Avance Gas- Gastanker (Seite 29)

[Big Charly]

US LPG Export-Versorgung durch Infrastruktur begrenzt .........

https://www.tradewindsnews.com/gas/1744355/dorians-john-lyco…

Clarksons Platou melder om rater på 27.000$

https://forum.hegnar.no/thread/22257/view/0/0?page=3

[honigbaer]

Må jeg lære norsk nå for å kunne lese videre her?

[Big Charly]

OTCMKTS: AVACF

2,03 USD +0,38 (23,03 %)
29. März, 09:58 GMT-4 · Haftungsausschluss

[Big Charly]

Aktienmärkte nicht erfassen die aktuelle VLGC-Stärke --heute oslo plus 10%

Fra dagens Pareto Shipping Daily

The Baltic has continued to climb throughout this week, with rates now above USD 40/ton for the first time this year. Yesterday the index was up another 1.8%, to a TCE equivalent rate of ~USD 24,700/day. With ships being diverted away from the MEG to benefit from the even stronger Western market, brokers are now saying that the earliest available ship in the Middle East has been put on subjects by an Indian charterer for a loading in mid-April. There are reportedly a few more Indian requirements before the end of April, which may have to depend on re-lets to secure tonnage. What is very positive is now that some cargoes have been fixed over a month in advance – vs. as little as a week in advance earlier this year

In the US, momentum remains firm. Three Marcus Hook cargoes have been covered this week, and the US Gulf loadings for well into May are now being worked. This means that we are seeing fixing windows of 6-7 weeks – and that part of the market is almost starting to resemble the good times of 2014/15 (of course not the rates)

Dorian has fixed the Copernicus for a cargo to load in mid-May at a US – Chiba rate of USD 77/ton – which implies around USD 30,000/day. Brokers say that ‘some Owners’ are now trying to push rates up to USD 80/ton

We believe the equity markets are not at all grasping how healthy the VLGC market has become. Currently we are seeing plenty of margin for midstream companies, trading houses and Asian importers (reports on Bloomberg yesterday of how Asia is lacking enough propane volumes). With more than enough price spread to pay shippers USD 80/ton the market is suddenly above parity levels. Moreover, this improvement has been gradual and ‘controlled’, with no signs of LPG shortage in the US or oversupply in Asia. With fixing windows now increasing steadily we are getting much more visibility. Yes, more newbuilds will be delivered, but any balance sheet worries for the VLGC companies should in our view be forgotten now – in stark contrast to the steep NAV-discounts that the names are suffering from

https://forum.hegnar.no/thread/24947/view

[Big Charly]

Avance Gas und BW LPG sind am......................

https://www.hegnar.no/Nyheter/Boers-finans/2019/03/Mener-Ava…" target="_blank" rel="nofollow ugc noopener">https://www.hegnar.no/Nyheter/Boers-finans/2019/03/Mener-Ava…



Die Tarife für VLGC-Schiffe (sehr große Gasfrachter) sind im vergangenen Monat um 77 Prozent........

[Big Charly]

Gas u. oelexporte us-china ziehen an

https://oilprice.com/Energy/Energy-General/US-China-Trade-De…

[Big Charly]

https://forum.hegnar.no/thread/4538/view/0/0?page=7

tankerviking
I dag kl 09:15 44
Propane inventories building in the US Gulf  While overall US inventories fell 1.2m barrels last week, the total stocks of 50.2m barrels is a level far above the 38.8m and 44.5m seen at this point in 2018 and 2017 respectively. Moreover, PADD 3 (USGoM i.e. the export hub) saw inventories increase by 1.2m barrels, and are now around 10m higher than a year ago (36.2m vs. 26.5m)  This build happened in spite of exports boosted to above 1mbd for the first time since late January. Production remains around 2mbd, while consumption now falls in line with the seasonal pattern  Spreads were little unchanged after the report, but with MEG activity now firming up and rates increasing there we expect further positive momentum in the USGoM over the coming months. As such, we find the VLGC names very attractively priced


ØrsteinStraitB
I dag kl 09:55 11
Top20 shareholders i BWLPG sitter med drøyt 80 % av aksjene i selskapet. I tillegg har selskapet selv rundt 2,5 % av utestående aksjer. Short på 3 %. Når ratene nå øker, samt at LPG-lagrene i US øker, så kan jeg ikke skjønne annet enn at rateoppgangen er nært forestående. Lagrene i US er nesten 40 % høyere enn på samme tid i fjor. US produserer LPG som aldri før. Dersom en handelsavtale kommer på plass, kan det virkelig bli interessant.
Redigert i dag kl 09:58

[R-BgO]

Antwort auf Beitrag Nr.: 59.964.016 von Big Charly am 26.02.19 10:04:18

OK, danke

LNG@Asia: d'accord

Bezug zu LPG: we'll see

[Big Charly]

Antwort auf Beitrag Nr.: 59.961.379 von R-BgO am 25.02.19 22:22:26

Zitat von R-BgO: und nicht das im Artikel genannte LNG;


wo siehst Du den Bezug?

hallo, mMn spielt die Zukunft für LPG in Asien und über LNG wird auch LPG davon profitieren

[R-BgO]

Antwort auf Beitrag Nr.: 59.955.058 von Big Charly am 25.02.19 11:39:45

Avance transportiert aber LPG

und nicht das im Artikel genannte LNG;


wo siehst Du den Bezug?