摩根士丹利:资本货物_海运订单追踪_2024 年下半年油轮市场前景疲软
摩根大通·2024-10-11 22:13

October 7, 2024 04:00 AM GMT Marine Order Tracker: A Softer Backdrop for Tankers in 2H24 2024 is rounding off as another solid year of headline contracting, though the setup for 2025 is more challenging. 90 ships were ordered in September, with Tankers and Gas Carriers easing into year-end. Tankers remain the weak spot, and a risk for Alfa order momentum into year end. Following the release of the new Clarksons ship ordering data for September, we take a look at the main moving parts within the data and als ...