Class CNBC Focus Trimestrali: d'Amico International Shipping commenti ai risultati Q3 & 9M 2023
Il dott. Paolo d'Amico commenta i risultati finanziari trimestrali Q3 & 9M 2023 con Carla Signorile per Class CNBC.
Chairman of the Board, Damico Shipping
Verified interview transcripts, podcast appearances, and direct quotes from Paolo D'amico, Chairman of the Board at Damico Shipping. AI-verified speaker identity with full-text searchable transcripts.
“Le sanzioni e i relativi Price Cap sui prodotti petroliferi in uscita dalla Russia hanno creato un aumento di domanda di navi petroliere. Le rotte si sono allungate terribilmente perché l'Europa ha dovuto comprare diesel molto più lontano, mentre la Russia ha dovuto vendere in mercati diversi. Questo ha aumentato la do...”
“Noi guardiamo la Cina come esportatrice di prodotti raffinati. Se la Cina consumerà meno, avrà capacità di raffinazione disponibili in più per i carichi in esportazione. Poiché la Cina è lontana da tutto, da Europa e Stati Uniti, questo potrebbe essere un elemento estremamente positivo per il nostro mercato.”
“È una sommatoria di cose, innanzitutto dei fondamentali che andavamo predicando già da tempo, il fatto che le raffinerie si stanno sempre più spostando ad est mentre i mercati dei costumi sostanzialmente sono ad ovest escluso chiaramente la Cina. E quindi questo allunga le rotte e i prodotti che escono dalle raffinerie...”
“Per ora molto poco. C'è da dire che a OPEC si somma pure il fatto che la Russia effettivamente sta cominciando a tagliare il mezzo milione di barili che andava dicendo da mesi, ma per il momento non sul mercato dei noli di per sé non c'è nessun impatto perché evidentemente stiamo cominciando a mangiare le inventory sug...”
“the fundamentals were there of course the ukrainian war accelerated the the system the um inventories product inventories are very low we are under the five-year average so we even if we have a little bit of a slow down at a certain point in the market we you have the restocking effect which should supply you should in...”
“the new building orders are highly limited i would say you're close to new this is view number one the fact that shipyards are full up to 2025 and this is mostly due to container vessels and lng carriers which have been filling the yards everywhere secondly uh today we have a problem to understand uh the future fuels f...”
“noi stiamo chiaramente vivendo un momento in cui la dinamica sia nell'offerta che me la domanda di stiva per quanto riguarda le petroliere e particolarmente tesa questo è dovuto innanzitutto anteguerra con dell'ucraina i fondamentali erano già positivi consideri che il primo quarto dell'anno scorso con un primo quarto...”
“noi principalmente stiamo guardando a te le opzioni che abbiamo di acquisto su navi che sono già controllate da noi attraverso contratti di noleggio stiamo valutando queste opzioni della nostra priorità rimane comunque di le vere quindi la riduzione del debito”
“we are quite confident this should happen in the second half of this year and at the laser at the latest by q4 but i'm also hopeful that we will have a strong summer and that we could be positively surprised by by freight rates already this summer”
“these are the vessels that we have in bare boat we have eight of these left one of these options we already exercised the one for the high priority there are still eight which can be exercised they are all in the money today and seven of them can already be exercised one can be exercised only from march 24.”
“I think yes but unfortunately you see already too many people are in the arena and and they are they are taking actions unfortunately IO uh we need one body and we we are a global industry and so we cannot go globally operate globally and have and Leist to too many people because we will get lost but unfortunately this...”
“it's going to happen in what 10 years but it's going to happen and and certainly you cannot think that okay I'm on speculation I'm going to build an ammonia fuel ship I mean no way I'm doing that if I'm sure that my my ship is used by somebody and is guarantee V also because I think is is very Elementary but of these s...”
“I think for the first time in modern time in the modern area in shipping we are in front of quite big dilemmas and this is of course keeping the new building order book quite down we think that we don't really know what the ship of the future is. Already today you are at the risk to build a ship which is out of time ma...”
“It is absolutely imperative that IMO keeps the position it has today and is not weakened by regional actions. I'm referring a little bit to the emission trading rules that Europe wants to impose and I'm very worried about that. It's very important that we have one body to follow and we cannot start following many ones.”
“Questo periodo è stato di immediata restrizione di stima ovverosia da il dramma del collasso lehman a oggi la flotta da un lato si è ridotta notevolmente dall'altro siccome gli erano ordini precedenti là dove il sistema ed in crescita ci sono arrivate le nuove navi che erano state ordinate devono allora c'è stato un mo...”
Il dott. Paolo d'Amico commenta i risultati finanziari trimestrali Q3 & 9M 2023 con Carla Signorile per Class CNBC.
Intervista a Paolo d'Amico, Presidente e Amministratore Delegato di d'Amico International Shipping sui risultati del 1° semestre 2023
Paolo d'Amico Highlights Positive Product Tankers Fundamentals - CEO of d'Amico International Shipping (DIS:BIT) during the Company's Q2 2022 Earnings Conference Call. Friday, July 29, 2022 Capital Link C-Suite Shipping Market Updates This podcast series features three-minute audio clips of C-Suite shipping leaders addressing critical industry topics. Excerpts are adapted from Earnings Calls and Interviews and aim to shed light on significant market updates, industry & sector trend and outlook developments. For more please visit here: https://capitallinkshipping.com/capit...
Commenti ai risultati Q2 &H1 2022 di d'Amico International Shipping S.A..
d'Amico International Shipping S.A. (BIT: DIS) & Product Tankers Update & Outlook - Capital Link Presentation Series | 1.20.22 - 11 AM EST Company Management Speaker: • Carlos Balestra di Mottola, CFO About Series Capital Link Company Presentation Series features Senior Management of publicly listed maritime companies will present their business and strategy, overall development and outlook to a wider investor audience. Please follow the link below for more information: https://webinars.capitallink.com/2022... About DIS d’Amico International Shipping S.A. (DIS) is the d’Amico division op…
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Intervista Video Chat con Paolo d'Amico TG1.
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