Permanent lukning et plus for rederier

En brand på det største olieraffinaderi kompleks i Philiadelphia på den amerikanske østkyst for en uge siden var så voldsom, at det lukkes permanent. Skidt for ejere, medarbejdere og amerikanske forbrugere, men godt nyt for produkttankrederierne, på grund af øget import.

Den voldsomme brand betyder, at et raffinaderi-kompleks i Philadelphia ikke genopbygges..

Lukningen af raffinaderiet betyder i følge analyse- og mæglerfirmaet Poten & Partners, at efterspørgslen i det atlantiske produkttank-marked vil stige, ligesom det også i mindre grad kan smitte af på markedet for transport af råolie.

I Danmark kan bl.a. Torm og Norden drage fordel af den permanente lukning af raffinaderiet, som dagligt producerede 335.000 tønder/dag.

“Efterspørgslen på produkttankere vil stige, da regionen får behov for at importere op til 30 pct. flere produkter, primært på tankskibe,” skriver Poten & Partners ifølge Splash.

Rederiet peger på, at en stor del af denne import skal hentes primært i

Europa, men også i Mellemøsten og Indien. Og det giver forretning til tankskibsrederierne, der vil opleve en positiv udvikling i ton-miles for MR-skibe, skriver Clarkson Platou Securities.

Dagsraterne steg i dagene efter brandens udbrud i fredags med op til 60 pct. og det er ikke utænkeligt, at lukningen af raffinaderiet vil hæve bundniveauet for raterne i den kommende tid.

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