Tankerasi strani i domaci

https://www.hellenicshippingnews.com/european-union-6th-sanctions-package/

Summary

It is important to read the restrictions in context and in full. In broad, general terms, the position is now that:

EU shipowners can carry Russian oil and petroleum products to third countries (so long as no sanctioned parties involved, including no “Article 5aa” ports).

It is prohibited for EU insurers to insure the transport of Russian oil and petroleum products being carried to third countries. However, it is permitted to execute contracts concluded before 4 June 2022 until 5 December 2022. It is thought that it is the insurance contract which needs to have been concluded by 4 June for the exemption until 5 December 2022 to apply.

EU shipowners are generally prohibited, subject to the exemptions set out in the Regulation, from carrying Russian oil into the EU. There is a corresponding insurance ban.

Members are also reminded that Club cover is not available for unlawful trading. Cover may also be terminated where there is a risk to the Club and the provision of insurance may put the Club at risk of, or in breach of sanctions, even if the underlying trade is lawful.

ASC Q2:

Yahooist Teil der Yahoo Markenfamilie

• MR tankers earned an average TCE rate of $30,480 per day for the three months ended June 30, 2022. Chemical tankers earned an average TCE rate of $20,254 per day for the three months ended June 30, 2022. With approximately 45% total revenue days fixed for the third quarter of 2022, the average TCE rate has increased to approximately $46,600 per day for MR tankers and $33,000 per day for Chemical tankers.

Trziste nije zadovoljno s STNG nakon izvjesca samo -8% lol

Summary of Second Quarter 2022 and Other Recent Significant Events

• Below is a summary of the average daily Time Charter Equivalent ("TCE") revenue (see Non-IFRS Measures section below) and duration of contracted voyages and time charters for the Company’s vessels (both in the pools and outside of the pools) thus far in the third quarter of 2022 as of the date hereof (See footnotes to "Other operating data" table below for the definition of daily TCE revenue):

• Below is a summary of the average daily TCE revenue earned by the Company’s vessels (in the pools and outside of the pools) during the second quarter of 2022:

Mislim da nisu zadovoljni s dividendom

Quote from NaitsabesBI

Mislim da nisu zadovoljni s dividendom

Mislim da je prije pump prije izvjesca pa je sad malo dump

Pa koliko je prije Scorpio rastao? Bilo je i 8 posto plus.

Weekly report od 29.07.

novci u dolasku!

Samo da ne bude spot average 18100usd za 3q

Quote from Otok

Weekly report od 29.07.

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novci u dolasku!

Samo da ne bude spot average 18100usd za 3q

Sa ovolikom vozarinama valjda nece...

"Poten: Clean tanker spot rate non scrubber for Fri 7/29 (vs. 7/28) MRs

- BCTI: 1363 (+13)
- MR 37 (west): 36,800 (+6000)
- MR 38 (east): 49,800 (+15300)
- LR1 (TC5): 33,200 (-3300)
- LR2 (TC1): 46,000 (-700)"

Saudi Arabia’s Crude Oil Production is at levels only seen twice in history. This is good news for tanker transportation demand.

https://www.nat.bm/wp-content/upl…saudicrude2.png

Europe’s energy security took another hit after Russian crude flows through Ukraine to Hungary, Slovakia and the Czech Republic were halted because sanctions prevented payment of a transit fee.

While Russia’s oil-pipeline operator Transneft PJSC said there was no effect on the northern leg of the Druzhba pipeline, which runs through Belarus to Poland and Germany, the southern portion of the link was shut down on Aug. 4.

Russian Oil Flows Halted Through Pipeline to Central Europe

Europe’s energy security took another hit after Russian crude flows through Ukraine to Hungary, Slovakia and the Czech Republic were halted because sanctions…

www.bloomberg.com

Malo iz Torm-ovog tranksripta zanimljvosti

TORM plc (TRMD) CEO Jacob Meldgaard on Q2 2022 Results - Earnings Call Transcript

TORM plc (NASDAQ:NASDAQ:TRMD) Q2 2022 Earnings Conference Call August 18, 2022 09:00 AM ET Company Participants Andreas Abildgaard-Hein - Head of Investor…

seekingalpha.com

Please turn to slide seven. Now on this slide, what we tried is to quantify the expected increase in ton miles from the drivers for this year that I mentioned earlier. And here, when we do a bottom up and calculate, the EU ban on Russian oil products and the corresponding trade recalibration will add a net of 7% to the product tanker ton mile. This is purely based on changes in trade distances only.

So, for instance, Northwest Europe, imports is from the Middle East instead from the Russian Baltic coast. It will increase the ton mile for the same amount of fuel by around 3 times. Now this is a permanent effect which will bring the fleet utilization rate to a new higher level as long as the sanctions against Russia are in effect

On top of that 7%, we expect a ton mile growth of 3% from the continued oil demand recovery from the COVID-19 effect during the year. This comes to include, as well, the impact of the recent refinery closures in, for example, Australia, New Zealand, South Africa, which with the import to all of these regions actually increasing.

Finally, since the beginning of the year, we've seen a considerable number of LRs and shifting into dirty trades on the searching Aframax rate immediately after Russian invasion of Ukraine, and then we saw a shift partly back to clean trade center of this climbed above the dirty trades. And this has led into to a 2% net decline in clean trading the LR2s compared to the beginning of the year.

Now please turn to our slide number 8. And here, when we look more closely on the impact of EU sanctions in Russia, we can say that so far, we have actually only seen a limited shift in trade pattern and the full demand effect will only be recognized by early February 2023, when the EU sanctions will come into full effect.

If we look at more detailed data, European imports from Russia have actually declined since February 2020, when Russia invaded Ukraine, but the decline has been relatively small and from a high base. The positive impact on the freight rates has up, however, been significant already.

This recalibration will be facilitated by the ramp-up of the Jizan refinery, as already mentioned in Saudi Arabia and the start-up of The Al Zour refinery in Kuwait, both scheduled for -- to coincide in the coming months.

At the same time, more than 4 million [ph] barrels per day of new capacity is scheduled to come online, mainly in the Middle East, China, and India, regions we saw today are the large exports of oil trucks. Both these trends are positive for trade and Torm in the coming years with only a few projects which are less positive for the trade.

Slide 10, please. As already mentioned, oil product inventories have been reduced since the summer of 2020, as refinery production has lagged behind the recovery in order momentum. Especially the case for diesel where inventories in main training hubs have fallen to 20% below pre-2019 levels, the same magnitude as the excess stock seen in the early months of the quarter 2019 pandemic. So, the need here to replenish the stock to at least pre-COVID-19 levels translate into higher fuel transportation needs, adding at least 2% to the ton-mile demand for product tanker

Now, the exact timing of this 2% effect is concerned, given that currently we have a tight supply/demand situation for diesel and on top of that, a backwardated price structure.

So, yes, conclusion -- my concluding remarks on this product in market is that we really expect that we'll continue to see volatility on the market, of course, due to the current geopolitical tension, but that there will be considerable ton-mile increases due to the ultra-rerouting. This is supported, again, by the increased refinery dislocation effect and the need to rebuild impeded crude and product inventories.

Hafnia danas jako rasla, citam da je clarkson’s imao neku jako optimisticnu prezentaciju.

Otvaranje produktasa danas, mi na ovih 8 posto rasta TPNG imamo mokre snove. Vrijeme je za kupovinu.

Quote from KicanCRO

Otvaranje produktasa danas, mi na ovih 8 posto rasta TPNG imamo mokre snove. Vrijeme je za kupovinu.

A niko nije primjetio da je nas favorit i etalon za usporedbu piksi tankeri up 20% u 2 dana.

Hafnia je najveci produktas na svijetu pa bacim oko na njega i par takvih firmi. BCTI-1211.

“In Europe, refiners, power producers, and major industries will account for a 308,000 b/d growth in liquids demand in the first quarter of 2023, according to Platts Analytics, equivalent to about half the global share of gas-to-oil switching.

Evo lijepe vijesti s drugog foruma:

- BCTI: 1235 (+25)

- MR 37 (west): 18,600 (EVEN)

- MR 38 (east): 34,600 (+18000)

- LR1 (TC5): 50,100 (-8400)

- LR2 (TC1): 66,700 (-600)

Trenutne vozarine, BE je oko 11-12 k.

Poten tanker opinion