Ed Finley-Richardson @ed_fin
More shipping → https://t.co/vVOpw8dEz6 On the high seas Joined July 2017-
Tweets27K
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Followers31K
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Following532
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Likes105K
Trend is your friend $NVGS via the EIA
YTD average product tanker rates % change versus 2023 Fleet weighted averages: LR2 +16.5%; LR1 +9.7%; MR +9.7%
Waiting for the VLCC supercycle (2021-present)
Bloomberg: “37 miles east of London on the Isle of Grain, a giant cylinder is being constructed at Europe’s largest liquefied natural gas terminal (...) The new tank is part of the terminal expansion to accommodate a 25-year contract with state-owned QatarEnergy.”
Pareto: 2x Chinese built Aframaxes (2019) sold for $41.5m each. 🫡
🛢️ Scrubber spread is still respectable: $125-$150 East of Suez, $118 in Rotterdam.
$DNORD “The Net asset value (NAV) of Assets & Logistics increased 5.4% to DKK 372 per share due to underlying positive developments in asset values and value-enhancing effect from shares bought back.”
Evercore: “We like the set-up for the tanker market through at least 2025 (...) with steep valuation discounts mismatched with strong cash flow generation and robust capital returns, not to mention a potential geopolitical kicker.”
🇺🇸 Jefferies Shipping Earnings Preview $DHT $FRO $STNG $INSW $DSX $SB $SBLK $GNK $ZIM $CMRE $DAC $CPLP $FLNG $LPG $NVGS
“Russia's share of internationally traded natural gas — 30% in 2021 — will fall to 15% by 2030, and Russia's revenue from natural gas sales will fall from ~$100 billion to less than $40 billion in 2030.” (IEA) Meanwhile:
$STNG & $TNK raise 🇺🇲 Bank of America Securities
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