Tankerasi strani i domaci

Dali se netko sjeca 1963?🤪🤭

Ja ne ali pao je jedan ATH

Jos korona drzi nogu na kocnici demanda

Profici drze nogu na tpng😅

Usa sestre i danas rastu.

Po kojima to one voze vozariama za produktase??

To su neke puno vece vozarine od onih po kojima vozi tpng 😇

Ali sestre su objavile negativan 4Q

To vec ima smisla i opravdava 35% razlike u rastu u 2022.

Further on the debate about the strength of US oil demand (with noisy @EIAgov *weekly* data pointing to sky-high consumption). Now the @API_News adds its own *monthly* data, which puts January consumption at the highest ever for that month since data in 1963

Usa market - 2%

A tankerasi i danas u plusu

BCTI 676

Total oil product stocks in Fujairah were reported at 14.266mb –their lowest level since stock reporting began at the start of 2017. Total stocks fell 5.667mb or 28.4 % w/w, the single largest fall in stocks since reporting began.

BCTI 687

Novi vrh u 2022.

Idemo dalje.. 🏔️🌛 😁

Ninety-one additional LNG carrier newbuildings will be needed to serve new liquefaction projects, according to French cargo containment system designer GTT."

Very little shipyard capacity left to build large bulkers/tankers/additional VLGC's etc...

brodogradilista biraju sta ce graditi a najprofitabilniji su im redom:

plinasi

Kontejnerasi

tankeri

bulkeri

Sapienti sat?

U 2022.

Tankerasi +9%

Produktasi +19%(PXS ASC STNG)

Tpng - 9%

The view from the bridge🚢

BlackRock, the world’s largest asset manager, tells Texas that, in reality, it loves fossil fuels. A lot.
“We will continue to invest in and support fossil fuel companies […] Hydrocarbon companies are part of the solution, not the problem”

Snazan trend rasta demand.

Biti ce potrebne velike investicije da se zadovolji buduca potraznja.

Pored ovakvih zarada big oila hoce li biti bn$$$ za te investicije? 🤪🤭

Big Oil on course for near-record $38bn in share buybacks: The seven supermajors – BP, Shell, ExxonMobil, Chevron, TotalEnergies, Eni and Equinor – set for supercharged stock purchasing on top of estimated $50bn of dividends.

Sve vise drzava ukida sve mjere protiv korone.

Do ljeta ce vecina drzava ukinuti mjere i krecu godisnji odmori.

Sto bi se moglo uskoro poceti dogadati (ili je vec pocelo?) sa demandom I vozarinama ? 🤪

Mozda🍸ili ✈️ili🚀ili💣?

TANKER SHIPPING MARKET 1.0 PART 2/2

Tanker Shipping Market 1.0 Part 2/2 — Breakwave Advisors

The Basics

www.breakwaveadvisors.com

Amerikanci skidaju nogu s kocnice demanda i europa ce uskoro i kinezi ce u drugoj polovici 2022 ili ranije.

Vrijeme za trenutak istine?

Promatrajmo

I dalje ce se povecavati za 400kbd mjesecno

OPEC+ should stick to its current agreement to add 400,000 barrels of oil per day each month to output, ministers of Arab oil-producing countries said on Sunday as they gathered in #Saudi Arabia, rejecting calls to pump more to ease pressure on prices

Should sanctions get lifted on oil it would instantly destroy the margins in the illicit market. Currently Iranian and Venz crude is heavily discounted in order to attract buyers willing to take the risk. Compliant oil will boost compliant tanker demand.

Oil prices could be set for a “prolonged period” above $100 a barrel over the next 6-to-9 months, said Vitol CEO Russell Hardy.

Sve pada na USA marketu ukljucujuci tankerase.

BCTI novi vrh 2022.

Rusija treba europu, europa treba rusiju dok svijet ne moze bez fosilnih izvora a to je jos min 20 godina.

Potrosnja istih ce rasti jos barem 10 godina.

Sto se mene tice i dalje "nafta i tankerasi odlican izbor u 2022."

Isto u 2023, 2024.

Promatrajmo

Demand raste

Cijena nafte raste

Brent 97$

Saudi Aramco CEO seeing signs of more global demand, especially in Asia

Oil giant Saudi Aramco is seeing signs of more demand around the world, especially in Asia, CEO Amin Nasser said on Monday.

www.reuters.com

Nafta nije skupa kako su to povrsnim pogledom cini

Nece nastetiti demandu

$130 is the new $100

Dividenda 0,10$

div yield 2,5%

https://finance.yahoo.com/news/scorpio-tankers-nyse-stng-announced-095914910.html

BCTI 704 idemo dalje...

Vec i vrapci naucili ovaj dio o demandu

Kada ce krenuti demand za tpng?

U 2022. Usa sestre productasice otplovile na pucinu(+20%) a mi jos na vezu sa pogonom u rikverc

Commodities Demand 'Extraordinarily Strong' Globally, Trafigura Says

Trading house Trafigura Group said copper and other commodities have room to move even higher on continued global demand for raw materials that could drive a…

www.trafigura.com