KS

[KS @Slangern]

@holistic_pm Would appreciate a copy of the report please

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@janfer_ Shiptwit always: SUPERCYCLE

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@aggresivevalue @calvinfroedge $59,533/day (+$16,618/day), source Baltic Exchange

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@tkknamely Småjogg fra flyet til testing, så du kommer først i køen. Tok 20 min totalt sen kveld sist uke

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@calvinfroedge @ed_fin Norway avoided further lockdowns? Tighter restrictions were announced yesterday incl. ban on sale of alcohol and lots of restaurants are shutting down for the year

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@TraderCommo You mean Ghana to become an exporter of LPG and LNG?

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@leiferix @KarlOStrom @AlfredBergNO Tusen takk! Sendte deg mail.

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@joshyoung @hkuppy Agree on that. Appreciate your insights

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@joshyoung @hkuppy NGLs and ethane in particular is not exactly something many people outside of the industry focus on though. Or am I wrong?

[KS @Slangern]

A step towards higher earnings for NE E&Ps and higher ethane prices

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@joshyoung @hkuppy To be fair - Ethane’s price recovery from rock bottom levels has pretty much been the consensus view I think, with new crackers and export capacity

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@mintzmyer @commonsense876 Exactly - so not something to focus on. Way too many moving parts in LPG demand longer than 5 years out in my opinion

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@mintzmyer @commonsense876 How certain are you that forecasts to at least 2030 are robust?

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@patrick_oshag @chrisfralic 2001 for sure

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@VixCentral Excellent question

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@Kallang22 @JimmyWar77 Very different companies: $GASS mainly have small coastal LPGCs while $LPG $AGAS and $BWLPG are VLGC owners

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@JimmyWar77 Quite substantial fleet of old LPGCs handling sanctioned cargoes. With Iran sanctions removed you will eventually see increased scrapping of VLGCs and younger vessels taking their place

[KS @Slangern]

@trader_ferg OSL:QFUEL is quite interesting with BASF and VITOL as partners

[KS @Slangern]

@KarlOStrom Heier på deg, Karl Oscar!