Category Archives: Private Nework
Weekly Wrap 30
Capesize ($23.8k/d, -4% w/w, +165% y/y) VLCC ($8.0k/d, +21% w/w, -38% y/y) VLGC ($23.0k/d, -3% w/w, +269% y/y) LNGC ($75k/d, -1% w/w, +88% y/y)...
Posted in dry bulk, LNG carriers, LPG shipping, oil tankers, Private Nework, shipping, VLGC
2 Comments
Private Network Weekly Wrap
Short updated on shipping markets below. There will be limited publication activity in the coming weeks due to vacation...
Posted in Private Nework
7 Comments
Private Network: LNGC earnings rally, VLGC/LPG update, Portfolio update
LNG Carrier earnings rally! Latest broker quotes are for LNG spot rates at $77.5k/d (+19% w/w, +38% m/m, +94% y/y) with 1y TC at $80k/d (+14% w/w). Spot rates are close to five-year-highs in what is usually the seasonally low...
Posted in Private Nework
9 Comments
Private Network: LNGC rates surge, VLGC/LPG update, Portfolio update
LNG rates surge Strong demand for coal and LNG is leading a surge in natural gas prices in the Far East (+41% since end-March), with increasing price differential towards the...
Posted in Private Nework
5 Comments
Private Network: Another all-time-high, SOFF, GNK, updated dry bulk peer table
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Posted in Private Nework
8 Comments
Private Network: Another all-time-high, SOFF +15% d/d , VLGC/LPG & Dry Bulk update
Yet again can my private network and I enjoy a new all-time-high for the portfolio, up 0.5% d/d (2.7% w/w) to reach a total return since fully invested in June/’17 of 38%....
Posted in Private Nework
13 Comments
Private Network: Weekly Wrap-up
Portfolio reached a new all-time-high (CAGR = 34%). A myriad of changes to the portfolio. Updated Dry Bulk valuation and peer table....
Posted in Private Nework
11 Comments
