Podcasts about vlcc

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫伊以冲突与全球能源市场脆弱性分析，来自航向向东。当前伊以冲突已超越单纯军事对抗，演变为对全球能源供应链的战略性威胁。尽管冲突尚未直接导致霍尔木兹海峡全面封锁或伊朗石油产能崩溃，但其潜在破坏力已引发市场恐慌性溢价。根据BCA Research报告，未来六个月全球石油供应面临超过1000万桶/日重大冲击的概率高达55%，这将使油价波动幅度达到50%-100%。与历史石油危机相比，当前局势在供应中断规模上可能不及1973年或1979年，但在市场心理层面已形成类似1970年代的恐慌情绪，且叠加了地缘政治风险溢价和供应链脆弱性。面对这一挑战，OPEC+的备用产能和美国页岩油的增产潜力难以完全弥补潜在缺口，而国际能源署战略石油储备释放的协同效应有限，这使得全球能源市场正站在”如履薄冰”的关键节点。一、伊朗石油供应与霍尔木兹海峡的战略地位伊朗作为全球第七大石油生产国，其能源地位不容忽视。截至2025年4月，伊朗原油产量约为331万桶/日，位居OPEC第三大产油国。伊朗石油出口量在2025年5月约为166万桶/日，但冲突爆发后激增至233万桶/日，显示其短期产能未受显著影响。然而，伊朗石油出口高度依赖灰色渠道，约90%流向远东，其余出口至叙利亚、委内瑞拉等国家。这种非正规贸易网络面临美国制裁的持续压力，2024年灰色船队的出口量已从120万桶/日收缩至约80万桶/日。霍尔木兹海峡的战略地位更为关键。这条位于伊朗与阿曼之间的狭窄水道是全球能源运输的咽喉要道。每天约有2090万桶原油通过该海峡，占全球石油液体消费量的21%。其中，伊朗、沙特、阿联酋、伊拉克、科威特和卡塔尔等波斯湾国家的石油出口几乎全部依赖这一通道。更值得注意的是，通过霍尔木兹海峡的石油运输中有83%流向亚太地区，这意味着该地区对霍尔木兹海峡的依赖度最高。冲突爆发后，霍尔木兹海峡的航运流量已出现初步变化。联合海事信息中心(JMIC)数据显示，6月15日通过该海峡的货轮数量为111艘，较6月12日的116艘略有减少，降幅约4%。尽管关键石油基础设施尚未受到重大干扰，但航运公司已开始采取规避措施。BIMCO首席安全与安保官拉森表示：“越来越多的货船正选择远离红海和波斯湾，以及具有重要战略意义的霍尔木兹海峡。”Frontline首席执行官拉斯·巴斯塔德也确认：“我们现已全面暂停签署进入波斯湾的新合约。”值得注意的是，伊朗封锁霍尔木兹海峡的能力虽存在，但其实施意愿受到多重制约。伊朗拥有2000-3000枚水雷和射程超过300公里的反舰导弹，理论上具备封锁海峡的能力。然而，伊朗经济严重依赖石油出口，封锁海峡将导致自身石油出口停滞，造成经济崩溃。此外，1988年美伊霍尔木兹海峡之战中，伊朗海军遭受重创，几艘主力军舰被美国海军编队击沉或击伤，几乎全军覆没。这一历史教训使伊朗对封锁海峡的军事后果保持警惕。二、当前局势与历史石油危机的对比分析伊以冲突引发的能源危机风险与历史上三次重大石油危机有相似之处，但也存在显著差异。1973年石油危机由OPEC对以色列实施禁运引发，全球供应减少约750万桶/日，油价从13美元/桶飙升至54美元/桶，持续时间约1年。1979年石油危机由伊朗伊斯兰革命引发，伊朗产量从580万桶/日骤降至100万桶/日，叠加两伊战争，全球供应缺口扩大至约600万桶/日，油价从13美元/桶飙升至35美元/桶，持续约2年。1990年海湾战争由伊拉克入侵科威特引发，导致两国约400万桶/日的供应中断，油价从21美元/桶涨至46美元/桶，持续9个月。当前局势与历史危机的相似性主要体现在：冲突直接威胁能源基础设施，引发市场恐慌性溢价；关键产油国产量可能因冲突而下降；地缘政治风险溢价推高油价。例如，伊朗已威胁关闭霍尔木兹海峡，这与1973年OPEC禁运和1979年伊朗革命时的威胁相似。同时，以色列对伊朗能源设施的打击可能导致伊朗石油产量下降，与历史上产油国产能崩溃的模式相似。然而，当前局势与历史危机也存在显著差异：供应中断规模与范围、市场机制变化、地缘政治参与方、经济背景差异。具体而言：当前局势最显著的差异在于供应中断规模与范围。伊朗当前出口量仅占全球4%，即使完全中断，缺口也仅为170万桶/日，远小于历史危机中的中断规模。此外，当前冲突未引发产油国集体行动，且主要集中在伊朗与以色列之间，未直接波及沙特等核心产油国。三、全球能源市场应对供应中断的能力评估面对潜在的石油供应中断，全球能源市场拥有多层次的应对机制，但其有效性受到多重制约。OPEC+的备用产能是市场的主要缓冲力量，但根据高盛2025年6月报告，当前OPEC+实际产能利用率已达89.7%，其中沙特、阿联酋等核心产油国的剩余产能仅存550万桶/日，接近历史低位。即使沙特理论上具备250万桶/日的增产空间，阿联酋宣称485万桶/日的最大生产能力，但实际增产能力受到长期减产政策和投资不足的限制。例如，沙特近年来将资源转向其他项目，停止扩充备用产能，这使其在应对突发危机时的灵活性大打折扣。美国页岩油是另一个重要的供应缓冲。截至2025年7月，美国页岩油产量预计将达到1320万桶/日，创历史新高。然而，页岩油的增产潜力受到钻井数和完井周期的制约。2025年贝克休斯活跃石油钻机数量为394台，尽管与2024年相比增加了181台，但仍处于历史较低水平。钻机数量上升通常滞后于原油价格上涨约4-6个月，这意味着即使油价飙升，页岩油企业也需要时间才能实现产量增长。此外，页岩油产量的提升更多是依靠DUC，而当前DUC库存已降至2013年以来的最低水平，这进一步限制了页岩油的增产能力。国际能源署战略石油储备是应对短期供应中断的重要工具。摩根大通分析师指出：“全球国家极不可能'协同释放战略石油储备'。”即使在2022年俄乌冲突期间，除美国外的IEA成员国也仅同意释放6000万桶石油储备，远低于美国的1.8亿桶。此外，战略石油储备的释放存在时间滞后，从宣布到实际投放市场通常需要2周以上的时间，这使得储备释放难以应对突发的供应中断。非OPEC产油国的产能释放也是市场关注的焦点。巴西深海油田、圭亚那陆上区块的新增产能持续释放，2025年非OPEC国家原油产量增速预计达2.3%。然而，这些新增产能主要集中在特定区域，且运输路线受限，无法完全替代霍尔木兹海峡的运输量。例如，巴西石油需要通过海运抵达亚洲市场，而圭亚那石油则主要面向美国市场。四、价格波动幅度预测与市场心理分析基于当前局势和历史经验，重大供应冲击将导致油价波动幅度达到50%-100%，远超当前市场预期。这一预测基于三个关键因素：潜在供应中断规模、市场恐慌溢价、以及备用产能释放的滞后性。首先，潜在供应中断规模可能远超当前实际影响。伊朗已威胁关闭霍尔木兹海峡，若实施将导致每天约2000万桶的石油运输中断。虽然伊朗不太可能全面封锁海峡，但”灰色干扰”手段可能导致运输成本上升和风险溢价增加。此外，以色列已打击伊朗的炼油厂、储油设施和天然气加工厂，若冲突升级，可能进一步破坏伊朗的能源基础设施，导致产量下降。其次，市场恐慌溢价已显著上升。布伦特原油期货价格在6月13日袭击事件后单日暴涨13%，创俄乌冲突以来最高涨幅。这一涨幅远超实际供应中断的影响，主要源于市场对潜在供应风险的恐慌性预期。恐慌溢价的持续存在将使油价波动幅度扩大，即使供应中断规模有限，也可能引发50%-100%的价格波动。再者，备用产能释放的滞后性将加剧价格波动。OPEC+的备用产能和美国页岩油的增产潜力需要3-6个月才能完全释放，而供应中断可能在短期内发生，这种时间差将导致油价在短期内大幅波动。此外，战略石油储备的释放也存在时间滞后，从宣布到实际投放市场通常需要2周以上的时间，这使得储备释放难以应对突发的供应中断。与历史石油危机相比，当前市场对价格波动的承受能力有所增强，但仍有脆弱性。1973年油价上涨315%和1979年上涨169%均导致全球经济衰退，而当前全球经济对高油价的承受能力因能源结构多元化而增强。例如，美国页岩油产量的大幅增长使其对中东石油的依赖度显著下降，从2010年的60%降至2025年的30%以下。此外，远东等新兴经济体在能源消费结构上更加多元化，减少了对单一能源的依赖。然而，当前全球经济仍面临通胀压力，高油价将进一步加剧这一压力，对经济复苏构成挑战。五、供应链多元化与地缘政治风险溢价伊以冲突引发的能源危机风险凸显了全球能源供应链的脆弱性，同时也加速了供应链多元化进程。供应链多元化已成为应对地缘政治风险的主要策略，包括运输路线多元化、供应来源多元化和能源消费结构多元化。运输路线多元化方面，油轮运费因绕行好望角单日飙升24%，VLCC日均收益达5.1万美元。这种运费上涨反映了市场对霍尔木兹海峡安全风险的担忧，以及对替代运输路线的迫切需求。然而，绕行路线无法完全替代霍尔木兹海峡的运输量，因为绕行增加了运输时间和成本，且需要更多的油轮运力。例如，绕行好望角的运输时间比经霍尔木兹海峡长30%-40%，这使得替代运输路线的经济性受到挑战。供应来源多元化方面，远东等主要进口国已开始减少对伊朗石油的依赖。然而，这种多元化进程仍面临挑战，因为沙特等国的石油出口也依赖霍尔木兹海峡，且其备用产能有限。例如，沙特2025年的备用产能约为190万桶/日，远低于其2020年疫情前的250万桶/日水平。地缘政治风险溢价已成为油价的重要组成部分。高盛分析指出，当前布伦特原油期货价格中的地缘政治风险溢价约为10美元/桶，主要源于中东局势的不确定性。这一溢价已部分反映了市场对潜在供应中断的担忧，但若冲突升级，溢价可能进一步上升。例如，若伊朗采取极端措施，如关闭霍尔木兹海峡或袭击地区石油基础设施，油价可能飙升至每桶超过94美元，市场反应将极为剧烈。六、全球能源市场前景面对伊以冲突引发的能源危机风险，全球能源市场前景复杂多变，需要采取多层次的应对策略。短期来看，市场将维持”乱而不战”的紧张态势，油价波动性将显著增加。布伦特原油价格可能在75-80美元/桶区间波动，较当前水平存在6.5%-10%的上行空间。这种波动性将主要由地缘政治风险溢价驱动，而非实际供应中断。中长期来看，能源市场将经历结构性调整。一方面，OPEC+的备用产能有限且高度集中于沙特和阿联酋，这使得全球市场在面对伊朗危机时显得脆弱不堪。高盛预测，OPEC+将于2025年8月正式结束持续14个月的增产周期，届时全球原油市场供需格局可能迎来结构性调整。另一方面，美国页岩油、巴西深海油田等非OPEC产能的持续释放将为市场提供一定缓冲，但其增产潜力受到钻井数和完井周期的制约。七、结论与展望若冲突升级导致伊朗石油产能大幅下降或霍尔木兹海峡运输受阻，全球能源市场将面临严峻考验。面对这一挑战，各国需采取多层次的应对策略，包括加强战略石油储备管理、推动能源消费结构多元化、加强国际能源合作等。能源转型将是长期应对地缘政治风险的关键，但短期内仍需依赖传统石油供应。因此，维护中东地区的能源安全稳定对全球经济发展至关重要。未来六个月，伊以冲突的走向将直接影响全球能源市场。BCA Research预测的三种情景各有不同的影响路径。无论哪种情景，全球能源市场都将面临不同程度的供应中断风险，油价波动幅度可能达到50%-100%，这将对全球经济复苏构成挑战。因此，各国需保持警惕，及时调整能源政策，以应对可能的能源危机。

Okeanis Eco Tankers (NYSE: ECO) (NO: OET) - Market Trends, Okeanis Strategy and Tanker Sector Outlook Thursday, March 13, 2025 Featuring: Mr. Aristidis Alafouzos, CEO - Okeanis Eco Tankers (NYSE: ECO) (NO: OET) Mr. Nicolas Bornozis, President - Capital Link About ECO: OET is a leading international tanker company providing seaborne transportation of crude oil and refined products. The Company was incorporated on April 30, 2018 under the laws of the Republic of the Marshall Islands and is listed on Oslo Børs under the symbol OET and the New York Stock Exchange under the symbol ECO. The sailing fleet consists of six modern scrubber-fitted Suezmax tankers and eight modern scrubber-fitted VLCC tankers. About Trending News: This Podcasts Series features interviews and discussions with senior management elaborating on recent company news and announcements, and market trends. For more episodes please visit here: https://capitallinkshipping.com/trending-news/

¿Estamos ante un momento de inflexión en los mercados? Edgar analiza como cierran los mercados en 2024 y nos habla de un posible cambio de tendencia. ¿Llega el momento del Value Investing? Además, Aleix aborda un tema crucial: Irán y su impacto en los mercados internacionales. Exploramos cómo las posibles sanciones podrían influir en los precios del petróleo, el transporte marítimo (VLCC) y el comercio global. Analizamos también la situación interna de Irán y la opcionalidad de nuevos pactos internacionales que podrían transformar el panorama energético y económico mundial. ═════════════ ✅ Apúntate al webinar de LWS Financial Research para ver ideas para ganar en 2025 https://streamyard.com/watch/K3bZ63s2pDFP ══════════════ MATRÍCULA ABIERTA: COMIENZO 13 DE ENERO: ➡️ VI Edición ó á , ó ó https://locosdewallstreet.com/producto/programa-especializacion-analisis-financiero-valoracion-modelizacion-empresas-6/ ➡️ IV Edición ó https://locosdewallstreet.com/producto/curso-inversion-shipping-4/ ¿TE GUSTARÍA PERTENECER A NUESTRA COMUNIDAD GRATUITA? Discord: https://discord.gg/AY6ybTX3md ══════════════ Í : Síguenos en Twitter: https://x.com/LocosWallStreet https://x.com/lwsresearch https://x.com/EFernandezVidal https://x.com/ahidalgoa https://x.com/aleix_amoros https://www.instagram.com/locosdewallstreet https://www.linkedin.com/school/los-locos-de-wall-street/ La atalaya de Wall Street: https://youtu.be/S5R6nhn2VW0?si=QIwT4DJJ2gnMtYzb SÍGUENOS en: https://linktr.ee/locosdewallstreet (Todos nuestros enlaces en un solo sitio) ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════ #CierreDeMercados2024 #Inversiones2025 #EconomíaGlobal #AnálisisFinanciero #Irán2025 #ImpactoDelPetróleo #SancionesEconómicas #MercadosFinancieros #CrisisEnergética #VLCC #TasasDeInterés #InflaciónGlobal #OportunidadesDeInversión #ComercioInternacional #LocosDeWallStreet

欢迎收听雪球和喜马拉雅联合出品的财经有深度雪球国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。听众朋友们大家好我是主播匪石，今天分享的内容叫孤立主义抬头大背景下的黄金和油运，来自文武游侠。为什么最近一轮美元加息周期下黄金只是横盘而不大跌？为什么最近黄金的走势与传统经济学模型完全背离？为什么还没降息，大宗就飞了？资源民族主义怎么突然就盛行了？它又如何影响油运？在这样的背景下造船业的前景大概率又是一个什么剧本？中国加入WTO到2018年贸易战为止世界的运行机制中国加入WTO后，等于是在世界主流国家贸易体系里有了自己的位置和角色。那么我们中国在链条中的位置是什么？我们是整个全球化体系里的中游。充当着世界工厂的角色。一方面，我们承受着日趋高昂的资源费用，从资源国（俄罗斯，中东国家）采购原料。另一方面我们需要学习科技领先国的技术尽可能提高效率生产更多的产品。但是产品的大部分高附加值的部分，比如品牌，版权等都被这些国家拿走。这个阶段我国主要靠劳动力红利以及规模效应来赚取比两端都薄的利润。那么美国是什么角色？它又如何靠美元来保持这个系统的运行？全球化不断深入，一个统一的结算货币就此深入世界各个角落，就是美元。美国人印美元，掌握全球货币政策的节奏，然后其他国家配合维持全球货币汇率体系的相对稳定。各国通过参与全球贸易，赚了美元，然后以美元资产为抵押物，扩张信用推动经济。而全球经济过热时，美联储就加息收紧流动性，全球的美元被动回流收缩。各国家也只能同步信用紧缩，经济降温，维持通胀稳定。一旦经济陷入衰退的局面，需求不足，美联储就进行降息以及释放美元流动性，大量美元被释放出来，全球再次争相购买和增持美元资产作为抵押物，进行信用扩张和宽松，激活经济。然后全球经济进入下一轮周期。2008年，次贷危机爆发。当时的中国几乎承接了90%以上的美元的流动性释放，同步进行信用扩张。也就是4万亿大基建。通过房地产行业上杠杆。帮助了美国实现“经济软着陆”。当时的中国：1）产业整体还在工业化的中段，没有全面进入信息化。2）整个中国在往城镇化的发展进程中，房地产发挥重要角色。3）人口还没有老龄化，有大量的青壮年劳动力。简而言之，2008年的中国适合“用房地产上杠杆”。2018年贸易战是“孤立主义”的开始随着全球化的不断深入，以及中国制造逐步占领全球。中国也在飞速发展。我们想从世界工厂扮演者升级为高端制造业和高科技行业的重量级参与者。我们想把世界产业链中的位置从中游往上游前进。这里没有类似于大国崛起，而是困于现实问题。1）2018年的中国，城镇化接近尾声。经济的推动靠房地产上杠杆越来越难以执行。2）人口结构发生了巨大的变化。老龄化趋势非常明显。劳动力红利逐步消失。这两点决定了，如果不进行产业升级，我们几乎就会像日本一样陷入通缩陷阱。而且更严重的是我们是“未富先老”。中国的两大核心诉求就是：1）和平统一。2）产业升级。然而这两者，相辅相成。需要把自身在链条里的位置提上去才能达到。这个提升，被西方视为威胁了自身的地位。2018年至今美元信用的演变美国的经常做出限制别国世界贸易的权力（踢出SWIFT系统），导致美元在世界的信用大幅下降，主权国家都开始担忧，会不会自己就是下一个被制裁的俄罗斯。所以越来越多国家之间的贸易，开始尝试或者扩大本国货币或者小范围货币结算取代美元结算的行动（比如金砖四国，比如中国-俄罗斯-中东，比如俄罗斯-印度，比如欧盟-中国等）。这直接导致美元在全球贸易中使用比例开始逐步下降，并且下降趋势越来越快。这个趋势动摇的是美元的根基。今年3月，埃及镑一天贬值45%事件的发生，彻底击垮了原本摇摆不定的一些中小国家对美元的信心。非洲的津巴布韦甚至直接宣布金本位。中国央行连续18个月购入黄金。即使是美元加息周期里，黄金也没有大跌，只是横盘宽幅整荡。其实各国央行这个购入行为对金价上涨来说真的是居功至伟。可以预见到的是：接下来我们会看到很奇葩的现象：美联储一边强势鹰派捍卫美元，而同时，东方大国的带领资本继续坚定做多黄金，会看到阶段性的美债利率和黄金同步上涨的神奇局面。极限博弈的两个层面：货币和资源如果你能理解货币层面的博弈，你也就大致能理解资源层面的博弈。世界大部分资源掌握在资源国手里。美国你能调控美元。那我资源国就能缩减商品。与之对抗。俄罗斯的主动或被动减产石油（炼厂被炸），欧佩克的行动，沙特的态度，都无一例外。最近铜铝的供给缺口是怎么来的？也是供给收缩（减产）。这就是西方媒体所描述的“资源民族主义”。油运沟连世界的是海洋。全球85%的物资流通靠海上航运。整个世界的全球化建立在一艘艘海面的巨轮上。中国不是资源型国家。我们世界工厂的角色注定了我们需要消耗大量的能源和资源。尤其油气资源。在当下的世界局势，被提到了从未有过的战略高度。油运此前从未被如此重视过。当前世界局势动荡。俄乌，巴以都在战争。中东的任何动荡都影响整个世界的油气贸易。同时欧洲制裁俄罗斯，红海受胡塞武装挟制。整个航运版图进行了为期两年的航线重构。运价在运力逐渐趋紧的大趋势下，会从大波动—趋于平衡—再到大波动。来回往复。1）原油运输（VLCC为主）：原油运输需求层面很大程度上取决于我国原油库存。也就是它有逻辑刚性。不论油价高低，没了就要去运。并且中国的原油运输国家管控。从22年的沙特俄罗斯为主的原油进口结构逐步转化为多元化。这会可观上进一步拉长运距。传统的“国内经济强弱决定—原油需求”这个框架，可能会部分转化为“国家战略安全的需要—原油库存的扩储”。2）成品油运输（MR为主）：成品油本身保存期更短，更偏消费一些。“炼厂东移”这个趋势从未改变。并且随着广东炼化这样2000万吨处理吨级的大炼厂项目，以及同类项目在沿海铺开。中东—中国会成为世界的炼油中心。并且我国有逐步开放成品油出口配额的趋势。在俄成品油被制裁以及限价交易的背景下，能逐步扩大市场份额。以招商南油为例。新加坡—澳北方向的航线是辐射东南亚地区的。而东南亚地区是近两年全球范围内经济增速最好的地区。对成品油的需求强烈。“地区经济强弱决定—地区成品油需求”这个框架，在成品油运输里仍将扮演重要角色。一旦美元区陷入衰退，进而影响世界大部分地区经济的可能性发生。成品油（偏消费）运输受到的影响大于原油（刚需）。因为不可能通过大面积降低炼厂开工率，来稳定裂解价差。届时，油品货盘缩减，炼厂几乎无利润。

Supply chain dislocations, low orderbook and low-single-digit demand growth for oil bodes well for crude tanker rates over the coming years. In this Talking Transports podcast, DHT Holdings President and CEO Svein Moxnes Harfjeld joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the outlook for the very large crude carrier (VLCC) tanker market. The changes in freight flows from Russia's war with Ukraine has had a bigger impact on rates then the crisis in Red Sea, as VLCC ships don't traverse the Suez Canal when fully loaded. Moxnes Harfjeld also talks about DHT's approach to lowering emissions, the shadow fleet, changes in global crude demand and life before shipping as a drummer in the band Small Affairs.See omnystudio.com/listener for privacy information.

Norge har historisk vært en stor sjøfartsnasjon. Er vi det lenger? Ja, heldigvis, for nå er det oppgangstider i hele bransjen.I ukens episode av Finansredaksjonen, podkasten som lages av oss her i DN, snakker vi om den voldsomme oppturen innen shipping. Siden bunnpunktet under pandemien – da nær all handel stoppet – har shippingindeksen på Oslo Børs steget med over 850 prosent. Årsaken er at tilbudet av skip er lavt, mens etterspørselen etter frakt er høy. En som alltid har hatt nese for konjunkturoppgangen i bransjen, er mannen, myten og legenden, John Fredriksen. Onsdag kom nyheten om at han har bestilt seks nye store tankskip (VLCC) og tatt opsjon på to til. Hør historien om Fredriksen og de andre rederfamiliene, samt hvordan bransjen har vært preget av oppturer og nedturer i ukens episode av Finansredaksjonen. Hosted on Acast. See acast.com/privacy for more information.

NOUVEAU - Abonnez-vous à Minuit+ pour profiter de Catastrophes - Histoires Vraies et de milliers d'autres histoires sans publicité, d'épisodes en avant-première et en intégralité. Vous aurez accès sans publicité à des dizaines de programmes passionnants comme Crimes - Histoires Vraies, Espions - Histoires Vraies ou encore Paranormal - Histoires Vraies.

NOUVEAU - Abonnez-vous à Minuit+ pour profiter de Catastrophes - Histoires Vraies et de milliers d'autres histoires sans publicité, d'épisodes en avant-première et en intégralité. Vous aurez accès sans publicité à des dizaines de programmes passionnants comme Crimes - Histoires Vraies, Espions - Histoires Vraies ou encore Paranormal - Histoires Vraies.

NOUVEAU - Abonnez-vous à Minuit+ pour profiter de Catastrophes - Histoires Vraies et de milliers d'autres histoires sans publicité, d'épisodes en avant-première et en intégralité. Vous aurez accès sans publicité à des dizaines de programmes passionnants comme Crimes - Histoires Vraies, Espions - Histoires Vraies ou encore Paranormal - Histoires Vraies.

Okeanis Eco Tankers, Corp. (NYSE: ECO) (OSLO:OET) Update & Outlook - Capital Link Presentation Series | 2.2.24 Company Management Speakers: • Mr. Aristidis Alafouzos, CEO • Mr. Iraklis Sbarounis, CFO About Okeanis Eco Tankers Okeanis Eco Tankers OET is a leading international tanker company providing seaborne transportation of crude oil and refined products. The Company was incorporated on April 30, 2018 under the laws of the Republic of the Marshall Islands. The sailing fleet consists of six modern scrubber-fitted Suezmax tankers and eight modern scrubber-fitted VLCC tankers. OET is listed on Oslo Børs under the symbol OET and the New York Stock Exchange under the symbol ECO. More information can be found at www.okeanisecotankers.com About Series Capital Link Company Presentation Series features Senior Management of publicly listed maritime companies will present their business and strategy, overall development and outlook to a wider investor audience. Please follow the link below for more information: https://webinars.capitallink.com/2024/company_presentation/ Disclaimer Founded in 1995, Capital Link provides Investor & Public Relations and Media services to several listed and private companies, including companies featured in these webinars. Our webinars, including the one in this video, are for informational and educational purposes and should not be relied upon. They do not constitute an offer to buy or sell securities or investment advice or advice of any kind. The views expressed are not those of Capital Link which bears no responsibility for them. In addition, Capital Link organizes a series of industry and investment conferences annually in key industry centers in the United States, Europe and Asia, all of which are known for combining rich educational and informational content with unique marketing and networking opportunities. Capital Link is a member of the Baltic Exchange. Based in New York City, Capital Link has presence in London, Athens & Oslo. #shipping #maritime #webinars #tanker #tankership #tankers #crude #energy

Shipping under attack in the Red Sea, a new container shipping alliance, Chinese yards dominate newbuilding market, and much more in the latest episode of Maritime in Minutes.Seatrade Maritime News' Marcus Hand and Gary Howard reflect back on the month of January in maritime and shipping the stories that stood out from our coverage.Hear more about:Maersk extending pause of Red Sea transitThe dangers of fake pilot laddersMethanol overtakes LNG for alternative fuel vessel ordersSoaring container freight ratesChina dominates shipyard outputThe rise of the Gemini CooperationAre you ready for SIRE2.0?VLCC newbuild orders set to returnOSG takeover bid US and UK ships under attack in Red SeaListen now!Links to stories featured in this episodeRed Sea Crisis focus pageInvestigation uncovers fake pilot ladders with falsified certificationMethanol overtakes LNG as alternative fuel of choice in 2023Are surging container spot rates an overreaction to Red Sea diversions?China hits 50% of world shipyard output in 2023Maersk and Hapag-Lloyd cooperation to set off alliance domino effectShippers welcome the Gemini allianceOCIMF launches all user beta-test of digital SIRE 2.0VLCC newbuild orders forecast to return in 2024OSG's largest shareholder Saltchuk Resources bids to take company private

بدعوة من شرطة ولاية فيكتوريا ومجلس الجالية اللبنانية في الولاية VLCC عقد اجتماع مطول الجمعة جرى خلاله نقاش انعكاس الأحداث في ألشرق الأوسط على الجالية وكيفية تفادي الاحتقان والتظاهر بالاساليب السلمية. فما هي أبرز النتائج التي تمخضت عن الاجتماع؟ التفاصيل في التدوين الصوتي اعلاه مع الدكتور مايكل خير الله رئيس مجلس الجالية اللبنانية في فيكتوريا و Jo Stafford مسؤولة قسم تعزيز آمن المجتمع في شرطة فيكتوريا

Business news often talks about companies that become successful overnight, but if you want to learn how to build a business from scratch, you should hunt for tales that are more of a slow-cooked stew than a microwaved success burrito. Rajat talks about his two-decade journey of building up first Happily Unmarried, and then the leading men's grooming brand Ustraa.Read the text version of the episode here.Read more about Ustraa:-1.Happily Unmarried to Ustraa 2.0: Life on razor's edge2.VLCC acquires Ustraa through a strategic merger3.Technological innovation will shape men's grooming in the years to come

يحتفل مجلس الجالية اللبنانية في فيكتوريا المعروف مختصراً بـ VLCC بمرور ستة عشر عاماً على تأسيسه. ويعمل المجلس منذ تأسيسه على مساعدة الجاليات العربية بشكل عام واللبنانية بشكل خاص على الاستقرار في أستراليا بشتى المجالات. فما هي الأشياء التي حققها المجلس وماذا يطمح ان يقدم مستقبلا؟ المزيد في التدوين الصوتي اعلاه

My main and WhatsApp number is 8512045374 !!!

Welcome to the Instant Trivia podcast episode 808, where we ask the best trivia on the Internet. Round 1. Category: military wives 1: As both a military and a political wife, she was determined not to look "Dowd"y. Mamie Eisenhower. 2: This widow of a slain Israeli general and prime minister now speaks out on the need for Middle East peace. Leah Rabin. 3: In 1824 David Farragut married Susan Marchant of this Virginia city and made that port his home. Norfolk. 4: A few weeks before their 1864 wedding, his fiancee Elizabeth called him her "old fellow with the golden curls". (George Armstrong) Custer. 5: That's the former Beatrice Ayer, gazing up at this husband of hers. General George Patton. Round 2. Category: all kinds of red 1: "Casey would waltz" with this kind of blonde as "the band played on". a strawberry blonde. 2: The kind of pirate played by Burt Lancaster in 1952 film. The Crimson Pirate. 3: The unmarried lady in the game of "Clue". Miss Scarlet. 4: A moron, the way Bugs Bunny usually pronounces it. maroon. 5: Cochineal treated with water and alum, or Eddie Mekka on "Laverne and Shirley". Carmine. Round 3. Category: royalty 1: Lord Mountbatten, the last viceroy of India, was the nephew of this last czar of Russia. Nicholas II. 2: Prince Rainier served in this country's army during WWII; Monaco doesn't have an army. France. 3: Bohemond I was a great leader of the first of these expeditions, in the 1090s. Crusades. 4: In 1993 King Hussein celebrated his 40th anniversary as ruler of this country. Jordan. 5: Rurik is the semi-legendary founder of this country. Russia. Round 4. Category: la la 1: This hit song by Ritchie Valens was originally the B-side of "Donna". "La Bamba". 2: This region in south-central Spain is the setting for Cervantes' "Don Quixote". La Mancha. 3: Bolivia's largest city, it was founded in 1548 on the site of an Inca village. La Paz. 4: George Hearn won a 1984 Tony for his role as Albin opposite Gene Barry's Georges in this Broadway musical. La Cage Aux Folles. 5: Before he was elected mayor of New York City in 1933, he served 14 years in the U.S. House of Representatives. Fiorello LaGuardia. Round 5. Category: nautical terms 1: Bird term for a small platform below the masthead light used as a lookout station. crow's nest. 2: A VLCC, very large crude carrier, is this type of ship. supertanker. 3: The helm of a small boat may just consist of a tiller and this in the water. Rudder. 4: An escutcheon is a board on the stern of a vessel that lists its port of registry and this. it's name. 5: This word can mean a vessel's national flag or the most junior commissioned officer in the U.S. Navy. ensign. Thanks for listening! Come back tomorrow for more exciting trivia! Special thanks to https://blog.feedspot.com/trivia_podcasts/

Members of the VLCC family share stories of gratitude and God's work in 2022.

Sun, 26 Jun 2022 10:00:00 +0000 2370 1 10e75a336d980f28d36a0d3885185cce no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 19 Jun 2022 10:00:00 +0000 3223 2 26e9542b5fca8ad23cf797fb9c6dbc53 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Vi

Sun, 12 Jun 2022 10:00:00 +0000 2784 1 348106b69a2e62edc8029d45ba3f665d no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 05 Jun 2022 10:00:00 +0000 2622 2 57376a551c1b8c6427388b4a6cdf970b no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 29 May 2022 10:00:00 +0000 2989 3 647edc1a00fa2d8ba36c0e057378a812 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 22 May 2022 10:00:00 +0000 1323 4 c006bc51e3eee88bde458d93ac295bcf no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 15 May 2022 10:00:00 +0000 2699 1 0c22b4a5f7a14d03d6611be2f721dbc0 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 08 May 2022 10:00:00 +0000 2464 2 7ff826ad880afd6e1f5e2558b2c11def no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Vic

Sun, 24 Apr 2022 10:00:00 +0000 2725 3 13c20ab7bda39633ab7bdda5ad054736 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 17 Apr 2022 10:00:00 +0000 3197 4 b9c6daca856c44da60247f100f8a5e5c no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Victori

Sun, 10 Apr 2022 10:00:00 +0000 3081 5 ea5b55264ca38d761a5f1d3d78f75df9 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Vi

Sun, 03 Apr 2022 10:00:00 +0000 3876 6 5f77c01bda45636f2ef82362a9149bbd no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Victorious,Life,Christian,Center,Ren

Sun, 27 Mar 2022 10:00:00 +0000 3017 7 8dd4aa485b35a751b2906a2f377990ff no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Vi

Sun, 20 Mar 2022 10:00:00 +0000 2524 8 62806d33ac3e9aca26077f1228db1a5e no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 13 Mar 2022 10:00:00 +0000 3620 9 baaa8049362718f1ec8d6ad68d68381b no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 06 Mar 2022 10:00:00 +0000 3830 11 aadd84cbc1cc384d675ca072e39ef022 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Victo

Sun, 27 Feb 2022 10:00:00 +0000 5318 10 20f901429c5c95cf70d0eceb2562fc2b no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

My Main and Whatsapp number is 8512045374

Sun, 20 Feb 2022 10:00:00 +0000 3089 12 44632c2da3b515da9fc29c1e78446aa0 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 13 Feb 2022 10:00:00 +0000 3120 13 056fcdd5ebdcff0df7450467659563e4 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 06 Feb 2022 10:00:00 +0000 2224 14 9ff080c53e54471121e19f66ca2827a4 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 30 Jan 2022 10:00:00 +0000 2713 15 6ce739af4a5e482c9251c9ab9592c445 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 23 Jan 2022 10:00:00 +0000 2166 16 86c8ca74d265ef742f2ad4da55e8d3fc no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 16 Jan 2022 10:00:00 +0000 3191 17 2be33422153d0e3bbe97b950572b918e no genuinelife@gmail.com (Pastor Nate & Gail Mullen)Victorious,Life,Christian,Cen

Sun, 09 Jan 2022 10:00:00 +0000 2418 18 b35db1d5bad8139c126669ea3ba9fded no genuinelife@gmail.com (Pastor Nate & Gail Mullen)V

Sun, 02 Jan 2022 10:00:00 +0000 2315 19 fc2919fdd09cc7ece8c1882997b2eafb no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

Sun, 12 Dec 2021 10:00:00 +0000 2200 3 253d0cbb6d24e1e53b66c590e4918034 no genuinelife@gmail.com (Pastor Nate & Gail Mullen)

VLCC gospel Bible Chatroom. A continuation of the Screwtape Letter Series by C.S. Lewis --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/ruth-gardner6/support

In this episode, we chat with Bhaskar Majumdar, Founder of Unicorn India Ventures; an early-stage fund with portfolio companies such as - Inc42, OPEN Bank, and VLCC's VanityCube among others. Bhaskar spent his early career in various Media companies like - Zee Network & Times Group. He also had an entrepreneurial stint with Recreate Solutions in 2001, which he later sold to US systems integrator. He has since been an investor in several early-stage technology startups over the years, in India and the UK.For anyone looking to start up in unconventional sectors, this conversation can add a great value. From identifying the problem statement to creating digital solutions, by leveraging trends & technology, this podcast will guide you through it all.Notes - 02:04 - Early career in Media domain and founding Unicorn India Ventures04:25 - Traditional mistake - “Finding a Co-founder whose skillset is exactly complementary to your own”.06:26 - Identifying portfolio companies in uncommon sectors08:04 - Thesis behind investments: Digitization of old, rugged & broken systems11:07 - Investing in Neo Banks based upon the trend shift in large banks abroad16:59 - Enabling Indian portfolio companies to go global

The recent floating storage boom drove tanker freight earnings to levels last seen during the Golden Tanker Era of 2004-2008, but how sustainable are VLCC time charter equivalent revenues in excess of $100,000/d? Tanker owners have now concluded their first-quarter earnings call season and were wondering how long the current boom would last. Barbara Troner, Catherine Wood and Marieke Alsguth discuss what's been driving the Americas tanker markets into the second quarter, comparing shipowner hopes and concerns with current market reality.

The tsunami of IMO 2020 turned into a tidal wave of cheap oil as producers flood the crude oil market and refiners cut runs amid the COVID-19 demand destruction. In the meantime crude is heading toward containment in tankers floating offshore. Catherine Wood and Barbara Troner of the S&P Global Platts shipping team put their heads together with Platts crude editor Kristian Tialios to explore the dynamics of current floating storage plays.

On January 17th, Value Investor's Edge Live spoke with Adrian Economakis, COO of VesselsValue, about the shipping markets and particular asset pricing cycles. Adrian reviewed some of the features of their research platform, which include trade analytics and a full database of all vessels and transactions. He also discussed some of the key observations from a review of asset cycle pricing across sectors. Tankers were on a run and not particularly cheap at the time, whereas there is some intriguing deep value opportunities in some ancillary shipping sectors such as Panamax Containerships and Offshore Support Vessels.  Topics Covered 1:00 minute mark - Background of VesselsValue? What research features are available? 5:45 - How accurate have are the valuations compared to deals? 9:15 - Which asset classes are the most depressed? Deep value plays? 20:30 - Views on tanker asset values versus historical levels? 25:00 - Discussion on demand indications in the market. 30:00 - Vessel tracking models- storage impact? 31:30 - What are the COSCO ships doing? Laid up? Storage? 34:00 - IMO 2020 market impacts thus far? Scrubber installations? 39:30 - Specific scrubber metrics and valuations for IMO 2020? 44:10 - Any other risks or weird activity to watch out for? 46:00 - Commentary on the latest VLCC resale levels ($105-$107M)?

In a continuation of the first ever Virtual Investor Forum on Value Investor's Edge, J Mintzmyer hosted Svein Harfjeld and Trygve Munthe, co-CEOs of DHT Holdings (DHT), on January 16th, to discuss the VLCC markets and their current scrubber program and capital allocation priorities. They reiterated the strong prioritization of dividends while also ensuring the balance sheet remains very conservative- even targeting the potential for zero net debt in the future. Topics Covered 1:30 minute mark - How is IMO 2020 impacting the markets? Any surprises?  3:30 - What fuel spreads are you seeing? Expectations on forward moves? 5:00 - Current progress of the scrubber program? 6 ships still deferred? 8:00 - Any indications of a 2nd wave of installations? Doing more? 9:15 - How long will it take for you to install the last 6 scrubbers? 11:15 - Any pickup in HSFO storage? Are you participating in this market? 12:45 - Any indications of COSCO sanctions impact? Recent changes? 15:00 Why would the trade deal potentially be positive for DHT? 16:45 - With regards to the recent weakness, what are you seeing? 19:30 - Some of your top concerns in the market into 2020? 21:45 - Current capital allocation priorities? 24:00 - Target leverage? Down to zero net debt? 26:30 - How will the convertible notes factor into your structure? 27:45 - Are investors missing anything in these markets? 29:45 - Thoughts on the charter market? Willing to take cover? 31:45 - Standard reporting timing for Q4-19? Early February?