• Precise Market Analysis •

54 posts

• Precise Market Analysis •

• Precise Market Analysis •

@XiStEdvjec

ただのまんじゅう、おまんじゅうです。 mod: @ADMEN_DAO

Switzerland Katılım Aralık 2023
30 Takip Edilen27 Takipçiler
• Precise Market Analysis •
@MarhelmData I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply "TRADE" to WhatsApp: +13035221014 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
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Marhelm
Marhelm@MarhelmData·
US exports near capacity as WTI trades at $12–$15/b discount to Brent, driving Asia flows after Hormuz closure. ~10mn b/d offline, ~125mn bl stuck, vessel traffic drops from 135 to <10.
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• Precise Market Analysis •
@MarhelmData I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply "TRADE" to WhatsApp: +13035221014 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
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Marhelm
Marhelm@MarhelmData·
Suezmax and Aframax availability in US Gulf at record lows. Asian refiners seeking alternatives drive Atlantic spot rates to new highs amid effective Hormuz closure.
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• Precise Market Analysis •
@MarhelmData I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply "TRADE" to WhatsApp: +13035221014 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY
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Marhelm
Marhelm@MarhelmData·
Japan to release ~8.5mn kl (53mn bl) from 26 March within ~80mn bl plan; ~1.4mn kl (8.8mn bl) extra joint stocks; total reserves equal 240 days demand.
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Marhelm
Marhelm@MarhelmData·
LNG spot charter rates have decreased across all vessel types this week, with the largest drop seen in X-DF/ME-GI vessels.
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Marhelm
Marhelm@MarhelmData·
The product tanker market is facing challenges due to regional tensions, with suppressed activity in the Middle East and firming rates in the UK Continent and Med markets. The North Handy market remains strong, while the Med MR market is active with bullish sentiment.
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Marhelm
Marhelm@MarhelmData·
The VLCC market firmed up this week, especially in the US Gulf, while the East faced challenges due to the Iran war. The Suezmax and Aframax markets showed resilience, with rates firming by week's end.
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Marhelm
Marhelm@MarhelmData·
Selective Hormuz transits emerge. Indian VLGCs Jag Vasant and Pine Gas sail close to Iran’s coast (via Qeshm/Larak), highlighting controlled routing amid ongoing disruption.
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Marhelm
Marhelm@MarhelmData·
China races to secure ~69.28mn bl of Iranian crude under a 30-day waiver (28mn bl SE Asia); independents lead buying vs. India. Prices shift from ~$6–7/bl discounts, while Sinopec cuts runs by ~5% and taps reserves (~50% ME exposure).
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Marhelm
Marhelm@MarhelmData·
Tanker values surge on war: VLCC resale implied at ~$189m (vs ~$175m broker) with stocks at 1.09x NAV. Outlook hinges on Hormuz reopening, with prolonged closure risking downside.
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Marhelm
Marhelm@MarhelmData·
Dry bulk defies chaos: Q1 BDI avg 1,906 (vs 911 YoY), Capes lead on strong iron ore/bauxite flows. Demand +~3%, fleet +3.6%. Tight balance, but upside capped despite a strong start.
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