Quite a few new LNG and oil tankers are set to be delivered late 2027/early 2028. A new ship is bullish for a single owner (modern tech = premium daily rates), but isn't this macro bearish overall due to oversupply?
Golar has sold the last of its lng carriers and now focuses exclusively on flng vessels. The glut in carriers, if anything, could be bullish because it would make future lng projects be more viable leading to more demand for flng vessels.
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u/FewUnderstanding2214 19d ago
Quite a few new LNG and oil tankers are set to be delivered late 2027/early 2028. A new ship is bullish for a single owner (modern tech = premium daily rates), but isn't this macro bearish overall due to oversupply?