[最叻係坐艇]
當5月期油價格跌到負數後(現報-$15.92,最癲尋晚單日跌307% 至 -$38.0),1986後最大跌幅。6月期油約$21
負價格即係要貨有錢收,班trader會點做? 租隻艇儲油,一桶桶搬去隻艇度。而艇股尋晚升
Teekay Corp. (TK +20.6%)
Teekay Tankers (TNK +20.5%)
Nordic American Tanker (NAT +19.1%)
聯儲局入市掃起債市,但未有入市掃起油市
「坐艇專家」Gregory Lewis話佢未見過咁既事。那86年之後既87股市停市,會否再一次發生令眾股票持有人連套現既機會都無? 當你連賣都冇可能,再唔會嘈有冇息派啦...
Traders are storing a record 160M barrels of oil on ships, according to a Friday report from Reuters - double the level from two weeks ago - as they seek to tackle a glut of stocks created by a slide in global demand from the coronavirus.
"This is an unprecedented time in the history of tankers and while VLCC tanker storage is garnering the headlines, smaller crude and product tankers are also being used for storage," says BTIG shipping analyst Gregory Lewis.
Search