Tankerasi strani i domaci

    BCTI 1408↗️

    Avg 30 dana 1444↗️

    Avg 97 dana 1163↗️

    Avg 67 dana(2Q) 1252↗️

    Sa promatrane liste u 2022.

    Tankerasi +68% novi rekord u 2022.

    Sestre produktasice +107% novi rekord u 2022.

    Stng +186% novi rekord u 2022. :love: 🤑

    Asc +138% novi rekord u 2022.

    Obje sestre sa losijim FI 1Q

    Tpng↘️ +24%🤭 ;( ✡️🔮🕯️🎃👀 :saint:

    Conclusion
    The overall recovery in demand, along with increasing average tonne miles and very muted fleet growth points towards a continued tightening of the supply/demand balance in the product tanker market; decarbonisation regulation is very likely to tighten the balance even further in 2023. Overall, it appears that owners and operators can look forward to very strong market conditions. :love:

    the product orderbook is 4.9%.

    :love:

    the product tanker fleet is expected to show only minimal growth in both 2022 and 2023 :love:

    We must meantime highlight that this estimate does not assume increased demolition because of EEXI and CII introduction on 1 January 2023, nor does it consider likely ETS implementation to be likely in the EU.

    We are quite certain that these regulatory measures will impact average sailing speed and thereby effective capacity supply :love:


    Rise In Demand And Tonne Miles To Secure Sustained Tanker Recovery | Hellenic Shipping News Worldwide

    +180% u 2022.

    Novi upgrade jos +30%= +280% :?: 😱🤑

    Ali to je zato jer ova nasa sestra produktasica plovi po ovoj planeti za razliku od trnoruzice ;( 🤭

    Ali samo do objave FI 2Q ;) 👀⏳:saint:

    BofA on $STNG
    “STNG enjoys high tanker rates; Expects upcycle to persist .. Reiterate Buy (a top shipping pick); $47 PT”

    Druga sestra produktasica sa ove planete vec dugo vremena odlicno predvida dnevni trend :/ ;)

    :thumbup:

    I ova sestra tankerasica/produktasica plovi po ovoj planeti, samo jedna ne plovi :( , za sada ;(, nudi se 51,80,vise ne vrijedi =O 8|

    👀Promatrajmo :saint:

    Another big day for Nanjing Tanker Corporation (601975, listed via Shanghai). They transport crude, product, chem and other liquids. A fleet of 58 vessels, tonnage dwt = 1.84 million.

    Poten clean tanker spot rate (VLSFO, non scrubber) for Fri 6/10 (vs. 6/9), rates jump more, new highs for BCTI:
    - BCTI: 1513 (+40)
    - MR 37: 43,000 (+900)
    - MR 38: 9,600 (-)
    - LR1: 26,700 (+5700)
    - LR2: 26,600 (+7700)

    Nadam se da samo peglaju po MR 37 ruti

    aaaaaaaaaaaaaaaaand it's gone

    BCTI 1513(+40)↗️🌛 novi dvogodisnji rekord :love:

    Avg 30 dana 1451↗️

    Avg 70 dana(2Q) 1267↗️

    Avg 100 dana 1177↗️

    Ovi prosjeci su slucajnosti :S ;( nevidene 13g :huh: 😱🤑

    10.06.Promatrani tankerasi mali plus.

    Samo jedna sestra po rastu cijene u 2022. ne plovi po ovoj planeti. 🤪

    👀Promatrajmo dali ce netko otkriti da vrijedi ponuditi vise od 51,8🤭 prije FI 2Q :saint:

    Quote from tenchi0110

    Poten clean tanker spot rate (VLSFO, non scrubber) for Fri 6/10 (vs. 6/9), rates jump more, new highs for BCTI:
    - BCTI: 1513 (+40)
    - MR 37: 43,000 (+900)
    - MR 38: 9,600 (-)
    - LR1: 26,700 (+5700)
    - LR2: 26,600 (+7700)

    Nadam se da samo peglaju po MR 37 ruti

    "MR 37" =TC2 Route

    37,000mt CPP/UNL. Continent to US Atlantic coast (Rotterdam to New York)

    "MR 38" = TC14 Route

    38,000mt CPP/UNL/diesel. US Gulf to Continent (Houston to Amsterdam).


    "MR 38" je povijesno (osim iznimno) backhaul ruta fronthaul rute "MR 37" i ne treba se nepotrebno previse njome zamarati dok postoji i opcija

    USG-UKC/UKC-USAC(USG) po $47k ;)

    Zamislimo primjer da imamo tanker u regiji meksicki zaljev,lat.am, Trnoruzica tpng ima 4 na spotu ;) 💰💰💰💰

    I netko im ponudi da voze "MR 38" za UKC za 10k a vec se nalaze u regiji gdje se sva odredista placaju 49K-57k. =O🤑

    Sto ce oni izabrati 10k ili 49-57k? 😁

    Osim ako nije ponuda za USG-UKC/ UKC-USAC(USG) po 47K.

    "MR 38" ne odreduje avg vozarine to je samo jedan mali kotacic u velikom mehanizmu.

    Jednostavnije je i tocnije pratiti weber avg vozarine koje obuhvacaju cak i neke koje nisu u reportu navedene.

    Poten je samo dio slike i moze potpuno krivo pokazivati pravo stanje, to sam ovdje vec nekoliko puta napisala i prakticnim primjerima dokazala.

    Danas ili sutra novi weber weekly(23).

    Da prosirimo malo kada smo dosli do MR ruta?

    Koliko je ruta TC2 bitno vaznija od TC14 ("MR 38") dokazuje i cinjenica da je TC2 ("MR 37") sastavnica BCTI.

    BCTI

    Na mjestu su primjedbe da nije u svakoj situaciji idealan alat za pratiti pravo stanje BCTI vozarina ili MR vozarina ili odredene MR flote.

    Mora imati svojih nedostataka kada se sastoji od manjeg dijela ruta.

    Nekad su vise a nekad manje reprezentativne.

    U BCTI ulaze sljedece rute:

    TC1
    Route 75,000mt CPP/naphtha condensate. Middle East Gulf to Japan (Ras Tanura to Yokohama). Laydays/cancelling 30/35 days from index date. Age max 15 yrs.

    TC2 Route

    37,000mt CPP/UNL. Continent to US Atlantic coast (Rotterdam to New York). Laydays/cancelling 10/14 days from index date. Age max 15 yrs.

    TC5
    Route 55,000mt CPP/UNL naphtha condensate. Middle East Gulf to Japan (Ras Tanura to Yokohama). Laydays cancelling 30/35 days from index date. Age max 15 yrs.

    TC6

    Route 30,000mt CPP/UNL. Algeria to European Mediterranean (Skikda to Lavera). Laydays cancelling 7/14 days from index date. Age max 15 yrs.

    TC9
    Route 30,000mt CPP/UNL/ULSD middle distillate. Baltic to UK-Cont (Primorsk to Le Havre). Laydays/cancelling 5/10 days from index date. Double hull, age max 15 yrs.

    TC16
    Route 60,000mt CPP. A-R-A / West Africa (Amsterdam to offshore Lome). Laydays/cancelling 10/14 days from index date. Age max 15 years

    Ostale rute koJe ne ulaze u izracun BCTI:


    TC7
    Route 35,000mt CPP. Singapore to east coast Australia (Singapore to Sydney). Laydays/cancelling 17/23 days from index date. Double hull, age max 15 yrs.

    TC8
    Route 65,000mt CPP/UNL middle distillate. Middle East Gulf to UK-Cont (Jubail to Rotterdam). Laydays/cancelling 20/30 days from index date. Double hull, age max 15 yrs. This route to be reported as US$ per mt.

    TC10
    Route 40,000mt CPP/UNL. South Korea to west coast North Pacific (South Korea to Vancouver – Rosarito range). Laydays/cancelling 14/21 days from index date. Double hull, age max 15 yrs.

    TC11
    Route 40,000mt CPP. South Korea to Singapore. Laydays/cancelling 10/17 days from index date. Double hull, age max 15 yrs.

    TC12
    Route 35,000mt naphtha condensate. West coast India to Japan (Sikka (Jamnagar) to Chiba). Laydays/cancelling 7/14 days from index date. Double hull, age max 15 yrs.

    TC14
    Route 38,000mt CPP/UNL/diesel. US Gulf to Continent (Houston to Amsterdam). Laydays/cancelling 6/12 days from index date. Age max 15 yrs.

    TC15
    Route 80,000mt naphtha. Med / Far East (Skikda to Chiba). Laydays/cancelling 15/25 days from index date. This route to be reported on a US$ lumpsum basis. Age max 15 yrs.

    TC17
    Route 35000mt Jubail to Dar es Salaam, loading 10-20 days from Index date.

    TC18
    38,000mt CPP/UNL US Gulf to Brazil (Houston to Santos), laydays/cancelling 6-12 days from Index date. Age max 15 years.

    Route 37,000 CPP, A-R-A to west Africa (Amsterdam to Lagos). Laydays/cancelling 5-10 days from Index date. Age max 15 yrs. Assessment basis Oil Pollution Act premium paid.

    Individualni pristup je najbolje rjesenje za najpriblizniji izracun

    avg ocekivanih vozarina.

    Za Trnoruzicu tpng nije tesko pratiti, trenutno su sva 4 tankera na spotu u regiji meksicki zaljev, latinska am.

    Gdje je u wk 22 prosjek vozarina bio iznad 50k.💰💵💰💵

    Tankeri se ugovaraju ranije ali i ranije je bio prosjek tu negdje.

    Cijeli 2Q (od wk 14) su jako povecane MR spot vozarine.

    Iznenadenje bi bilo da nece biti odlican FI 2Q iako po totalnoj ZSE nezainteresiranosti bi se zakljucilo da bi trebalo biti obrnuto? ;(

    👀Promatrajmo do kada samo jedna sestra produktasica na planeti nece ploviti po🏔️ MR spot vozarinama sa ove planeti. :/ ;(

    Jos 18 dana do kraja 2Q,

    80% dana vrh MR spot vozarina u 2Q je iz nas.

    Do kada ✡️🔮🕯️🎃?

    👀 :saint:

    Bimco: "The impact of the Energy Efficient Existing Ship Index (EEXI) & Carbon Intensity Indicator (CII) + shipping’s inclusion in the EU emissions trading system (ETS) [should] reduce the global tanker fleet’s effective capacity by between 4.5% and 5%" ........ Niels Rasmussen says slow steaming will offset tanker fleet growth, leading to higher rates. Bimco analyst predicts emissions rules will cut tanker capacity by up to 5% | TradeWinds (tradewindsnews.com)

    I sto cemo sad? sa tom bimco ultra bullish prognozom?

    Mozda najbolje trnoruzicu zakucati ispod 40? :/ ;(

    Kako ce ovo biti smjesno poslije objave FI 2Q?

    Najbolja ponuda na bidu 51,8😂🤣

    Sto implicira tpng +24% u 2022.

    Stng +180%

    Asc +130%

    Sutra je novi dan, jos jedan sa ludo visokim MR vozarinama na spotu,jos jedan dan blize kraju 2Q i blize objavi FI2Q.

    🛋️📺🍿🍺🥨🍹🍧🥤👀 :saint:


    EIA povecava prognoze rasta proizvodnje i demanda

    EIA Raises 2022 Oil Production Forecasts, says OPEC Production Returned to Pre-Pandemic Levels

    In the June STEO, EIA raised its estimate that 2022 crude oil production will increase 730k bpd vs 720k bpd a month ago and sees 2023 output increasing 1050k bpd vs 940k a month ago. The EIA estimate that U.S. production of crude oil and other liquids averaged 19.9 million b/d in May, which was within 3% of January 2020’s record high production of 20.5 million b/d. The EIA also estimate that OPEC crude oil and other liquids production has returned to pre-pandemic levels

    I sto cemo sad? sa tom bimco ultra bullish prognozom?

    Mozda najbolje trnoruzicu zakucati ispod 40? :/ ;(

    Kako ce ovo biti smjesno poslije objave FI 2Q?

    Najbolja ponuda na bidu 51,8😂🤣

    Sto implicira tpng +24% u 2022.

    Stng +180%

    Asc +130%

    Sutra je novi dan, jos jedan sa ludo visokim MR vozarinama na spotu,jos jedan dan blize kraju 2Q i blize objavi FI2Q.

    🛋️📺🍿🍺🥨🍹🍧🥤👀 :saint:

    EIA povecava prognoze rasta proizvodnje i demanda

    EIA Raises 2022 Oil Production Forecasts, says OPEC Production Returned to Pre-Pandemic Levels

    In the June STEO, EIA raised its estimate that 2022 crude oil production will increase 730k bpd vs 720k bpd a month ago and sees 2023 output increasing 1050k bpd vs 940k a month ago. The EIA estimate that U.S. production of crude oil and other liquids averaged 19.9 million b/d in May, which was within 3% of January 2020’s record high production of 20.5 million b/d. The EIA also estimate that OPEC crude oil and other liquids production has returned to pre-pandemic levels

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