Posts by brajakica

  • Tankerasi strani i domaci

    Bloomberg

    ByArne Delfs+Follow

    24. svibnja 2022. 10:47 CEST

    Updated on24. svibnja 2022. 14:29 CEST

    Germany plans to bring back coal- and oil-fired power plants should Russia cut off natural gas shipments to Europe’s largest economy.

    Economy Minister Robert Habeck will on Tuesday present an emergency decree enabling the government to bring back the facilities in case of gas shortages, according to the proposed legislation seen by Bloomberg.

    Germany to Bring Back Coal Power Plants If Russia Cuts Off Gas
    Germany plans to bring back coal- and oil-fired power plants should Russia cut off natural gas shipments to Europe’s largest economy.
    www.bloomberg.com

  • Tankerasi strani i domaci

    Freight rates for clean tankers on the route have been rising. Platts assessed Clean UK-Continent-US Atlantic Coast, basis 37,000 mt, at $45.59/mt on May 21, up from $27.90/mt on April 20.

    "Product tanker demand remains strong. Gasoline inventories in the US are extremely low, particularly on the US East Coast,"

    Refiners across different regions have been maximizing diesel output to cover potential losses in the event of curtailed supply arising from sanctions against Russia, which has been contributing to gasoline tightness and raising cracks for the light end product, Platts Analytics said May 18.

    This situation points to a bullish market for clean tankers in the weeks to come.


    Tanker trade ramps up as US looks to Europe to plug gasoline gap
    Firm premium for US gasoline despite tight European market US stocks at eight year low amid recent refining closures Summer driving season to support US…
    www.spglobal.com

  • Tankerasi strani i domaci

    According to the IEA, global refinery throughput will rise more than 4m b/d from spring to summer, surging from a low point of 78m b/d in April to an average of 82m b/d between July and September

    Full bullish za sestre produktasice↗️🌛

    Tome treba dodati i povecanje tonmilja 💵💰

    Sprema se i embargo na rusku naftu i derivate 8)

    Mozda i plin sto ce jos povecati demand za coal i oil. 8| 🤪

    Stize i ulje na vatru u vidu EEXI I CII. 😱😅🤑

    Prije toga sljedi veliki preokret sa FI 2Q,FI 3Q...2023,2024....

    🛋️📺🍿🍺🥜🍹 :saint:

  • Energetska kriza, posljedice, rjesenja ...

    A jos ljeto nije ni pocelo. :/

    Najbolji hedge protiv energetske krize i inflacije je shipping.

    Bulkeri koji ce prevoziti ugljen za el energiju i tankeri jer ce i nafta zamjeniti dio nedostatka plina.

    Dividende ce biti vece od racuna ;)

    Jos je dobar hedge kupovina sjekire i motorne pile i na vrijeme u sumu po drva za zimu a ljeti na hladenje na more🏄‍♀️ ili kada puna hladne vode🛀 :saint:


    Que calor! Spain tells civil servants to limit use of air conditioning
    Spanish civil servants will have to endure higher workplace temperatures this summer as the government plans to enforce energy saving measures to slash its…
    www.reuters.com

  • Tankerasi strani i domaci

    Jucer neki stranci dole a neki gore.

    Ukupan rezultat bez promjene.

    Sa liste u prilogu u 2022.

    Tankerasi +54%

    Sestre produktasice +86%

    I to u danu kada je nasdaq -2,5%.

    Trend-frend spika je opet potvrdena. 🐰

    Smart money se i dalje seli u smjeru shippinga i tankerasa jer zna da sljedi veliki prokret u poslovanju koji uskoro nece biti tajna, nije ni sada i nije bio ni jucer ali nije dovoljno sve >20x ispocetka obrazloziti i ponuditi glavu na pladnju ako nece tako biti:/ :S :)

    24 april tpng=46

    Quote from brajakica

    Za mene je po trenutnim spot vozarinama i TC koji je na 2y high sve ispod 50 veliki poklon a ispod 55 poklon.

    Vrijeme ce presuditi tko je danas bolje prognozirao.

    S obzirom na dodatni >20% rast stranaca i neprekinuti rast avg BCTI nuzno je revidiranje moje tpng prognoze od prije mjesec dana na:

    Sve ispod 55 veliki poklon a ispod 60 poklon.

    Promatrajmo :saint:

  • Tankerasi strani i domaci

    Margine rafinerija su top.

    Promise of Profits Has US Fuelmakers Shifting Into a Higher Gear

    Refineries are running about as hard as they dare, though summer storms and lingering repairs risk getting in the way.

    24. svibnja 2022. 14:00 CEST

    As the US nears its all-important summer driving season, refiners are gearing up to run as hard as they can — even as roadblocks from feedstock shortages to the upcoming hurricane season threaten to get in the way.

    With hefty margins, strong demand and tight supply, the incentive is there to run close to full out this year. Domestic refineries were operating at an overall refinery utilization rate of 91.8% the week ended May 13. Two areas of the country, the US Gulf Coast and East Coast, are out in front with run rates of 95% heading into what is expected to be the strongest summer since before the pandemic devastated demand in early 2020.

  • Tankerasi strani i domaci

    China's economy-boosting measures to help jet fuel, gasoil demand recovery

    China's State Council decided to take measures to improve logistics from tight movement control amid COVID-19 and boost infrastructure construction, which is expected to support jet fuel and gasoil demand recovery, according to a report by the government-backed Xinhua News agency on May 24.

    China's economy-boosting measures to help jet fuel, gasoil demand recovery
    China s State Council decided to take measures to improve logistics from tight movement control amid COVID 19 and boost infrastructure construction, which is…
    www.spglobal.com

  • Tankerasi strani i domaci

    Madari ce dobiti neko vremensko izuzece od embarga.

    Na pomolu novo veliko povecanje oil demanda.

    Germany would reactivate coal and oil plants if #Russia cuts off gas - Habeck

    Oil demand je nadmasio predkovid iako je kina u lockdownu, aviopromet ima jos 2mbd prostora za povecanje.

    Lanci opskrbe su poremeceni i to ce i dalje povecavati tonmilje.

    Nafta i tankerasi su i dalje strong buy.

    Ovo je rani pocetak tanker bulla,NAV ima velikog prostora za rast,orderbook low, ordering ultra low, slotova nema, brodovi skupi a cijena scrapa rekordna.

    Ultra bullish

    Strane sestre produktasice su pokazale put i najnevjernijim tomama.

    Promatrajmo :saint:

  • Tankerasi strani i domaci

    The volume of Urals crude oil on the water is triple the pre-war average, Vortexa said, even as Russian seaborne oil exports fell to 6.7 million barrels per day (bpd) so far in May, down about 15% from the 7.9 bpd in February.

    Cargoes of Russia's flagship crude oil at sea climb to record high
    Some 62 million barrels of Russia's flagship Urals crude oil, a record amount, are sitting in vessels at sea, data from energy analytics firm Vortexa showed,…
    www.reuters.com

    -------------------------------------------

    SHANGHAI'S JINSHAN DISTRICT WILL ALLOW PRIVATE CARS TO DRIVE FROM MAY 25.

    ----------------------------------------------

    Flights: total number of airline seats in flight schedules (OAG)
    -1.7% w/w, -20.4% versus same week in 2019
    w/w changes in %
    North East Asia -17.6
    Western Europe +4.5
    Eastern Europe +3.4

  • Tankerasi strani i domaci

    Idemo dalje... ↗️🌛

    Novi rekordi avg prinosa u 2022.

    Sa ove liste u 2022.

    Tankerasi +54%

    Produktasi +86%

    Stng +141%

    Asc + 121%

    Trnoruzica :sleeping: :sleeping: tpng +24%😱🤭 ;(

    Za budenje treba doci samo jedan sa 2-3 mil da pokupi sve do 60 i da je odmah na tome 10% u plusu.

    Nezna se samo koji ce to dan biti ali iz GuG je neizbjezno.

    Trazite da vam..... :saint:

  • Tankerasi strani i domaci

    Ima gotovo identicnu flotu kao i Trnoruzica tpng.

    PXS lowest price target +135% u odnosu na 2021.

    Tpng 41,8 +135% = 98kn =O 8|

    Promatrajmo :/ :)

    US nationwide average **retail** gasoline prices hit on Monday a fresh record high, reaching $4.596 per gallon, according to the AAA motoring club (that’s up 51% y-on-y). The American summer driving season starts next week with Memorial Day

    Krece turisticka sezona, aviopromet ce pojacati demand.

  • Tankerasi strani i domaci

    Quote from mariv002

    slažem se, no volumen je premalen na zse (tpng). mislim da je vecina investitora odi okrenuta prema vani.

    ja sam tako poslusa savjet i usa jako u stng i to je top topova.

    sad tako treba nać novu "metu"!

    PXS ili i dalje STNG, mozda neka treca dionica, pitanje je sad...

    PXS brzo raste i brzo pada.

    Odmah staviti trajni prodajni nalog na ciljanu cijenu.

    Moj target za PXS = 3,99

  • TPNG (tankerska plovidba next generation)

    Quote from Lukasenko

    Jel tu slijedi neka obavijest?

    Tu sljedi jedno budenje Trnoruzice tpng od black magica i uroka.

    https://finance.yahoo.com/quotes/ASC,DIS.MI,HAFNI.OL,PXS,STNG,TRMD/view/v1

    Do danas sestre produktasice u 2022. Avg prinos +81%

    A trnoruzica tpng +21%

    Sve imaju losiji Fi 1Q od tpng =O 🤪😵 <X

    Bcti u zadnjih 79 kal dana = avg 1110

    Za manje od ovog tpng je potezala do 60kn.

    Katapult se dugo spana :/

    Promatrajmo :saint:

    Clarksons Platou Securities: Clean tanker owners can expect a surge in oil product flows. “The fundamentals for product tankers appear to be very strong,”

    Japan's Eneos gets much higher fuel oil requests from utilities for April-Sept
    Japan's top oil refiner Eneos Holdings Inc has received higher requests from local utilities for fuel oil to be used in oil-fired power plants for…
    www.reuters.com

  • Tankerasi strani i domaci

    Quote from mariv002

    svi su rasli, i hvala na tim savjetima.

    mislim da (više) niko ne sumnja u sektor, al stock picking tankeraša i produktaša je sad izazov

    To je napredni stupanj kako izvuci sto vise iz najpotentnijeg sektora ali ce i najmanje uspjesni izvuci odlicne prinose, mozda i najbolje medusektorske ako nece biti najnevjernije tome ili iz nekog inata putpuno zaobilaziti tankerase.

    Oni su svoj ponor i mrak odradili,u godinama pred nama dolazi svjetlo, sunce i novi vrhovi na rastu demanda ali jos vise na eutanaziranoj supply strani bez sanse da se to promjeni min nekoliko godina.

    EEXI I CII ce biti ulje na vatru, jos samo pola godine do primjene. ⏳↗️🌛😅

    Za smart money FI 2Q tankerasa a posebno produktasa nece biti iznenadenje.

    FI 3Q ce biti ono sto je u 2021 za dry bulk bio 3Q.

    Trazite da vam.... pladnju... ako nece... :saint:

    Dokazalo se da se s pravom se ne slazem uvijek sa klarksonovcima,za razliku od ovog:

    Clarksons Platou Securities: Clean tanker owners can expect a surge in oil product flows. “The fundamentals for product tankers appear to be very strong,”

    Ne samo BCTI vec ce biti i produktasi i dalje STRONG BUY.

    Velik rast vozarina za sobom povlaci rast SH-a i NAV-a.

    vec smo u dobrom plusu u odnosu na FI 1Q.

    Ima velikog prostora za rast NAVa.

    Tko ce se naci iznenadjen i uvrijedjen ? :/ 🤭 :S :)