Excellent. At $80 pricing deck, it's like fishing with dynamite in the energy sector to find names with excellent return characteristics from here on out.
The transportation capacity is contracted on a monthly basis. When the waterway is closed or faces risks, the transportation company will dispatch the cargo ship to other routes. If they want to return the transportation capacity to the original route, it will take at least half a year to restore a certain amount and the prerequisite is that the conflict area has entered a substantial ceasefire.
Not to far to each side, outlines the solid ongoing thesis for Energy and threads the needle nicely from the other camp who think we are headed back to 60. Thanks mate! Can have some confidence in positioning like this moving forward.
Excellent read! We might see a $7x handle before a $9x, depending on how quickly the GCC producers can ramp up production to cover the revenue gap of the last few months.
Excellent. At $80 pricing deck, it's like fishing with dynamite in the energy sector to find names with excellent return characteristics from here on out.
The transportation capacity is contracted on a monthly basis. When the waterway is closed or faces risks, the transportation company will dispatch the cargo ship to other routes. If they want to return the transportation capacity to the original route, it will take at least half a year to restore a certain amount and the prerequisite is that the conflict area has entered a substantial ceasefire.
Not to far to each side, outlines the solid ongoing thesis for Energy and threads the needle nicely from the other camp who think we are headed back to 60. Thanks mate! Can have some confidence in positioning like this moving forward.
Priced at $76 and change today. Any thoughts?
Excellent read! We might see a $7x handle before a $9x, depending on how quickly the GCC producers can ramp up production to cover the revenue gap of the last few months.