Üldhariv küsimus: Miks on Vahemere laevareiside hinnad (näiteks Barcelona - Baleaarid) nii 3x kallimad, kui Läänemerel (näiteks Tallinn-Stocholm)? Sadamamaksud?
nats ka TNK sec-ist, mis q2 ees ootab (kuu veel jäänud, aga jutt muidu huvitav, miks määrad on langenud)
Global crude oil production has fallen by approximately 2.5 million barrels per day (mb/d) since the start of the year, primarily due to a reduction in OPEC supply. Lower OPEC production is a result of both high adherence to the 1.2 mb/d of cuts announced at the start of the year, and additional unplanned outages in Iran and Venezuela due to the
impact of U.S. sanctions. Tanker demand has also been dampened by heavier than normal refinery maintenance during the second quarter of 2019. This comes as refiners look to complete maintenance and upgrade programs early this year in anticipation of much stronger demand in the second half of the year, when they will need to operate at high throughput levels in order to produce sufficient distillates to meet the new IMO 2020 regulations
Global crude oil production has fallen by approximately 2.5 million barrels per day (mb/d) since the start of the year, primarily due to a reduction in OPEC supply. Lower OPEC production is a result of both high adherence to the 1.2 mb/d of cuts announced at the start of the year, and additional unplanned outages in Iran and Venezuela due to the
impact of U.S. sanctions. Tanker demand has also been dampened by heavier than normal refinery maintenance during the second quarter of 2019. This comes as refiners look to complete maintenance and upgrade programs early this year in anticipation of much stronger demand in the second half of the year, when they will need to operate at high throughput levels in order to produce sufficient distillates to meet the new IMO 2020 regulations
Underlying global oil demand remains firm with forecast growth of 1.3 mb/d in 2019 (average of IEA, EIA and OPEC forecasts). More importantly, refinery runs are expected to increase during the second half of the year as refiners prepare for the upcoming IMO 2020 regulations and the resultant increase in distillate demand that these regulations are expected to bring. Demand is also expected to be boosted by a significant increase in global refining capacity during the second half of the year, with the IEA forecasting a 4.6 mb/d increase in global refinery throughput between the seasonal low point in March 2019 and the anticipated seasonal peak in August 2019. This should generate significant demand for both crude and product tankers from the third quarter of the year.
Seekord peaks tsükkel vähe nihkesse minema ja selle imo 2020 tõttu võivad tasu määrad tulla kõrgemad kui tavaliselt.
Seekord peaks tsükkel vähe nihkesse minema ja selle imo 2020 tõttu võivad tasu määrad tulla kõrgemad kui tavaliselt.
The price of crude oil has fallen nearly -20% since the end of April.
Frontline has issued 470,982 ordinary shares pursuant to the Equity Distribution Agreement during the month of May 2019. Following such issuance, Frontline has an issued share capital of USD 170,292,174 divided into 170,292,174 ordinary shares
Laevade tasud nagu ikka sukelduvad suvel, aga kindlad lepingud näitavad tõusu trendi.
Ka spotid on tegelikult suuremad kui 2019.
Ka spotid on tegelikult suuremad kui 2019.
Kliendi kiri :Nordic American Tankers Ltd (NYSE: NAT) - A busy period and good prospects.
Bermuda June 12, 2019
Dear shareholders and investors,
The last 12 months have been the busiest period for Nordic American Tankers ever.
Sale of 10 suezmax vessels and delivery of 3 new suezmax units took place in the last six months of 2018 and ensured a renewal of our fleet which count suezmaxes only. The operating costs for the NAT fleet came down further.
Maximizing dividend is our strategy. We also aim at reducing the debt level and thereby lowering the cash break even further. The new 5-year loan of $306 million that we announced in February this year, is a key element in this strategy of maximizing dividend and reducing debt.
In 2Q2019, we have seen the normal seasonal downturn in that quarter. We expect a significantly improved tanker market ahead. Recent contracts for 3Q2019 loading confirm this, showing a clear strengthening trend for our vessels. We must remember that political unrest is often good for the tanker market. We now see increased oil exports from the US, which is a new trend.
The operational transition of our offshore business to a new group during the first half of 2019 will allow NAT to fully concentrate on the tanker business.
With the important changes taking place in NAT during the last year, we are positive on the outlook. The prospects for NAT are good.
Bermuda June 12, 2019
Dear shareholders and investors,
The last 12 months have been the busiest period for Nordic American Tankers ever.
Sale of 10 suezmax vessels and delivery of 3 new suezmax units took place in the last six months of 2018 and ensured a renewal of our fleet which count suezmaxes only. The operating costs for the NAT fleet came down further.
Maximizing dividend is our strategy. We also aim at reducing the debt level and thereby lowering the cash break even further. The new 5-year loan of $306 million that we announced in February this year, is a key element in this strategy of maximizing dividend and reducing debt.
In 2Q2019, we have seen the normal seasonal downturn in that quarter. We expect a significantly improved tanker market ahead. Recent contracts for 3Q2019 loading confirm this, showing a clear strengthening trend for our vessels. We must remember that political unrest is often good for the tanker market. We now see increased oil exports from the US, which is a new trend.
The operational transition of our offshore business to a new group during the first half of 2019 will allow NAT to fully concentrate on the tanker business.
With the important changes taking place in NAT during the last year, we are positive on the outlook. The prospects for NAT are good.
Täna rünnati kahte Frontline nafta tankerit.
Madala väävliga kütuse hind kukkunud ca 100, mai 640 pealt 550.
Madala väävliga kütuse hind kukkunud ca 100, mai 640 pealt 550.
Tankeritest pikem lugu Äripäevas. Sellele võiks järje vol 2 kirjutada tsüklitest tankeri turul ja millest need sõltuvad ning kuidas ennustada tsüklite pöördumist (väheneb uute laevade tellimine, suureneb vanarauaks müük nagu oli 2018 aasta), lisaks aastas esinevad vastavalt kütuse nõudlusele q4 ja q1 parimad. Artiklist oli väljas ka võla teema.
Sai ja vahepeal TNK maha lükatud 26K aktsiat hinnalt 1,39 (enne tulemusi tundus kõik juba hinnas olevat, kuna teised tankerid beatisid ) ja 1,10 sai esimesed 5k lisaks võetud sellele kontole. Vanasid umbes sama portsu jagu veel ka alles. Loodaks 1.05$ aga asi kipub kahtlaseks minema, see Q2 tuleb üldises pildis kõvasti parem https://www.teekay.com/investors/teekay-tankers-ltd/market-insights/, kui tavaliselt, TNK muidugi palju laevade hooldusi see kvartal (oli vast kümme ja ca 30M võib sinna kuluda, epsi raske ennustada, ise näen seal 12 centi lossi ja 209M käivet).
Kuu uuendus ka väljas TNK-l.
https://www.youtube.com/watch?time_continue=1&v=YzoGoSfAF9c
Kuu uuendus ka väljas TNK-l.
https://www.youtube.com/watch?time_continue=1&v=YzoGoSfAF9c
Kuidas valmistutakse 2020-neks. Nad ei ole ka scrubbereid ostnud.
Tanker carrier Euronav bunkers one of its ULCC tankers with low-sulfur fuel as part of its preparations for the upcoming sulfur regulations, writes Argus Media
Tanker carrier Euronav bunkers one of its ULCC tankers with low-sulfur fuel as part of its preparations for the upcoming sulfur regulations, writes Argus Media
See väävlivaba kütuse kasutamine laevades on kilplaslik tegevus. Juba ilma selleta on naftarafineerimistehased suurimad väävlitootjad, toodang on suurusjärgus 10**7 tonni/aasta, seda on rohkem kui majandus vajab. Üleliigne väävel uputatatakse ookeani, kus selle kahjulik mõju loodusele on väikseim (ehk on ka teisi lahendusi, ma pole kursis). Nüüd siis ei hakka väävel liikuma laeva korstnast merre vaid rafineerimistehasest merre, kusjuures rafineerimistehases kulutatakse väävli eraldamiseks energiat - paisatakse atmosfääri täiendav kogus süsihappegaasi.
Hakkab pihta see juurde tellimine, et sellelt vanalt oli ka seda oodata, ülevõtmised ebaõnnestusid. Vanamehel see üle investeermise vajadus nii suur- ( oli suurim puutornide omanik SDLR, ka üle investeerimine ja pauguga CH11)
John Fredriksen's Frontline buys three new tanker vessels, set for delivery in the years to come. CEO says that the acquisitions reflect "Frontline's focus on increasing our exposure to the tanker market.
John Fredriksen's Frontline buys three new tanker vessels, set for delivery in the years to come. CEO says that the acquisitions reflect "Frontline's focus on increasing our exposure to the tanker market.
week 25
No uskumatu küll, paigaldatakse seadmeid ja nüüd tehakse uuringuid.
Selle süsteemi mõte oligi, võtta reostus ära õhust ja suunata see vette.
Lihtne füüsika seadus.
A new study by the Swedish Environmental Research Institute has tested wash water from open-loop scrubbers. The tests show that untreated wash water from open-loop scrubbers contains significant levels of pollution and is harmful to the marine environment. Researchers behind the study express concerns about the long-term consequences.
Selle süsteemi mõte oligi, võtta reostus ära õhust ja suunata see vette.
Lihtne füüsika seadus.
A new study by the Swedish Environmental Research Institute has tested wash water from open-loop scrubbers. The tests show that untreated wash water from open-loop scrubbers contains significant levels of pollution and is harmful to the marine environment. Researchers behind the study express concerns about the long-term consequences.
Teekay pani huitava video, kuidas tehakse laeva hooldust,
https://www.teekay.com/blog/2016/04/18/step-step-glimpse-dry-docking-process/?fbclid=IwAR0yl2NBmV5j7SGme335ibWV_GjXOZbqjpYtXLK45Q4Kkrg63_ga4rVHNCM
https://www.teekay.com/blog/2016/04/18/step-step-glimpse-dry-docking-process/?fbclid=IwAR0yl2NBmV5j7SGme335ibWV_GjXOZbqjpYtXLK45Q4Kkrg63_ga4rVHNCM