Frontline $ Weltgroesster Oel-Tankergesellschaft $
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Sehr intressant...http://thebalticbriefing.com/tanker-report/
(na wers glaubt)
Norway's Frontline sees major weakening in tanker market in H2
Copenhagen (Platts)--31Aug2016/936 am EDT/1336 GMT
Norway's Frontline, one of the biggest international independent tanker groups, expects a major deterioration in the tanker market in the remaining half of the year, compared with the first half, it said Wednesday.
Posting second-quarter results, the company said the softer global tanker market led to its Q2 net profit slumping to $14.3 million from $78.9 million in the first quarter.
"The spot market is currently at a 24-month low, and although we expect the rate environment to improve from current levels, the second half of 2016 will be significantly weaker than the first half of the year," Frontline CEO Robert Hvide Macleod said in a statement.
"In the second quarter the tanker market experienced a downward pressure on rates which has continued into the third quarter," Macleod added.
While these quarters are seasonally weaker, the tanker market was also hit by crude oil supply disruptions in the Atlantic basin, high levels of crude inventories, 13 vessels delivering from the newbuild fleet and easing congestion in ports around the world, Macleod said.
Macleod said Frontline's scale, strong shareholder base and cost-effective operations positioned it well in the difficult market, with CFO Inger Klemp indicating the group had sound financial resources to ride out the market.
Klemp said the company had secured bank financing of up to $548 million and was in the final stages of obtaining approval for further bank financing of up to $325 million.
She said this new financing would partly finance 20 of Frontline's newbuild contracts at highly attractive terms, with the group maintaining its very low cash break-even levels.
As of June 30, 2016, the company's fleet consisted of 82 vessels, including newbuilds, with an aggregate capacity of approximately 15 million dwt. The newbuild program comprised eight LR2 tankers, eight VLCCs and eight Suezmax tanker newbuildings.
Almost 100 VLCCs were still to be delivered over the next two years and this was expected to put pressure on the tanker market.
Frontline said there had been a notable absence of new orders placed in 2016 and it expected constraints in debt financing would continue to restrict newbuild orders, perhaps leading to a stronger market further out in the cycle.
"Shipyards are also under pressure to restructure, and a reduction of capacity at several yards is expected," Frontline said. "Periods of market weakness, like we are currently experiencing, may also encourage scrapping of older tonnage, a factor which has been virtually absent for the last two years."
Tankers: UKC-East VLCC freight rates fall to lowest recorded level on abundant supply
London (Platts)--5Sep2016/929 am EDT/1329 GMT
The cost of sending fuel oil cargoes to Singapore from Rotterdam on VLCCs has dropped to the lowest level in more than 10 years due to a large supply of available ships in the UK Continent, sources said.
The UK Continent-East route, basis 270,000 mt, was assessed $200,000 lower at a $2.3 million lump sum Friday, according to S&P Global Platts data, the lowest since Platts started assessing the route in January 2006.
On the fixture front, VLCCs were booked at $2.25 million and $2.3 million last week for Rotterdam-Singapore fuel oil runs in September. The current freight rates represent a major downward movement from January, when rates were as high as $6.4 million.
The dwindling returns attainable by shipowners on the route this year have been reflected across the VLCC spectrum, with freight rates near historic lows in a variety of regions.
The main factor behind the dropping rates has been an increase in global VLCC supply, with a large number of newbuilds joining the existing fleet.
According to data from Affinity Research, there are 37 new VLCCs due to be delivered this year, with 24 having already joined the fleet. There are a further 39 VLCCs expected to be added in 2017, which is likely to heap further downward pressure on what are already historically low freight rates.
Balticbriefing guck ich immer, auch wegen den Bulkern.
Ich hatte früher eine kostenfreie Seite für die Tankerraten. Musst hier im Forum mal paar Jahre zurück gehen. Ich find es leider nicht mehr.
Und auch von König&Cie gab es monatlich Frachraten (jedoch stark verspätet. Die finde ich auch nicht mehr.
Und Angaben in WS (Worldscale) find ich schwierig da man die WS über die Jahre so schlecht vergleichen kann. Da fließen ja Unterhalts-, Bunker- und andere Variable kosten mit ein. Ich weiß nur ab 50 wird es gemütlich. 100 ist Top.
Man kann hier gucken http://www.lloydslistintelligence.com/llint/tankers/baltic-index.htm
ich find es aber unübersichtlich. Der Graph entspricht jedoch dem Frontline Aktienkurs.
http://www.ernst-russ.de/de/news/...fffahrtsmarktbericht-q2-2016.html
ist auch nett.
Und es wird ja mal wieder zur Wette auf Leben und Tot nach der aktuellen Nachrichtenlage zu urteilen. Diese Ölflut darf nicht abebben. Davon gehe ich nicht aus. Ja wenn .... dann ... hätte ... hätte ...
Diese verdammten Zyklen sind viel länger als erwartet.
Passend zur größe der Schiffe; unserer Ozeanriesen.
Heute mal ein Artikel der sich auch auf die Tanker bezieht,und weshalb die Frachtraten im Keller sind.
http://www.spiegel.de/wirtschaft/unternehmen/...ederei-a-1111145.html
[Einsteigen wenn die Kurse oben sind und aussteigen wenn die Kurse unten sind (: ]
Hier ein super Bericht wie ich finde:
https://www.bimco.org/Reports/Market_Analysis/...kerSMOO_2016-03.aspx
Das untermauert die Einschätzung, dass sich der Rohölhandel weltweit verstärkt. Lest selbst. Dieser Trend ist intakt.
Frontline hat ja deswegen auch seine Product-Tanker Flotte verkleinert.
Nach 2010 war der Trend noch genau andersherum.
Man sollte im Augebehalten wie es Scorpio Tankers (STNG) ergeht. Ich fand es schon damals sehr komisch, dass die Ihre Flotte an Product-Tankern so aufgebläht haben. Die sind genauso am Tiefpunkt wie unsere Crude-Tanker. Ich glaube für die Products gehts noch weiter runter.
Hier der Baltoc Briefing Report für KW36
http://thebalticbriefing.com/tanker-report/
Frachtraten: VLCCs seitwärts bis runter. Suezmax seitwärts bis hoch.
http://www.finanzen.net/aktien/Euronav-Aktie
und hier
http://www.finanzen.net/aktien/Scorpio_Tankers-Aktie
und hier
http://www.finanzen.net/aktien/Nordic_American_Tankers-Aktie
"Keine Ahnung" lass ich nicht gelten. Gelassenheit und Gottvertrauen ;)
http://www.goldseiten.de/artikel/...-Fall-eines-Aktiendebakels--.html
ich wüsst ja mal gern mehr um was für kredite es da geht. wiviel geld wurde da verliehen? und wann wird das zurückgezahlt? da steht doch nur bla bla oder?
http://www.tankeroperator.com/news/...--rates-remain-static/7951.aspx
http://www.spiegel.de/spiegel/print/d-41561066.html
(Ende des Monats kommt noch die von Euronav; DHT und NAT waren ja schon)
VLCCs
There is a sense of déjà vu in the Middle East Gulf, with rates largely unchanged. For 270,000 tonnes going long east, the market is still around WS 33/35 level with very low WS 30s obtainable for over aged, ex dry dock or newbuilding tonnage. Going west , 280,000 tonnes to US Gulf cape/cape has been steady albeit off half a point, with last seen here being WS 22.5 agreed by Bahri.
In West Africa it has been a better week for owners. Force majeure has been lifted at both Bonny and Qua Iboe and rates have been steadily rising with the market for China discharge around WS 42.5/43 level while some charterers are said to have paid WS 45 for east discharge. Indian charterers have fixed at the equivalent of around WS 41 all basis 260,000 tonnes cargo. There have also been renewed levels of enquiry from both South America and the Caribbean with the 2016 built Maran Artemis reportedly fixing here to Glasford at $2.9 million representing a gain of $300,000 from the start of the week. A run to WC India went at around $2.3m, up around $100,000 from last seen here. On the Continent, Hound Point to South Korea has been fixed at a steady $3.5m with fuel oil from Rotterdam to Singapore up marginally to $2.35 million. In the Mediterranean, Socar took Sandra from Ceyhan to Taiwan at $3.85m.
Suezmaxes
West Africa has seen significant gains with the market up 17.5 points from the start of the week to sit now at around WS 65 for 130,000 tonnes cargo. A much tighter tonnage list combined with more cargoes in the market after the lifting of force majeure together with more enquiry from the Caribbean/EC Mexico has been the driving force here. In the Black Sea rates for 135,000 tonnes have benefitted from the improved West Africa market and the October program also has additional stems compared to September. Last seen here was at WS 65, representing a gain of 10 points from the start of the week. In addition in the Mediterranean there have been longer hauls in the market and the Indians fixed two ships from Ceyhan to EC India at $1.815 million and $1.86 million, while a Sidi Kerir to Singapore run went at $2.125m with Ningbo option at $2.5m
VLCCs
The market has been flat in the Middle East Gulf, consequently rates are largely unchanged. For 270,000 tonnes going long east, the market is still around WS 33/34 level with very low WS 30s obtainable for over aged, or ex d/d tonnage, while there was even a fixture of a n/b done at WS 27 for South Korea discharge. Going west, 280,000 tonnes to US Gulf cape/cape has been steady at around WS 22.5.
VLCC activity has been dominated by high levels of activity in the Atlantic. In West Africa, rates have held steady at around WS 42.5/43 for 260,000 tonnes to China. The suezmax market in West Africa has strengthened considerably, leading to charterers to look at co-loading and Total are understood to have paid WS 47.5 for 260,000 tonnes to UK-Continent, and subsequently they also fixed Olympic tonnage at WS 50, while Indian charterers have been fixing at the equivalent of around WS 41.25 for India discharge. On the Continent, Maran tonnage is said to have fixed at $3.6 million for Hound Point to South Korea, representing a gain of $100,000 from last seen here, while Rotterdam to Singapore, which had previously been fixed at $2.35 million, is understood now to have been covered at around $2.625 million level. The Caribbean has also improved with Caribs to Singapore reportedly fixed at $3.2 million, up around $300,000 from a week ago, while Caribs to WC India has increased $150,000 and has now been fixed at $2.45m level.
Suezmaxes
West Africa has gone from strength to strength gaining 30 points and sits now at WS 95 for Europe discharge. Healthy levels of enquiry, especially in the Western Hemisphere, have, for both long and short haul business, seen the tonnage list thinned considerably which has put further pressure on charterers. In the Black Sea rates for 135,000 tonnes have moved in tandem with the West Africa market, gaining 22.75 points from a week ago to sit now at WS 100 level. In the Mediterranean, OMV covered an Algeria to Singapore option Australia run at $2.1 and $2.8 million respectively, while IOC fixed Algeria to Chennai at the start of the week at $2.5 million. Subsequently BPCL fixed a shorter run to Kochi also from Algeria at $2.7 million.
Interessant: "...level with very low WS 30s obtainable for over aged tonnage..."
Ab wann sind Schiffe überaltert? Ich dachte das gibt es nicht?! Fracht ist Fracht!
Suezmax bei WS 95? Was geht denn da ab??
https://www.welt.de/finanzen/article158349353/...tzt-Staatssache.html
oder hier
http://www.n-tv.de/wirtschaft/...utsche-Bank-aus-article18716201.html
ich glaube da brennt der Baum......Die Party beginnt!
https://www.youtube.com/watch?v=mjOpjCzdM3g
Nach dem ich einen dicken Long bei der DB bei ca. 40,-EUR Einstand in den Sand gesetzt habe bin ich da Short drin. Ist das dann meine Tankerversicherung?
Ich finde aber so langsam ist das geshorte vorbei. Jetzt wo es in der Bildzeitung steht :)
Vermutlich bester Kontra-Indikator ever. 10,-EUR werden gesehen werden, alles weitere ist "on Top".
Nun. Ich hab das ja auch schon 3 Mal geschrieben. Unsere Tanker kann nur ein steigender Ölpreis oder eine Weltwirtschaftskrise aufhalten.
Meinst du die DB wird soetwas auslösen? Es wird zwar Zeit für einen Aktien Crash. Für mich aber jetzt noch nicht. Außer die machen bei der FED kurzfristig blödsinn mit den Zinsen. Das wäre nur von kurzer dauer. Denn die Realität für die ob dieser Fehler wieder einholen und sie würden wieder die andere Richtung einschlagen.
Es gibt ne Menge größere Spieler auf dem Markt als noch vor 10 Jahren. Zur Zeit des letzten Tankerbooms. China, Brasilien. Indien. Die sind alle viel weiter und nehmen sich mehr und mehr vom Kuchen der Weltrohstoffreserven.
Vielleicht fahren hier bald ein paar E-Autos rum und es kommen noch ein paar Windkraftanlagen dazu.
Jedoch das weltweite "mobilitäts Energie-Problem" bleibt uns noch lange erhalten.
Der Ölverbrauch steigt immer noch weiter an. In jeder großen Krise wurde weiterhin ordentlich Auto gefahren und Öl verkonsumiert; außer in der Öl-Krise.
Eine weitere Ölkrise halte ich für sehr unwahrscheinlich. Wer weiß. Es könnte jedoch noch mal auf den Schifffahrtswegen ordentlich rumpeln: Straße von Hormus oder im chinesichem Meer. Durch beides verlaufen die Hauptrouten. Sehe da noch Stress mit China und dieser Inselgruppe/Landrechten aufkommen.
Und jetzt steht erstmal die Hauptreisezeit für die Tankerchen bevor. Jedoch werden wir in diesem guten Quartal Q4 die schlechteren Daten aus Q3 präsentiert bekommen. Evtl. muss man mal vor den nächtsten Zahlen Risikobegrenzung betreiben. Mal schaun. Bleibe Optimistisch. Vor allem nach den guten Daten im Suezmaxbereich.
Die Tanker sind in der Krise nicht sofort abgeschmiert. Es müsste noch ein Up vor dem großen Down kommen... ich denke sogar, wir sind noch etwas down bevor es ein paar jahre stetig up geht. Ab Mitte/Ende 2017 ist das Tankerorderbuch immer noch sehr sehr dürftig!
VLCCs
It has been an encouraging week for VLCC owners. In the Middle East Gulf, the market for 270,000 tonnes going long east has risen 7.5 points to WS 39.5/40 level while rates for 280,000 tonnes to the US Gulf are now assessed at around WS 24.25 cape/cape representing a two point gain from a week ago. For a shorter west voyage,Total fixed 280,000 tonnes at WS 30 from Basrah to UK-Cont via Suez. A new building is said to be on subjects at WS 21.5 cape/cape to Valero for 280,000 tonnes.
In West Africa, the firmer suezmax market has helped owners to consolidate recent gains. Unipec paid around WS 49 to China with Petroineos said to have paid WS 50 for the Bukha, all basis 260,000 tonnes cargo. In the Mediterranean, Bahri paid WS 45 for 280,000 tonnes from Sidi Kerir to Rotterdam. Lord Energy took Daba from Malta to Singapore-South Korea at $3.1 and $3.775 million respectively. In the North Sea, ST reportedly fixed at $4.15 million from Hound Point to South Korea, up $550,000 from last week. Similarly in the Caribbean, rates have continued to firm with $3.85 million paid to Singapore, whereas the market was closer to $3.55/3.6 million at the end of last week.
Suezmaxes
West Africa initially continued to strengthen with a high of WS 110 reported on a replacement cargo. However a number of oil company relets are showing up here now, and rates are now assessed in the high WS 90s. Healthy levels of enquiry elsewhere, with Caribbs particularly active, helped the West Africa market, taking out potential ballasters there. In the Black Sea rates peaked at WS 110 for 140,000 tonnes, but with more tonnage showing for third decade, brokers expect rates to soften here with the market now assessed at around WS 107 basis 135,000 tonnes cargo. In the Mediterranean, PES fixed 130,000 tonnes from Algeria to USAC at WS 80 while BPCL were said to have paid $2.7 million from Algeria to Kochi albeit for very early October loading.
Die VLCC Raten können einem ja immer noch Sorgen machen. Aber die Suezmaxraten. Echt lecker. Nur selbst bei der NAT die ja nur 150.000 Tonner in der Flotte hat steigt nicht. Nix. Null. Blödsinn :(