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Aktuality odjinud

• UP World LNG Shipping Index: Numbers that need explaining May 5, 2026: The UP World LNG Shipping Index gained 1.59 points (0.73%) last week, closing at 217.45 points, while the S&P 500 gained 0.91%. The headline number, however, tells only part of the story: the median gain was 2.37%, and gainers outnumbered decliners 13:7, yet the weighted index lost 4%. Three heavyweight constituents dragged the index down — Nakilat (20% weight, -2.73%), NYK Line (~7%, -4.17%), and Mitsui O.S.K. Lines (~9%, -3.35%) — while the majority of the index moved higher. The UPI chart remains constructive: after three weeks of decline, a slight recovery above this year's low suggests the index is holding its ground above 210 points. Read or listen more...
• LNG Shipping Stocks: The Easing Of Tensions Led To A Decline April 14, 2026: The UP World LNG Shipping Index lost 4.10 points (1.78%) in Week 15–2026, closing at 226.94 points, while the S&P 500 gained 3.56% — driven by optimism over a potential ceasefire with Iran. The UPI's decline reflects three converging factors: easing geopolitical tensions, the end of the winter season, and falling spot tanker rates. Atlantic rates stood at $89,750/day and Pacific rates at $73,000/day according to Spark Commodities. The ratio of gainers to decliners was 7:13, and trading volume was at average levels — though even that remains double the historical norm following the recent surge. Read or listen more...
• UP World LNG Shipping Index: UPI above 230 points April 7, 2026: The UP World LNG Shipping Index gained 6.67 points (2.97%) last week, closing at 231.04 points — surpassing the 230-point mark for the first time in its history — while the S&P 500 gained 3.36%, posting its first weekly gain in six weeks. The UPI has now recorded a 36% increase over the first three months of 2026, demonstrating resilience through two brief corrections, both of which were followed by stronger advances. Ten companies gained, nine declined, and one was unchanged; the median change was 0%. Trading volume remains above average, though gradually normalising. The initial shock to the LNG market is giving way to a lull, with spot tanker rates continuing to ease — Atlantic rates at $92,000/day and Pacific at $86,000/day according to Spark Commodities — driven by reduced demand and the first LNG production milestone at the Golden Pass terminal in Texas. Read or listen more...
• LNG shipping stocks: Between two waves March 31, 2026: The UP World LNG Shipping Index lost 4.40 points (1.92%), closing at 224.37 points, while the S&P 500 fell 2.12%. Despite a favourable ratio of gainers to decliners of 13:7, the decline was driven by larger index constituents, which either fell more sharply or rose only modestly — reflected in a median price change of just +0.66%. Trading volume remains well above average. The convergence of European and Asian gas prices has temporarily closed the price arbitrage, pulling spot tanker rates lower: Atlantic rates fell to $96,500/day and Pacific rates to $108,000/day, according to Spark Commodities. Gas prices remain significantly above pre-war levels, at around $19.30/mmBtu in Asia and €55/MWh at the TTF hub in Europe. New Fortress Energy continued its post-restructuring slide, losing 21.8%, while Nakilat fell 8.45% amid the ongoing inability to export Qatari LNG. On the positive side, Tsakos Energy Navigation led the gainers with +6.89%, followed by Exmar (+6%). In comparison, Golar LNG added 4.48% — supported by its announcement that Goldman Sachs has been retained to explore strategic alternatives, including a potential sale of the company. The short-term outlook remains volatile; long-term fundamentals stay positive. Read or listen more...
• UP World LNG Shipping Index: A Volatile Week of Growth March 24, 2026: The UP World LNG Shipping Index gained 16.49 points (7.77%) last week, closing at 228.77 points — just shy of the 230-point mark — while the S&P 500 fell 1.90%. The advance was driven by a further escalation in the gas crisis: Iran's retaliatory attack on the Ras Laffan complex damaged 17% of Qatar's LNG export capacity, with restoration expected to take up to five years. Spot rates remain high at around $180,000 per day, and longer shipping distances are driving demand for additional tankers. The ratio of gainers to decliners was 12:8, with a median gain of 4.94% and trading volume roughly double the average. Read or listen more...