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Golar LNG Ltd. Message Board

  • chart_surfer chart_surfer Jan 16, 2013 4:29 PM Flag

    Glut of LNG Carrier ships in 2014

    Here is the link to the article.

    The shorties are here already.
    www.bloomberg.com/news/2012-12-06/lng-ship-glut-seen-by-hoegh-as-2014-fleet-tops-output-correct-.html

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    • Overblown and far from reality.
      Maybe a dozen ships but by 2015 the opposite it is true.

    • Cant say that i understand all the complexities of this industry, but dont see how anyone can know this with much certainty. There are lng terminals being built and more on the drawing board and while they take time to build one has to wonder if existing plants can increase out put in the meantime. Seems like a moving target, in terms of getting the match of ships to product. Thinking the management at glng have got to be doing their homework and probably knows as much as one can what the demand will be. So i cold be wrong but my thinking is if nat gas demand takes off as some suggest it just might come on faster than conservative estimates think. glng making the deal for the Canadian lng production to come on 2015 has got to fit with their ship capacity planning, time will tell. glta

      Sentiment: Buy

 
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