Aframax earnings to heat up on Russia and Norway crude supply.
https://www.tradewindsnews.com/tankers/aframax-earnings-to-heat-up-on-russia-and-norway-crude-supply/2-1-677434
Siit tuleb välja, kuidas Euronav selle mega koguse 0,5€väävliga kütust nii odavalt sai, teistpidi vaadates, võib selle müüjal 2020 väga hästi minna ;)
https://finance.yahoo.com/news/ships-set-burn-raw-crude-230100180.html
https://finance.yahoo.com/news/ships-set-burn-raw-crude-230100180.html
Hakkab looma
Teekay Tankers said average daily rates for Aframax and Suezmax tankers have jumped 50% in the days following United States sanctions on two units of Chinese shipping giant COSCO.
Average rates for Aframax and Suezmax tankers since Sept. 25 when the sanctions were levied have hit $30,000 a day, up from $20,000, said Teekay spokesman Ryan Hamilton. On some Aframax routes the rates have run as high as $40,000 a day, he said. (Reporting by Gary McWilliams; Editing by Cynthia Osterman)
Average rates for Aframax and Suezmax tankers since Sept. 25 when the sanctions were levied have hit $30,000 a day, up from $20,000, said Teekay spokesman Ryan Hamilton. On some Aframax routes the rates have run as high as $40,000 a day, he said. (Reporting by Gary McWilliams; Editing by Cynthia Osterman)
Teekay Offshore Partners Announces Agreement for the Acquisition of Its Publicly Held Common Units by Brookfield
ymeramees
Teekay Offshore Partners Announces Agreement for the Acquisition of Its Publicly Held Common Units by Brookfield
sohk, lubasid 1.05$ juures üle võtta, mäletan, kui see teade tuli, sai kõvasti pähe, olin eelmine päev ise 10 000tk sees hinnalt 1,12 (24.05.) ja mõned päevad hiljem taastus ning 29.05 sai 1,18 müüdud.
Kui Teekay Group peaks täna sellele uudisele rallima, müüakse maha, kuna TK ei oma enam ammu osalust. Eile sai TNK pähe TGP uudise eest päeva alguses.
Freight rates for the VLCC tanker vessels have climbed to USD 65,000 per day following the news of US sanctions imposed on Dalian Tankers, a subsidiary of China's Cosco. It could take some time for clarity to emerge, says Euronav.
Tankeritel iga päev uued hinna rekordid, oktoober 22 algusega nägin VLCC äpis hinnaga 97K, ehk minu silmad pole 2 aasta jooksul selliseid numbreid näinud. Mõni uudis ka olnud, et kardetakse Novembris kõva nafta hinna tõusu.
TNK 4.10 käis 1.50 ära, viimati selline hind 2 aastat tagasi septembis, kui teati 45M tagasi ostu programmist, mis jäi tegemata.
TNK 7.10 hind 1.64 ja avanedes kohe 1M käive. (tavaline päevakas 1,5M)
ticker NAT üllitis täna:
Nordic American Tankers Ltd. (NYSE:NAT) – Exceptionally strong tanker market from which NAT is benefitting.
Hamilton, Bermuda, October 7, 2019
Dear Shareholders & Investors,
Two weeks ago we wrote to you about the strong market improvement for our Suezmax tankers. We have for a long time informed you of this anticipated upswing in the tanker market.
However, seeing is believing and if anyone had doubts, last week, the international shipbroking firm of Clarkson Platou Research reported the largest week-on-week increase in the history of their freight index. From Thursday to Friday last week, reported Suezmax rates jumped 60% on the day and 400% on the month!
NAT’s uniform fleet of 23 Suezmax tankers have 21 units trading in the open spot market, ready to benefit from strengthening freights.
Presently the Suezmax spot market is reported to about $68,000/day, and rising. The NAT operating costs are about $8,000/day per ship.
A seasonal upturn was already in the making. However, the additional combination of increased demand from refineries around the world ramping up their production to supply low sulphur fuels for 2020 and reduced supply of new vessels are important structural factors.
The temporary uncertainty around the Saudi Arabian oil production has created additional demand pressure.
The latest developments serve as important reminders of the volatility of the tanker market. The last three years were the exceptions, with most tanker companies experiencing consecutive quarters of below break-even earnings. As we have mentioned on several occasions, we believe this market bottomed out during 2018 and we will see further improvement going forward.
Our third quarter 2019 results will not be much different from our second quarter results. The upturn seen these last three weeks will filter through in our fourth quarter results. Our earnings as of September 30, 2019 will be released on Monday November 25, 2019, before NYSE opening.
In conclusion, NAT is in a very strong position with 21 of our 23 Suezmaxes in the spot market. We are able to benefit directly from this exceptional run up in Suezmax freight rates.
Going forward, we are excited about the prospects for the end of this year and further down the road.
Nordic American Tankers Ltd. (NYSE:NAT) – Exceptionally strong tanker market from which NAT is benefitting.
Hamilton, Bermuda, October 7, 2019
Dear Shareholders & Investors,
Two weeks ago we wrote to you about the strong market improvement for our Suezmax tankers. We have for a long time informed you of this anticipated upswing in the tanker market.
However, seeing is believing and if anyone had doubts, last week, the international shipbroking firm of Clarkson Platou Research reported the largest week-on-week increase in the history of their freight index. From Thursday to Friday last week, reported Suezmax rates jumped 60% on the day and 400% on the month!
NAT’s uniform fleet of 23 Suezmax tankers have 21 units trading in the open spot market, ready to benefit from strengthening freights.
Presently the Suezmax spot market is reported to about $68,000/day, and rising. The NAT operating costs are about $8,000/day per ship.
A seasonal upturn was already in the making. However, the additional combination of increased demand from refineries around the world ramping up their production to supply low sulphur fuels for 2020 and reduced supply of new vessels are important structural factors.
The temporary uncertainty around the Saudi Arabian oil production has created additional demand pressure.
The latest developments serve as important reminders of the volatility of the tanker market. The last three years were the exceptions, with most tanker companies experiencing consecutive quarters of below break-even earnings. As we have mentioned on several occasions, we believe this market bottomed out during 2018 and we will see further improvement going forward.
Our third quarter 2019 results will not be much different from our second quarter results. The upturn seen these last three weeks will filter through in our fourth quarter results. Our earnings as of September 30, 2019 will be released on Monday November 25, 2019, before NYSE opening.
In conclusion, NAT is in a very strong position with 21 of our 23 Suezmaxes in the spot market. We are able to benefit directly from this exceptional run up in Suezmax freight rates.
Going forward, we are excited about the prospects for the end of this year and further down the road.
see siis enne pumpa, iga reedene tabel.
sai ka poolele TNK order sisse visatud 1,76$ pealt, need liikumised ei tundu jäävad, reedel +12% ja täna +17%. Osta müü ja kahetse nagu nii :)
Veidi ka tagamaid lennule
NAT sai täna targetiks buy 4$ ja pre +8% hind 3.33$
Visahing
NAT sai täna targetiks buy 4$ ja pre +8% hind 3.33$
Ma olen üks lollidest, kes kunagi (ca aasta eest) tõustes 2.9 pealt ostis ja siis pikalt hoidma jäi. 4 $ on targetina tore küll aga kui Trump hiinlastega äre lepib, mis siis saab?
Minevikus on päevasisesed kõikumisedki nii suured olnud, et stoplossigi panek pole kergeimate killast.
tvinvVisahing
NAT sai täna targetiks buy 4$ ja pre +8% hind 3.33$
Ma olen üks lollidest, kes kunagi (ca aasta eest) tõustes 2.9 pealt ostis ja siis pikalt hoidma jäi. 4 $ on targetina tore küll aga kui Trump hiinlastega äre lepib, mis siis saab?
Minevikus on päevasisesed kõikumisedki nii suured olnud, et stoplossigi panek pole kergeimate killast.
Tankeri sektor on väga spetsiifiline, sõltub, palju sa selle aastaga endale üldiselt selgeks tegid ja kas tead ka seda firmad nagu 5 sõrme (üks vanemaid laevastikke, osad laevad juba 25K peal lukus jne). See on lihtsalt eelmäng, õige tsükli tõus tuleb alles peale, muidugi määrad tõusevad ka sellest, et 3k minnakse üle madalale väävli sisaldusega kütusele, mis suurendab ka kulu.
NAT siis peale upitamist +10% ja ca 10x käibega.
NAT hea näide, kuidas dark pool tegutseb, selliseid pakke nagu käibes, keegi niisama ei näe, kaup käib leti alt (suured kogused) nüüd juba 14X vol ja miskit +17%
However, with no order book visible to the public in the dark pool, the intention of participants within the pool remains a secret until after the trade has been executed.https://www.europeanceo.com/finance/barclays-and-credit-suisse-in-deep-trouble-over-dark-pools/
However, with no order book visible to the public in the dark pool, the intention of participants within the pool remains a secret until after the trade has been executed.https://www.europeanceo.com/finance/barclays-and-credit-suisse-in-deep-trouble-over-dark-pools/
VLCC rates have surged this week and show no signs of stopping any time soon. A combination of increased
seasonal volumes. Daily VLCC earning currently return upwards to USD 130k/day, and falling bunker prices will contribute further. In short; a perfect storm.
Väga jõhker tõus igapäev hindades.
seasonal volumes. Daily VLCC earning currently return upwards to USD 130k/day, and falling bunker prices will contribute further. In short; a perfect storm.
Väga jõhker tõus igapäev hindades.