Tankerasi strani i domaci

Tpng fi3q nesto slabije od ocekivanja rezultati su posljedica prije svega neocekivano dobrih 2q rezulta. Vozarine su u 2021 na dnu, tocnije bile na dnu jer sada imamo jedan novi i prilicno zdravi trend koji ce pojacavati.

Prilika za one koji vole uci na samom dnu, za one koji to ne vole morat ce se jos malo strpiti. 😁

Demand raste mjesecima, invertories pri visegodisnjem dnu.vozarine u uzlaznom trendu.

Potvrda inflection pointa.

Cijene dionica nemogu prkositi duze od kratkorocnog.

Jos o stanju zaliha koje su na ili ispod pretkovid vremena.

Tankeri u fokusu.

October 2021 has been a record month for us at @TankerTrackers
. Our super tiny team brought in nearly six figures in sales of data and forensic investigation reports for maritime insurers.

They're now fighting for our time.

The Singapore front-month November-December jet fuel/kerosene time spread reached a more than two-year high Oct. 28 amid demand recovery in the downstream aviation sector and kerosene stockpiling for winter heating.

OIL MARKET: Cushing sees the 4th largest weekly stock draw (-3.9 million barrels) since weekly data is available starting in 2004, pushing crude stocks at the Oklahoman hub well below 30 million barrels, and out of the 5-year range

Demand raste snazno a dodatno radi skupoce plina i svjetske nestasice el energije.

Dolazi zima kada treba puno energije za grijanje.

Po meteorolozima biti ce jaka zima.

Orderbook multi decade LOW

starost flote >10g HIGH

Oko1/4 >20g. starosti

Stize EEXI i carbon tax

Tankerasi su na dnu svog ciklusa

Tpng ima mali free float i mladu flotu.

PBZ pri kraju sa izlaskom a OTP na pocetku ulaska.

Trezor je osigurac da nemoze jace dole.

Puno razloga ZA kupnju a malo protiv.

The highest in 18 months.. Russia's oil production records 10.8 million barrels per day

Rusia:October oil (crude and condensate) production was at 10.843mbpd, +8.5% y/y, +1.1% m/m

India's crude imports, products exports rose in October | Argus Media

India's oil products exports rose in October from the previous month with an increase in jet fuel and diesel shipments, and increasing prospects for an…

www.argusmedia.com

China‘ low crude stock will require substantial buying in the coming weeks and months….

The backwardation in Brent and WTI market is mind blowing. Not only time-spreads are saying the market is very, very tight, but it's getting even tighter. WTI F2-G2 has surged > 180¢ per barrel. We have seen that level of backwardation only once in last 25 years.

Goldman Sachs: "We estimate that oil demand is nearing 100 million b/d, its pre-COVID level, with winter seasonality and the recovery in international jet demand set to bring demand to record highs by early next year"

3.74mbpd crude draws for past 7 days! Highest since measuring globally.

Brent one-year backwardation (M1-M13) surged briefly this morning above $10 a barrel -- that's a level that has only been seen a handful of times over the last 25 years. The market, rightly or wrongly, is flashing extreme tightness in Brent

Oil demand forecast at 103.2 million barrels per day in 2022, per @PlattsOil- much higher

crudeoil onshore inventories.... another steep draw detected by @Kayrros Crude Oil Intelligence: nearly 4 mb/d for the last week of October, of which more than 40% was in India

Tankeri dominiraju demolition marketom prosli tjedan ali i u 2021.

To je nepogresivi dokaz pocetka novog rastuceg ciklusa.

Vrijeme kada ulazi smart money.

Najveca i najlaksa zarada.

Tpng na 40 = atpl na 180

Tpng je konzervativnije ulaganje sa manjim potencijalom rasta i pada cijene.

Trebalo bi zato biti jos interesantnije za ulaganje s obzirom na dno pocetka novog ciklusa.

Pametni klijenti vide sto je ispred nas, sto dolazi i vec nude premije da se osiguraju.

Pocinje igra tik-tak⏳⏱️🎉

"For a 12 or 24-month charter for similar ships [ie scrubber VLCC's], you could do that in the low-$30,000s/day, maybe 33, 34, 35 and something like that. It’s a reflection over some of these clients seeing what is ahead. We’re not chasing down these opportunities."
Svein, DHT

Biden je pritiskao za vise od planiranog povecanja.

Za sada nije proslo ali i ovo je puno jer je nastupila tocka preokreta.

Sada je i "malo" povecanje puno.

OPEC+ agrees to stick to oil production plan, defying U.S. pressure

The group, known as OPEC+, will rollover its August program to gradually increase oil production by 400,000 barrels per day each month.

www.cnbc.com

Biden nece odustati jer voda ide prema grlu.

US national average gasoline retail price is fast approaching $3.5 per gallon (yesterday it hit $3.415 per gallon), a level only seen a few times in the last 20 years. It explains why the Biden administration is going all-in with OPEC+

zadnjem velikom kocnicaru jos veceg demanda odbrojavaju se dani.

Delta Air Lines said its international point-of-sale bookings increased 450% compared with the six weeks preceding a US announcement on reopening travel. Many international flights are expected to operate at 100% capacity on Monday, the first day of the reopening, the airline said in a statement.

Delta Air Lines: New international bookings surge 450 percent

The U.S. reopening positively impacts customers in 33 countries around the world, with Delta serving 10 of these nonstop and more via its global hubs in…

eturbonews.com