Denne artikkelen fra oktober forklarer vel utviklingen vedrørende spreaden mellom de forskjellige drivstoffene ganske greit. Har sett det påstått noen andre steder at dersom en skal bruke marin diesel må en ha nedvasking/docking uten at jeg kan skjønne at det skulle være nødvendig, så lenge de oppfyller kravet til innholdet av svovel i drivstoffet dersom de ikke har renseanlegg/scrubber.
https://www.bloomberg.com/professional/blog/imo-2020-clean-shipping-rules-already-disrupting-oil-refiners/
Fra Cleaves:
Shipping Weekly 47/2019
November 18, 2019
Dry Bulk Shipping:
Vale cut its 2019 iron ore sales guidance again, now 307-312mt vs earlier low/midpoint of range 307-332mt. It implies volumes marginally below our current forecast for Brazilian 4Q iron ore exports, but keep in mind that Vale sales ≠ total shipped Brazil volumes. Sales guidance for 1Q is 70-75mt, similar to our forecast. We do no revisions to our 4Q/1Q Cape forecast of $21k/d & $10k/d.
Oil Tankers:
A positive week for oil tanker spot rates, on average +15% w/w. Dirty Afras posted an immense 126% gain as bad weather impacted the Med region concurrent with high activity in North Sea & Baltics. Asset prices continue to rise, now also for product tankers, as expected. Two ‘06-built LR2s said to have changed hands at $20m, above our generic valuation of $19m (under review for upgrade).
LNG Carriers:Spot rates managed to find some firm ground last week as the previous week’s rout in head-line rates came to a stop. Brokers are unsure of the near-term direction amidst an unclear requirement picture ex-US and as the high storage utilization in Europe and Asia could lead to more floating storage.
LPG Carriers:
VLGC spot rose back to 5y-highs amidst increased activity in the AG. We have seen a more active S&P market lately, but nothing firm has yet emerged. Avance said to be looking for $40m+ for its ‘03-built VLGC (vs our $38m value), a resale buyer at <$75m (vs $80m) & a ‘10-built looking for buyers at unknown price.
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Snur solid oppover nå.
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Nå er det moro å være i shipping der alle pilene peker oppover for veldig mange selskaper i denne sektoren. I tillegg til stadig høyere kurser kan vi også glede oss til utbyttene som kommer flytende. 
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Flex LNG 10,05%
BW LPG 7,11%
Hunter Group 3,60%
Hoegh LNG 2,22%
Frontline 1,30%
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Og voksent kjøp av frontline-sjefen.
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Evgenia I (2011) On Subs AG/China WS 99.50 (RV TCE USD 79K/day) Unipec Dec 21-22 Dynacom
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