DHT 5,45 käis ära , hetkel 6,13 ja nagu tavaks saanud päeval, kui spy -6%
VisahingymerameesVisahing
No on lugu, DHT ei taha mitte kuidagi puruks kukkuda, NAT on ilusaks eeskujuks.
Ootame HALTED ära ja saab näha.
Nojah, ega ta ei kuku küll, üldse on liikumisega raskusi, turg juba mitu minutit halted.
Eks sa üks idioot oled, selge see, loodan, et Koroona viirus sinusugused hävikud maha võtaks. Mul endal ka treider käib ja enne halted on DHT oli -0,66%, lootus oli siseneda 5,5 pealt
Kas selle suure suu tõttu ongi need kõrvad nii suureks venitatud, mis?
Huvitav, et kui maailma lõpp oleks, miks siis nii palju naftat varutakse?
ymerameesVisahingymerameesVisahing
No on lugu, DHT ei taha mitte kuidagi puruks kukkuda, NAT on ilusaks eeskujuks.
Ootame HALTED ära ja saab näha.
Nojah, ega ta ei kuku küll, üldse on liikumisega raskusi, turg juba mitu minutit halted.
Eks sa üks idioot oled, selge see, loodan, et Koroona viirus sinusugused hävikud maha võtaks. Mul endal ka treider käib ja enne halted on DHT oli -0,66%, lootus oli siseneda 5,5 pealt
Kas selle suure suu tõttu ongi need kõrvad nii suureks venitatud, mis?
mine võta rohud ära ja tule siis tagasi.
DHT tõusu sai maha magatud, jälgisin, aga ei suutnud kogust otsustada ja nii see rong läks. Lühikest sai proovitud 6,37 pealt, aga ei taha minna ja kinni ära 3-4 senti loss tükk. Ülejäänud aja põhjast TGP õngitsenud, jõhker volatiivsus küll, 8,8 peal 2k market viimati sisse, täitis 9,10$. Mingi uudis tulnud.
DHT +8,7% ja 6,58$
VLCC tanker rates along the busy Middle East Gulf to China route jumped to about $160,000-$180,000 per day on Thursday, up from about $70,000-$100,000 per day on Wednesday, according to several ship broking sources.
Only a month ago, the same rate was about $20,000-$30,000 per day, the sources said.
In this weak demand environment, we are very close to levels where the current freight rates become unsustainable, if they aren’t already,” the ship broker said.
Only a month ago, the same rate was about $20,000-$30,000 per day, the sources said.
In this weak demand environment, we are very close to levels where the current freight rates become unsustainable, if they aren’t already,” the ship broker said.
Ei mingit ennustamist, kõik faktid.
https://www.hellenicshippingnews.com/supertanker-prices-spike-by-nearly-678-on-oil-market-war-and-storage-plays/
https://www.hellenicshippingnews.com/supertanker-prices-spike-by-nearly-678-on-oil-market-war-and-storage-plays/
Siin üks tore LNG vedaja näide, paljudel peksa saanud firmadel suured laenu makse tähtajad olid ees, kui refin tehtud, lendas aktsia hind 2x eelmise aasta lõpus. Sektor sama mis TGP, pikad tähtajad (keskmine kokku 8,6 aastat) on ikka küll. See sektor võis skoorida, sest kütuse hinnad on alla tulnud 2,3 korda. Teekay on kindlustanud 80% kütuse tarnest, aga ta pole hinda lukku löönud. https://www.hellenicshippingnews.com/dynagas-lng-partners-lp-expects-lng-markets-to-continue-their-robust-performance/
Huvitav oleks teada, kas siin veel tankeri sektoris vähe sügavamate teadmistega inimesi?
Ma tean, et kui ühe loogika pealt investeerida, siis kõik 5+ ideed, aga kuidas sa investeerid, kui ülejäänud maailm ümber tankerite hääbub?Nafta nõudlus peaks räigelt kukkuma, et mis elu on peale seda, kui kõik laevad on täis. Ehk üldine turg saab uuel nädalal kindlasti kolakat ja mingi rahapakiga löömise jutt seda küll ei upita. Üks huvitav teema on veel, Statoil pani juba ühe putka merel kinni koroona pärast, jääb vaid vaadata, kas keegi sadamad ka lukku keerab ja kas U.S kilda sektoris viirus niitma hakkab.
https://www.hellenicshippingnews.com/wp-content/uploads/2020/03/Affinity-Tanker-Weekly-2020-03-13-HSN.pdf
Ma tean, et kui ühe loogika pealt investeerida, siis kõik 5+ ideed, aga kuidas sa investeerid, kui ülejäänud maailm ümber tankerite hääbub?Nafta nõudlus peaks räigelt kukkuma, et mis elu on peale seda, kui kõik laevad on täis. Ehk üldine turg saab uuel nädalal kindlasti kolakat ja mingi rahapakiga löömise jutt seda küll ei upita. Üks huvitav teema on veel, Statoil pani juba ühe putka merel kinni koroona pärast, jääb vaid vaadata, kas keegi sadamad ka lukku keerab ja kas U.S kilda sektoris viirus niitma hakkab.
https://www.hellenicshippingnews.com/wp-content/uploads/2020/03/Affinity-Tanker-Weekly-2020-03-13-HSN.pdf
U.S export langeb kolinal, lahe sõda kahe vahel. Venemaalt on reis 4-5 päeva 1000km.
Asian buyers are now factored in a shipping cost of $4-$5 per barrel of Middle East crude, while in comparison, Russian ESPO crude, which takes only 4-5 days to travel from Far East Kozmino port to Qingdao port, has a delivery cost of $1-$1.5 per barrel, traders said.
“Freight has surged so much that short-haul cargoes look cheap now. So its (ESPO’s) FOB prices are coming back,” said one of the sources.
Asian buyers are now factored in a shipping cost of $4-$5 per barrel of Middle East crude, while in comparison, Russian ESPO crude, which takes only 4-5 days to travel from Far East Kozmino port to Qingdao port, has a delivery cost of $1-$1.5 per barrel, traders said.
“Freight has surged so much that short-haul cargoes look cheap now. So its (ESPO’s) FOB prices are coming back,” said one of the sources.
Enamus uudiseid tuleb alati meie aja järgi öösel vastu esmaspäeva, kaks tasude raportit ka, aimb juba, kust lehelt saab.
https://www.hellenicshippingnews.com/u-s-crude-exports-to-drop-by-one-million-barrels-per-day-on-saudi-oil-tsunami-sources/
Saudi Arabia has provisionally chartered more than 30 tankers to send oil worldwide to customers at discounted rates, particularly to big buyers like India and China that buy from exporters like the United States and Russia.
See nafta hakkab tappa saama, nii hakkab usa ladu kasvama ja surub omakorda hinda alla.
The favorable economics for shipping U.S. crude to the world have virtually disappeared as U.S. crude’s discount to Brent narrowed to under $1 a barrel on Friday, the smallest since late 2016. Brent, as an international benchmark, is affected more by changes in world supply.
https://www.hellenicshippingnews.com/u-s-crude-exports-to-drop-by-one-million-barrels-per-day-on-saudi-oil-tsunami-sources/
Saudi Arabia has provisionally chartered more than 30 tankers to send oil worldwide to customers at discounted rates, particularly to big buyers like India and China that buy from exporters like the United States and Russia.
See nafta hakkab tappa saama, nii hakkab usa ladu kasvama ja surub omakorda hinda alla.
The favorable economics for shipping U.S. crude to the world have virtually disappeared as U.S. crude’s discount to Brent narrowed to under $1 a barrel on Friday, the smallest since late 2016. Brent, as an international benchmark, is affected more by changes in world supply.
Hull värk
1. 5-6 milli barrelit asja üle, kui selline tootmine.
2. selliste vlcc tasude juures ei tasu asi ära (siin minu short tees, need tasud lendavad varsti õhku)
Based on current contango levels, we assess that to make floating storage viable; a VLCC will require up to maximum of $72, 000/day for a three-month charter timecharter. However, this week we have seen a rapidly
rising market, with TD3C increasing from US$38,000/day at the beginning of the week to US$243,000/day by
the end of the week, meaning that at current rate levels freight is too high to justify floating storage play.
Potentially there could be a time when storage rates and the contango converge.
There could also be a move on floating storage for products. With the US now banning flights from mainland
Europe, demand for jet fuel is bound to decline further. Demand for jet fuel for Transatlantic flights is estimated
to fall by 600k b/d, in addition to collapsing jet fuel demand globally. Product inventories, like crude, have a
potential to fill promptly to the brim, spilling the excess into tankers, if the contango structure becomes steep
enough.
1. 5-6 milli barrelit asja üle, kui selline tootmine.
2. selliste vlcc tasude juures ei tasu asi ära (siin minu short tees, need tasud lendavad varsti õhku)
Based on current contango levels, we assess that to make floating storage viable; a VLCC will require up to maximum of $72, 000/day for a three-month charter timecharter. However, this week we have seen a rapidly
rising market, with TD3C increasing from US$38,000/day at the beginning of the week to US$243,000/day by
the end of the week, meaning that at current rate levels freight is too high to justify floating storage play.
Potentially there could be a time when storage rates and the contango converge.
There could also be a move on floating storage for products. With the US now banning flights from mainland
Europe, demand for jet fuel is bound to decline further. Demand for jet fuel for Transatlantic flights is estimated
to fall by 600k b/d, in addition to collapsing jet fuel demand globally. Product inventories, like crude, have a
potential to fill promptly to the brim, spilling the excess into tankers, if the contango structure becomes steep
enough.
Saudid pressivad 5 x 2Milli barrelit ka U.S turule.
https://www.hellenicshippingnews.com/saudi-arabia-seeks-to-charter-more-supertankers-in-oil-export-push-sources-says/
Tagasi pikaks
https://www.hellenicshippingnews.com/saudi-arabia-seeks-to-charter-more-supertankers-in-oil-export-push-sources-says/
Tagasi pikaks
TNK-ga pikaks? Hetkel peale 15min crashi kõmmutas 9% alla. Hull möll käib.
Sinu laevandusteemast mööda, aga mul õnnestus kruiisikaäri (NCLH) 13.3 pealt shortida ja nüüd hetkel igati ilus pilt.
Sinu laevandusteemast mööda, aga mul õnnestus kruiisikaäri (NCLH) 13.3 pealt shortida ja nüüd hetkel igati ilus pilt.
Kõik võivad siia kirjutada ükskõik mida, mis laevandusega seotud ja kena,et treidi mainid.
(muide, halted aegu TNK panin 17,5 orderi sisse, arvutid va rotid nägid ostu suurelt, avanes 17,55, sõitis 18 ja siis tuli alla ja tõmbasin kõne ja volla).
DHT 4000tk all tuleb paar põhjust
Tanker rates continue to soar: "This time it looks more sustainable"
In the midst of the global coronavirus crisis and an oil price war between Russia and Saudi Arabia, tanker vessels emerge as the big winners. Rates continue to soar, and this time the recovery appears more sustainable, says analyst.
Saudis' oil tanker spree drives 700 percent surge in ships' earnings
Saudi Arabia is chartering tanker vessels big-time as the oil kingdom prepares to unleash a flood of crude oil, a development that makes tanker freight rates soar.
Ma raudselt nii pikalt ei hoia, aga lõhnab 2 x 0,30 dividendi järgi q1 ja q2, mega tasudest 2-3 ainult Failed.
(muide, halted aegu TNK panin 17,5 orderi sisse, arvutid va rotid nägid ostu suurelt, avanes 17,55, sõitis 18 ja siis tuli alla ja tõmbasin kõne ja volla).
DHT 4000tk all tuleb paar põhjust
Tanker rates continue to soar: "This time it looks more sustainable"
In the midst of the global coronavirus crisis and an oil price war between Russia and Saudi Arabia, tanker vessels emerge as the big winners. Rates continue to soar, and this time the recovery appears more sustainable, says analyst.
Saudis' oil tanker spree drives 700 percent surge in ships' earnings
Saudi Arabia is chartering tanker vessels big-time as the oil kingdom prepares to unleash a flood of crude oil, a development that makes tanker freight rates soar.
Ma raudselt nii pikalt ei hoia, aga lõhnab 2 x 0,30 dividendi järgi q1 ja q2, mega tasudest 2-3 ainult Failed.
Kui siin on julgeid, tasub osta, ise juba 4+4K ahnitsenud, ega ajastamine pole kunagi mu tugevam külg.
Seekord fundamentaal + OVB indikaator, soovitan DHT, saab divi ja leiva lauale.
Seekord fundamentaal + OVB indikaator, soovitan DHT, saab divi ja leiva lauale.
Visahing
Kui siin on julgeid, tasub osta, ise juba 4+4K ahnitsenud, ega ajastamine pole kunagi mu tugevam külg.
Seekord fundamentaal + OVB indikaator, soovitan DHT, saab divi ja leiva lauale.
Kas 5,6$ oli ostjaid? (kuna närvilised ajad, siis ise supsan sisse välja ja igakord siin aru ei anna, tavaliselt 0,3-0,5 liikumistel panen lukku, ükskõik mis pidi, seda lühikeseks ei tambi),