{"id":57821,"date":"2026-04-01T13:05:12","date_gmt":"2026-04-01T11:05:12","guid":{"rendered":"https:\/\/maritimefinance.eu\/?p=57821"},"modified":"2026-04-01T15:09:52","modified_gmt":"2026-04-01T13:09:52","slug":"et-indblik-fra-vores-advisory-board","status":"publish","type":"post","link":"https:\/\/maritimefinance.eu\/da\/et-indblik-fra-vores-advisory-board\/","title":{"rendered":"Et indblik fra vores Advisory Board"},"content":{"rendered":"
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K\u00e6re investorer<\/p>

Efter markedsopdateringen i december fra formanden for vores Investment Advisory Board, Martin Haugaard, mener vi, at det nu er rettidigt at give en ny opdatering i lyset af de markante udviklinger p\u00e5 vores kernemarkeder de seneste uger.<\/p>

Sp\u00e6ndinger mellem USA, Israel og Iran har \u00f8get den geopolitiske risiko i Mellem\u00f8sten, is\u00e6r omkring Hormuzstr\u00e6det. Farvandet er et energiknudepunkt, der h\u00e5ndterer omkring 20% af global oliehandel og en betydelig andel af alle LPG-transporter.<\/p>

Trafikken gennem str\u00e6det er faldet markant sammenlignet med niveauet f\u00f8r konflikten. Selv om situationen fortsat er usikker, fremst\u00e5r en l\u00e6ngerevarende fuld lukning som mindre sandsynlig. Iran er afh\u00e6ngig af fortsat eksport gennem str\u00e6det, og en vedvarende nedlukning vil ogs\u00e5 ramme nabolande som Qatar og de Forenede Arabiske Emirater h\u00e5rdt.<\/p>

Alligevel har den nuv\u00e6rende uro allerede haft en tydelig positiv effekt p\u00e5 shippingmarkederne. B\u00e5de LPG- og tanksegmenterne er styrket, med h\u00f8jere fragtrater og stigende aktivv\u00e6rdier i 2026. Den prim\u00e6re \u00e5rsag er \u00e6ndrede handelsm\u00f8nstre: Mindsket eksport fra Mellem\u00f8sten erstattes af fragter fra andre regioner og s\u00e6rligt USA. Dette \u00f8ger sejlafstande til Asien og \u00f8ger den samlede ton-mil-eftersp\u00f8rgsel.<\/p>

Samtidig synligg\u00f8r situationen den begr\u00e6nsede fleksibilitet i den globale energiforsyning. N\u00e5r 20-30% af s\u00f8b\u00e5rne LPG- og olievolumener normalt passerer gennem str\u00e6det, er der kun begr\u00e6nsede alternativer. Derfor opbruges verdens lagre nu.<\/p>

Fremadrettet skaber dette et gavnligt udgangspunkt, der r\u00e6kker ud over den nuv\u00e6rende konflikt. N\u00e5r forholdene normaliseres, vil der opst\u00e5 et behov for at genopbygge olie- og LPG-lagre, hvilket over tid kan gavne tank- og VLGC-eftersp\u00f8rgslen. Situationen s\u00e6tter ogs\u00e5 fokus p\u00e5 den begr\u00e6nsede globale lagerkapacitet, som p\u00e5 l\u00e6ngere sigt kan blive \u00e5rsag til nye investeringer og styrkede handelsstr\u00f8mme.<\/p>

Selv om vi h\u00e5ber p\u00e5 nedtrapning, er det nuv\u00e6rende marked gunstigt for vores kernesegmenter. Portef\u00f8ljen er godt stillet til at drage fordel af h\u00f8jere udnyttelse, l\u00e6ngere ruter og et fortsat smalt udbud. Vi fastholder fokus p\u00e5 at v\u00e6re p\u00e5 forkant med udviklingen og udnytte muligheder, n\u00e5r de opst\u00e5r.<\/p>

Tak for jeres fortsatte tillid og samarbejde.<\/p>

Martin Haugaard<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

K\u00e6re investorer Efter markedsopdateringen i december fra formanden for vores Investment Advisory Board, Martin Haugaard, mener vi, at det nu er rettidigt at give en ny opdatering i lyset af de markante udviklinger p\u00e5 vores kernemarkeder de seneste uger. Sp\u00e6ndinger mellem USA, Israel og Iran har \u00f8get den geopolitiske risiko i Mellem\u00f8sten, is\u00e6r omkring Hormuzstr\u00e6det. […]<\/p>","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[68,81],"tags":[],"post_folder":[71,13],"class_list":["post-57821","post","type-post","status-publish","format-standard","hentry","category-market-news","category-monthly-da"],"yoast_head":"\nEt indblik fra vores Advisory Board - European Maritime Finance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/maritimefinance.eu\/da\/et-indblik-fra-vores-advisory-board\/\" \/>\n<meta property=\"og:locale\" content=\"da_DK\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Et indblik fra vores Advisory Board - European Maritime Finance\" \/>\n<meta property=\"og:description\" content=\"K\u00e6re investorer Efter markedsopdateringen i december fra formanden for vores Investment Advisory Board, Martin Haugaard, mener vi, at det nu er rettidigt at give en ny opdatering i lyset af de markante udviklinger p\u00e5 vores kernemarkeder de seneste uger. Sp\u00e6ndinger mellem USA, Israel og Iran har \u00f8get den geopolitiske risiko i Mellem\u00f8sten, is\u00e6r omkring Hormuzstr\u00e6det. 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