On Sept. 30, freight rates for Aframax-class tankers from Houston to Rotterdam rose to $27.79 per metric ton per trip, the highest since February and up from $10.14 per metric ton before the Sept. 14 attacks on Saudi facilities. The rate was $18.69 per metric ton on Monday.
Kui Hiinakas laevad vabaks laseb, tuleb korraks hea lühikeseks müügi koht, jube ulmeks tasud läinud.
The Baltic Exchange index covering crude tankers, the Baltic Dirty Tanker Index, jumped another 119 points to 1,561 points on Oct. 10. Estimates for the Middle East Gulf-to-Asia trade lanes were $158,000-$162,000 per day, with some individual bookings at much higher levels.
According to Frode Mørkedal, shipping analyst at Clarksons Platou Securities, “Recent disruptions have heightened charterers’ concerns for vessel supply and resulted in charterers’ scrambling for tonnage. Activity out of the U.S. Gulf is flourishing. In the Arabian Gulf, vessels are being fixed ahead of time, with five VLCCs already fixed for November loading.”
As previously reported by FreightWaves, VLCC rates are being energized by: (1) the Sept. 25 decision by the Trump administration to place sanctions on COSCO (Dalian), a subsidiary of shipping giant China COSCO Shipping Corp.; (2) increasing seasonal demand; (3) the looming IMO 2020 sulfur-cap rule, which has boosted refinery runs and pulled multiple VLCCs from service for exhaust-gas scrubber installations; (4) higher demand among importers due to concerns over future supply following the Sept. 14 attacks on Saudi oil facilities; and (5) sanctions on Iran, with those exports being replaced by longer haul voyages from sources including the U.S.
The Baltic Exchange index covering crude tankers, the Baltic Dirty Tanker Index, jumped another 119 points to 1,561 points on Oct. 10. Estimates for the Middle East Gulf-to-Asia trade lanes were $158,000-$162,000 per day, with some individual bookings at much higher levels.
According to Frode Mørkedal, shipping analyst at Clarksons Platou Securities, “Recent disruptions have heightened charterers’ concerns for vessel supply and resulted in charterers’ scrambling for tonnage. Activity out of the U.S. Gulf is flourishing. In the Arabian Gulf, vessels are being fixed ahead of time, with five VLCCs already fixed for November loading.”
As previously reported by FreightWaves, VLCC rates are being energized by: (1) the Sept. 25 decision by the Trump administration to place sanctions on COSCO (Dalian), a subsidiary of shipping giant China COSCO Shipping Corp.; (2) increasing seasonal demand; (3) the looming IMO 2020 sulfur-cap rule, which has boosted refinery runs and pulled multiple VLCCs from service for exhaust-gas scrubber installations; (4) higher demand among importers due to concerns over future supply following the Sept. 14 attacks on Saudi oil facilities; and (5) sanctions on Iran, with those exports being replaced by longer haul voyages from sources including the U.S.
Tankerid tegid oma w52 kõrgemaid, TNK 2,08. Max vlcc nov. tasuga jooksis läbi 258k mis 10x normaalsest tasust. Enamus TNK pos kinni 15k alles ja 6.5k lühikese nööriga lühike.
Raport veits jääb maha, ei näita tuleviku hindasid.
he Suezmax’s largely benefited from the robust VLCC market as the
trickledown effect has help push Suezmax TCE’s up into the region of around
~$130,000/day. Suezmax demand in the West Africa market was the strongest we have
seen all year, enabling a massive uptick in rates.
he Suezmax’s largely benefited from the robust VLCC market as the
trickledown effect has help push Suezmax TCE’s up into the region of around
~$130,000/day. Suezmax demand in the West Africa market was the strongest we have
seen all year, enabling a massive uptick in rates.
The USG export market also followed suit to VLCC’s pushing East rates close to ~$10.0m lump sum USG / Singapore the highest we’ve seen in at least 20 years after sorting through old fixture data.
Much like last week, the Aframax market surged, this time to almost YTD highs with
markets in Europe and the Americas bringing returns near or more than $50,000/day
Much like last week, the Aframax market surged, this time to almost YTD highs with
markets in Europe and the Americas bringing returns near or more than $50,000/day
Siin ka üks huvitav ajalooline fakt, et hetkel juba veo tasu 20% asja enda väärtusest.
Such numbers haven't been seen since before the financial crash and many players are struggling to strategize given the suddenness of the spike. 'back then' oil prices were in excess of $100 per barrel, but now we are around $60 per
barrel, and the cost of freight is at up to 20 percent of the value. Is this sustainable for any length of time?
Such numbers haven't been seen since before the financial crash and many players are struggling to strategize given the suddenness of the spike. 'back then' oil prices were in excess of $100 per barrel, but now we are around $60 per
barrel, and the cost of freight is at up to 20 percent of the value. Is this sustainable for any length of time?
Ei saa mainimata jätta, et TNK tegi eile WK52 uue tipu, 2,19$ ja päeva käive tuli miskit 14M, mis on üle 10x normaalse, muidugi palljud kauplemise lehtede radarisse jooksevad ka juba tankerid sisse, kui üleostetud. TNK tegi päris märkimisväärse languse ka päeva siseselt, käies ära 2,19 ja suundudes 1,82 peale.
Huvitav fakt lihtsalt asja juurde sõbrakeselt üle lombi.
About a week and a half ago my brokerage sent me a message asking if I would allow them to lend out my shares and that they would pay me for it. I knew something was up then.
Huvitav fakt lihtsalt asja juurde sõbrakeselt üle lombi.
About a week and a half ago my brokerage sent me a message asking if I would allow them to lend out my shares and that they would pay me for it. I knew something was up then.
Kuna suuresti pean seda teemat harival eesmärgil ja nagu nii monoloogina, siis viskan ka ühe huvitava lingi valdkonnast, mida hetkel uurin HFT on lühend, et aru saada, kuidas vastased "mõtlevad"
https://blog.quantinsti.com/algorithmic-trading-strategies/
https://blog.quantinsti.com/algorithmic-trading-strategies/
The cost of hiring oil tankers is running out of control and the world’s refineries are feeling the pain.
It cost a record $8 a barrel to ship West African crude to Asia on Friday
That’s roughly four times the average for January through August, the month before rates began to rally.
Tanker owners were earning in excess of $300,000 a day on the industry’s benchmark route as of Friday, an unprecedented amount, according to data from the Baltic Exchange. Those same vessels, which can carry 2 million barrels of crude, were earning $25,000 a day about a month ago.
Keegi nagu tõlgiks minu juttu ümber, mis ma rääkinud :)
It cost a record $8 a barrel to ship West African crude to Asia on Friday
That’s roughly four times the average for January through August, the month before rates began to rally.
Tanker owners were earning in excess of $300,000 a day on the industry’s benchmark route as of Friday, an unprecedented amount, according to data from the Baltic Exchange. Those same vessels, which can carry 2 million barrels of crude, were earning $25,000 a day about a month ago.
Keegi nagu tõlgiks minu juttu ümber, mis ma rääkinud :)
Nädal 41
ja värskem
LR2s crack $100,000 per day level: Bugbee
Scorpio president tells finance conference that clean markets are moving "pretty quickly" in aftermath of crude surge.
ja värskem
LR2s crack $100,000 per day level: Bugbee
Scorpio president tells finance conference that clean markets are moving "pretty quickly" in aftermath of crude surge.
Kõik mis ülesse visatakse, peab ka alla kukkuma.
According to assessments of VLCC spot rates issued by Clarksons Platou Securities, rates peaked on Oct. 11 at an average of $295,100 per day, fell slightly to $281,000 day on Oct. 14, then took a big dive – down 31% – to $194,900 per day on Oct. 15. According to just-posted fixture reports, they’ve now fallen lower still.
He continued, “The FFA [freight futures] curve is pricing November and December contracts at around $80,000 per day. Rates are thus expected to come materially down from inflationary levels, although we expect rates to stabilize in a strong range of $70,000-80,000 per day towards the end of the fourth quarter of 2019 and into the first quarter of 2020.”
https://www.hellenicshippingnews.com/why-crude-tanker-rates-just-fell-halfway-back-to-earth/
According to assessments of VLCC spot rates issued by Clarksons Platou Securities, rates peaked on Oct. 11 at an average of $295,100 per day, fell slightly to $281,000 day on Oct. 14, then took a big dive – down 31% – to $194,900 per day on Oct. 15. According to just-posted fixture reports, they’ve now fallen lower still.
He continued, “The FFA [freight futures] curve is pricing November and December contracts at around $80,000 per day. Rates are thus expected to come materially down from inflationary levels, although we expect rates to stabilize in a strong range of $70,000-80,000 per day towards the end of the fourth quarter of 2019 and into the first quarter of 2020.”
https://www.hellenicshippingnews.com/why-crude-tanker-rates-just-fell-halfway-back-to-earth/
Running rate sensitivities on DHT is very simple, as we only have VLCCs. An increase in rates of $10,000 per day means $90 million in increased cash per year. To bring this down to an earnings-per-share level, if we get rates in the mid-$60,000s, which we saw in 2015, we should generate [full-year] earnings of not too far from $2.50 per share. That’s a big number.”
Panen enda jaoks ka
Panen enda jaoks ka
Nagu ikka, uued huvitavad raportid väljas.
Mis huvitav, näiteks 10 kõrgema tasuga VLCC tühistati, scrubberite paigaldused ja hooldused lükati tänu hinna rallile edasi.
https://www.hellenicshippingnews.com/gibson-tanker-report-pulling-out/
https://www.hellenicshippingnews.com/wp-content/uploads/2019/10/Weber-Weekly-42-19.pdf
(klick paremal pildil ja käsklus ava uues aknas)
Mis huvitav, näiteks 10 kõrgema tasuga VLCC tühistati, scrubberite paigaldused ja hooldused lükati tänu hinna rallile edasi.
https://www.hellenicshippingnews.com/gibson-tanker-report-pulling-out/
https://www.hellenicshippingnews.com/wp-content/uploads/2019/10/Weber-Weekly-42-19.pdf
(klick paremal pildil ja käsklus ava uues aknas)
TNK upgrade 2.5$
Lõpetasin pos hinnaga 2,236$
DHT tulemused, sama, mis q2, tõsteti div.
The Company’s VLCCs achieved time charter equivalent earnings of $25,500 per day in the third quarter of 2019
of which the Company’s VLCCs on time-charter earned $33,700 per day and the Company’s VLCCs operating in
the spot market achieved $24,300 per day.
Ehk kes viitsinud teemat jälgida, siis hetke tasud nende q3 omadega võrreldes 3-4x.
Adjusted EBITDA for the quarter of $36.0 million. Net lossfor the quarter of $9.4 million or loss of $0.07 per basic
share. Adjusted for a non-cash change in fair value related to interest rate derivatives of $1.5 million, net loss
would be $7.9 million, equivalent to loss of $0.06 per basic share
https://ml-eu.globenewswire.com/Resource/Download/3e33edfd-a380-4268-b0af-34dd852f29a4
The Company’s VLCCs achieved time charter equivalent earnings of $25,500 per day in the third quarter of 2019
of which the Company’s VLCCs on time-charter earned $33,700 per day and the Company’s VLCCs operating in
the spot market achieved $24,300 per day.
Ehk kes viitsinud teemat jälgida, siis hetke tasud nende q3 omadega võrreldes 3-4x.
Adjusted EBITDA for the quarter of $36.0 million. Net lossfor the quarter of $9.4 million or loss of $0.07 per basic
share. Adjusted for a non-cash change in fair value related to interest rate derivatives of $1.5 million, net loss
would be $7.9 million, equivalent to loss of $0.06 per basic share
https://ml-eu.globenewswire.com/Resource/Download/3e33edfd-a380-4268-b0af-34dd852f29a4
Thus far in the fourth quarter of 2019, 49% of the available VLCC spot days have been booked at an average rate
of $61,700 per day.
of $61,700 per day.
Uus uudiskiri väljas, nagu ikka esmaspäeva hommikul.,
https://www.hellenicshippingnews.com/wp-content/uploads/2019/10/TMR-2019-10-25-Fuelling-the-Future.pdf
https://www.hellenicshippingnews.com/wp-content/uploads/2019/10/TMR-2019-10-25-Fuelling-the-Future.pdf
Ajalooliselt ikka hinnad kõrged, kuigi hinna hüppelt kõva tagasi langus ja võib veel kukkuda. Suezmax tasuvuse määr all in all 20 000$/päev, seega 62K toob ca 40 000 päevas sisse. (olid ka ajad, kui laeva sai 7000$ eest päevas)
