Tankerasi strani i domaci

Quote from StatusQuo

Quote from brajakica

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+

Gorivo je bitna stavka i inflaciji, zasad ne posustaje

Inflacija je prioritet broj jedan zato je pritisak velik.

Naci ce ameri nacina da nagovore arape.

U prvoj fazi ce otpustanjem iz rezervi spustiti cijenu nafte,to najavljuju i druge drzave.

U drugoj fazi ce trebati dopuniti iste te rezerve kada ce demand za transport dodatno pojacati.

Za sada ulaganje u nove busotine je u prilicnom zaostatku i to podgrijava spekulacije i dizanje cijena.

Neovisno o supplyu demand ima svoj put,ako i sa nekim zakasnjenjem demand ce potaknuti rast supplya.

Smjer UP za tankerase je zacrtan.

Tko ce cekati prvo crno na bijelo taj ce to dodatno platiti.

Uskoro idemo dalje...

U 20g. drugo najvece povecanje m/m cijene Arab lihgt to Asia

International oil rigs ex North America +8 m/m to 607 in October

Mexico +7
Abu Dhabi +4
Iraq +3
Brazil, Colombia +2
Turkey, UK, Nigeria, India, Indonesia-2
Kuwait -3

Demand raste supply pod kontrolom, orderbook najnizi u 20g.vozarine pocinju rasti,charterers nude premije da se docepaju duzih ugovora.

Sto bi jos mogli pozeljeti? 🤔

Ovo je udio tankera u ukupnom scrappu u listopadu.

😁

Investicije u 2021 +8%

oil>80$(uskoro vise) ce ubrzati investicije.

For all destinations during October, Iranian exports again hit more than 1m barrels per day (bpd) of crude oil and gas condensate, holding steady from the previous two months. China’s share was just below 600,000 bpd & growing...

Kada ameri pristanu na konju smo😅

29.11. Pocinju pregovori

Russian, Iranian Foreign Ministers Call to Restore Nuclear Deal
Iran is ready to comply if U.S. doesn’t add extra demands

https://www.bloomberg.com/news/articles/2021-11-06/russian-iranian-foreign-ministers-call-to-restore-nuclear-deal#:~:text=Russian%2C%20Iranian%20Foreign,add%20extra%20demands

BRENT CRUDE OIL PRICE

1ST OF MAY: $67

1ST OF JUNE: $70

1ST OF JULY: $75 opec +400k

output til april22

1ST OF AUGUST: $72

1ST OF SEPTEMBER: $71

1ST OF OCTOBER: $79

NOW: $82.5

I do sada Brent jako raste usprkos opec mjesecnim povecanjima a sada krecu international flights.

Spremni za polijetanje? ✈️🙃

Tko se boji visina moze razmotriti vezanje za tankerase🤔😁

When will international travel return? A country-by-country guide to coronavirus recovery

Oils update:
Oil - WTI (DEC) 8112 +2.97%
Oil - WTI (FEB) 7877 +2.92%
Oil - Brent (FEB) 8156 +2.68%
Oil - Brent (JAN) 8260 +2.63%

Gasoline 23198 +1.72%
London Gas Oil 713 +2.81%

Samo neka demand nastavi ovako rasti, rezervnih kapaciteta ima dovoljno. Suprotne informacije su zauzimanje boljih pozicija za natezanja oko cijene.

OPEC+ able to increase oil supply in case of market demand, UAE minister tells Asharq

The Organisation of Petroleum Exporting Countries and its allies, the group known as OPEC+, are able to increase oil supply if there is market demand, United…

www.reuters.com

U kini je nestasica goriva na pumpama. Kina je pocela sa otpustanjem iz SPR ali usprkos tome:

crude oil and low sulfur fuel oil futures rise about 1.5%.

China oil imports in Oct. lowest

since Sep'18.

Posljedica je to neprihvacanja novog normalnog kada je cijena u pitanju.

SPR nije svemoguc, to je politika za kratke staze.

I ta SPR otpustanja ce se morati nadoknaditi, po jos vecoj cijeni od ovih 80$

Zato i ameri i ostali jos oklijevaju.

Quote from brajakica

BRENT CRUDE OIL PRICE

1ST OF MAY: $67

1ST OF JUNE: $70

1ST OF JULY: $75 opec +400k

output til april22

1ST OF AUGUST: $72

1ST OF SEPTEMBER: $71

1ST OF OCTOBER: $79

NOW: $82.5

I do sada Brent jako raste usprkos opec mjesecnim povecanjima a sada krecu international flights.

Spremni za polijetanje? ✈️🙃

Tko se boji visina moze razmotriti vezanje za tankerase🤔😁

https://thepointsguy.com/guide/reopenin…s-recovery/amp/

Display More

Thousands of excited passengers flocked to Heathrow Airport on Monday for the first flights to the United States

Excited passengers board flights from London to the U.S.

Long lines formed at Heathrow Airport for the first scheduled trips to the United States since the Biden administration lifted a travel ban.

www.nytimes.com

Quote from tollway

Quote from brajakica

Spremni za polijetanje? ✈️🙃

Tko se boji visina moze razmotriti vezanje za tankerase🤔😁

kakvo pobogu polijetanje!!?? možeš se vezati ua tankeraše jer kako izgleda uskoro postaju podmornice!

Podmornica ili 🛫✈️🧐😁

Most significant oil tanker shipping spot movements:

VLCC

+11.47% to $4497

Quote from StatusQuo

Gorivo je bitna stavka i inflaciji, zasad ne posustaje

2021 annual inflation rate is the highest since 1990.
2021 world oil demand growth is the most extraordinary since data has been kept.

Quote from tizian1

brajakica

Hvala na trudu .

Jel pratiš tankeraše vani tj. koji su ti zanimljivi?

Mada kada krenu jednog dana...krenuti će svi.

Hvala na podrsci👍

Biti ce nas sve vise jer dolazi vrijeme da tankerasi krenu sa dna ciklusa.

Pratim ih generalno,koliko se stigne,za sada nemam,sigurno ima/ce biti onih koji imaju i bolje su upoznati sa pros and cons

$TRMD

Danas +12%

TORM plc, a product tanker company, engages in the transportation of refined oil products and crude oil worldwide. The company transports gasoline, jet fuel, naphtha, and diesel. As of March 1, 2021, it operated a fleet of approximately 80 vessels

Demand je zdrav i uz otpustanje iz strateskih rezervi.

Saudi Aramco says oil demand is healthy and will rise above 100m b/d sometime next year.

US SPR crude inventories fell by ~3.1mb w/w to 609.4mb last week

Rast potrosnje je veci nego se povrsinski cini, sve ce se to jednom morati vratiti nazad u SPR.

kina isto otpusta SPR.

As the talk about an America SPR release intensifies, one thing to remember: the US has already released year-to-date ~28.7 million barrels from the reserve via different programs. We don't have a counterfactual, but WTI has still risen above $80 a barrel