TNPL (Tankerska plovidba d.d.)

Naslovnica Forum Tržište kapitala Hrvatska TNPL (Tankerska plovidba d.d.)

Forum namijenjen svim temama vezanim za dionice, obveznice i druge vrijednosne papire te trgovanje istima u Hrvatskoj.

US Shipping partners nemaju Crude Oil tankere ***obrisano***

U.S. Shipping Partners L.P. is a leading provider of long-haul marine transportation services, principally for refined petroleum products in the U.S. Jones Act trade. We are also a leading provider of coastwise transportation of petrochemical and commodity chemical products.


US Shipping partners nemaju Crude Oil tankere, ***obrisano***

U.S. Shipping Partners L.P. is a leading provider of long-haul marine transportation services, principally for refined petroleum products in the U.S. Jones Act trade. We are also a leading provider of coastwise transportation of petrochemical and commodity chemical products.

"Our existing fleet consists of eleven vessels; Four units (“ITBs”); one product tanker; three chemical parcel tankers; and three articulated tug barge units (ATB)".

A gdje sam ja to napisao da US Shipping Partners ima crude oil tankere?
***obrisano***

[bye]

NE CVETA CVEĆE NI U NAŠE PREDUZEĆE

Da zaista, hvala na dobronamjernoj usporedbi s TNPL koja ima samo crude-oil tankere, a niti jedan product niti chemical, i postanju ovoga na ovoj temi.

Mcquilling: Tanker market demand on a standstill
Monday, 02 February 2009
While for the most part, 2008 can be hailed as one of the best year for the tanker shipping market, the effects of the global economic crisis managed to restrict the positives by the end of the year. The international credit paralysis took its toll in the tanker market as well, by freezing sale and purchase activity, dropping asset prices by at least 20 percent and leading spot rates downwards, mainly as a result of OPEC’s cutbacks in production levels, which ended in fewer number of barrels to be transported by sea. These are included in the latest Tanker Market Outlook: 2009 – 2013, compiled by Mcquilling Services, a US-based Marine Transportation Advisors company. The report says “the next five years in the oil markets paints a picture of lackluster crude oil demand growth over this period. The average annual growth from 2009 through 2015 is projected to be a slim 1.5% per year. Demand in 2009 is expected to measure a meager 200,000 per day over 2008 levels”. This means that the tanker market is set for a correction, but investment opportunities in various ship types will emerge. According to Mcquilling, “tanker demand projections yield effectively no ton-mile growth for crude and dirty products in 2009 over 2008. For VLCCs we see a tiny 0.1% ton-mile increase while the Suezmax contracts slightly by 0.2%. We forecast Aframax growth at 0.2% and a contraction for Panamax tankers of 0.4% on a ton-mile basis”.
But, if one factors in the variable of lower bunker costs, then the projected reduction in spot rate levels on TCE revenues in 2009, should still remain above the 10-year average (1998-2007) in each vessel sector. Mcquilling places the average bunker price at about $275 per metric ton in 2009, taking as an assumption that crude prices will average approximately $55 per barrel in 2009. However, by 2013 TCE revenues are expected to fall below this average as rates generally decline throughout the forecast period. The reason for this is attributed mainly in the international economic climate which will have a negative impact during 2009, as well as tonnage oversupply expected to influence the market for the next years until 2013.
The US company counts a total of 1,372 tankers on order from 2009 through 2013. Tanker deliveries scheduled in 2009 are 34% greater than those in 2008, while deliveries in 2008 were already 36% greater than the average for the previous sseven years. Also, the fact that these orders have been placed in established yards, Mcquilling states that the majority of the vessels will be delivered sometime during 2009. Similarly, the company estimates that 116 tankers will exit the fleet, with over half of these coming from the MR sector. The number will be reduced at 130 vessels in 2010, as the majority of the single-hull tonnage will be leaving the market. On average Mcquilling expects about 75 vessels exiting the fleet annually between now and 2015.
Amid this market environment, the company sees opportunities for industry consolidation and fleet expansion that will rise during 2009 as the less experienced, committed and able, exit the sector. “A key feature will be securing either traditional or alternative forms of ship financing to fund the existing orderbook and opportunities as they present themselves” said the report.

Evo , svizac predviđa dugu zimu

http://www.totalportal.hr/article.php?article_id=171435 [cool]

DONAT 135 DH 14.02 BASHAYER/CHINA WS80 SINOCHEM

koliko je to u dolorima………/day

Aframaxes in crisis

"Aframaxes in the Mediterranean have slumped to their lowest level for at least five years on a lack of demand and a surplus of ships, brokers said on Friday.
Azeri charterer Socar booked a to-be-nominated Delta Tankers vessel at Worldscale (WS) 75 from Ceyhan cross-Med on 10 February.
This is down from WS80 on Thursday and worth just $17,500 per day."

Bojim se da Tankerskoj predstoji jako gadna godina.

NE CVETA CVEĆE NI U NAŠE PREDUZEĆE

U 12 mjesecu su bili 100000 USD/DAY
zatim pali do 25000 USD day
zatim opet narasli do 50-60000 USD/DAY
Sad su pali na 20-25000

itd – vidjet cemo …. Tankerska je u TC-ima
Ne vjerujem da postoji opasnost od dužeg perioda niskih vozarina dok je zima, a kasnije ćemo vidjet …

Ponovit cemo:

FRANKOPAN 80 000 25.01.2009 LIBYA MED WS 137,5 EXXONMOBIL

cca 50000 USD/DAY

DUGI OTOK 80 31.01.2009 ALGERIA FOS WS 140 MORGAN STANLEY

cca 50000 USD/DAY

evo i konverter
http://reports.platou.com/wc2/


DONAT 135 DH 14.02 BASHAYER/CHINA WS80 SINOCHEM

To je oko 45000 USD/DAY

No da, za polovinu drugog mjeseca zabilježene su neke niske spot-vozarine tipa:

SUPER LADY 80 000 11.02.2009 YUZHNY MED WS 85 CLEARLAKE
( 22000 USD/DAY)

Tako da kolega može s užitkom postati, iako bile su na tom nivou tjedan-dva krajem 12 mjeseca, pa su se vratile visoko. No bile su i 100000 USD/DAY u prvoj polovici 12 mjeseca. Spot će biti i dalje vrlo volatilan, pitanje je koliki će biti prosjek. Također zbog pada cijene nafte čak ni ove vozarine ne donose gubitke.

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