Laevandus
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Nii näeb välja tankerite tsükli periood, kui tasud on tõusunud 2 aasta võrdluses märgatavalt. Eelmine aasta tehti ära ka põhi, seda näitab ilmekalt all olev tabel, kus näha vana rauaks müüdud laevade arv. Kuna lootus helgemale tulevikule, siis see aasta väga vaikne.
Tellimuste poolelt eelmine kuu olematu, see nädal nüüd lisandus 2 vlcc ja 2 suezmaxi. -
Õhelt laevalt teisele laadimine ehk näiteks afraga täidetakse vlcc (lühidalt eng. STS)
https://www.youtube.com/watch?v=JwtJKHYKtpk&feature=youtu.be&fbclid=IwAR2WauQOWIneiP-26B6huAJeC4TFfhy8xknVsmoOKKqPmMNJCT1qvOHtt8k -
Teekay Tankers avalikustas tulemuste aja.
Thursday, August 1, 2019 at 12:00 p.m. (ET)
Kuna jõhkralt hooldusi, mälu järgi pannes 10 laeva , siis eps -0,12 ja 203M käive.ei üllataks, analüütikud positiivsemad eps -0,08 -
https://www.hellenicshippingnews.com/nordic-american-tankers-limited-expects-stronger-tanker-market-during-second-half-of-the-year/
NAT taas pumpab.
Mis aga huvitav, tulemused 16.aug aga juba lobiseb, palju raha tuli, tal kõik laevad suezmax.
The time charter equivalent per ship was about USD 14,500 per day during the second quarter of 2019 -
The San Antonio pipeline operator has also begun construction on a second dock at its export terminal in Corpus Christi, Texas, that next year will be capable of loading tankers that carry up to 1 million barrels, known as Suezmax tankers, Freed said.
In the third quarter, EPIC will make the first deliveries into Corpus Christi on the new pipeline, one of three new pipelines helping to ease a crude oil bottleneck that has weighed on prices in the Permian of West Texas and New Mexico for more than a year.
Freed said the second dock would be completed in 2020 but did not say exactly when. He did not disclose the terminal’s expected export and storage capacity once it is completed.
EPIC will begin loading smaller Aframax tankers, which carry around 500,000 barrels, in Corpus Christi later this year. -
Hinnad liiguvad alla, nagu ikka Q2 ja sellest ka aktsia hindade langus.
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TNK tulemused väljas, EPS kõvasti parem, kui oodati ehk -0.05
https://www.teekay.com/wp-content/uploads/2019/07/TNK-Q2-19-Earnings-Presentation.pdf -
Lootust näha sendi aktsias rallit, short muidugi alles jäänud väga vähe. Tulu 202M ehk 1M panin mööda
They even beat the high and low estimates both. That means of all of those 'analysts'... they even beat the most optimistic of all of them. By almost every metric they beat everything. Considering the overall situation this is a very good result. -
ANTWERP, Belgium, 6th of August 2019 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) is pleased to announce that Euronav Luxembourg, a subsidiary of Euronav NV, has sold the VLCC vessel VK Eddie (2005 – 305,261 dwt) to a global supplier and operator of offshore floating platforms. A capital gain on the sale of approximately USD 14.4 million will be recorded during the current quarter. The vessel has been delivered to her new owners and will be converted into an FPSO and therefore leave the worldwide trading fleet.
Euronav’s reputation for providing high quality operational tonnage is appreciated in the offshore sector with the VK Eddie being the ninth vessel the Company has successfully introduced into an offshore project over the past decade.
Euronav considers regular fleet rejuvenation an important function of vessel management in providing quality services to its clients. With the transaction Euronav sold its oldest VLCC, bringing the total balance of its VLCC fleet to 42 VLCCs, with an average age of 6.7 years.
About Euronav
Euronav is an independent tanker company engaged in the ocean transportation and storage of crude oil. The Company is headquartered in Antwerp, Belgium, and has offices throughout Europe and Asia. Euronav is listed on Euronext Brussels and on the NYSE under the symbol EURN. Euronav employs its fleet both on the spot and period market. VLCCs on the spot market are traded in the Tankers International pool of which Euronav is one of the major partners. Euronav’s owned and operated fleet consists of 2 ULCCs, 42 VLCCs, 25 Suezmaxes and 2 FSO vessels (both owned in 50%-50% joint venture). -
HIGHLIGHTS
• Anticipated Q2 seasonal freight rate weakness
• Large crude tanker market fundamentals constructive into the winter
• Share buybacks total USD 27m (USD 0.12 per share) during first half
• Dividend of USD 0.06 to be paid in October
ANTWERP, Belgium, 8 August 2019 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) today reported its non-audited financial results for the first semester and second quarter of 2019 ended 30 June 2019.
Hugo De Stoop, CEO of Euronav said: “Our thesis for 2019 always anticipated freight rate weakness to start during the second quarter as larger and longer than usual refinery maintenance programs ahead of IMO 2020, OPEC production cuts and heavy delivery newbuilding schedule would exacerbate seasonal lower cargo volumes. This has been the case but we are disappointed not to have seen a recovery in the rates yet. Nevertheless, we remain constructive on freight rate recovery in the fourth quarter, based on continued US crude export volume growth and IMO 2020 preparation and its related induced reductions to vessel supply.”
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See nädal agususti lõpuks septembri alguseks 14vlcc vedu lukku pandud suurim hind 58 000päev. Tundub, et nafta järgi nõudlust selle hinnaga on.
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NAT plaanis splitt 1:5, et investorite huvi tõsta.
https://www.nat.bm/nordic-american-tankers-nysenat-report-as-per-june-30-2019-first-half-of-2019-sends-promising-signals/
Lihtsalt huvitav arvuline fakt
he world Suezmax fleet (excl. shuttle, product & Jones Act tankers) counts 517 vessels at the end of 2Q2019. During 2018, 28 suezmax vessels were delivered from the shipyards and 21 vessels were scrapped. For 2019 we expect a similar number of new deliveries as in 2018. In 2020 we currently see 22 vessels scheduled for delivery. -
LPG laevade määrad kõva hüppe teinud, kui Q2 sai üks firma 32K/päevas, siis Q3 on bronn 45K ja 80% bronnitud. (Avance Gas tulemused), sümpaatiast võiks LPG ticker kaasa joosta.
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Frontline omandab päris huvitavalt palju laevu 10+4, nagu ikka, kunn ise annaks laenu (Hemen)
https://finance.yahoo.com/news/fro-frontline-acquire-fleet-suezmax-063028424.html
Transaction consideration to consist of (i) 16,035,856 ordinary shares of Frontline at an agreed price of USD 8.00 per share issuable upon signing; and (ii) a cash amount ranging from USD 538 to 547 million, payable upon the closing of the Acquisition.
To obtain earlier exposure to the vessels, Frontline has agreed to time charter all the ten vessels from Trafigura until closing of the Acquisition at a daily rate of approximately USD 23,000
Frontline has also agreed to charter five of these vessels back to Trafigura on three-year time charters at a daily base rate of USD 28,400 with a 50% profit share above the base rate -
Frontline mõtleb edasi paugutada :
Shipping magnate John Fredriksen is in talks with a "major player" to purchase the company's fleet of VLCC ships, he says only a few days after his tanker carrier Frontline made public its acquisition of up to 14 suezmax vessels from Trafigura. -
Nagu ikka esmaspäev uued tasumäärad väljas.
https://www.hellenicshippingnews.com/wp-content/uploads/2019/09/Weber-Weekly-38-19.pdf -
U.S. sanctioned one of the world’s biggest tanker owners
Spot charter rates, forward prices climbing sharply: brokers
https://www.bloomberg.com/news/articles/2019-09-26/tanker-costs-surge-as-chinese-firms-sanctioned-over-iranian-oil
Siit siis see tankerite ralli täna. (NAT,FRO,EURN,TNK) -
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 -
Hakkab looma
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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 $40,000 a day, he said. (Reporting by Gary McWilliams; Editing by Cynthia Osterman) -
Teekay Offshore Partners Announces Agreement for the Acquisition of Its Publicly Held Common Units by Brookfield
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ymeramees
Teekay Offshore Partners Announces Agreement for the Acquisition of Its Publicly Held Common Units by Brookfield
sohk, lubasid 1.05$ 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.
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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.
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TNK 4.10 käis 1.50 ära, viimati selline hind 2 aastat tagasi septembis, kui teati 45M tagasi ostu programmist, mis jäi tegemata.
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TNK 7.10 hind 1.64 ja avanedes kohe 1M käive. (tavaline päevakas 1,5M)
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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 $8,000/day per ship.
A seasonal upturn was already in the making. However, the additional combination of increased demand from refineries around the world ramping up their production to supply low sulphur fuels for 2020 and reduced supply of new vessels are important structural factors.
The temporary uncertainty around the Saudi Arabian oil production has created additional demand pressure.
The latest developments serve as important reminders of the volatility of the tanker market. The last three years were the exceptions, with most tanker companies experiencing consecutive quarters of below break-even earnings. As we have mentioned on several occasions, we believe this market bottomed out during 2018 and we will see further improvement going forward.
Our third quarter 2019 results will not be much different from our second quarter results. The upturn seen these last three weeks will filter through in our fourth quarter results. Our earnings as of September 30, 2019 will be released on Monday November 25, 2019, before NYSE opening.
In conclusion, NAT is in a very strong position with 21 of our 23 Suezmaxes in the spot market. We are able to benefit directly from this exceptional run up in Suezmax freight rates.
Going forward, we are excited about the prospects for the end of this year and further down the road. -
see siis enne pumpa, iga reedene tabel.
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sai ka poolele TNK order sisse visatud 1,76$ pealt, need liikumised ei tundu jäävad, reedel +12% ja täna +17%. Osta müü ja kahetse nagu nii :)
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Veidi ka tagamaid lennule -
NAT sai täna targetiks buy 4$ ja pre +8% hind 3.33$
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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.
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tvinv
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.
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.
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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/ -
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. -
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.
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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. -
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.
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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. -
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 -
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 $60 per
barrel, and the cost of freight is at up to 20 percent of the value. Is this sustainable for any length of time? -
Ei saa mainimata jätta, et TNK tegi eile WK52 uue tipu, 2,19$ 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. -
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/ -
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 :) -
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. -
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/
