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D'AMICO INT.SHIPPING: finalmente è partita la riscossa!!!

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david62 ha scritto:
Mi sto veramente domandando se finalmente il titolo abbia finito di riposarsi e possa riprendere a salire.
In base a tutti gli ultimi post e notizie relative, mi sembra che gli ingredienti per farlo ci sarebbero.
Clicca per espandere...
sono d'accordo - la stabilita' del titolo appare ingiustificata - magari fa fiammata all'improvviso
 
A 0,345 non ci vuole andare.

Dovro' incrementare a questi prezzi? :fiufiu:
 

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L'indice Baltic clean ha però un trend poco incoraggiante: capisco il crollo di inizio anno per riadeguamento rotte, però anche nei giorni scorsi non ha avuto un andamento positivo...qualcuno ha spiegazioni in merito?
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chiedo agli esperti - questo è da platts.

Tanker freight rates could
double in 2023: Euronav official
Dirty tonnage might start carrying clean tonnage
Three-tier tanker market emerging
Upside to Suezmaxes in 2023
Inflation and increasing distances to transport oil arising from
sanctions on Russian barrels could contribute to a doubling of
freight costs in 2023, Rustin Edwards, head of fuel procurement
at tanker firm Euronav NV, said at an industry event Jan. 11.
Time charter equivalent rates are currently at around $33,000/
day in freight forward markets, having surged since the second
quarter, and could double in 2023, Edwards said during a panel
discussion at the 13th Global UAE Forum.
Platts, part of S&P Global Commodity insights, assessed
Clean Arab Gulf-UK Continent 75,000 lumpsum freight at
$5,000 Jan. 11, down from $6,600 Nov. 29, but up from $2,000
Jan. 11, 2022, and up from an average of $4,378/mt in the
second quarter.
Much depends on a looming EU ban on Russian oil product
imports and accompanying price cap. “It comes down to how the
clean [oil product] embargo is enacted and how the clean freight
is redirected,” Edwards said.
The EU prohibited imports of Russian crude oil as of Dec.
5 and will prohibit Russian oil product imports from Feb. 5,
unless barrels comply with a G7 price cap. This is part of a
raft of international sanctions in response to Moscow’s war in
Ukraine.
This means Europe must source products such as diesel, jet
fuel and naphtha from further afield while Russia must also seek
further flung markets to send its products. There has traditionally
been a substantial shorthaul flow in products from Russia
to Europe.
Higher ton-miles mean less available tonnage. “You might see
some transition from dirty large tonnage to clean large tonnage,”
Edwards said, citing Suezmaxes carrying distillates rather
than crude.
Dirty tanker rates have also risen. Platts assessed dirty West
Africa-UK Continent 130,000 freight at $19.34/mt Jan. 10, down
from $34.52/mt Nov. 23 — the highest since the coronavirusinduced
floating storage bonanza in March 2020 — and up
strongly from $9.01/mt at the start of January 2022.

Different tiers in market
A number of tanker companies have avoided doing business
with Russian counterparties to avoid infringing sanctions and to
guard against reputational risk. This has left a so-called shadow
fleet carrying Russian barrels of crude — the EU ban on carrying
products has not yet taken effect.
It is too simplistic to talk about a two-tier market, Ami Daniel,
CEO and co-founder of Ai company Windward.
A “white” fleet will avoid doing business with Russian
counterparties, a “black” fleet will carry Russian barrels and
consequently find itself excluded from London insurance
providers, and a “grey” fleet will carry Russian barrels under the
terms of a G7 price cap, perfectly legally, Daniel said.
The G7 announced a price cap of $60/b on Russian crude, to
take effect alongside the EU’s import ban, which allows carriers
to transport Russian barrels and still use marine services such as
insurance in mainstream international markets.
The level of levels of price capping for products has yet to be
agreed upon.
Upside potential for suezmaxes
Suezmax growth was relatively subdued compared with
Aframax and VLCC growth in 2022, but 2023 presents “a lot of
upside” for Suezmaxes, Matthew Wright, senior freight analyst at
ship tracking data company Kpler said.
The US to Europe route is especially promising, he said.
Besides this, considerable uncertainty remains over product
tanker routes, with the Feb. 5 ban and what that means for trade
flows less than a month away, Wright said.
While Russia could send its products to Latin America or
Africa, much longer voyages than to Europe, that is for now
speculation and so question marks hang over whether Russia
will be able to maintain its diesel exports, for which Europe was
always a key customer.
 
per i miei gusti ha stornato anche troppo
 
Le 16 navi da riscattare indicate nel comunicato di oggi però non mi tornano...
Nella presentazione dei risultati del Q3 - pag. 10 e 11 - le navi in leasing erano 11 (ora diventate 10)...
 

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Se ci azzecco anche qui come su Landi e Portobello, allora forse si riparte, come auspicavo ieri.
Intanto mi sono ripreso quelle che avevo venduto.
L'andamento per il momento è incoraggiante, spero non ci deluda nel pomeriggio.
 
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