Tankerasi strani i domaci

    Utakmica je tek pocela,uskoro jos vise potvrda ali u paketu ce ici i vece cijene dionica.

    Sada treba kupovati dok drugi nisu jos spoznali da dolazi bull oil cycle.

    Na tpng OTP indexni mora jos dosta ukrcati.Tko kupi prije njega nudi mu se dodatna zarada.

    Kada se poslovanje popravi i ostali fondovi ce uzimati kao na drybulku.

    Na tpng Freefloat je mali i nece biti prodavaca da ruse cijenu a kupaca ce biti.

    Tankerasi imaju stabilnije vozarine od drybulka i cijene dionica manje osciliraju.

    Dobra prilika za one koji su propustili rani ulazak na drybulku i koji zele manji rizik.

    Moja preporuka za sada na ovim cijenama tankerasa je STRONG BUY.

    2022 ce biti godina tankerasa jer su dionice prezestoko zakucane. Dolazi preokret u poslovanju i sada sljedi rast dionica.

    upozoreni ste svi i nemoj da poslije netko pise da bi se kupovalo ali se nije znalo da idemo dalje...🛫✈️ 🚀😉😅


    We're in the eary innings of a strong oil cycle: RBC

    Michael Tran, managing director of Global Energy Strategy with RBC Capital Markets tells BNN Bloomberg that investors often conflate price with duration and that despite oil prices doubling in the past year, this is the early stages of a bull oil cycle

    Quote from tizian1

    Uh, ovo djeluje zastrašujuće... ^^ ^^

    Strah se zaboravi ali bol za propustenom odlicnom prilikom,zaradom ostaje godinama. 🤔

    Bila sam nevjerni toma i iz prve ruke znam kako je kupiti atpl na 340 umjesto na 150-180.

    Jos sam i opte prodala za manje umjesto za vise dok sam razmisljala🤧

    Tpng 40 = atpl 180

    tpng moze manje rasti ali i manje padati.

    Challenges to Global Emergency Stocks Release
    Without a specific supply disruption, Washington's attempt to convince other countries to put emergency stocks on the market could prove difficult.
    www.energyintel.com
    Secretary Blinken’s Call with People’s Republic of China (PRC) State Councilor and Foreign Minister Wang Yi - United States Department of State
    The following is attributable to Spokesperson Ned Price: Secretary of State Antony J. Blinken spoke on November 12 with PRC State Councilor and Foreign…
    www.state.gov

    Ameri sve nagovaraju da otpustaju rezerve cak i bracu 😁kineze.

    Ako uspiju progurati tu ludost nafta ide na 150-200$ kada se rezerve isprazne, neki se vec klade na 250$🤪

    Druge stvari treba uciniti ali moze li se senilni pospanko od 78g toga sjetiti?

    Hitno treba prestati sa stigmatiziranjem nafte industrije i pustiti je da investira jer ce crno zlato biti skuplje od zutog zlata.

    A bez nafte se nece moci jos min 30-40 godina.

    Ova hajka Grete T i ekipe ce zaviti svijet u crno jer na silu guraju ono sto nije provedivo osim za 30-40g.

    Danas se proizvode EV auti na struju koja se30-40% dobiva iz ugljena i tako ce ostati jos desetljecima.

    To je korak unazad a ne naprijed.

    Ova civilizacija je zbogom pameti🤔

    To nece sprijeciti bull na tankerasima,barem nesto😁

    Kako ce se ovo odraziti na clean tankere?

    China - According to Airportia data, the number of flights kept dropping sharply below 2020 levels (down almost 50% YoY).

    It confirms that new restrictions, linked to Covid 19 resurgence, have already affected the economy.

    The content cannot be displayed because you do not have authorisation to view this content.

    Kad odrastem prestat cu uzimati terapiju i pretvarat cu se da sam Angelina...

    Quote from mitkko

    Kako ce se ovo odraziti na clean tankere?

    China - According to Airportia data, the number of flights kept dropping sharply below 2020 levels (down almost 50% YoY).

    It confirms that new restrictions, linked to Covid 19 resurgence, have already affected the economy.

    The content cannot be displayed because you do not have authorisation to view this content.

    Tome usprkos demand raste pa bi pravo pitanje bilo koliko ce tek rasti demand kada i to neizbjezno krene jer kinezi su se dokazali u rjesavanju covida.

    Ima ovdje na prethodnoj strani nekoliko linkova o ponovnom pokretanju intercontint letova usa-europe

    3-4 milb podbacaja demanda lezi samo na toj stavki u odnosu na 2019.

    Kinezi i u ovim okolnostima otpustaju rezerve.

    Tako su kinezi prvo otpustili rezerve iron ore, otislo na 200$

    Pa su otpustili rezerve ugljena, otislo na 200$,sada otpustaju naftu.

    🇨🇳Partijski drugovi i drugarice nikako da nauce🤪🤔🤣

    Da uspjeli su sada spustiti IO i coal ali su izmasakrirali GDP.

    Uskoro moraju promjeniti politiku.

    At the current rate of destocking, 30 year lows in US oil inventories by the time Biden leaves office are very possible. At the current rate of destocking, we'll be at 30 year lows by Spring 2023.

    Samo pokretanje investicija moze podići nedostatnu proizvodnju u bliskoj buducnosti

    Hoce li to Greta t i ekipa dozvoliti🤔

    Svi nazad u pecine i problem rjesen🤭😁

    Pecine su sljedeca najbolja investicijska klasa buducnosti, bolje od kripto,nekretninski biznis, napokon i mi hrvati dolazimo na svoje.

    Ipak smo mi ispred vremena u kojem zivimo🙃😂🤣

    Ovo su posljedice aktivistickog demoniziranja naftne industrije.

    Capex je prenizak i nikakve igrice senilnih djedica i partijskih drugova to ne mogu ispraviti,oni ce to samo pogorsati praznjenjem strateskih rezervi i izazvati paniku.

    Znaju i arapi da nesmiju pretjerati jer ce ugusiti svjetsku ekonomiju i sebi nastetiti ali ego senilnog djedice je povrijeden i on ce se pokusati osvetiti jer nisu odmah poslusali njegovu naredbu"povecajte proizvodnju odmah"

    Dobro za tankerase ali bilo bi jos bolje da se pusti trziste.

    Nafta i tankerasi su odlican izbor za 2022.

    Za naplatiti u 2022. a za kupiti sada, sto prije jer strani tankerasi su krenuli, nece ni tpng cekati nevjerne tome.🤔😁

    Oni koji su kao i ja zakasnili na pocetak drybulka :( znaju o cemu je rijec i kako to ide na shippingu.

    Demand u kini pojacava.


    Refining margins hit record highs in October

    New quotas make it possible to take delivery of more crude

    Inventories ease from record highs as throughput rises

    Refining margins hit record highs in October

    New quotas make it possible to take delivery of more crude

    Inventories ease from record highs as throughput rises

    A more than doubling of refining margins and a fresh batch of crude quota allocations spurred China's independent refiners to raise crude throughput to a four-month high in October

    and a fresh batch of crude quota allocations spurred China's independent refiners to raise crude throughput to a four-month high in October.

    China's independent refineries raise Oct run rates as margins hit record highs
    A more than doubling of refining margins and a fresh batch of crude quota allocations spurred China's independent refiners to raise crude throughput to a four…
    www.spglobal.com

    Obnovljivi izvori ce se povecavati ali i nafta ce rasti jos godinama jer u sljedecih 20g svaki dan na planeti ce biti novih dodatnih 300k ljudi.

    Standard zivota na planeti raste i demand za naftom ce rasti.

    Sve vise ljudi zeli i moze platiti naftu da bi se mogli kretati i putovati.

    JPMorgan just hosted its annual energy conference. A couple of interesting tidbits from their note. First Jamie Dimon's outlook: "I would say oil is going to stay up here for an extended period of time, and maybe go up". And then below on Saudi-US geopolitics.

    Nesto zadnjih dana nema velikih prosipanja po bidu :/

    PBZ se istrosio ili do kraja istrosio?

    Ako imaju jos kakve mrvice bilo bi dobro da to rjese pa da napokon idemo dalje... 😅

    Pracka se dugo zateze, toliko da su strpljivi postali i prestrpljivi.

    Svi smo se na bidu navikli da prosipanju nema kraja.

    Navika je gadna stvar jer svemu dode kraj🤔🤭😂

    Nade se i koji pojedinac koji se gura na asku da se rjesi dionica😂

    Bull na shippingu zna biti stresan, bolje se rjesiti tog stresa na samom pocetku👍🤣.

    Stize hladan val sa arktika ovih dana,ranije nego je uobicajeno, biti ce zestoka zima a nafta daleko najjeftiniji fosilni energent.⏳⏱️🛫😇

    Westwinds will cool down significantly by end November ( blue circles, check Isotherms). This opens the floodgates for Arctic air ( red arrows) sweeping the continents. I have never seen such a scenario in November

    Brrr... 🤪😲😱

    The President of exploration and production at Totalenergies said on Monday that demand for oil is likely to be sustained over the coming decade.

    TotalEnergies executive sees sustained oil demand over next decade
    The President of exploration and production at Totalenergies said on Monday that demand for oil is likely to be sustained over the coming decade.
    www.reuters.com


    Oil market to remain tight in 2022 as global demand ramps up: Vitol CEO
    Global oil market fundamentals will likely remain tight over the coming year as oil demand continues to build after having mostly fully recovered to 2019 pre…
    www.spglobal.com

    Tankeri su najtrazeniji poslije bulkera.

    Bio bi interes i veci ali je mnoge

    Zatekao "neocekivani" rast cijena.

    To je dokaz da se je outlook promjenio na bolje.


    The asset values on a five-year old MR have increased by 8% year to date. Five-year old LR2s have increased by more than 20% year to date. And both newbuilding prices on MRs and LR2s are year to date up more than 20%

    Indian explorer ONGC Videsh has sold a cargo of Russian Sokol crude for loading in January at the highest premium in 22 months on robust demand in Asia, trade sources said on Monday. The 700,000-barrel cargo was sold at a premium of about $7.50 a barrel to Dubai quotes, the highest premium since trades registered in January 2020 SOK-DUB.


    India’s ONGC sells January-loading Russian Sokol crude at 22-mth high premium -sources | Hellenic Shipping News Worldwide