Eolus Vind - 62PC there - September 06th 2019

CEO Per Witalisson stopped by this week for a chat.  Other than an update on the ongoing projects, we spent some time discussing the company`s balance sheet and future activity levels.

EOLUS VIND – 62PC THERE.pdf EOLUS VIND – 62PC THERE.pdf
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Tankers Time´s Up - April 5th 2019

With rates having crashed amidst the expected Q1 lull https://harpooncapital.no/resources/SHIPPING%20MUSINGS.pdf  and some brokers pitching the crude tanker names as shorts as the stocks/rates shark jaw develops, it is time to start getting involved again.  

TANKERS - TIME´S UP.pdf TANKERS - TIME´S UP.pdf
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Shipping Musings - December 18th 2018

Shipping executives are usually a happy bunch.  Agreeing that markets either look good now - or if not, at least within the next 12 mths.  Attending a couple of shipping gatherings in London and Oslo over the last fortnight or so confirmed this is still the case, but also, more importantly, demonstrated the divergent approaches among the companies in tackling the effects of IMO 2020.

SHIPPING MUSINGS.pdf SHIPPING MUSINGS.pdf
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Top of mind – Correction or bear market? October 29th 2018                               The last couple of weeks have seen a flurry of calls and visits by strategists and macroeconomists guesstimating whether we are heading into a new downturn or just witnessing another buying opportunity.


TOP OF MIND.pdf TOP OF MIND.pdf
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Asia visit-LNG  October 14th 2018          Spending a few days in Tokyo and Beijing visiting local investors, shipping companies, brokers, government agencies, shipbuilders and utilities the other week, I came back with conviction on 2 themes I think will play out in the shipping markets over the coming 2 years.

Asia visit - LNG.pdf Asia visit - LNG.pdf
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Asia visit-IMO2020   October 14th 2018        Being keen to hear updated views from this side of the pond, I attended a dinner with Norwegian shipping executives in Oslo on my return from Asia. The difference in views between West and East on the new IMO sulphur cap being implemented Jan 2020 is striking.

Asia visit - IMO2020.pdf Asia visit - IMO2020.pdf
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