Category Archives: VLGC
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
LPG Shipping: Imminent Seasonal & Cyclical Upside (31-page report)
We see the cycle turning to expansion in 2018 as supply growth turn negative and annualized demand growth continues around 10%. We also see signs of seasonal factors materializing, including more US LPG available for export, a rising price differential...
Posted in LPG shipping, shipping, VLGC
Tagged AVANCE, avance-no, bw lpg, BWLPG-NO, dorian, Dorian LPG, LPG-US
16 Comments
2018: Firing on all Cylinders (26-page report)
Never before have we been so optimistic across all sub-segments of the shipping/oil service sectors simultaneously as we now are for 2018. All segments have either just entered the expansionary phase of the business cycle, or will experience the inflection...
Posted in _Public, dry bulk, LNG carriers, LPG shipping, Oil services, oil tankers, rig, shipping, VLGC
Tagged 2020-no, ALNG-NO, avance-no, BDRILL-NO, bulk-no, BWLPG-NO, DHT-US, dsx-us, egle-us, ESV-US, EURN-US, FLNG-NO, FRO-US, GLOG-US, gnk-us, gogl-us, LPG-US, NAT-US, NE-US, NODL-NO, RDC US, salt-us, sb-us, sblk-us, sbulk-no, ship-us, SOFF-NO, tnk-us
2 Comments
LPG-US: Initiation (Neutral, TP 6.9)
Dorian LPG has a fleet of 22 modern Very Large Gas Carriers (VLGC) with four on long time charters and the rest by large exposed to the current lackluster spot market. Recent corporate actions highlights the continued necessity of shoring up...
BWLPG-NO: Initiation (BUY, TP 37)
BW LPG controls a massive fleet of 51 Very Large Gas Carriers (VLGC) fully delivered in addition to four LGCs. The company has a history that exceeds most of its peers in addition to a differentiating industrial approach to LPG shipping,...
