Diskusjon Triggere PortefĂžljer AksjonĂŠrlister

Generell Shippingprat 🚱

Er vel et topptegn at aktiviteten tar seg opp her pÄ trÄden :thinking:

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Hehe er vel det. Jeg har vÊrt i tank siden 2024 mer eller mindre og lenge i Container fÞr det men fÄ Ä snakke shipping med her inne egentlig.

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Nice Okeanis

Nissos Kea (2022 - Modern Scrubber) On Subs (Estimated Voyage CII: C :yellow_circle:) BP Kyklades Maritime [Oman (GOO) load] (TCE: RV USD 675K @ 30 days / Actual USD 619K @ 32 days)

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DHT Panter 2016 VLCC 3 Är 100K, laycan oktober. SÄ da var den nedbetalt og vel sÄ det.

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VLCC lasting Oman-Kina TCE 826k. Ser det skrives at det nĂ„ er billigere Ă„ fylle en 40’ kontainer med oljefat og skipe den til Fjerne Østen enn Ă„ bruke tankskip.

Edit: den siste infoen hÞrer kanskje bedre hjemme i memes-trÄden.

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https://www.dn.no/shipping/dht/tankmarkedet/shipping/tror-ikke-pa-arelang-krise-det-star-for-mye-pa-spill/2-1-2044820

Nytt tankrederi pÄ OB

Volare Shipping Ltd.: Contemplated Private Placement and Subsequent Listing on Euronext Growth Oslo

The Company’s fleet consists of 14 Very Large Crude Carriers (“VLCCs”), comprising six vessels currently on the water and eight newbuild vessels under construction (the “Newbuilding Programme”), with deliveries scheduled progressively from May 2027 through October 2028.

https://newsweb.oslobors.no/message/682752

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Suezmax 2017 12 mnd 140k okt laycan scrubber, 2016 3 Är 70k, VLCC 2021 3 Är 100k sept scrubber forlengelse, ECO scubber 1 Är vurdering 250k.

Om dette er toppen av syklusen, kan ingen vite sikkert. At ratene er pÄ rekordnivÄ, er det derimot liten tvil om. For fÞrste gang koster en ti Är gammel VLCC mer enn et nybygg, samtidig som tankselskapene handles til rundt 40 prosent premie mot NAV. Normalt ville begge deler vÊrt klare varselsignaler.

Men premien er kanskje ikke sÄ merkelig som den fÞrst ser ut. Dersom dagens rater vedvarer, kan Frontline betale ut utbytter tilsvarende rundt 65 prosent av dagens markedsverdi det neste Äret.

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Og MYE har skjedd pÄ 5 dager.

VLCC Eurospirit 2011 scrubber solg for 157. Suez Sapphira 2008 rapportert solgt 80, Vendavel 2011 rapportert solgt 94,5.

Fra hva jeg kan se sÄ er Suez TD20-23-27 nÄ pÄ WS-1000, Afra TD8 WS-1127, VLCC TD3C WS-1203, TD25 WS-1000 pÄ subs, 2x950 fixed.

T/C VLCC Grand Ambition 2021 scrubber 3 Är 100k Trafigura.

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Volare shipping gjÞr sin debut i dag. Sponsor for Volare er rÄvaretradingfirmaet Trafigura.

The Company’s fleet will consist of:
(i) Six VLCCs currently on the water – being “Virtus et Labor” (299,995 deadweight tonnage (“DWT”)), built 2020, Daewoo, Korea), “Vigor Maris” (299,995 DWT, built 2020, Daewoo, Korea), “Vincere” (313,166 DWT, built 2021, Hyundai Samho, Korea), “Vittoria” (299,936 DWT, built 2022, Imabari, Japan), “Vive Ut Vivas” (319,000 DWT, built 2026, Hantong Shipbuilding, China)
and “Volare” (306,093 DWT, built 2026, Hengli Shipyard, China). All six vessels have been delivered to the subsidiaries of the Company. Ownership has been transferred for each vessel, and the vessels have been refinanced through long-term bareboat leasing structures with BOCOMM, with lease tenors ranging from 16 to 21 years and contractual maturities between 2042 and 2047.

(ii) Eight VLCC newbuildings under construction at Hantong Shipbuilding Co., Ltd. in China, with scheduled deliveries from May 2027 through October 2028. Each newbuilding has a capacity of 319,000 DWT. The aggregate contracted cost of the newbuilding programme is approximately USD 913 million, with an average contracted cost per vessel of approximately USD 114 million. As of the date of this Information Document, approximately USD 183 million of total pre-delivery nstalments havebeen paid, with remaining capital expenditure of approximately USD 731 million.

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Ikke mye heiarop fra sidelinjen her.

VLCC Serifos 2009 scrubber raporteres pÄ subs min 270k mts USG/Thailand lumpsum 60 mil.

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BDTI (Baltic Dirty Tanker index) snitt VLCC 832637 USD opp 46392 USD fra fredag; Suez 684108 opp 64250, Afra 326431 opp wooping 49518.

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Fra Fearnley:
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Ser 2 stk. 2026 bygd suezmax waf/east november laycan raporteres ws 1000. Om det stemmer sÄ er det ASTRONOMISK. Men hvem vet, kanskje ikke mye Ä skryte av i morgen. Tipper dette er en VLCC-last som er splittet i to dersom det stemmer.