Lengre seilaser fra USA og restriksjoner i Panamakanalen løfter inntjeningen til nye høyder
Lengre seilaser fra USA og tørkerelaterte restriksjoner i Panamakanalen løftet VLGC inntjeningen til nye høyder, samtidig som kostnaden for å sikre prioritert passering nådde USD 5,3 millioner. Asiatiske kjøpere vender seg mot amerikansk tilbud Amerikansk LPG fortsetter å erstatte bortfall av leveranser fra Midtøsten til India og Øst Asia, noe som holder skipene til sjøs […]
Eksepsjonelt sterke rater og skipssalg gjenspeiler mangel på tilgjengelige skip
Ratene for Suezmax og Aframax styrket seg ytterligere i september, samtidig som bemerkelsesverdige priser i annenhåndsmarkedet viste hvilken premie kjøpere er villige til å betale for umiddelbar levering. Vi forventer at økende oljeeksport og gjenoppbygging av lagre vil bidra til et sterkt marked også etter en gjenåpning av Hormuzstredet. Økende oljestrømmer holder presset på flåten […]
EMF Vessel Map – as of 30th September
Freeport Star Currently located in New York, USA Arrived at the Port of New York on 30 September Fun fact: Modern container shipping began at the Port of New York and New Jersey in 1956, when the Ideal X, a converted oil tanker, sailed from Port Newark to Houston carrying just 58 containers. That small […]
HD Hyundai Heavy Industries and Clarksons visit EMF in Copenhagen
EMF had the great pleasure of meeting representatives from HD Hyundai Heavy Industries and Clarksons at our headquarters at Kongens Nytorv in Copenhagen. The meeting provided a valuable opportunity to discuss our ongoing collaboration and the progress of EMF’s three 88,000 CBM dual-fuel LPG/VLAC newbuildings currently under construction at HD Hyundai Heavy Industries in Ulsan, […]
Recovering Gulf Exports and Renewed Talks Offer a Path Towards Reopening Hormuz
September brought renewed attacks on shipping and oil infrastructure, but export volumes recovered as diplomatic efforts continued to restore passage through the Strait. The vulnerability of the region’s energy routes remained clear throughout September. Renewed attacks on merchant ships across the Gulf were followed by drone strikes that temporarily shut Saudi Arabia’s East-West pipeline, halting […]
Chinese export growth keeps car carriers in demand despite new deliveries
New vessels were expected to ease capacity shortages in 2026, but rising Chinese exports have kept the market tight, supporting charter rates and longer customer commitments. Chinese overseas expansion reshapes demand Chinese manufacturers’ expansion into overseas markets continues to drive demand for car carriers. Passenger-car exports rose 77.5% year on year in August, with BYD […]
Longer US voyages and Panama restrictions lift earnings to new highs
Longer voyages from the United States and drought-related restrictions at the Panama Canal drove VLGC earnings to new highs, with the cost of securing a priority transit slot reaching USD 5.3 million. Asian buyers turn to US supply US LPG continues to replace disrupted Middle East supply to India and East Asia, keeping ships at […]
Exceptional earnings and vessel sales reflect a shortage of available ships
Suezmax and Aframax earnings strengthened further in September, while remarkable resale prices showed the premium buyers are willing to pay for immediate delivery. We expect recovering oil exports and inventory rebuilding to support a strong market beyond a reopening of Hormuz. Recovering oil flows keeps the fleet under pressure September showed how the recovery of […]
Hvorfor dagens tankboom skiller seg fra den forrige super-syklusen
Rekordhøye tankrater oppstår samtidig som oljehandelen faller. Dette tyder på at dagens marked drives av forstyrrelser i forsyningskjedene, fremfor vekst i etterspørselen. Dagens styrke kommer fra ineffektivitet, ikke økt oljeetterspørsel Det er fristende å sammenligne dagens tankmarked med den forrige store super-syklusen i 2007–08, særlig ettersom spotratene nå beveger seg på nivåer vi ikke har […]
Derfor adskiller det nuværende tankmarked sig fra den seneste supercyklus
Derfor adskiller det nuværende tankmarked sig fra den seneste supercyklus Rekordhøje tankrater trods faldende oliehandel viser, at markedet i høj grad drives af ændrede transportruter og reduceret flådeeffektivitet frem for stigende olieefterspørgsel. Den høje indtjening skyldes reduceret flådeeffektivitet – ikke stigende olieefterspørgsel Det er nærliggende at sammenligne det nuværende tankmarked med den seneste store supercyklus […]
