Avio kompanije narucuju jer ocekuju nastavak rasta demanda.
/cloudfront-us-east-2.images.arcpublishing.com/reuters/PHF2WJEFKVOUJGASYQP4ZNMEAI.jpg)
/cloudfront-us-east-2.images.arcpublishing.com/reuters/SQIXWISB7JLUJOTTBNME273CKA.jpg)
osim scorpia, koje tankerase jos da istrazimo?
The United Arab Emirates’ energy minister on Wednesday defended OPEC and its allies’ decision to not increase oil supply to the market, despite U.S. pressure to pump more.
“I would encourage people to calm, trust us,” Suhail al-Mazrouei told CNBC’s Hadley Gamble from the Adipec energy forum in Abu Dhabi.
Al-Mazrouei said he has received calls from different countries’ ministers asking him to take action, but added that OPEC intends to “follow the facts.”
He pointed to EIA predictions that suggest an oil surplus in the first quarter of next year.
“In 2022, we expect that growth in production from OPEC+, U.S. tight oil, and other non-OPEC countries will outpace slowing growth in global oil consumption and contribute to Brent prices declining from current levels to an annual average of $72/b,” the EIA’s November report said.
“It’s going to soften in the first quarter, and we will start to see build up in the inventories in 2022,” said al-Mazrouei on Wednesday.
“That’s what the experts said, and we agree with them, in OPEC,” he said.
osim scorpia, koje tankerase jos da istrazimo?
Teekay-TNK je isto zanimljiv.
Mada je meni Scorpio više simpatičan. 
osim scorpia, koje tankerase jos da istrazimo?
Display Morehttps://www.cnbc.com/2021/11/17/ope…p-more-oil.html
The United Arab Emirates’ energy minister on Wednesday defended OPEC and its allies’ decision to not increase oil supply to the market, despite U.S. pressure to pump more.
“I would encourage people to calm, trust us,” Suhail al-Mazrouei told CNBC’s Hadley Gamble from the Adipec energy forum in Abu Dhabi.
Al-Mazrouei said he has received calls from different countries’ ministers asking him to take action, but added that OPEC intends to “follow the facts.”
He pointed to EIA predictions that suggest an oil surplus in the first quarter of next year.
“In 2022, we expect that growth in production from OPEC+, U.S. tight oil, and other non-OPEC countries will outpace slowing growth in global oil consumption and contribute to Brent prices declining from current levels to an annual average of $72/b,” the EIA’s November report said.
“It’s going to soften in the first quarter, and we will start to see build up in the inventories in 2022,” said al-Mazrouei on Wednesday.
“That’s what the experts said, and we agree with them, in OPEC,” he said.
Ti isti experti nisu ni priblizno ocekivali ovakav oporavak demanda pa je ponovna greska lako moguca.
Sve slicno kao na drybulku gdje je oporavak demanda i novi postcovid demand sve redom jako iznenadio.
Islo se je pod pretpostavkom da svijet ide dalje gdje je stao prije korone.
Naravno Pogresno i logicno da ide dalje od tocke kao da nije bilo korone.
To je logicno jer se je svjetska populacija uvecavala za 300k svaki dan i za vrijeme korone.
U isto vrijeme u sv ekonomiju su upumpani trilioni$ novo odstampanog novca koji je podigao kupovnu moc i tako povecanog broja stanovnika.
Trebat ce proci nesto vremena kao na dry bulku i kontejnerima da ljudi prihvate novo normalno i na tankerasima.
Tankerasi su na dnu i smjer je samo jedan.
UP ili jako UP, posebno sada kada smo na samom dnu ciklusa.
BTW nevjerne tome ce kao i uvijek cekati prvo rast kao potvrdu i kukati da rast nije vise nesto🤭
Smjer je jedan ali tocno kada to nitko nezna moze koji mjesec prije ili kasnije.
Oni koji danas kupe za godinu dana ce biti jako zadovoljni.
Zaradit ce vise od prosjecnog ulagaca.
I ovdje ce kao o na dry bulku za godinu dana stupiti na snagu Eexi koji ce poslati u rezaliste najstariji tonazu a ima je prilicno na tankerima.
Orderbook je nisko, tako ce i ostati barem sljedece 2 godine.
Tu je jos moguc i sporazum usa-iran koji bi ubrzao proces oporavka tankerasa.
Iran i venezuela drze na zivotu tankere koji su jucer trebali zavrsiti u rezalistu, trose demand i ruse vozarine.
Vozarine se oporavljaju sporo kao i na svakom pocetku.
Ovo nije nista novo, kinezi su i prije bidenovog vapaja sami poceli otpustati SPR.
Ako ce i drugi otpustati cijenu ce spustiti za 5-10$ ali niza cijena znaci jos bolji omjer povoljnosti u odnosu na plin i ugljen pa ce jos vise ubrzati vec jaki rast demanda.
Vec sam napisala da ce kineski partijski drugovi nakon iron ore i ugljena i naftu napucati na 200$ svojim suludim igricama.
ameri su veliki proizvodac nafte i nije isto kada oni i kinezi otpustaju SPR.
/cloudfront-us-east-2.images.arcpublishing.com/reuters/KTWLEZKSYFN5TGG3FSHLVRUUTE.jpg)
osim scorpia, koje tankerase jos da istrazimo?
vidim svoj portfelj, a u incognito modu imam poziv da napravim account
Vece cijene i zarade na proizvodnji nafte ocekivano povlace i rast investicija i proizvodnje sa nekim odmakom.
Ima jos puno rezerve u rastu demanda.
Norway oil firms are setting their sights on ramping up output. Investment plans for next year have been increase by 9% compared to a previous forecast
Idemo dalje....
Kuwait plans to boost their oil capacity by 500k by the end end of 2022 - Kuwait’s oil minister
