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Any opinions out there about this continuing pace of new supply?

Seems like a whole bunch to me, though MP Seatrade hasn't released their opinions on which sectors are going to face the worst pricing. Should be out soon.


jz
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Any opinions out there about this continuing pace of new supply?

Which sub-sector in shipping?

FWIW, I mentioned elsewhere the Golar worked out a financial package that covers 8 of 13 newbuild
LNG vessels. No indication from the press release that GLNG had to fix some of the vessels as a
condition of the financing.
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Press release was less than helpful. (I'm waiting for news from Sloane Square. With the reorg it may be a while, which is not of concern as I have no GLNG position. Market factors don't hold appeal.)

jz
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