Roundtable: New Bunker [oil] Calculations and Complications from IMO 0.5% Fuel Oil Requirements
A quick roundtable discussion we had with owner-operators on the impact low sulphur fuel oil regulations (IMO 2020 Regulations) as well as on the...
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Norwegian Energy Co (NOR NO): Shell Divests Danish Assets to Noreco for $9/Boe 2P Reserves
Royal Dutch Shell (RDSA LN) has agreed to divest its non-core Danish portfolio to Norwegian Energy Co (NOR NO) for USD 1.9Bn cash consideration....
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TRACKING TRAFFIC/Containers & Air Cargo: September Box Rates Pop | Air Freight Volume Stagnates
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
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AP Moller Maersk: Restructuring yet to Bear Substantial Benefits
We remain skeptical on Maersk's recent announcement related to the restructuring of Damco and other regional units . On a positive note, a closer...
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Visit Notes: Ships Drowning in Sea of Expenses & Changes ... New Arbitrage Trades Developing
Following on our initial HK-China visit notes last week, we spent several hours reviewing current issues related to new 2019+ vessel capex and...
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