Hva skjer med LNG-selskapene fremover?
Ser at Flex LNG og Hoegh LNG går litt i dag...Awilco LNG ligger noe etter, men den kommer vel når vi får fasit på Torsdag 24. Mai (dvs Q1)?....
Redigert 21.01.2021 kl 01:31
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Nå er ratene for uke 25 økt til: East Suez $70k, West Suez $85k og TC $80k. Det er lenge siden vi har hatt slike priser i Juni (har muligens aldri skjedd?...)
Tallene for uke 18 var: East Suez $35k, West Suez $44k og TC $52k...det er jo en voldsom økning?...skulle tro at det er vinter allerede?...
Tallene for uke 18 var: East Suez $35k, West Suez $44k og TC $52k...det er jo en voldsom økning?...skulle tro at det er vinter allerede?...
Noe som bør leses?...
https://www.freightwaves.com/news/lng-carriers-bright-spot-maritime-transport
«Before the American oil and gas boom, many analysts expected the Atlantic petroleum trade flow from the United States to Europe to be fairly robust, but most American LNG exports are going to Mexico and Asia (by pipeline and ship, respectively). The International Energy Agency estimates that Chinese demand for LNG will grow 8.7% annually through 2022, and that Indian demand for LNG could grow up to 11% annually through 2022. Macquarie said in a Global LNG report dated December 5, 2017, that demand growth in Pakistan, Bangladesh, Thailand, Vietnam, and Sri Lanka could be even more rapid.
Much of the U.S.’s liquefied natural gas exports leave the port of Houston and transit the Panama Canal on the way to Asian shores. The Panama Canal Authority expects its 300th Neopanamax LNG tanker to transit the canal this month, typically at the rate of one vessel per day. The canal has been able to manage traffic and successfully transit 2 LNG carriers in one day on 13 separate occasions so far.»
“With the rising demand and plans for US exports to increase, we need to continue to [transit 2 LNG carriers per day]. Compared to the 2017 fiscal year, we expect LNG traffic through the waterway to grow by 50% this fiscal year. This means LNG carrier transits will increase from 163 transits registered in the 2017 fiscal year to approximately 244 LNG carrier transits in the 2018 fiscal year, which ends 30 September,” said the Panama Canal Authority in a statement.»
https://www.freightwaves.com/news/lng-carriers-bright-spot-maritime-transport
«Before the American oil and gas boom, many analysts expected the Atlantic petroleum trade flow from the United States to Europe to be fairly robust, but most American LNG exports are going to Mexico and Asia (by pipeline and ship, respectively). The International Energy Agency estimates that Chinese demand for LNG will grow 8.7% annually through 2022, and that Indian demand for LNG could grow up to 11% annually through 2022. Macquarie said in a Global LNG report dated December 5, 2017, that demand growth in Pakistan, Bangladesh, Thailand, Vietnam, and Sri Lanka could be even more rapid.
Much of the U.S.’s liquefied natural gas exports leave the port of Houston and transit the Panama Canal on the way to Asian shores. The Panama Canal Authority expects its 300th Neopanamax LNG tanker to transit the canal this month, typically at the rate of one vessel per day. The canal has been able to manage traffic and successfully transit 2 LNG carriers in one day on 13 separate occasions so far.»
“With the rising demand and plans for US exports to increase, we need to continue to [transit 2 LNG carriers per day]. Compared to the 2017 fiscal year, we expect LNG traffic through the waterway to grow by 50% this fiscal year. This means LNG carrier transits will increase from 163 transits registered in the 2017 fiscal year to approximately 244 LNG carrier transits in the 2018 fiscal year, which ends 30 September,” said the Panama Canal Authority in a statement.»
Det er spesielt at TC øker så mye...gjennom hele 2018 har TC ligget på ca $50k helt frem til uke 23 ($58k)...og nå hopper den opp til $80k på 2 uker?!....det viser vel at det er et skifte i synet på ratene fremover?...det er vel lenge siden vi har sett et slik skifte i TC?...
Fra BørsXtra:
Det kan være verdt å merke seg at både Songa Trading (eiet at shippingmannen Arne Blystad) og GC Rieber (eier av supplyselskap) begge har kjøpt seg opp i Awilco LNG den siste tiden. Av rent investerings-/tradingmessige årsaker eller også med industrielle tanker?
Det var kanskje noen av de som handlet 800 000 aksjer (og/eller aksjer de siste dagene)?....
Det kan være verdt å merke seg at både Songa Trading (eiet at shippingmannen Arne Blystad) og GC Rieber (eier av supplyselskap) begge har kjøpt seg opp i Awilco LNG den siste tiden. Av rent investerings-/tradingmessige årsaker eller også med industrielle tanker?
Det var kanskje noen av de som handlet 800 000 aksjer (og/eller aksjer de siste dagene)?....
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