

"VLCC rates could top $80,000 next year with over 40 extra tankers needed, Clarksons says
Analysts believe increased western crude production will be a shot in the arm for struggling sector
2 September 2024 10:09 GMT UPDATED  2 September 2024 10:09 GMT
By Gary Dixon   in    London
Extra vessel demand looks set to more than double VLCC rates into next year, Clarksons Securities believes.
The investment bank said increased western production will tighten up vessel supply."
https://www.tradewindsnews.com/tankers/vlcc-rates-could-top-80-000-next-year-with-over-40-extra-tankers-needed-clarksons-says/2-1-1702115

"VLCC rates of $100,000 per day are in sight after Saudi Arabia switch
Number of available large tankers beginning to fall below annual average
27 September 2024 12:09 GMT UPDATED  30 September 2024 13:06 GMT
By Gary Dixon   in    London
Analysts at Clarksons Securities believe VLCC rates could surge to $100,000 per day if each Opec+ member follows through on production rises.
Greek analytics platform Signal Grous also expecting rates to rise as available tonnage begins to shrink.
Tankers set for short-term boost as Saudi Arabia signals end to production cuts
Read more
Clarksons Securities highlighted reports of plans by Saudi Arabia to raise production as positive for tankers."
https://www.tradewindsnews.com/opinion/vlcc-rates-of-100-000-per-day-are-in-sight-after-saudi-arabia-switch/2-1-1716355

"VLCC outlook: Sanctions, ‘pond full of black swans’ and China downside riskHope is rising that sanctions will force more crude cargoes to mainstream VLCCs in 2025
09 Jan 2025ANALYSIS
After a disappointing few years, there’s renewed optimism on VLCC rates in 2025. The caveat is that Chinese demand needs to rebound for upside from heightened sanctions to truly pay off"
https://www.lloydslist.com/LL1152173/VLCC-outlook-Sanctions-pond-full-of-black-swans-and-China-downside-risk

"Tanker rates extend rally on sanctions, demand to load Mideast oil, products
By Florence Tan, Trixie Sher Li Yap and Chen Aizhu
January 15, 20256:15 PM GMT+1Updated 11 hours ago
Shell, Shenghong book VLCCs to load Mideast crude in early FebMideast to China VLCC rate rises 15% to $4.1 millionRussian ESPO crude freight rates jump five-fold from last weekClean product tanker rates up 10%, set for further gains amid pre-Lunar New Year demand

SINGAPORE, Jan 15 (Reuters) - Oil shipping rates extended their rally on expectations of a tightening in global tanker supply from wider U.S. sanctions on Russia's fleet and traders' demand for ships to load Middle East oil for Asia, industry sources said on Wednesday.

On Tuesday, Shell (SHEL.L), opens new tab booked three Very Large Crude Carriers, capable of carrying up to 2 million barrels of oil, at the rate of Worldscale 70 to load Middle East crude in early February and Chinese refiner Shenghong Petrochemical (000301.SZ), opens new tab booked two VLCCs for the same loading period at the same rate, a shipbroker said.

Worldscale is an industry tool to calculate freight charges. For comparison.

Traders are expected to seek more tankers to load crude from Saudi Arabia in February, which could drive freight rates higher, the shipbroker said.

China's Unipec booked a further 10 tankers to transport oil from the Middle East, according to fixture data on Wednesday. Since Friday, Unipec has fixed 23 vessels to ship crude from the Middle East to China, the data showed.

The robust demand pushed the rate for a VLCC on the Middle East to China route, known as TD3C, higher to WS70.45 on Wednesday, up WS10.75 from the previous day, according to two shipbrokers and a trader."
https://www.reuters.com/markets/commodities/tanker-rates-extend-rally-sanctions-demand-load-mideast-oil-2025-01-15/
kjofor
16.01.2025 kl 08:39 1332

fortsetter oppgangen i dag, eller får vi gevinstsikring og fall ned mot 1,70 ?
Slettet bruker
16.01.2025 kl 08:52 1276

Tvilsomt. Gårsdagens omsetning var massiv
Her må man løpe etter til start. Går det akkurat under 2kr?
Fortsatt 15% ned mot i fjor. Og nå er det tank bonanza!
Redigert 16.01.2025 kl 08:54 Du må logge inn for å svare
Star
16.01.2025 kl 08:58 1244

3 til 4kr kan komme fort
ks1977
16.01.2025 kl 16:05 1019

Hei, Mr Pump. Er det noen grunn til at HUNT, etter å ha tapt penger i 2024, skulle prises til langt over kursen den hadde mens ting så rosenrødt ut?

Regner ikke med at jeg får noe som helst fornuftig, men greit å forsøke - så kan andre se hva som skjer her...

Jeg skal ikke si at en investering i HUNT nå er dømt til å mislykkes (dersom det er vilje og evne for vesten til å gjøre noe med skyggeflåten, og da i år, så vil det bli veldig hyggelig her), men det er stor risiko for store tap (HUNT er avhengig av dagens rate, som er i høysesong, skal holde seg hele året for å tjene penger). Dessverre lite (vel, ingen) substans blant de som er bull her nå :(
Gullhaugen
22.01.2025 kl 13:07 353

Nå er det rett før eksplosjon. Ta plass snarest :)
ks1977
22.01.2025 kl 16:32 212

Blir ikke noe (berettiget) eksplosjon med mindre ratene tar av - dagens rater er ikke engang hva de må være for at HUNT skal klare å gå i null for året (når vi tar høyde for at vi er inne i høysesongen og at ratene da sannnsynligvis går betydelig ned i Q2 og Q3 - med mindre vesten vil og klarer å gjøre noe med skyggeflåten denne gangen da)