{"id":58714,"date":"2026-05-15T11:02:16","date_gmt":"2026-05-15T09:02:16","guid":{"rendered":"https:\/\/maritimefinance.eu\/?p=58714"},"modified":"2026-05-15T14:58:16","modified_gmt":"2026-05-15T12:58:16","slug":"fragtmarkedet-tilpasser-sig-efter-usikker-vabenhvile-hormuz-forstyrrelserne-fortsaetter-uden-losning-i-sigte","status":"publish","type":"post","link":"https:\/\/maritimefinance.eu\/da\/fragtmarkedet-tilpasser-sig-efter-usikker-vabenhvile-hormuz-forstyrrelserne-fortsaetter-uden-losning-i-sigte\/","title":{"rendered":"Fragtmarkedet tilpasser sig efter usikker v\u00e5benhvile \u2013 Hormuz-forstyrrelserne forts\u00e6tter uden l\u00f8sning i sigte"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"Freight\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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VLGC-indtjening s\u00e6tter nye rekorder, tankrater falder i forh\u00e5bning om fred, og PCTC-eftersp\u00f8rgsel vokser p\u00e5 baggrund af andre omr\u00e5der end personbiler<\/h4>

Tankere: Rater falder efter forbig\u00e5ende h\u00e5b om v\u00e5benhvile, men uroen best\u00e5r
<\/strong>R\u00e5olietankmarkedet oplevede en ustabil uge, da fredsforhandlingerne mellem USA og Iran kortvarigt blev genoptaget, hvilket fik skibe til at bev\u00e6ge sig mod Dubai og v\u00e6k fra Hormuzstr\u00e6det. Forhandlingerne br\u00f8d dog igen sammen. Brent faldt 9% fra ugen f\u00f8r til USD 100,3 pr. t\u00f8nde p\u00e5 grund af udsigten til en v\u00e5benhvile, hvilket samtidig sv\u00e6kkede forventningen p\u00e5 fragtmarkedet. Spotraterne afspejlede usikkerheden: Suezmax-spotraterne faldt til ca. USD 121.000 pr. dag og Aframax til ca. USD 88.000 pr. dag. Selv om de nuv\u00e6rende rater udg\u00f8r et fald fra sidste uge, ligger niveauet dog stadig h\u00f8jt.<\/p>

LPG\/VLGC: Indtjening rammer rekordh\u00f8jde \u2013 Atlanten opsuger al asiatisk eftersp\u00f8rgsel
<\/strong>Det aktuelle VLGC-marked er uden fortilf\u00e6lde: Spotindtjeningen p\u00e5 den toneangivende rute mellem USA\u2019s golfkyst og \u00d8sten n\u00e5ede ca. USD 170.000 pr. dag i begyndelsen af maj, det h\u00f8jeste niveau nogensinde, og USA’s LPG-eksport steg i april 20% fra m\u00e5neden f\u00f8r og n\u00e5ede rekordtallet 7 millioner tons. Flaskehalsen ved Panamakanalen er markant forv\u00e6rret: Den gennemsnitlige ventetid er nu mere end fordoblet, og det menes, at 50% af laster fra USA til Asien nu dirigeres via Kap det Gode H\u00e5b, hvilket binder stor skibskapacitet og mindsker det reelle udbud meget kraftigt.<\/p>

PCTC: Eftersp\u00f8rgslen stiger \u2013 b\u00e5de fragt af industrik\u00f8ret\u00f8jer og elbiler i v\u00e6kst
<\/strong>Fragtraterne for moderne Panamax-tonnage blev liggende p\u00e5 USD 55.000 pr. dag, mens eftersp\u00f8rgslen nu ikke kun vokser for personbilers vedkommende. Fragt af offshoreudstyr fra Asien voksede i Q1 med 31% i forhold til \u00e5ret f\u00f8r, hvilket tilf\u00f8jer en v\u00e6sentlig ekstra klasse af last oven p\u00e5 de robuste eksportm\u00e6ngder af kinesiske el- og hybridbiler. Netto-fl\u00e5dev\u00e6ksten forventes at falde kraftigt op mod \u00e5rtiets slutning, hvilket tyder p\u00e5 et strukturelt st\u00e6rkt rateniveau p\u00e5 halvlangt sigt.<\/p>

Geopolitik: H\u00e5b om v\u00e5benhvile svinder; Hormuz-forstyrrelserne g\u00e5r ind i en ny fase
<\/strong>Oliemarkedet faldt kraftigt, da der udbr\u00f8d kortvarig optimisme om en v\u00e5benhvile. Derefter br\u00f8d forhandlingerne mellem USA og Iran dog sammen, og et sydkoreansk skib blev ramt af skud ved Fujairah. Passager gennem Hormuzstr\u00e6det er fortsat yderst begr\u00e6nsede; gennemsnittet ligger p\u00e5 blot 9 skibe pr. dag i maj, et fald fra 13 i april \u2013\u00a0til sammenligning l\u00e5 snittet inden konflikten p\u00e5 125.<\/p>

Mens et lille antal Qatar-tilknyttede LNG-tankere har passeret str\u00e6det for f\u00f8rste gang i to m\u00e5neder, er de udg\u00e5ende r\u00e5oliestr\u00f8mme fortsat minimale med ansl\u00e5ede 6 millioner t\u00f8nder om ugen mod normalt 105. Saudi Aramco har reageret ved at udvide eksportkapaciteten ved Yanbu, men alternativ fragt via Det R\u00f8de Hav er fortsat ikke tilstr\u00e6kkelig til fuldt ud at kompensere for de tabte m\u00e6ngder fra Den Persiske Golf. En varig l\u00f8sning virker ikke t\u00e6t p\u00e5.<\/p><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Kilder: Clarksons Middle East Conflict Update 12th May 2026, MB Shipbrokers, and Reuters<\/em><\/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":"

VLGC-indtjening s\u00e6tter nye rekorder, tankrater falder i forh\u00e5bning om fred, og PCTC-eftersp\u00f8rgsel vokser p\u00e5 baggrund af andre omr\u00e5der end personbiler Tankere: Rater falder efter forbig\u00e5ende h\u00e5b om v\u00e5benhvile, men uroen best\u00e5rR\u00e5olietankmarkedet oplevede en ustabil uge, da fredsforhandlingerne mellem USA og Iran kortvarigt blev genoptaget, hvilket fik skibe til at bev\u00e6ge sig mod Dubai og v\u00e6k […]<\/p>","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[67,68],"tags":[],"post_folder":[71,13],"class_list":["post-58714","post","type-post","status-publish","format-standard","hentry","category-da","category-market-news"],"yoast_head":"\nFragtmarkedet tilpasser sig efter usikker v\u00e5benhvile \u2013 Hormuz-forstyrrelserne forts\u00e6tter uden l\u00f8sning i sigte - European Maritime 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