Shipping Elasticity: Distance vs Idle Time
12 June 2017: The current situation involving Qatar has the industry debating the ramifications. A trade disruption can come…
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Industry Opinions
Erik Broekhuizen
A Line In The Sand
Erik Broekhuizen
9 Jun 2017: For a tanker analyst, whenever you make a prediction or forecast regarding the direction of the…
Abdullah Alazzaz
Russia Looks to Next LNG Plans With Yamal LNG Near Startup
Abdullah Alazzaz
June 2017: Russia is about to start up its second liquefaction facility, Yamal LNG, which puts it on the path…
Abdullah Alazzaz
IMO’s 2020 Sulfur-Cap Deadline Leaves Question on Bunker Fuel Supply
Abdullah Alazzaz
June 2017: When the International Maritime Organization (IMO) rule limiting sulfur emissions goes into effect in 2020, setting the global…
Abdullah Alazzaz
Pertamina Seeks to Meet Gas Demand for Power Generation, Industrials
Abdullah Alazzaz
June 2017: Indonesian buyer Pertamina is negotiating for long-term supply deals beginning after 2020 to meet gas demand from the…
Abdullah Alazzaz
Raising the Roof: How High Can Spot Charter Rates Go?
Abdullah Alazzaz
5 June 2017: “Over the past two weeks our LNG shipping opinions have addressed the increased residual value risk…
Erik Broekhuizen
U.S. Driving Season(ality)
Erik Broekhuizen
2 Jun 2017: This week’s Memorial Day unofficially kicked off the annual U.S. summer driving season which typically ends…
Abdullah Alazzaz
LNG Shipping as a Commodity
Abdullah Alazzaz
30 May 2017: Last week’s opinion (22-May-17: “Assessing Residual Value”) discussed different LNG vessel valuation methodologies in a market with…
Erik Broekhuizen
More Of The Same From OPEC
Erik Broekhuizen
26 May 2017: As most people expected, OPEC, the Organization of Petroleum Exporting Countries extended its oil production cuts…
Abdullah Alazzaz
Assessing Residual Value
Abdullah Alazzaz
22 May 2017: Valuations are not straight forward in the LNG shipping industry, whether for individual vessels or entire companies….
Erik Broekhuizen
What Slowdown?
Erik Broekhuizen
19 May 2017: Since the early years of this century, China has been the growth engine of the bulk…
Abdullah Alazzaz
Chinese Demand Growth
Abdullah Alazzaz
15 May 2017: Last week, the United States and China reached a preliminary 10-point trade agreement which included a statement…
