Shipping Daily-06/16/2026

研报英文原文证据摘录

Shipping Daily-06/16/2026

is statement China LPG imports " 1.6 2.6 -39.6% 3.2 -50.7%

• Crude oil traffic through the Strait did pick up in late May/early June, and has LNG: 6 Lastdays Yesterday change1-day % Week ago change1-week% change1-month%

been reaching ~1mmbd as per Vortexa data (likely more when we factor in LNGHenryCarrierHub spotspotnaturalrate (TFDE)gas USD/mmbtuUSD/day $95$3.18000 0.5%0.9% $90$3.14000 5.6%1.1% -3.6%5.0%

vessels that have turned off their AIS). Dynacom, Sinokor, Evalend and Japan spot LNG " $18.8 -0.4% $18.9 -0.5% -0.9%

Thenamaris all have had ships with cargoes through in June – and if willing to TTFCommodity(EU nat gas)trade (monthly) Last 6 months " Last$14.6data Month1.1%ago 1-month$16.5 ch. Year-11.7%ago 1-yr-13.6%ch.

do the job two weeks ago then why not now? We thus should see a gradual Japan LNG imports mtons/month 5.9 5.8 0.9% 5.2 13.9%

pick up in oil traffic, at firm rates for owners willing to take the risk ChinaKorea LNGLNG importsimports "" 3.53.0 3.93.4 -10.4%-11.7% 4.64.0 -23.8%-25.3%

• With regards to the Liners, we expect a more careful approach, with Maersk India LNG imports Last " Price1.8chg 1.5TOTAL RETURN20.2% Pareto2.1 Consenus-15.9%

highlighting this yesterday. The situation is a bit different as patterns and new Share prices 6 days Last price -1 day -1 week YTD P/NAV P/E 1Y FWD

networks in many ways have been set – so a full re-start should perhaps only BrutonArdmoreLtd.Shipping kr$16.954.0 -1.3%5.1% 24 %% 6426 %% 0.78x- 15.0x20.5x

been done once there is greater certainty Capitald'AmicoTankersInternational kr€126.47.7 5.4%2.2% 98 %% 60na% 0.69x0.84x 12.0x14.7x

• Tanker equities should continue to benefit from headline rates at firm levels – DHT Holdings $18.5 5.2% 11 % 61 % 1.23x 10.0x