Poten & Partners - Tanker Opinion

Poten & Partners, Inc. ist ein international tätiges UnternehmenBezeichnung der Betriebswirtschaftslehre für eine wirtschaftlichrechtlich organisierte Wirtschaftseinheit, abzugrenzen gegenüber dem Betrieb, der den technischen Produktionsbereich kennzeichnet. für die Beratung und Vermittlung von Dienstleistungen in der Energie- und Seetransportindustrie. Potens erfahrene Fachleute, weltweit vertreten, managen die Handelsgeschäfte für die Produkte Rohöl, verflüssigtes Erdgas (LNG), verflüssigtes Erdölgas (LPG), Erdgas, Naphtha, Asphalt, Heizöl und Transport des Öls wie der Gasprodukte. Poten wurde 1948 gegründet und hat seine Hauptbüros in New York, London, Singapur und in Athen.

Poten berichtet u.a. über die Entwicklung der weltweiten Schifffahrtsmärkte. In Ihrem wöchentlichen Report "Tanker Opinion" nehmen die Experten von Poten & Partner´s aus New York keinen Blatt vor den Mund. Für den aktuellen Bericht klicken Sie bitte auf den Link.

Tanker Opinion/ Original (Englisch)

• MOTIVAting Trade Patterns 17/02/12
  For the past year, discussions of the Arabian Gulf to United States VLCC market have been largely
  focused on deciphering the true monetary returns to ship owners who embark on this 80 day round
  trip gamble. Languishing crude oil demand in the United States has sapped volume from the trade
  while roundtrip time charter equivalent earnings have been negative. A recent resurgence in crude
  oil movements, however, highlights an upcoming structural change that could help lend vital life
  support the VLCC market by creating a new element of sustainable westbound demand. Motiva
  Enterprises is due to expand their existing Port Arthur, Texas facility by 325,000 barrels per day with a reported start-up during in the first quarter of 2012.
• Suez-min? 10/02/12
  Acute bleeding in the refining complex around Philadelphia has started to erode a stalwart tanker
  trade. The West Africa to US Atlantic Coast Suezmax trade has been facing its demise since Sunoco’s
  announcement to exit the refining business and the closure of ConocoPhillip’s trainer facility. Poor refining margins caused by persistent high prices for sweet West African crude oil have pressured refiners for some time now (see “Importing is Light Sweet Sorrow.”) The convention of million barrel cargo stems in West Africa and draft restrictions on the Delaware River make Suezmaxes a logical choice to service this trade. Now, the ships that were longstanding beneficiaries of a somewhat niche business have quickly become its victims.
• Tightening the Screws 03/02/12
  While the European Union’s (EU) announced phased embargo on imports of Iranian oil may be stale news to some, views on the eventual ramifications of this move continue to swirl in the oil market. The EU’s timetable to wean its members off Iranian oil extends to the beginning of July. Over this span, the hope is that trade patterns will adjust to find sufficient replacement barrels so as to mitigate any oil supply or price shock. An estimated 20 percent of Iran’s roughly 3.2 million barrels/day crude oil and condensate exports is taken by EU. Replacement of this flow amounts to less than half Libya’s outage that 2011 market’s successfully endured. How oil price will likely adapt to this dislocation of Iranian oil, especially if protracted, is still under debate.

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