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Tankerasi strani i domaci

  • brajakica
  • October 21, 2021 at 10:07 AM
  • brajakica
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    • January 5, 2022 at 9:45 AM
    • #301

    Opec+ i dalje povecava proizvodnju za novih 400k u veljaci.

    OPEC+ agrees oil output hike from February as omicron Covid cases soar
    Oil prices climbed more than 50% last year, with energy investors optimistic that the highly infectious omicron variant may be less severe than feared.
    www.cnbc.com
  • brajakica
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    • January 5, 2022 at 9:59 AM
    • #302

    2022. gasoline suprise

    Trend je nas frend.

    Uskoro ce svi ukidati lockdown jer omikron izaziva puno blaze posljedice:)

    Viewpoint: Gasoline to surprise again in 2022 on upside | Argus Media
    European road fuel demand should bounce back further in 2022 as the effects of the pandemic on mobility recede, and permanent structural shifts in production…
    www.argusmedia.com

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  • brajakica
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    • January 5, 2022 at 10:28 AM
    • #303

    Opec+ najavi povecanje proizvodnje a cijena nafte naraste =O

    Sto se dogada sa demandom i zalihama? :/ 🤪

    Files

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  • brajakica
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    • January 5, 2022 at 11:34 AM
    • #304

    Paul Sankey is betting on a huge year for demand.


    https://twitter.com/i/status/1478495282933415941/

  • StatusQuo
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    • January 5, 2022 at 1:03 PM
    • #305

    Fantastic commentary from Breamar yesterday which sums up the current state of the #VLCC spot market:

    "The market is like a Christmas Cracker - disappointing , quieter than expected , one side is always left holding less, the other wearing a false crown, and none of its funny!!"

  • brajakica
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    • January 5, 2022 at 2:58 PM
    • #306

    Pomalo, setup se slaze svakim danom smo blize stampedu.

    Pracka se nateze.

    Sto ce biti rezime za 6-12 mj na danasnjih 41 kn i da nitko ne zeli kupiti?

    Prije godinu dana nitko nije htio atpl kupovati, bila je prejeftina :) 🤭

    Kada netko pocisti do 50 ostali ce se glodati za 60 i preko😁

    Zasto su stali iz otp indexnog?

    Trebali bi oni jos toga dosta ukrcati pri ovoj cijeni?

    Cini se da i oni racunaju da ce cijena na 60+?

    Vecina tako racuna pa se nitko ne usudi pokrenuti lavinu jer se nema kolicina za kupiti?

    Biti ce veselo u 2022.

    :)

    U wk 51 opet tankeri najscrapaniji a demand jako raste.

    Files

    IMG_20220105_145206.jpg 104.41 kB – 0 Downloads
  • StatusQuo
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    • January 5, 2022 at 9:08 PM
    • #307
    Quote from brajakica

    Pomalo, setup se slaze svakim danom smo blize stampedu.

    Pracka se nateze.

    Sto ce biti rezime za 6-12 mj na danasnjih 41 kn i da nitko ne zeli kupiti?

    Prije godinu dana nitko nije htio atpl kupovati, bila je prejeftina :) 🤭

    Kada netko pocisti do 50 ostali ce se glodati za 60 i preko😁

    Zasto su stali iz otp indexnog?

    Trebali bi oni jos toga dosta ukrcati pri ovoj cijeni?

    Cini se da i oni racunaju da ce cijena na 60+?

    Vecina tako racuna pa se nitko ne usudi pokrenuti lavinu jer se nema kolicina za kupiti?

    Biti ce veselo u 2022.

    :)

    U wk 51 opet tankeri najscrapaniji a demand jako raste.

    Display More

    A slusaj jednom ces i pogodit kad ce prema 50kn ako ih stalno zazivas ;(, jedan Bozic je vec prosao ;)

  • tizian1
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    • January 5, 2022 at 11:07 PM
    • #308
    Quote from StatusQuo
    Quote from brajakica

    Pomalo, setup se slaze svakim danom smo blize stampedu.

    Pracka se nateze.

    Sto ce biti rezime za 6-12 mj na danasnjih 41 kn i da nitko ne zeli kupiti?

    Prije godinu dana nitko nije htio atpl kupovati, bila je prejeftina :) 🤭

    Kada netko pocisti do 50 ostali ce se glodati za 60 i preko😁

    Zasto su stali iz otp indexnog?

    Trebali bi oni jos toga dosta ukrcati pri ovoj cijeni?

    Cini se da i oni racunaju da ce cijena na 60+?

    Vecina tako racuna pa se nitko ne usudi pokrenuti lavinu jer se nema kolicina za kupiti?

    Biti ce veselo u 2022.

    :)

    U wk 51 opet tankeri najscrapaniji a demand jako raste.

    Display More

    A slusaj jednom ces i pogodit kad ce prema 50kn ako ih stalno zazivas ;(, jedan Bozic je vec prosao ;)

    Display More

    Samo treba biti uporan i dovoljno često zazivati

  • brajakica
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    • January 6, 2022 at 7:55 PM
    • #309

    The global crude inventory declines by 16.4mb last week, AGAIN. That is 2.3 million barrels per day!

  • brajakica
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    • January 6, 2022 at 8:53 PM
    • #310

    OIL MARKET: Brent crude tops $82 a barrel; backwardation strengthens across the curve. On paper, the global supply and demand balance was meant to be in surplus from December (inclusive). The oil market, particularly time-spreads, is pricing the opposite: a deficit

  • brajakica
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    • January 7, 2022 at 11:31 AM
    • #311
    Quote from StatusQuo
    Quote from brajakica

    Pomalo, setup se slaze svakim danom smo blize stampedu.

    Pracka se nateze.

    Sto ce biti rezime za 6-12 mj na danasnjih 41 kn i da nitko ne zeli kupiti?

    Prije godinu dana nitko nije htio atpl kupovati, bila je prejeftina :) 🤭

    Kada netko pocisti do 50 ostali ce se glodati za 60 i preko😁

    Zasto su stali iz otp indexnog?

    Trebali bi oni jos toga dosta ukrcati pri ovoj cijeni?

    Cini se da i oni racunaju da ce cijena na 60+?

    Vecina tako racuna pa se nitko ne usudi pokrenuti lavinu jer se nema kolicina za kupiti?

    Biti ce veselo u 2022.

    :)

    U wk 51 opet tankeri najscrapaniji a demand jako raste.

    Display More

    A slusaj jednom ces i pogodit kad ce prema 50kn ako ih stalno zazivas ;(, jedan Bozic je vec prosao ;)

    Display More

    A koja ca biti cijena za bozic 2022? ;)

    :/ 5x ili 6x... ?

    Koliko ce placati ovi sto danas ne zele po 41-42? :)🤭

    Association of Energy Contractors forecasts drilling activity to jump by 27% this year, with nearly 6,500 oil and gas wells completed across western Canada, the highest number since 2018.

  • brajakica
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    • January 7, 2022 at 1:37 PM
    • #312

    Pocinje spustanje polarne gladnoce.

    Sljedecih mjesec ili dva ce biti panike na energy marketu svijeta.

    Od rujna upozoravam i savjetujem skupljanja drva i zaliha hrane, svijeca.

    "Cvrcak i mrav" u praksi.

    Plinasi Tankerasi i bulkerasi su odlican hedge isto kao i plin nafta i ugljen.

    Pratimo cijene u sljedeca 2 mjeseca.


    UK heating prices have started to rise this week as colder weather takes hold over most of the country

    Today's avg distributor price 57.73ppl while avg broker price is 60.12ppl

    Files

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  • StatusQuo
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    • January 7, 2022 at 3:31 PM
    • #313
    Quote from brajakica
    Quote from StatusQuo

    A slusaj jednom ces i pogodit kad ce prema 50kn ako ih stalno zazivas ;(, jedan Bozic je vec prosao ;)

    A koja ca biti cijena za bozic 2022? ;)

    :/ 5x ili 6x... ?

    Koliko ce placati ovi sto danas ne zele po 41-42? :)🤭

    Association of Energy Contractors forecasts drilling activity to jump by 27% this year, with nearly 6,500 oil and gas wells completed across western Canada, the highest number since 2018.

    Ne znam ja koliko ce bit samo znam da ti je bozic 2021 ispao miss call, pa mozda bude druga sreca ili .... ;)

  • brajakica
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    • January 8, 2022 at 9:06 AM
    • #314

    StatusQuo

    Da promasaj za ovaj bozic.

    Treba biti strpljiv jer se kuha😉

    Evo sta kazu najbolji analiticari kakav 2022. bozic nas ceka.

    TipRanks anointing Giveans as one of the top five analysts of 2021 out of some 8,000 it tracks across multiple industries.

    “Looking ahead, government and regulatory policies remain key drivers for shipping markets, and with the expectation that COVID softens, we expect another strong year for shipping across the board,” today’s 2022 shipping outlook from Jefferies states.


    In-form Jefferies team make their 2022 shipping picks - Splash247
    On a hot streak of form, equity analyst Randy Giveans and his shipping team at Jefferies have today given their top picks for 2022 with many sectors primed for…
    splash247.com
  • brajakica
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    • January 10, 2022 at 4:57 PM
    • #315

    The product tanker market has long been giving shipping lines headwinds, but low capacity and surging demand are going to turn the picture around to carriers' advantage in 2022, predicts Hafnia Chief Executive Mikael Skov

    Hafnia CEO expects product tanker to advance in 2022
    Low capacity and rising demand may see the market for product tanker turn around this year, says shipping line Hafnia's CEO to Norwegian media Finansavisen.…
    m.shippingwatch.com
  • Marin83
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    • January 11, 2022 at 9:47 PM
    • #316

    Organizacija zemalja-izvoznica nafte (OPEC) i njezini saveznici odlučili su povećati proizvodnju i u veljači, procijenivši da nova varijanta koronavirusa neće u većoj mjeri omesti gospodarske aktivnosti ni naškoditi potražnji za naftom.

    Skupina će i u veljači povećati proizvodnju za 400 tisuća barela dnevno, odlučeno je na redovnom mjesečnom sastanku održanom u utorak.


    također:

    Zastoji u opskrbi iz Libije također su poduprli cijene. Proizvodnja je porasla, ali National Oil objavio je u utorak da obustavlja izvoz iz terminala Es Sider.

    "Veća proizvodnja nafte u toj zemlji još nije izravno pretočena u veću raspoloživu ponudu", rekao je Carsten Fritsch iz Commerzbanka, i to je možda razlog zašto cijene nafte još nisu reagirale na otvaranje libijskih naftnih polja, nagađa.

  • brajakica
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    • January 15, 2022 at 9:30 AM
    • #317

    EUROPEAN ENERGY CRISIS: It’s the kind of morning many feared: cold and windless. Germany is relying on coal for ~45% of its electricity generation (with gas doing an other ~15%). In the UK, gas is doing ~60%, and coal an extra bit. In the Netherlands, gas and coal are doing ~70%

    Ireland is quite shocking: coal is accounting for 28% of power production this cold, windless morning; natural gas is doing another 45%, and fuel-oil (yes, you read that right) an extra 16%. In total fossil fuels are accounting for almost 90% of the country’s electricity now.

  • brajakica
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    • January 15, 2022 at 1:43 PM
    • #318

    Sanctioned oil is typically transported on old ships that would have otherwise been set for the scrapyards

    China buying hundreds of millions of barrels of sanctioned oil
    China doubled down on imports of Iranian and Venezuelan crude in 2021, taking the most from the U.S.-sanctioned regimes in three years, as refiners brushed off…
    www.worldoil.com


    China slams U.S. sanctions on Iran as cooperation agreement launched
    China reaffirmed its opposition to unilateral sanctions by the United States against Iran as the Chinese and Iranian foreign ministers announced the launch of…
    www.reuters.com
  • brajakica
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    • January 15, 2022 at 10:17 PM
    • #319

    WTI futures price increased +4.92 (+6.2%) to $83.82 week ending January 14.
    Price is+$15.59 (+23%) higher than Dec 20 & only -$0.83 (-14%) less than Oct 26.

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  • brajakica
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    • January 15, 2022 at 10:38 PM
    • #320

    Demolition market

    Tankers 6/11

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