LNG Shipping

Golar LNG har nå lagt fram tallene for Q-2-2018.
Det sies mye interessant i kvartalsrapporten.
Men det de sier om framtiden, er ikke småtteri.
Golar sierat det i år 2020 vil det være 40 skip "for lite" som seiler på sjøen !!

Flex LNG er den aksjen som har størst potensiel, når markedet når oppover.
2 skip fra 2017, 2 i 2018 og 2 i 2019: Total 6 skip når det gjelder !

Jeg sikret meg noe aksjer til i dag. Min anbefaling: LØP OG KJØP !!

Fra GOLAR sin rapport :
Golar achieved a TCE1 of $19,600 per day in 2Q compared to $36,000 per day in 1Q and $14,600 per day in 2Q 2017. A reduction in rates from 1Q was anticipated and is the result of a seasonal softening in activity and utilization and a corresponding reduction in rates. The market reached its seasonal trough in early May, with around 30 available vessels in the spot market before strengthening as a result of increasing LNG prices driven by strong demand from China and Korea. As of today, JKM and European gas prices are up 84% and 61%, respectively, year-on-year. Charterers seeking winter coverage have also entered the market and interest in multi-month and multi-year charters is picking up.

New production continues to deliver. Projects with a nameplate capacity of 72mtpa, equivalent to approximately 23% of current LNG production, are expected to commence operations over the next 24 months. New production will come from the start-up of new facilities and new trains at existing facilities, including Yamal, Ichthys, Prelude, Corpus Christi, Sabine Pass, Cameron and Freeport. This is expected to require in excess of 100 vessels for transportation. Over the same time horizon, 66 vessels are scheduled to deliver. Leading brokers currently estimate that the market will be under supplied by 40 vessels in 2020.