Posts by brajakica

Quote from StatusQuo

Quote from brajakica

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

I sta je istina raste ili pada ?

Oil prices fell on Wednesday, after U.S. crude stocks rose more than expected in the most recent week, even as gasoline inventories hit a four-year low in the world’s largest oil consumer.

Crude stocks rose more by 3.3 million barrels in the most recent week, more than expected, but gasoline stocks fell to their lowest level since November 2017. U.S. oil market supply has tightened, with stocks at the Cushing, Oklahoma storage hub at their lowest in three years.

https://www.cnbc.com/2021/11/03/oil…ntory-opec.html

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Nema bildanja, zalihe se suse i to agresivno sto potvrduje jaki rast demanda

India, the world's 3rd largest oil consumer after the US and China, posted very strong oil demand data for October, with the best growth vs same month of 2019 since the pandemic started. Notable was the surge in gasoline consumption, which hit an all-time high

Ocekivani gubitak ali 20% bolji rezultat od consenzusa.

Bio je ovo jako tezak kvartal za tankerase,vidi se iz trenda cijene dionice da dolaze bolji kvartali.

International Seaways (INSW) came out with a quarterly loss of $0.63 per share versus the Zacks Consensus Estimate of a loss of $0.80

https://finance.yahoo.com/news/international-seaways-insw-reports-q3-130501442.html

Plin je duplo i vise skuplji od nafte a ugljen > 50% skuplji od nafte

Sigurno ce doci do max prebacivanja ove zime gdje je to moguce.

By November 23 much of the US and Europe will plunge into a deep freeze. It looks this is going into a perma freeze as the following days will not bring relief. The Arctic is loaded with frigid air (the white fields indicate < -40 C out of scale temperatures

Prosli tjedan manje scrapping aktivnosti ali se nastavlja trend da tankeri dominiraju.

Orderbook najnizi u 20g.

Demand snazno raste trend se nece promjeniti u 2022.

⏳🤔😁

Kolo srece se okrece🙃😇

Cargill tbn fixed 170/10, Sevis/Oita, 26 Nov/2 Dec, 60c/55c, 12/12, 5%ttl - 30.50 via suez / $31.50 via cape (RTSA) which to be tc eqv to 42k via COGH / $47k via Suez

Rmr Vale paid low 26 last night for 20/30 Nov laycan. When was the last time we saw Vale pay above index?

Strong China Coastal Bulk Coal Freight Index abt 1550 rmb/pmt

Sta nisu ovdje neki proglasili da je zima vec zavrsila?🙃🤭🤣

EIA demand forecast shows global supply rising +5.5 mbd next year, causing a partial reversal of this year’s large stockdraw. The supply increase would be the biggest on record.

Quote from StatusQuo

Quote from brajakica

"stari" clanak od srijede. To je bilo dok se jos spekuliralo da ce arapi dodatno povecati proizvodnju.

Sada je panika jer Biden zna da je otpustanje SPRa bacanje u bunar bez dna.

Kada to ispucaju a ne naprave nista ide nafta na 150$ expresno.

Ide i ovako ali puno sporije.

Gotovo je, sada vise nema pomoci osim jata crnih labudova.

Investicije u zadnjih 5g premale.

Sve isto kao i na ostalim comoditisima.

Odlicna prilika za zaraditi u sljedecih 12 mj na nafti i tankerasima.

Brent 84

Tpng 40

Da vidimo na cemu ce biti veci prinos.

Ja se kladim na tpng😅

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Nije to stari clanak Crude Oil Inventories zadnji izvjestaj je bio 3.11, sljedeci je tek 10.11, to je zadnji najfriskiji podatak i aktualan do sutra

Otpustanje rezervi djeluje negativno na prijevoz nafte i trenutno se radi zbog smanjivanja cijene nafte i pritisaka na inflaciju, ako nafta ode na 150$ to isto nije pozitivno za prijevoz jer ljudi i kompanije pocimlju stedit na potrosnji, jos ako ima neki tamo tanker kao skladiste ce pocet prodavat tu naftu pa se moze povecat jos broj tankera, sve to je negativno na prijevoz nafte tankerima dok god se supply tankera ne smanji, jedino stabilna cijena nafte i rast potrosnje opce populacije zbog oporavka ide za povecanje potrosnje i prijevoza nafte ili ulaganja drzava u infrastrukturu koja bi potaknula dodatnu potrosnju

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Inflacija ce utjecati na potrosnju ali ne poskupljuje samo nafta, svi ostali fosilni energenti plin ugljen su vec jako poskupili.

Ocito da je nafta trenutno cijenovno vrlo konkurentna kada japanci duplaju narudbe za zimu.

Cijena ugljena se je nesto korigirala ali biti ce najtrazeniji pa ce cijena opet gore. Upravo stize prvi hladni val u kinu, dosta ranije nego je uobicajeno.

Od rujna na dry bulku najavljujem dugu hladnu i mracnu zimu jer su vec tada meteorolozi sa 70-80% prognozorali (la ninju) jaku zimu i nisu pogrijesili za sada.

Tankeri su najskrapaniji dio shippinga a to ce pozitivno utjecati.

Tankeri su najstariji dio shippinga a dolazi EEXI i carbon tax koji ce potjerati staru tonazu u rezalista.

Ameri ako zele pojacati supply nafte pustit ce iran da izvozi a tu je vezana najstarija tonaza spremna za rezaliste.

Orderbook tankera je najnizi u 20g. kada se sve zbroji puno za i malo protiv. Uvijek moze bolje, sa manje rizika.

tko ce i koliko kupiti tpng ispod ovih 40 koji danas stoje na asku?

Promatrajmo pa cemo znati.😁

Warren Buffett has said, "The stock market is a device for transferring money from the impatient to the patient."

Ja sam bila nestrpljiva i kupila na 42 a mozda ispadnem i strpljiva na kraju🙃🤣

Vitol is by far & away the largest oil trader globally. CEO Russell Hardy on oil market today:

a) demand back at 2019 level, driven by diesel & petrochemicals;

b) market tight now & for next 12 months;

c) OPEC spare cap 2-3mbpd;
d) $100 Brent possible in 2022;

StatusQuo

mislila sam da se referirate na cijenu nafte.

Kratkorocno otpustanje rezervi djeluje negativno ali one se moraju nekad i puniti pa tada djeluju pozitivno.

Demand raste i otpustanjem SPR se ne rjesava problem iako opec+ povecava mjesecno za 0.4 mil.

Demand je iznenadujuce jak. Taj trend je zvono za uzbunu

za one koji zele zaraditi vise umjesto manje.

Vidjet cemo sutra sto ce pokazati novi izvjestaj.

Jednom kada se prede linija balansa demand-supply na shippingu rast ce biti strelovit.

Fitilj je upaljen 💣i izgorit ce do kraja prije ili kasnije.

Cijene tankerasa mogu malo dole i puno gore.

Ja sam kupila tpng na 42, neki koji ne zele danas po 40 placat ce 50+

Ili su to samo moje zelje moji snovi😅

Znaci imamo:🧐🤔

150mkn dobit iz poslovanja 2021✔️

150mkn ((min procjena) iz poslovanja 2022✔️

150 mkn na revalorizaciji za 2021✔️

150mkn na ugovorenim novogradnjama✔️

=600mlk na 1.4 ml dionica =430

Danas cijena halo bing kako brat?ujutro 415, nekidan 360-370.

Ide jaka zima vuglena samo u 🇨🇳CCP slikovnicama i bajkama.

Za godinu dana smo blizu mojeg targeta i cekamo da EEXI i carbon tax zaliju benzinom pozar na dry bulku. 💣💥🎉

🤪Brrr.... ne zvuci lose? 😅

Da vidimo sto je bolje:

Trejd,netrejd ili nijedno od toga.

kolega maratonac kaze da se na kraju mrtvi broje. 👍

Uskakaci🚂 i iskakaci 🚄u vlakove polomili ruke i noge 🚑ali ne odustaju. 🤭

Milina za pratiti pa promatrajmo i uzivajmo uz kokice🍿🍺

😇

Quote from StatusQuo

Quote from brajakica

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

I sta je istina raste ili pada ?

Oil prices fell on Wednesday, after U.S. crude stocks rose more than expected in the most recent week, even as gasoline inventories hit a four-year low in the world’s largest oil consumer.

Crude stocks rose more by 3.3 million barrels in the most recent week, more than expected, but gasoline stocks fell to their lowest level since November 2017. U.S. oil market supply has tightened, with stocks at the Cushing, Oklahoma storage hub at their lowest in three years.

https://www.cnbc.com/2021/11/03/oil…ntory-opec.html

Display More

"stari" clanak od srijede. To je bilo dok se jos spekuliralo da ce arapi dodatno povecati proizvodnju.

Sada je panika jer Biden zna da je otpustanje SPRa bacanje u bunar bez dna.

Kada to ispucaju a ne naprave nista ide nafta na 150$ expresno.

Ide i ovako ali puno sporije.

Gotovo je, sada vise nema pomoci osim jata crnih labudova.

Investicije u zadnjih 5g premale.

Sve isto kao i na ostalim comoditisima.

Odlicna prilika za zaraditi u sljedecih 12 mj na nafti i tankerasima.

Brent 84

Tpng 40

Da vidimo na cemu ce biti veci prinos.

Ja se kladim na tpng😅

Quote from tizian1

brajakica

Hvala na trudu .

Jel pratiš tankeraše vani tj. koji su ti zanimljivi?

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

Evo par tipova od profesionalaca😉

Top Oil Tanker Stocks for Q4 2021

These are the oil tanker stocks with the best value, fastest growth, and most momentum for Q4 2021.

www.investopedia.com

A tu je jos par preporuka i od The Joakim ostavstine iz Cleaves sec. 😉

$DHT $EURN $FRO $HAFNI $HUNT $INSW $NAT $OET $TNK

Aramco: oil spare capacity at about 3m-4m b/d globally, jet fuel demand at about 4.5m b/d now.

The price of Brent crude is above $84🛫
The price of West Texas Crude is $82.72🛫

Ides idemitsu👍😂

Idemo dalje...😁

Dvostruko povecanje demanda💣🧐🤔

Japan's second-largest refiner Idemitsu Kosan has received winter fuel oil supply requests from a couple of power utilities for a level double from the level in last January-February amid power supply concerns in the upcoming season, President and CEO Shunichi Kito said Nov. 9.

Sada bi i amerima odgovaralo da se skinu sankcije, da se poveca supply.

Za tankerase jedno od najvaznijih pitanja jer bi dogovor povecao i scrapping.

https://www.bloomberg.com/news/articles/2021-11-08/iran-s-top-nuclear-diplomat-visits-u-k-france-germany-in-days

Sljedi jaki oporavak intercont letova. To je zadnji veliki zaostatak demanda za predcovid vremenom.

⏱️⏳⏲️🎉

Swiss media reporting many passengers at Zurich airport wanting to fly to the US today

Chaos am Flughafen: Geduldsprobe vor dem Abheben für USA-Reisende - Blick

Wer heute zu den Ersten gehören wollte, die wieder in die USA reisen, der brauchte vor allem eines: viel Geduld. Denn überall waren die Schlangen lang: vor dem…

www.blick.ch

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

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

$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