BWLPG med feil forusetninger i markedsanalysen

Slettet bruker
BWLPG 28.02.2020 kl 13:35 1069

BWLPG har ikke fått med seg at den nye AMERIKANSKE EKSPORT TERMINALEN ER UTSATT TIL ANDRE HALVDEL 2021!

Dette slår ca 20 skip i redusert etterspørsel, og det tåler ikke markedsbalansen. Det er det samme som om ordreboka for 2020 plutselig skulle bli dobbelt så stor som den er.

Fra BW LPG rapp: "We expect the scheduled terminal expansions by Enterprise and Targa in the latter half of 2020, combined with
an increasingly likely easing of the U.S.-China trade war, to support strong U.S. export growth".

Fra Enterprise 8K: "With respect to LPG, our current estimated maximum loading capacity at EHT is approximately 835 MBPD, with 175 MBPD of this loading capacity placed into service during the third quarter of 2019. The expansion project announced in July 2019 is currently expected to increase our LPG loading capacity at EHT by an additional 265 MBPD and be placed into service during the second half of 2021"
Redigert 20.01.2021 kl 15:13 Du må logge inn for å svare
Slettet bruker
04.03.2020 kl 15:40 850

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