Visahing
Mehve, võiksid saata maili visahing@hotmail.com, arutaks mõnda asja.
Mitte ei saa aru tulu loogikast.
Kokku 175,9M
Löön laevanduse tabeli, saan 87,5M
Kust see ülejäänud täpselt tekib ehk pool tulust, kas laevade müük?
Ja siin see oli täna K-6 väljas: "The adoption of ASU 2014-09 had the
impact of increasing voyage charter revenues and voyage expenses for the three and nine months ended September 30, 2018 by $73.6 million and $202.4 million, respectively.
Reaalne tulus peaks jääma siia Q4
Ilus tulu number S.A jaoks 195M
reaalne tulu 121M (beat 20%)
kulu jätan samaks, odavamat kütust ei arvesta 104M
Kasum 17M
EPS 0,06 (suur üllatus)
Kas keegi teine ka siin reaalseid arvutusi teeb?
1.12.2018
This week we averaged $68,000 for the VLCC, $44,500 for Suezmax and $29,500 for Aframax. Of note LR2 rates went up to $27,000
Tankeritel toimetamist jätkub, U:S sekeldamine päris aktiivne, tundub, et varutakse õli IMO 2020 jaoks.
US crude production was reported unchanged at 11.7 million bbl/day.
Crude imports increased by 8% to 8.2 million bbl/day, while exports jumped 24% to 2.4 million bbl/day.
Imports of Canadian crude also rose 103,000 bbl/day, ending the week at 3.5 million bbl/day.
Crude refinery runs increased 4% to 17.6 million bbl/day, a seasonal record for winter months.
Gasoline inventories shrunk by 764,000 barrels as exports rose 20% to 1.1 million bbl/day.
Distillate stockpiles increased 2.6 million barrels. Consumption declined 16% to 3.6 million bbl/day while exports increased 64% to 1.7 million bbl/day.
Exports of petroleum products rose 1.1 million bbl/day to 6.3 million bbl/day, a new record high.
Vahepeal ka lihtsalt üks huvitav fakt, miks see väävli sisalduse nõue üldse kehtestati.
The 16 largest ships in the world do emit more SOx and NOx than all the world’s cars. But, the good news is that there may be a solution here in the form of Liquid Natural Gas. Switching the maritime industry’s fuel source to LNG would substantially decrease its emissions.
Lammutus aasta algusest saati:
49 Aframax
26 Suezmax,
36 VLCC.
NAT rates are updated as of Dec 7.
Suezmax averages $45.5 (slight drop for Suezmax)
Aframax averages $33.0 (slight increase for Aframax)
LR2 even shows $33.7
Gibson
TD20 Suezmax WAF-UKC -6,250(nädala muutus on number ees) 34,750 $
TD7 Aframax N.Sea-UKC +30,000 58,250$
LR2 AG-Japan +9,250 34,250$
Paistab, et scrubberi paigaldajad saavad sumpsi, mitmed riigid öelnud, et ei taha, et sodi nende vett lastakse, nüüd võimalik, et ka Hiina valib selle tee. (see selgitaks ka FRO hoogsat langust).
Carriers: China could very well be next in line to introduce a ban against open-loop scrubbers. The country's increasing environmental focus could lead to even tougher rules than the IMO's sulfur regulations, says bank.
Scorpio Group takes control of Nordic American Offshore
Lauro and management team in, Herbjorn Hansson out after Scorpio pays $5m in private placement for NAO shares.
TNK istub kuldsel ristil. (päevasel MA50=200)
(pilt on irooniaga)
Kodumaise käsitöö hõngu on tunda. Vanaema kudus?
ymeramees
Kodumaise käsitöö hõngu on tunda. Vanaema kudus?
Ma ei tea, kui palju kirstu nendele lõnga kaasa pandi.
Nat indeksi uuendus.
YTD 1 Last week This week
VLCC 53.2 44.8K$
Suezmax 45.5 34.1
Aframax 33.0 46.2
LR2 33.7 32.8
Võttes Q1 oodatavaks keskmiseks 35K/päevas (TNK omab enam vähem 50%/50% afra ja suezmax ning 6LR2) võiks eps alata 0.20. (täpsemalt saab panna peale q4 tulemust, kus EPS ootus minul 0,07, jacob üks meie grupist pakub 0,18, aga usun, et tal viga sees)
Arikli sisu, mis selgitab, millises mahus eksport U.S kasvab. Hetkel tehakse enamus ship to ships meetodil laadimised.
In 2016 (the
first year after the U.S. crude oil export ban was lifted), only 9
VLCC cargoes were exported from the U.S. Gulf (less than one
per month). In 2017 this number increased more than six-fold
to 59 VLCC export cargoes (4.9 per month). So far this year,
VLCC exports out of the U.S. Gulf have doubled again, totaling
116 cargoes, or more than 10 cargoes per month. The rapid
growth in U.S. exports has made the Atlantic Coast of the
Americas (which also includes Venezuela, Brazil and Mexico) the
second largest loading area for VLCCs in 2018, after the Middle
East, but surpassing West Africa. The vast majority of VLCCs in
the U.S. Gulf are loaded using reverse lightering.
Top destinations for Texas oil for Sept 2018 (more than half the routes are primarily Aframax)
Mexico
Japan
Netherlands
Brazil
S. Korea
India
Canada
UK
Taiwan
https://www.eia.gov/todayinenergy/detail.php?id=37812#
Turud künnavad taas põhjasid, samas kui tasud on afradel rekord kõrged, eks ka sellepärast, et U.Gulf eksport nii tugev
For Afras, TD7 is at WS205 which is nearly $80K/day,
TD9 is at WS215 which is running $43K/day.
TD8 is around WS147 which translates to around $30K/day at the moment.
For Suezmaxes, TD5 is at WS92 or around $24K/day, TD6 is at WS130 or around $56K/day, and TD20 is at WS95 or around $15K/day. These rates are likely already booking into Q1.
NAT's weekly numbers as of Dec 21.
Suezmax $52.2K
Aframax $47.9K
