Hvis A bombe - kursmål: 20,-
Forsvarsekspert om annekteringen:
Nærmere bruk av atomvåpen enn noensinne
Forsker Ståle Ulriksen mener Putin har malt både seg selv og Vesten inn i et hjørne:
Nå må Russland «forsvare» de annekterte områdene med det de har, og vesten kan ikke akseptere det.
– Det er en situasjon vi ikke har vært i før. Russland har sagt at de kan bruke atomvåpen for å forsvare seg.
Så vi er på ukjent territorium nå, sier Ulriksen, som er forsker og lærer på Sjøkrigsskolen.
Skulle dette fryktelige skje, så får vi tidenes nedtur på alle verdens børser, så kan være greit i sitte med kontanter nå…
Nærmere bruk av atomvåpen enn noensinne
Forsker Ståle Ulriksen mener Putin har malt både seg selv og Vesten inn i et hjørne:
Nå må Russland «forsvare» de annekterte områdene med det de har, og vesten kan ikke akseptere det.
– Det er en situasjon vi ikke har vært i før. Russland har sagt at de kan bruke atomvåpen for å forsvare seg.
Så vi er på ukjent territorium nå, sier Ulriksen, som er forsker og lærer på Sjøkrigsskolen.
Skulle dette fryktelige skje, så får vi tidenes nedtur på alle verdens børser, så kan være greit i sitte med kontanter nå…
Redigert 03.10.2022 kl 11:32
Du må logge inn for å svare
Flipper
19.04.2022 kl 18:22
8317
Rigzone
Permian Drilling Permits Hit All-Time Monthly High
Horizontal drilling permits for new wells in the Permian hit an all-time high in March, with 904 total permit awards, Rystad Energy said.
Horizontal drilling permits for new wells in the Permian Basin hit an all-time high in March, with 904 total permit awards, driven by elevated oil prices and production demand, Rystad Energy said.
Rystad stated that weekly approved permits had hovered between 188 and 227 since March 7, 2022, an unprecedented period of high activity that pushed the four-week average to 210 for the week ending April 3, a record for horizontal permit approvals in the core U.S. shale patch over four weeks.
“This is a clear signal that operators in the basin are kicking into high gear on their development plans, positioning for a significant ramp-up of activity level and an acceleration in the speed of output expansion over the next few months once supply chain bottlenecks ease. The surge in permitting activity positions the industry for continuous rig count additions in the second half of 2022 and foreshadows a significant increase in supply capacity from early 2023,” says Artem Abramov, Rystad Energy’s head of shale research.
However, it is advisable to practice caution when using these numbers as a concrete indicator of future drilling plans. Many permits never get drilled, and operators follow diverse permitting strategies – in other words, the time from permit approval to the start of drilling varies substantially across producers in the same basin.
Even with this caveat, the current permit activity trend points to a continuous uptick in drilling in the coming months. Weekly horizontal permit approvals have occasionally spiked above 200 in recent years, but the persistently elevated levels currently being seen from regulators in Texas and New Mexico are unprecedented.
It is impossible, therefore, to classify the current surge as a temporary anomaly caused by major permitting round timings overlapping. Instead, Rystad believes that the trend firmly reflects a robust expansion in activity plans for many Permian operators.
Breaking down the basins
The regular monthly average for permit approvals ranges between 400 and 500 locations, which makes the magnitude of the sequential increase between February and March particularly extreme. The Delaware and Midland parts of the basin contributed to the elevated permit activity last month, although only the Midland delivered at an all-time high level.
The Delaware Basin ended the month with 398 approved horizontal permits – comparable to the run rate of permit activity recorded in the second quarter of 2021, supported by post-moratorium federal permit stockpiling in the New Mexico part of the Permian.
Privately owned operators finished with almost 500 new horizontal drill permits approved in March – larger than the number of wells currently being drilled in the Permian in any given month by all operators. Public independent producers also saw a material increase, being awarded 410 horizontal locations – an unusually high number compared to their usual range of 230 to 320 in recent months.
Another indication that the increase in permit activity is structural is the number of permits obtained by the largest contributors to Permian permits in March relative to their typical monthly counts over the last 12 months.
As many as 10 of the 22 largest contributors saw higher activity in March than their maximum monthly count between March 2021 and February 2022. Pioneer Natural Resources stood out, with 99 horizontal permits approved in March – a record high for the operator’s portfolio on a pro-forma current operatorship basis. Diamondback Energy was another public producer with unusually high activity in March, at 59, while Franklin Mountain Energy, Birch Resources, and Spur Energy Partners were the most significant among private operators in terms of the number of permits in March relative to the average rate in the previous 12 months.
As many as 81 unique operators got at least one new horizontal drill permit approved in the Permian last month – a record-high number of active operators, and a significant increase from the typical level of around 60 active operators per month observed in the second half of last year. Other major oil regions outside of the Permian – the Bakken, Eagle Ford, and Niobrara combined – also delivered a healthy uptick, with 61 unique operators getting new permits in March. The Eagle Ford in South Texas contributed the most to this activity expansion.
While permit activity in March could, to some extent, end up as an outlier, driven at least partially by the timing of major rounds, there is a clear indication the industry is moving towards a new elevated permit rate, which will likely be sustained over the coming weeks.
Link:
https://www.rigzone.com/news/permian_drilling_permits_hit_alltime_monthly_high-19-apr-2022-168695-article/?utm_campaign=DAILY_2022_04_19&utm_source=GLOBAL_ENG&utm_medium=EM_NW_F1
Permian Drilling Permits Hit All-Time Monthly High
Horizontal drilling permits for new wells in the Permian hit an all-time high in March, with 904 total permit awards, Rystad Energy said.
Horizontal drilling permits for new wells in the Permian Basin hit an all-time high in March, with 904 total permit awards, driven by elevated oil prices and production demand, Rystad Energy said.
Rystad stated that weekly approved permits had hovered between 188 and 227 since March 7, 2022, an unprecedented period of high activity that pushed the four-week average to 210 for the week ending April 3, a record for horizontal permit approvals in the core U.S. shale patch over four weeks.
“This is a clear signal that operators in the basin are kicking into high gear on their development plans, positioning for a significant ramp-up of activity level and an acceleration in the speed of output expansion over the next few months once supply chain bottlenecks ease. The surge in permitting activity positions the industry for continuous rig count additions in the second half of 2022 and foreshadows a significant increase in supply capacity from early 2023,” says Artem Abramov, Rystad Energy’s head of shale research.
However, it is advisable to practice caution when using these numbers as a concrete indicator of future drilling plans. Many permits never get drilled, and operators follow diverse permitting strategies – in other words, the time from permit approval to the start of drilling varies substantially across producers in the same basin.
Even with this caveat, the current permit activity trend points to a continuous uptick in drilling in the coming months. Weekly horizontal permit approvals have occasionally spiked above 200 in recent years, but the persistently elevated levels currently being seen from regulators in Texas and New Mexico are unprecedented.
It is impossible, therefore, to classify the current surge as a temporary anomaly caused by major permitting round timings overlapping. Instead, Rystad believes that the trend firmly reflects a robust expansion in activity plans for many Permian operators.
Breaking down the basins
The regular monthly average for permit approvals ranges between 400 and 500 locations, which makes the magnitude of the sequential increase between February and March particularly extreme. The Delaware and Midland parts of the basin contributed to the elevated permit activity last month, although only the Midland delivered at an all-time high level.
The Delaware Basin ended the month with 398 approved horizontal permits – comparable to the run rate of permit activity recorded in the second quarter of 2021, supported by post-moratorium federal permit stockpiling in the New Mexico part of the Permian.
Privately owned operators finished with almost 500 new horizontal drill permits approved in March – larger than the number of wells currently being drilled in the Permian in any given month by all operators. Public independent producers also saw a material increase, being awarded 410 horizontal locations – an unusually high number compared to their usual range of 230 to 320 in recent months.
Another indication that the increase in permit activity is structural is the number of permits obtained by the largest contributors to Permian permits in March relative to their typical monthly counts over the last 12 months.
As many as 10 of the 22 largest contributors saw higher activity in March than their maximum monthly count between March 2021 and February 2022. Pioneer Natural Resources stood out, with 99 horizontal permits approved in March – a record high for the operator’s portfolio on a pro-forma current operatorship basis. Diamondback Energy was another public producer with unusually high activity in March, at 59, while Franklin Mountain Energy, Birch Resources, and Spur Energy Partners were the most significant among private operators in terms of the number of permits in March relative to the average rate in the previous 12 months.
As many as 81 unique operators got at least one new horizontal drill permit approved in the Permian last month – a record-high number of active operators, and a significant increase from the typical level of around 60 active operators per month observed in the second half of last year. Other major oil regions outside of the Permian – the Bakken, Eagle Ford, and Niobrara combined – also delivered a healthy uptick, with 61 unique operators getting new permits in March. The Eagle Ford in South Texas contributed the most to this activity expansion.
While permit activity in March could, to some extent, end up as an outlier, driven at least partially by the timing of major rounds, there is a clear indication the industry is moving towards a new elevated permit rate, which will likely be sustained over the coming weeks.
Link:
https://www.rigzone.com/news/permian_drilling_permits_hit_alltime_monthly_high-19-apr-2022-168695-article/?utm_campaign=DAILY_2022_04_19&utm_source=GLOBAL_ENG&utm_medium=EM_NW_F1
Gulltider skrevInnlegget er slettet
Du messer jævli om 60?
Når er etter påske, uka før neste påske??
Når er etter påske, uka før neste påske??
Ulogisk
20.04.2022 kl 18:38
7567
Nytt kursmål i dag på Frontline:Kr 105
Kursmålene varierer fra 95 til 142.Hvem som får rett finner vi ut neste vinter.
Tank og rater vil stige slutten av 2 halvdel av 2022 og inn i 2023 og videre fremover.De kloke shippinghodene har utsatt syklusen noe i forhold til opprinnelsen.Men den kommer!
Bull:Tank (Svingninger må vi regne med)
Kursmålene varierer fra 95 til 142.Hvem som får rett finner vi ut neste vinter.
Tank og rater vil stige slutten av 2 halvdel av 2022 og inn i 2023 og videre fremover.De kloke shippinghodene har utsatt syklusen noe i forhold til opprinnelsen.Men den kommer!
Bull:Tank (Svingninger må vi regne med)
Fjellbris
20.04.2022 kl 18:44
7580
Se hva som skjedde i GOGL sier bare jeg, tipper de som solgte seg rundt på 50-60 nivåene etter oppkjøper der (a ca kr 53 mener jeg det var) angrer i dag. JF timer dette i FRO nå like godt, bare å glede seg 6-12 mnd frem i tid😀
Ulogisk
20.04.2022 kl 20:56
7486
John Fredriksen vet hva han driver med.Frontline kommer og utbytte blir det!!Tålmodighet gjelder og svingninger må man regne med i markedet.Den som sitter long tjener penger.Tank markedet har vært elendig lenge så retningen er opp etterhvert.Det vil ta litt tid før etterspørselen og forbruket øker og lagrene skal fylles opp igjen.Bull Tank (Sitter selv med en del aksjer)
Flipper
21.04.2022 kl 10:02
7275
EURN - År 2021 - SEC filing 20-F Annual report for 2021
https://www.euronav.com/investors/company-news-reports/key-figures/
https://www.euronav.com/investors/company-news-reports/key-figures/
spurswild
21.04.2022 kl 21:40
7075
Nå virker du som en fornuftig person. Noe du viser i forhold til vurderingen av vektingen av fusjonen. Skal selvsagt ikke fortelle deg hva du skal investere i. Har selv FRO aksjer og har tro på tank markedet. Likevel er jo disse to aksjene, som du sier, like nå. Forholdet er kjent. Så hvis du kan kjøpe og selge i Usa og har tro på at tankmarkedet skal opp. Er det jo bare og kjøpe/selge alt i Fro og Euronav når du ser på forholdstallet. Tilslutt vil du jo ha de samme aksjene på godt og vondt, med mindre noen da selvsagt at fusjonen ikke går igjennom. Da blir jo gjeldsgrad og fremtiden til tank en faktor. Går ned i Usa nå, men jeg trader ikke. Selv om jeg kjøpte og solgte Fro aksjer på tirsdag og kjøpte. Gogl. Slik at jeg igjen i dag har samme antall i Fro og 105 aksjer flere i Gogl i dag. Du skal alltid være skeptisk til analyser. Gjør dine egne vurderinger. Håper å lese flere innlegg fra deg Kenton. Helt til jeg er helt uenig med deg :) Ha en fin dag og helg!
Oppjusterer kursmålet for Okeanis Eco Tankers
Pareto Securities oppjusterer kursmålet for Okeanis Eco Tankers til 122 kroner pr aksje fra tidligere 108 kroner og gjentar en kjøpsanbefaling.
Det fremgår av en oppdatering fredag.
Pareto skriver at selskapets skrubberutstyrte flåte har seilt gjennom elendige tankmarkeder med minimale tap og nå er klar for en opptur. Moderne skipsverdier og ratene øker, og en pris på åtte ganger inntjening basert på nøkterne 2022-estimater er ifølge meglerhuset attraktivt
Pareto Securities oppjusterer kursmålet for Okeanis Eco Tankers til 122 kroner pr aksje fra tidligere 108 kroner og gjentar en kjøpsanbefaling.
Det fremgår av en oppdatering fredag.
Pareto skriver at selskapets skrubberutstyrte flåte har seilt gjennom elendige tankmarkeder med minimale tap og nå er klar for en opptur. Moderne skipsverdier og ratene øker, og en pris på åtte ganger inntjening basert på nøkterne 2022-estimater er ifølge meglerhuset attraktivt
Samme marked som Frontline, og med stigende rater er jo dette finfint.
Glanstider, med kursmål 160 kroner en uke, uka etter 60 kroner-
Frontline med 50% av flåten innen Afra/ Suezmax segmentet, der raten er ekstrem god, hvor mye har de klart å slutte rundt 100K?
Noe skrek om slutninger opp mot 200k
Erfaringsmessig vet vi at Frontline er best i klassen og generelt gjør det bedre en bærmen over tid.
At q1 ender i pengene vet vi, vi vet hva de hadde sluttet ila q4, spørsmålet blir hvor mye de tjener i q2, jeg tror det blir beste kvartal på 2 år
Dere får selge på, billigst mulig, det er nok lurt nå
Frontline med 50% av flåten innen Afra/ Suezmax segmentet, der raten er ekstrem god, hvor mye har de klart å slutte rundt 100K?
Noe skrek om slutninger opp mot 200k
Erfaringsmessig vet vi at Frontline er best i klassen og generelt gjør det bedre en bærmen over tid.
At q1 ender i pengene vet vi, vi vet hva de hadde sluttet ila q4, spørsmålet blir hvor mye de tjener i q2, jeg tror det blir beste kvartal på 2 år
Dere får selge på, billigst mulig, det er nok lurt nå
Redigert 22.04.2022 kl 09:18
Du må logge inn for å svare
Om dere tror på fusjonene med EURONAV, hvorfor ikke kjøpe den aksjen i Belgia. Da kjøper du en FRO aksje for 72,82 kr
I tillegg vil Euronav utdele utbytte opp til 1.2 cent (dvs. 1,16 kr) som ikke går ut over bytteforholdet på 1.45 FRO aksje pr EURN aksje
I tillegg vil Euronav utdele utbytte opp til 1.2 cent (dvs. 1,16 kr) som ikke går ut over bytteforholdet på 1.45 FRO aksje pr EURN aksje
Redigert 22.04.2022 kl 09:35
Du må logge inn for å svare
fattigstakkar
22.04.2022 kl 13:20
6751
Jeg kjøper litt Euronav på 10,8 i Belgia. Solgte heldigvis alt i FRO og det meste i EURN i dagene etter melding om fusjon. Markedet tar ikke akkurat bølgen for fusjonen mellom FRO og EURN kan man trygt si, men nedsiden virker så begrenset her at den igjen begynner å bli fristende.
Redigert 22.04.2022 kl 13:24
Du må logge inn for å svare
KIK
22.04.2022 kl 15:58
6760
Markedsprat tyder på at minst to gamle tankskip kan forlate flåten, trolig snakk om to VLCC.
https://www.tradewindsnews.com/tankers/are-rogue-vlccs-starting-to-head-to-breaking-beaches-/2-1-1204618?utm_source=email_campaign&utm_medium=email&utm_campaign=2022-04-22&utm_term=tradewinds&utm_content=daily
https://www.tradewindsnews.com/tankers/are-rogue-vlccs-starting-to-head-to-breaking-beaches-/2-1-1204618?utm_source=email_campaign&utm_medium=email&utm_campaign=2022-04-22&utm_term=tradewinds&utm_content=daily
Toheeys
22.04.2022 kl 18:24
6621
Hei alle tank eksperter. Noen som kan forklare en shipping amatør hvorfor BAID er på sitt høyeste nivå på et par år, mens TCE ratene tilsynelatende har holdt seg uforandret over tid, ref ukentlig oversikt på hellenicshippinhnews.
Flipper
23.04.2022 kl 19:36
6369
spuswild = Du skal alltid være skeptisk til analyser.
Yupp, de meler sin egen kake, Always
Yupp, de meler sin egen kake, Always
spurswild
23.04.2022 kl 19:42
6385
Forstod ikke din første melding så gjerne forklar, men vi er enige om analyser i allefall. Gjør mine egne vurderinger og har tjent meg godt til nå.
Flipper
23.04.2022 kl 19:51
6380
BAID aldri hørt utrykket før, men er vel spot trip charter fra A til B voyage charter basert på World Scale ( et komplisert begrep å forklare, men du kan bruke Google )
T/ C er enkelt og greit, kunde betaler til en hvis rate over en periode, hele skipet med mannskap, men må betale bunkers etc. T/C (Time Charter gir mindre risiko for reder ), men befraktere har oppsiden, dersom spot markedet går rette veien i.e. opp, som redere flest inkl meg ser frem til.
T/ C er enkelt og greit, kunde betaler til en hvis rate over en periode, hele skipet med mannskap, men må betale bunkers etc. T/C (Time Charter gir mindre risiko for reder ), men befraktere har oppsiden, dersom spot markedet går rette veien i.e. opp, som redere flest inkl meg ser frem til.
Redigert 23.04.2022 kl 21:26
Du må logge inn for å svare
Flipper
23.04.2022 kl 20:12
6588
Driver ikke med TA. Baserer meg på hva jeg '' kan og forstår '' som Warren Buffet sier, ikke invester i noe du ikke forstår ( hva de driver med ).
Toheeys
23.04.2022 kl 20:21
6594
Check, takk for svar. Jeg mente Baltic Dirty Tanker Index, så at den var forkortet slik, men BTDI er kanskje det riktige å bruke.
Stusset bare over lite bevegelse i de korteste timecharter ratene sett opp i mot siste måneders bevegelse i spot. 1 år TC virker jo veldig lite attraktivt på disse nivåene, fra reder sitt perspektiv.
Stusset bare over lite bevegelse i de korteste timecharter ratene sett opp i mot siste måneders bevegelse i spot. 1 år TC virker jo veldig lite attraktivt på disse nivåene, fra reder sitt perspektiv.
KIK
24.04.2022 kl 17:17
6204
Reiselysten tar seg opp i US. American Airline er opp 24,7 % siste mnd og melder at salget i andre kvartal nå er på samme nivå som som før Cowi. FRO er i samme tidsrom opp 1,2 % på NYSE. Oljeetterspørselen er på vei tilbake og lagernivåene er ikke all verden nå som kjøresesongen i US er i anmarsj. Ledende ikke-spredningseksperter har oppfordret president Biden til å fullføre forhandlinger om en retur til atomavtalen med Iran, og advarer om at Teheran er en uke eller to unna å produsere tilstrekkelig våpen-grade uran til å fyre opp en bombe. I sum burde dette tilsi økende tankrater i tiden fremover.
På nedsiden har vi redusert etterspørsel i Kina pga lockdown. Bortfall av Russisk blir heller ingen quick fix med mulig sjokkøkning i oljeprisen, som igjen vil kunne presse etterspørselen ned i kjelleren. Tekniske signaler heller vel litt i negativ retning, men enn så lenge snorkler RSI i positivt territorium.
Innkommende uke blir spennende, holder støtten ved 50 dgg på 76,64? Skal FRO opp eller ned?
https://www.washingtonpost.com/national-security/2022/04/21/experts-urge-return-iran-nuclear-deal-prospects-dim/
På nedsiden har vi redusert etterspørsel i Kina pga lockdown. Bortfall av Russisk blir heller ingen quick fix med mulig sjokkøkning i oljeprisen, som igjen vil kunne presse etterspørselen ned i kjelleren. Tekniske signaler heller vel litt i negativ retning, men enn så lenge snorkler RSI i positivt territorium.
Innkommende uke blir spennende, holder støtten ved 50 dgg på 76,64? Skal FRO opp eller ned?
https://www.washingtonpost.com/national-security/2022/04/21/experts-urge-return-iran-nuclear-deal-prospects-dim/
Sognoksen1
24.04.2022 kl 17:32
6183
Atomavtalen med Iran
OPPSUMMERT
Samtalene om å puste liv i atomavtalen med Iran er gjenopptatt.
EUs utenrikssjef Josep Borrell og Enrique Mora som ledet de siste samtalene mellom Russland, Kina, Tyskland, Frankrike, Storbritannia og Iran, skal lede forhandlingene
OPPSUMMERT
Samtalene om å puste liv i atomavtalen med Iran er gjenopptatt.
EUs utenrikssjef Josep Borrell og Enrique Mora som ledet de siste samtalene mellom Russland, Kina, Tyskland, Frankrike, Storbritannia og Iran, skal lede forhandlingene
KIK
26.04.2022 kl 09:00
5618
FA melder i dag at trekket fra kinesiske nedstengninger er på over en million fat pr. dag. Forsyningsfrykt er ikke hovedfokus for energitraderne. I tillegg så har dollaren styrket seg, noe som gjør oljen dyrere for svært mange. I det korte bildet ser dette ut til å legge en demper på etterspørselen, som i sin tur kan presse tankratene noe ned. Avventer derfor ytterligere kjøp, tror markedet trenger litt tid å fordøye dette.
Flipper
26.04.2022 kl 09:06
5789
Oslo (Infront TDN Direkt): Euronav selger Suezmax Bari for 21,5 millioner dollar. Gevinsten på salget vil legge seg på cirka 6,5 millioner dollar.
Det fremgår av en melding.
Gevinsten vil videre bokføres i andre kvartal i JV-et med Ridgebury Tankers og Tufton Oceanic.
KIK
26.04.2022 kl 10:29
5684
Euronav kvitter seg med et fremtidig problem, Suezmax Bari (2005 – 159 186 dwt). Ukjent gresk kjøper må imidlertid ha troen på et fremtidig sterkt tankmarked.
Flipper
26.04.2022 kl 13:13
5590
Euronav sells Suezmax Bari
EURONAV SELLS SUEZMAX BARI
ANTWERP, Belgium, 26 April 2022 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) is pleased to announce that the A capital gain on the sale of approximately USD 6.5 million will be recorded in the second quarter in the joint venture company. The vessel has been delivered to her new owners during the current quarter.
The vessel was acquired in November 2019 in a 50/50 joint venture with affiliates of Ridgebury Tankers and clients of Tufton Oceanic.
A capital gain on the sale of approximately USD 6.5 million will be recorded in the second quarter in the joint venture company.
Lurer om USD 5,6 er netto til Euronav om 5.6 mill er delt på to med partner, eller må deles med 50/50 ?
5,6 x 2 = 10,75 ?
Noen som vet / gjetter
EURONAV SELLS SUEZMAX BARI
ANTWERP, Belgium, 26 April 2022 – Euronav NV (NYSE: EURN & Euronext: EURN) (“Euronav” or the “Company”) is pleased to announce that the A capital gain on the sale of approximately USD 6.5 million will be recorded in the second quarter in the joint venture company. The vessel has been delivered to her new owners during the current quarter.
The vessel was acquired in November 2019 in a 50/50 joint venture with affiliates of Ridgebury Tankers and clients of Tufton Oceanic.
A capital gain on the sale of approximately USD 6.5 million will be recorded in the second quarter in the joint venture company.
Lurer om USD 5,6 er netto til Euronav om 5.6 mill er delt på to med partner, eller må deles med 50/50 ?
5,6 x 2 = 10,75 ?
Noen som vet / gjetter
Redigert 26.04.2022 kl 13:18
Du må logge inn for å svare
Trainspotter
26.04.2022 kl 14:40
5580
De skriver at gevinsten (approximately USD 6.5 million) vil bli bokført i jv-selskapet, så det skulle vel da bety at Euronavs del av gevinsten er lik deres andel i jv-selskapet.
utaskjærs
27.04.2022 kl 06:40
5510
Dette her ser jo bra ut, laster i Abu Dhabi og losser i Europa: https://oilprice.com/Latest-Energy-News/World-News/Europe-Buys-Abu-Dhabi-Crude-To-Replace-Russian-Barrels.html
KIK
27.04.2022 kl 09:05
5466
CMB keeps ratcheting up Euronav stake ahead of board battle. FRO versus Euronav, ikke godt å si hvordan dette ender.
https://www.tradewindsnews.com/finance/cmb-keeps-ratcheting-up-euronav-stake-ahead-of-board-battle/2-1-1207465?utm_source=email_campaign&utm_medium=email&utm_campaign=2022-04-27&utm_term=tradewinds&utm_content=daily
https://www.tradewindsnews.com/finance/cmb-keeps-ratcheting-up-euronav-stake-ahead-of-board-battle/2-1-1207465?utm_source=email_campaign&utm_medium=email&utm_campaign=2022-04-27&utm_term=tradewinds&utm_content=daily
Flipper
27.04.2022 kl 14:52
5591
Norway Raises Gas Output As Europe Scrambles For Non-Russian Supply
https://oilprice.com/Energy/Natural-Gas/Norway-Raises-Gas-Output-As-Europe-Scrambles-For-Non-Russian-Supply.html
Mulig dette er info allerede gitt, men viktigheten er at Putin er syk. har et kobbel av 8 leger med seg til enhver id + ikke minst en '' en spesialist som er kalt inn til Sochi, hell 158 ganger.
Det skremmende er etter min mening, dersom ser sin egergangang, tar han med seg resten av verden.
Selv ille Hitler å turde å bruke å bruke gsss. som Tyskland brukte i WWI.
Det er nå kommet frem at manga innen Putins indre krets ser, og vil HANDLE.
Aiiigerene har mistet Enorme summer, Såkalte VENNER av Putin.
'' The man who may have saved the world from WWIII
{The man who may have saved the world from WWIII
Thirty years ago, on 26 September 1983, the world was saved from a possible nuclear disaster.
In the early hours of the morning, the Soviet Union's early-warning systems detected an incoming missile strike from the United States.
But duty officer Stanislav Petrov, whose job it was to register apparent enemy missile launches - decided not to report it to his superiors, and instead dismissed it as a false alarm. }
Mr Petrov told the BBC's Russian service ''I picked up the telephone hand-set, spoke to my superiors and reported that the alarm was false. But I myself was not sure until the very last moment. I knew perfectly well that nobody would be able to correct my mistake if I had made one.''
Published26 September 2013.
https://www.bbc.com/news/av/world-24287235
Blir ikke WWIIII, til det alt forlange '' '' sikkerhets systemer Må settes i kraft, settes ;Putin kan IKKE bare trykke på en knapp.
I DAG
.
Euronav’s Road to Decarbonisation - Virtual event on May 5th, 2022
EURONAV’S ROAD TO DECARBONISATION
VIRTUAL EVENT ON MAY 5TH, 2022
The Paris Agreement, which is a legally binding international treaty on climate change, was adopted by 196 Parties at COP 21 in Paris in 2015. Its goal is to limit global warming to well below 2 degrees Celsius, preferably even to 1.5 degrees Celsius, compared to pre-industrial levels. To achieve this long-term temperature goal, countries, industries, and companies aim to reach global peaking of greenhouse gas emissions as soon as possible and many have committed to achieve a climate neutral position by 2050.
The International Maritime Organisation (IMO)’s greenhouse gas strategy specifies a reduction in CO2 emissions per transport work of at least 40% by 2030 compared to 2008 levels and a reduction in total annual GHG emissions of at least 50% by 2050 compared to 2008 levels. Whilst these are ambitious goals many believe that they will soon be revised in order to achieve full shipping decarbonisation by 2050.
As the world’s largest independent quoted tanker company engaged in the ocean transportation and storage of crude oil, Euronav is uniquely placed to develop sustainable business within the energy transition. The last few months the Company has set a decarbonisation strategy that not only aligns with the emission reduction targets of IMO 2030 and IMO 2050, but even exceeds them in order to be fully aligned with the Paris agreement.
Hugo De Stoop, CEO of Euronav: “We need to push forward, even when the sector, or the wider playing field, including politicians and governmental organisations, does not. We believe that the efforts made today, will benefit our stakeholders in the long term. Moreover, as a leader it is our responsibility to drive sustainable business within the industry to guarantee its future relevance.“
On May 5th 2022, Euronav will present its decarbonisation strategy and targets through a virtual event. Join us, and our experts, and discover our road to decarbonisation.
AGENDA
The event will start at 9 am EST, 3 pm CET, and last about 90 min.
Sustainability at Euronav
Expert Talks
Konstantinos Papoutsis, Sustainability Manager
Rustin Edwards, Head of Fuel Procurement
Alex Staring, Chief Operating Officer
Lieve Logghe, Chief Financial Officer
Michail Malliaros, General Manager
Decarbonisation Strategy
Conclusion
Q&A
REGISTRATION
People interested can register via the following link: https://euronav.connectid.cloud/register.
Attachments
Euronav _ ESG Event 5 May 2022_NL_v
Euronav_ ESG Event 5 May 2022_v
https://oilprice.com/Energy/Natural-Gas/Norway-Raises-Gas-Output-As-Europe-Scrambles-For-Non-Russian-Supply.html
Mulig dette er info allerede gitt, men viktigheten er at Putin er syk. har et kobbel av 8 leger med seg til enhver id + ikke minst en '' en spesialist som er kalt inn til Sochi, hell 158 ganger.
Det skremmende er etter min mening, dersom ser sin egergangang, tar han med seg resten av verden.
Selv ille Hitler å turde å bruke å bruke gsss. som Tyskland brukte i WWI.
Det er nå kommet frem at manga innen Putins indre krets ser, og vil HANDLE.
Aiiigerene har mistet Enorme summer, Såkalte VENNER av Putin.
'' The man who may have saved the world from WWIII
{The man who may have saved the world from WWIII
Thirty years ago, on 26 September 1983, the world was saved from a possible nuclear disaster.
In the early hours of the morning, the Soviet Union's early-warning systems detected an incoming missile strike from the United States.
But duty officer Stanislav Petrov, whose job it was to register apparent enemy missile launches - decided not to report it to his superiors, and instead dismissed it as a false alarm. }
Mr Petrov told the BBC's Russian service ''I picked up the telephone hand-set, spoke to my superiors and reported that the alarm was false. But I myself was not sure until the very last moment. I knew perfectly well that nobody would be able to correct my mistake if I had made one.''
Published26 September 2013.
https://www.bbc.com/news/av/world-24287235
Blir ikke WWIIII, til det alt forlange '' '' sikkerhets systemer Må settes i kraft, settes ;Putin kan IKKE bare trykke på en knapp.
I DAG
.
Euronav’s Road to Decarbonisation - Virtual event on May 5th, 2022
EURONAV’S ROAD TO DECARBONISATION
VIRTUAL EVENT ON MAY 5TH, 2022
The Paris Agreement, which is a legally binding international treaty on climate change, was adopted by 196 Parties at COP 21 in Paris in 2015. Its goal is to limit global warming to well below 2 degrees Celsius, preferably even to 1.5 degrees Celsius, compared to pre-industrial levels. To achieve this long-term temperature goal, countries, industries, and companies aim to reach global peaking of greenhouse gas emissions as soon as possible and many have committed to achieve a climate neutral position by 2050.
The International Maritime Organisation (IMO)’s greenhouse gas strategy specifies a reduction in CO2 emissions per transport work of at least 40% by 2030 compared to 2008 levels and a reduction in total annual GHG emissions of at least 50% by 2050 compared to 2008 levels. Whilst these are ambitious goals many believe that they will soon be revised in order to achieve full shipping decarbonisation by 2050.
As the world’s largest independent quoted tanker company engaged in the ocean transportation and storage of crude oil, Euronav is uniquely placed to develop sustainable business within the energy transition. The last few months the Company has set a decarbonisation strategy that not only aligns with the emission reduction targets of IMO 2030 and IMO 2050, but even exceeds them in order to be fully aligned with the Paris agreement.
Hugo De Stoop, CEO of Euronav: “We need to push forward, even when the sector, or the wider playing field, including politicians and governmental organisations, does not. We believe that the efforts made today, will benefit our stakeholders in the long term. Moreover, as a leader it is our responsibility to drive sustainable business within the industry to guarantee its future relevance.“
On May 5th 2022, Euronav will present its decarbonisation strategy and targets through a virtual event. Join us, and our experts, and discover our road to decarbonisation.
AGENDA
The event will start at 9 am EST, 3 pm CET, and last about 90 min.
Sustainability at Euronav
Expert Talks
Konstantinos Papoutsis, Sustainability Manager
Rustin Edwards, Head of Fuel Procurement
Alex Staring, Chief Operating Officer
Lieve Logghe, Chief Financial Officer
Michail Malliaros, General Manager
Decarbonisation Strategy
Conclusion
Q&A
REGISTRATION
People interested can register via the following link: https://euronav.connectid.cloud/register.
Attachments
Euronav _ ESG Event 5 May 2022_NL_v
Euronav_ ESG Event 5 May 2022_v
Redigert 28.04.2022 kl 14:37
Du må logge inn for å svare
KIK
27.04.2022 kl 17:31
5529
Shipyards claim pricing has not kept pace with the sky-rocketing cost of shipbuilding materials. Med de ratene en har nå så er det vel ikke utenkelig at kontrahering av nybygg settes ytterligere på vent.
https://www.tradewindsnews.com/shipyards/newbuild-prices-set-to-surge-as-raw-material-cost-rise-squeezes-yards/2-1-1207609?utm_source
https://www.tradewindsnews.com/shipyards/newbuild-prices-set-to-surge-as-raw-material-cost-rise-squeezes-yards/2-1-1207609?utm_source
Flipper
28.04.2022 kl 11:16
5188
Har ikke fåt med med meg om de benytter Sues, eller går raden Afrika, Stor forskjell.
Kommer tilbake når i fall jeg finner ut av dette
Kommer tilbake når i fall jeg finner ut av dette
Flipper
28.04.2022 kl 11:31
5388
Infront / Ferleys, not certatanlynt giving goings of what wee hoped for
Suezmax
Markets are invariably nonlinear as highlighted by the recent shift in fortunes of the Atlantic Suezmax market. Whilst the downward correction was faster than most had predicted, a slide, nonetheless, was inevitable. No change in the dynamics and fundamentals this week with too many ballasters heading into the Atlantic and a similar scenario impacting rates for Russia loads (albeit, not to the same degree of course). Second decade TD20 is fixing up to mid-month, suggesting a chunk of cargoes have already covered, therefore we expect rates to threaten the WS 90 mark with an East run trading around WS 100. MEG/East will follow the same trend. Td23 looks consigned to the WS 40's unless we see a drastic uptick of inquiry. It's not all doom and gloom and we expect this market remain volatile in the short/medium term.
Suezmax
Markets are invariably nonlinear as highlighted by the recent shift in fortunes of the Atlantic Suezmax market. Whilst the downward correction was faster than most had predicted, a slide, nonetheless, was inevitable. No change in the dynamics and fundamentals this week with too many ballasters heading into the Atlantic and a similar scenario impacting rates for Russia loads (albeit, not to the same degree of course). Second decade TD20 is fixing up to mid-month, suggesting a chunk of cargoes have already covered, therefore we expect rates to threaten the WS 90 mark with an East run trading around WS 100. MEG/East will follow the same trend. Td23 looks consigned to the WS 40's unless we see a drastic uptick of inquiry. It's not all doom and gloom and we expect this market remain volatile in the short/medium term.
KIK
28.04.2022 kl 12:32
5346
FA melder at: "John Fredriksen har kjøpt 16,2 prosent av aksjene i tankrederiet International Seaways i New York". Kan det være at han legger inn en opsjon på å øke flåten om fusjonen med Euronav ikke går inn?
fattigstakkar
28.04.2022 kl 13:00
5340
Ja, nå ser det ut som Fredriksen går for verdensherredømme :)
https://e24.no/boers-og-finans/i/66QqVo/john-fredriksen-med-storkjoep-i-tankrederi
https://e24.no/boers-og-finans/i/66QqVo/john-fredriksen-med-storkjoep-i-tankrederi