uudiskiri väljas, väike võrdlus, et kui eelmise aasta lõpus oli ralli, siis kütuse tonn oli ligi 650, hetkel 220 juures, madala väävli sisaldusega kütusel. Eks see kahe otsaga sektor nagu ikka, kui tootjad hakkavad varsti koomale tõmbama on halb, samas hetkel 2 kvartali tulemused tulevad mega head.
https://www.hellenicshippingnews.com/wp-content/uploads/2020/04/2020-04-03-CAPEX-Cuts.pdf
Vahepeal miskit ka kruiisikatest, igal rallil on põhjus. (see uudis eile õhtune, aga vaadates sots meediat, siis imestatakse plussi üle, aga miks asi lendab, )
Carnival (CCL): Kingdom of Saudi Arabia Public Investment Fund discloses 8.2% passive stake
Carnival (CCL): Kingdom of Saudi Arabia Public Investment Fund discloses 8.2% passive stake
Tegelikult küll eilehommikune.
ymeramees
Tegelikult küll eilehommikune.
Mida sa targutad, pane siis teinekord siia hommikul uudiseid! FB juba mõned poosetavad, et raudne asi, mida osta, on kruusikad.
Ei saanud aru. Mis asjad on kruusikad? Ja kui ma su ree peale aitan, siis ei tuleks õiendama hakata, vaid teadmiseks võtta.
Ma ei elatu päevakauplemisest ja live uudiseid ei oma. Lihtsalt teadmiseks info, keda sektor huvitab ja kui sa nagu nii loed juba varakult börsi uudiseid ja satud teema otsa, ei oleks ju raske ka siia otse panna mõnda live lõnga.
Ehk enamusele, kes laevandust jälgib, huvitab liikumiste suundade põhjused ja 98% inimestel ei ole vahet, kas see oli eilne hommikune või õhtune, kui täna panin (mainisin, et mõni ei tormaks turgu, nagu see oleks uus info).
Ehk enamusele, kes laevandust jälgib, huvitab liikumiste suundade põhjused ja 98% inimestel ei ole vahet, kas see oli eilne hommikune või õhtune, kui täna panin (mainisin, et mõni ei tormaks turgu, nagu see oleks uus info).
Visahing
Ma ei elatu päevakauplemisest ja live uudiseid ei oma. Lihtsalt teadmiseks info, keda sektor huvitab ja kui sa nagu nii loed juba varakult börsi uudiseid ja satud teema otsa, ei oleks ju raske ka siia otse panna mõnda live lõnga.
Ehk enamusele, kes laevandust jälgib, huvitab liikumiste suundade põhjused ja 98% inimestel ei ole vahet, kas see oli eilne hommikune või õhtune, kui täna panin (mainisin, et mõni ei tormaks turgu, nagu see oleks uus info).
Muidugi oleks tore kui professionaal pidevalt vagustaks, aga noh, siis peaksime üheskoos kiire info kinni maksma.
Selline väike märkus, et uudis oli nõks vanem, on ikka positiivne.
Tankeritel tööd kauemaks https://www.hellenicshippingnews.com/european-refiners-leave-oil-cargoes-on-water-as-storage-tanks-fill-data-sources/
Positsioone ei oma, ei oska pikk ega lühike olla.
Positsioone ei oma, ei oska pikk ega lühike olla.
Lisaks tasudele, kukuvad nüüd juba ka laevade hinnad. Tulevik tundub selge olevat, peab vaatama ainult, et need rekord tulemused ja dividendid siin turgu seinast seina põrkama ei pane või määrab esimesed tulemused ja quido suuna.
Euronav F20 tuli ja siit ka kalender. (lisaks määrati dividendi summa), öeldi, et viiruse käiku raske ennustada, naftat ladustakse ja edasine suht hägune. Hea finantsiline seis, 1 miljard tormisel merel navigeerimiseks, hakkab 80& tulust dividendiks maksma või tagasi ostma.
Financial calendar 2020
Thursday 16 April 2020
Annual report 2019 available on website
Thursday 7 May 2020
Announcement of first quarter results 2020
Wednesday 20 May 2020
Annual General Meeting of Shareholders 2020
Thursday 6 August 2020
Announcement of final half year results 2020
Tuesday 11 August 2020
Half year report 2020 available on website
Thursday 5 November 2020
Announcement of third quarter results 2020
Thursday 4 February 2021
Announcement of fourth quarter results 2020
The Supervisory Board and Management Board of Euronav are proposing to pay a final cash dividend of USD 0.29 per share subject to shareholder approval at the AGM which will be held on 20 May 2020. This payment covers the second half of the financial year to December 2019. This payment includes Euronavs fixed dividend policy of USD 0.12 per year (USD 0.06 for second half 2019). It also reflects a commitment by both the Management Board and Supervisory Board to target a return of 80% of net income to shareholders in the form of cash dividends and/or buy backs.
In a short space of time 2020 has already experienced considerable volatility with geopolitical risk factors helping to drive freight rates to elevated levels, before the economic dislocation and uncertainty from Covid-19 gained traction from mid-January onwards. The large tanker market has been boosted by the move from Saudi Arabia to unilaterally increase oil supply which will underpin freight rates for much of Q2 2020. However, the duration and scale of the impact from economic dislocation from Covid-19 will be a key driver of tanker markets for the remainder of 2020. Euronav retains a very strong balance sheet and sufficient access to liquidity to manage such an environment.
Financial calendar 2020
Thursday 16 April 2020
Annual report 2019 available on website
Thursday 7 May 2020
Announcement of first quarter results 2020
Wednesday 20 May 2020
Annual General Meeting of Shareholders 2020
Thursday 6 August 2020
Announcement of final half year results 2020
Tuesday 11 August 2020
Half year report 2020 available on website
Thursday 5 November 2020
Announcement of third quarter results 2020
Thursday 4 February 2021
Announcement of fourth quarter results 2020
The Supervisory Board and Management Board of Euronav are proposing to pay a final cash dividend of USD 0.29 per share subject to shareholder approval at the AGM which will be held on 20 May 2020. This payment covers the second half of the financial year to December 2019. This payment includes Euronavs fixed dividend policy of USD 0.12 per year (USD 0.06 for second half 2019). It also reflects a commitment by both the Management Board and Supervisory Board to target a return of 80% of net income to shareholders in the form of cash dividends and/or buy backs.
In a short space of time 2020 has already experienced considerable volatility with geopolitical risk factors helping to drive freight rates to elevated levels, before the economic dislocation and uncertainty from Covid-19 gained traction from mid-January onwards. The large tanker market has been boosted by the move from Saudi Arabia to unilaterally increase oil supply which will underpin freight rates for much of Q2 2020. However, the duration and scale of the impact from economic dislocation from Covid-19 will be a key driver of tanker markets for the remainder of 2020. Euronav retains a very strong balance sheet and sufficient access to liquidity to manage such an environment.
The group's shipping arm, Ocean Tankers, owns a fleet of more than 130 tankers and is run by son Evan. Lim also co-owns oil storage unit Universal Terminal with PetroChina. The company’s bunkering arm, Ocean Bunkering Services (Pte.) Ltd., was ranked the third-largest shipping fuel supplier in Singapore last year, according to the city-state’s Maritime and Port Authority.
Päris kõva tegija oli
Päris kõva tegija oli
Tankerid täna +10-20% üleval, üllatus üllatus.
Aga aktiivsus suhteliselt madal, vaid 3tk täna vlcc apist läbi jooksnud
Aga aktiivsus suhteliselt madal, vaid 3tk täna vlcc apist läbi jooksnud
Keda teema huvitav, võib kerida siit üles ja vaadata, palju ennem kahe kütuse vahe oli
The TD20 route finished the week slightly up at ws132.5, which yields a TCE of roughly around $69,900/day (IFO 380) / $68,200/day (0.5%). The BSEA>MED route ended the week on a more promising note at ws137.5, which is up almost 10 points on the week-to-week comparison resulting in a TCE of around $82,900/day (IFO 380) / $82,700/day (0.5%). I
The TD20 route finished the week slightly up at ws132.5, which yields a TCE of roughly around $69,900/day (IFO 380) / $68,200/day (0.5%). The BSEA>MED route ended the week on a more promising note at ws137.5, which is up almost 10 points on the week-to-week comparison resulting in a TCE of around $82,900/day (IFO 380) / $82,700/day (0.5%). I
Ma ise arvan sama, et siin maailmas enam miskit ei kordu ja see aasta H2 tuleb teine.
The shipbroker added that “the big question is for how long storage demand can support the tanker market? Latest projections from the IEA pointto a significant stock build in Q2 2020, tuning into a stock draw as soon as Q3. However, a high degree of uncertainty exists in this forecast. Firstly, it assumes that demand begins to recover after steep reductions in April and May, and secondly, it assumes that OPEC+ stays the course on its deal. However, if this scenario is assumed to be the case, then the tanker markets face a rocky second half to 2020 as floating storage will start to decline and seaborne trade volumes will remain severely depressed. At this point in time, it seems hard to envisage such a quick recovery in demand, but irrespective of timing, demand will eventually recover, and oil stocks will be drawn down”, Gibson noted.
https://www.hellenicshippingnews.com/tankers-could-face-rocky-period-ahead/
The shipbroker added that “the big question is for how long storage demand can support the tanker market? Latest projections from the IEA pointto a significant stock build in Q2 2020, tuning into a stock draw as soon as Q3. However, a high degree of uncertainty exists in this forecast. Firstly, it assumes that demand begins to recover after steep reductions in April and May, and secondly, it assumes that OPEC+ stays the course on its deal. However, if this scenario is assumed to be the case, then the tanker markets face a rocky second half to 2020 as floating storage will start to decline and seaborne trade volumes will remain severely depressed. At this point in time, it seems hard to envisage such a quick recovery in demand, but irrespective of timing, demand will eventually recover, and oil stocks will be drawn down”, Gibson noted.
https://www.hellenicshippingnews.com/tankers-could-face-rocky-period-ahead/
Visahing
Ma ise arvan sama, et siin maailmas enam miskit ei kordu ja see aasta H2 tuleb teine.
The shipbroker added that “the big question is for how long storage demand can support the tanker market? Latest projections from the IEA pointto a significant stock build in Q2 2020, tuning into a stock draw as soon as Q3. However, a high degree of uncertainty exists in this forecast. Firstly, it assumes that demand begins to recover after steep reductions in April and May, and secondly, it assumes that OPEC+ stays the course on its deal. However, if this scenario is assumed to be the case, then the tanker markets face a rocky second half to 2020 as floating storage will start to decline and seaborne trade volumes will remain severely depressed. At this point in time, it seems hard to envisage such a quick recovery in demand, but irrespective of timing, demand will eventually recover, and oil stocks will be drawn down”, Gibson noted.
https://www.hellenicshippingnews.com/tankers-could-face-rocky-period-ahead/
Ole nüüd hea ja seleta eriti taibukatele ka ära, mida Sa sama arvad? Jah, ükskord varud ammenduvad ja nõudlus taastub, aga mida siin jutus nüüd oluliseks ja mida vähem oluliseks pidada? Mina lugesin välja, et võib minna nii ja võib minna naa ja Gibson seisukohta ei võta, kumb stsenaarium taastumise osas H2 tuleb.
Tavaliselt on tankerite parimad kuud Q4 ja Q1 ja q2 ning q3 nutused, seekord aga tänu sellele ladustamisele 180 000 päevas tasuga, on Q2 harukordselt hea , parem kui Q1, aga kogu see kaardimaja on püsti ladustamisel, nõudlus surnud. Tavaliselt ajab nõudlus laevatasud üles (kütuse tarbimine), ehk kui kokkulepe tule korraliku kärpega, siis ükskord need laevatasud kukuvad ja see võib seekord olla H2, sest kõik laod asjad on juba pilgeni täis veetud.
tänud, et sa neid postitusi teed Visahing. Hea lugeda kokkuvõtvalt.
Olen ise ka hetkel suht optimistlik, eriti selle ladustamise osas kuid mingid küsimused tekivad. Kas ei võiks tekkida mingi hetk selline olukord, et ei taheta enam üldse maksta selle tankeriski ladustamise eest kuna odavam tundub olla lihtsalt maha kanda see kütus nö. Ehk siis kui pikalt on mõtet hoiustada naftat tankeris lokusmas vs. lihtsalt seda mitte teha ja nafta odavnedes uut (ja loodetavasti odavamat) naftat hankida.
Olen ise ka hetkel suht optimistlik, eriti selle ladustamise osas kuid mingid küsimused tekivad. Kas ei võiks tekkida mingi hetk selline olukord, et ei taheta enam üldse maksta selle tankeriski ladustamise eest kuna odavam tundub olla lihtsalt maha kanda see kütus nö. Ehk siis kui pikalt on mõtet hoiustada naftat tankeris lokusmas vs. lihtsalt seda mitte teha ja nafta odavnedes uut (ja loodetavasti odavamat) naftat hankida.
Sunnik, Gibson annab su küsimusele vastuse, kui eelmist linki klõpsad, siis mate on sinu eest tehtud. Kõik see tasuvuse mäng on ettevaataval nafta hinnal ja palju makstakse tasuks.
At the time of writing, calculations show that the contango in ICE Brent supports 3 months storage at $138,000/day and 6 months at $89,000/day, before any profit margin for the trader is accounted for. VLCC spot rates currently stand at $165,000/day”, Gibson said.
Olgu öeldud, et DHT mingi aeg tagasi pani portsu laevu, oli vist 10 vanemat 60 000$ päevas lukku (andis rendile). Ladustamisel on pikema ajalisel lepingul need tasud väiksemad, kui hetke spot hind.
Enamus 2020 raportid siin kaustas leitavad ja mõnest uuemast saad värsket infot https://drive.google.com/drive/folders/1oJ0TIEnHDPxqUxVXafyAVbvePo3B-jth?usp=sharing
Tänane tankerite +20% ralli müüakse maha ära vajuva contango tõttu. NAT eriti grazy käibega, on vast 7x päeva normaal. Seall tundub, et keegi kirjutab korralikult calle. 7$ hinda rabatakse (ei välista paanikas lühikesed sellisel päeval)
At the time of writing, calculations show that the contango in ICE Brent supports 3 months storage at $138,000/day and 6 months at $89,000/day, before any profit margin for the trader is accounted for. VLCC spot rates currently stand at $165,000/day”, Gibson said.
Olgu öeldud, et DHT mingi aeg tagasi pani portsu laevu, oli vist 10 vanemat 60 000$ päevas lukku (andis rendile). Ladustamisel on pikema ajalisel lepingul need tasud väiksemad, kui hetke spot hind.
Enamus 2020 raportid siin kaustas leitavad ja mõnest uuemast saad värsket infot https://drive.google.com/drive/folders/1oJ0TIEnHDPxqUxVXafyAVbvePo3B-jth?usp=sharing
Tänane tankerite +20% ralli müüakse maha ära vajuva contango tõttu. NAT eriti grazy käibega, on vast 7x päeva normaal. Seall tundub, et keegi kirjutab korralikult calle. 7$ hinda rabatakse (ei välista paanikas lühikesed sellisel päeval)
Saudi oil stored at sea. At least one in 10 supertankers is storing oil at sea, and some of those cargoes originated from Saudi Arabia, according to the Wall Street Journal. “The kingdom is now facing a situation where they may have to shut parts in their production, likely from Ghawar and others because they don’t have buyers,” a senior Aramco executive told the WSJ. “The fact is buyers don’t have storage so regardless of whatever level of output you want, there won’t be storage for it.”