Shipping

	19/3 10:32 af B.Andersen	Opkøbet forsætter åbenbart. Aktien stiger uagtet udbetalingen af udbytte i dag. Det er et stærkt signal.
	19/3 08:17 af B.Andersen	Avance LPG : "BNP økte med ytterligere ca 300.000 aksjer og har nå mer enn 3,12 millioner aksjer som er nesten 5 % som 3. største aksjonær".
	18/3 19:05 af Helge Larsen/PI-redaktør	Joakim Hannisdahl @JHannisdahl Baltic #LPG #shipping index +3% to $38/t (TCE $16k/d) #VLGC $AVANCE $AGAS $BWLPG $LPG
	18/3 13:24 af Helge Larsen/PI-redaktør	Joakim Hannisdahl @JHannisdahl · 19m Baltic #Capesize index +5% to $18,873 Brazil/China +13% to $17,705 Apr FFA +10% to $25,000 May FFA +8% to $25,125 #DryBulk #Shipping (link) $DSX $EGLE $GBLK $GNK $GOGL $SBLK
	18/3 13:11 af B.Andersen	Det går den rigtige vej med LPG-ratererne: Fearnley - USD/day 15,306, opp 10,4 % - og dermed også for kurserne.
	18/3 10:05 af Helge Larsen/PI-redaktør	Mærsk-konkurrent ser markant forbedring i driftsindtjening i 2021 (link)
	18/3 07:41 af Helge Larsen/PI-redaktør	Mærsk/Morningstar: Hæver til "hold" - kursmål løftes 25 pct.(link)
	17/3 19:21 af Bulder	Lige det vi ventede på.
	17/3 19:20 af Bulder	Ah tak, det giver mening.
	17/3 19:11 af Svinnius	@bulder nye lange kontrakter (link)
	17/3 18:34 af Helge Larsen/PI-redaktør	Joakim Hannisdahl @JHannisdahl · 23 min Baltic #LPG #shipping index +5% to $37/t (TCE $14k/d) #VLGC $AVANCE $AGAS $BWLPG $LPG
	17/3 18:10 af Bulder	Nogle forslag til hvorfor APM skulle stige så meget i dag?
	17/3 18:07 af Helge Larsen/PI-redaktør	Det kan vi måske takke Hannisdahl for.
	17/3 18:07 af Helge Larsen/PI-redaktør	Stærkt intraday rebound for Avance og BW-Lpg.
	16/3 22:58 af Helge Larsen/PI-redaktør	Joakim Hannisdahl @JHannisdahl · 16m Thin #VLGC tonnage list in AG for 1H April and improving sentiment ex-US could easily see spot rates rise further and faster in the coming days #LPG #shipping #VLGC $AVANCE $AGAS $BWLPG $LPG(link) /JHannisdahl/status/1371924307211866123
	16/3 08:19 af B.Andersen	LPG: Pæne futures: (link)
	15/3 19:40 af Helge Larsen/PI-redaktør	oakim Hannisdahl @JHannisdahl · 20m Most significant #oil #tanker #shipping spot movements: #MR +45% to $12k/d #OOTT $ADSC $DHT $EURN $FRO $HAFNIA $HUNT $INSW $NAT $OET $TNK (link)
	15/3 19:39 af Helge Larsen/PI-redaktør	Joakim Hannisdahl @JHannisdahl · 19m Baltic #LPG #shipping index +3% to $34/t (TCE $11k/d) #VLGC $AVANCE $AGAS $BWLPG $LPG(link)
	15/3 16:16 af Helge Larsen/PI-redaktør	Shipping: Baltic Dry-indekset stiger 1,2 pct.(link)
	15/3 13:59 af Helge Larsen/PI-redaktør	Nu gennem 38. Det ser godt ud Bent.
	15/3 12:29 af B.Andersen	Avance gennem modstanden i 37,50. :-)
	13/3 09:13 af Helge Larsen/PI-redaktør	Greg Miller @GMJournalist · 7 t #Shipping stock upswing continues. #Containers: $ZIM +68% since IPO. Since July 1, $DAC up 13x, $NMCI 10x. #Drybulk YTD: $SHIP +133%, $SB +120% $EGLE +106%, $SBLK +81%. #Tankers since Feb. 1: $STNG +51%, $TNK +41%, $FRO +29%. See new coverage here:(link)
	12/3 22:27 af Helge Larsen/PI-redaktør	Joakim Hannisdahl @JHannisdahl · 3 t Most significant #oil #tanker #shipping spot movements: #Suezmax -10% to $7k/d #MR +118% to $8k/d #OOTT $ADSC $DHT $EURN $FRO $HAFNIA $HUNT $INSW $NAT $OET $TNK (link)
	12/3 22:19 af Helge Larsen/PI-redaktør	Joakim Hannisdahl @JHannisdahl Baltic #LPG #shipping index +2% to $33/t (TCE $10k/d) #VLGC $AVANCE $AGAS $BWLPG $LPG(link)

	12/3 18:29 af Helge Larsen/PI-redaktør	Jeg tror også det har betydning for investorerne i LPG, at de ved at Q1 bliver rigtigt godt samt at det bliver H2 alt andet lige også. De accepterer så usikkerheden omkring et udfordrende Q2.
	12/3 18:25 af Helge Larsen/PI-redaktør	Bent...For ikke at glemme, at der er en pæn portion LPG-skibe som er i dok i år for at få scrubbers monteret.
	12/3 18:05 af Helge Larsen/PI-redaktør	oakim Hannisdahl @JHannisdahl · 2 t Baltic Dry Index Falls 0.51% to 1,960 in London Capesize -3.53% to $16,741 Panamax +1.19% to $18,842 Supramax 58k tons +1.27% to $22,844 Handysize +2.12% to $21,130 #DryBulk #Shipping (link) $DSX $EGLE $GBLK $GNK $GOGL $SBLK
	12/3 17:35 af B.Andersen	BW-LPG har også kørt flot. I Dorian har stigningen været i en klasse for sig selv pga af selskabets løbende opkøb af egne aktier.
	12/3 17:34 af B.Andersen	Fint luk i Avance. Har kørt flot på det sidste. Tror det fortsætter fremover pga stigende rater og futures, høj oliepris og øget produktion i USA samt opkøbsrygter.
	12/3 12:42 af Helge Larsen/PI-redaktør	LPG-DNB: Dnb "VLGC owners believe markets are set to improve. We hosted a panel with Avance Gas, BW LPG and Dorian LPG. Rates have gone from six- to four-digits in a few weeks, but owners seemed confident we are at or close to the trough. Demand looks healthy on the back of the 2021 drydock schedule, increased switching dynamics, and stronger oil prices incentivising US production".
	12/3 10:46 af Henrikhot	Weekly vessel scrapping repport week 10 (link)
	12/3 09:48 af Henrikhot	2021 - 15th Annual International Shipping Forum - Product Tanker Shipping: Sector Trends & Outlook (link)
	12/3 09:47 af Henrikhot	2021 - 15th Annual International Shipping Forum - Crude Oil Tanker Shipping: Sector Trends & Outlook (link)
	12/3 08:41 af NyNovice	Det bliver en fest og jeg glæder mig til at få udløst den optur som mange har talt om i flere år!
	12/3 08:38 af NyNovice	(link)
	12/3 08:38 af NyNovice	Det har måske tidligere været postet herinde, men prøv lige og checke den her year og year udvikling:
	11/3 17:34 af Helge Larsen/PI-redaktør	Kilde: Finansavisens shipping-forum.
	11/3 17:33 af Helge Larsen/PI-redaktør	t the same time, the listed LPG stocks are valued at massive discounts to steel, with resale tonnage implicitly valued in the low USD 60s, vs historical average newbuild prices of USD ~72m. Also of note, is that last week, a vintage VLGC was reportedly fixed for 1yr to an Indian charterer at USD ~35k/d – obviously way above the current spot levels.
	11/3 17:32 af Helge Larsen/PI-redaktør	This equates to USD ~8.6k/d on our calculations (up from USD ~4.6k/d on Friday), and although the absolute level is still very much depressed (just about covering opex), we find the recent developments encouraging. With increasing US production and an inevitable output hike in the AG (timing is of course dependent on when Opec+ decides to increase production), export volumes are likely to increase in both supply regions.
	11/3 17:32 af Helge Larsen/PI-redaktør	…and VLGC rates recording small improvements (ARCTIC) In the VLGC market, the Baltic Index is picking up somewhat, and on Monday, the USD per ton index recorded its first gain in 39 sessions (since 11 January). The upticks continued on Tuesday and Wednesday, and yesterday’s level of USD 31.07 per ton is ~12% higher than the level seen on Friday.
	11/3 17:31 af Helge Larsen/PI-redaktør	On the back of the increasing production and slowing demand, inventories were flattish at ~41.2m barrels, marking the first week since October without shrinking inventory levels.. However, stocks are still ~33% below the level seen a year ago and ~15% below the 5yr average.
	11/3 17:30 af Helge Larsen/PI-redaktør	As such, the numbers are reflecting that temperatures in Texas have been returning to normal, and that production flows are continuing to recover. It is worth noting that production is still ~0.3mbd lower than the level seen at the end of January, and given that things continue to normalise, production is likely to continue to approach those levels in the coming weeks.
	11/3 17:30 af Helge Larsen/PI-redaktør	PG – US production back above the 2 mbd mark… (ARCTIC) Yesterday, EIA published weekly propane and propylene production, demand and imports figures for the week ending 5 March. Weekly production came in at 2.097mbd, which is up by almost 0.4mbd from the previous week and ~0.7mbd higher than two weeks ago.
	8/3 21:00 af Helge Larsen/PI-redaktør	oakim Hannisdahl @JHannisdahl · 1 t Baltic #LPG #shipping index +2% to $29/t (TCE $5k/d) First positive $/t delta print since 11 January! Partying face #VLGC $AVANCE $AGAS $BWLPG $LPG(link)
	8/3 20:12 af Svinnius	Capital Link har uploadet alle deres seneste paneldiskussioner, de dækker alle segmenter (link)
	6/3 09:41 af Henrikhot	Weekly vessel scrapping report week 9 (link)
	6/3 07:51 af Helge Larsen/PI-redaktør	Greg Miller @GMJournalist · 6 t Here’s post-mortem RE: how Thursday’s surprise OPEC+ decision affects #crude #tankers. Now seeing extreme example of just how bad #shipping markets can temporarily get (“temporarily” being the key word, which is why people put $$$ over time into shipping):(link)
	3/3 08:41 af SGH	Helge Arhh - hvis man ser på futures pr dag fra den 1 februar kan man ikke kalde det stigning - raterne kører sidelæns. Jeg er bange for at AGAS skal under 30 fordi der ikke rigtig sker noget med futures.
	2/3 16:54 af Svinnius	BIMCO 2021 Market Analysis Webinar (link) drybulk container og tankers
	2/3 15:17 af Henrikhot	Torm Evercore hæver kursmålet for aktien i Torm til 67,93 kr. fra tidligere 55,07 kr. efter mandagens regnskab fra rederiet. Anbefalingen er uændret "outperform", fremgår det af Bloomberg News. Torm faldt mandag 2,5 pct. til 49,45 kr. efter regnskabet. (link)