Member Info for MatrixObserver

Hey Chilts

If was little part, would deliver by helicopter...

Hoping Heather will be finished soon in Scapa Flow, can do in 12-16 hours... As possible alternative, Grena also...

Can see some others further out...

Ho hummm

MO

Won't be back today....

NH is heading to Aberdeen @ > 15kts

Can only think going for bigger offload and/or NH has problems, similar happened with cousin Navion Britannia (RIP), had to go to Skagen for fix during offload and Navion Oceania finished it off, before STS'ing back to NB in Skagen water...

Is all speculation... But is surprise...

MO

Maybe AK said his dongle is for Canadian FPSO, or not big enough...

and NH stormed off.... in hot fury...

Is more drama on AK offloads than Eastenders !!! MO does miss the Amundsen Spirit "call to action", was faff-free and smooth...

c'est la vie

Good luck all

MO

Not sure what NH is up to...

Is doing > 14kts south-westerly heading

MO

I really "love" tanker watching...

LOL Chilts

Think 12:00 is more likely, has just done a 180...

https://www.marinetraffic.com/en/ais/home/centerx:1.304/centery:59.916/zoom:14

Don't get much better weather in NNS than currently, is almost calm...

https://www.windfinder.com/weatherforecast/viking_north_sea

Oh uhmmm, MO loves watching tankers faffing, lol

LOL was right originally, is 14.1, #18 left in June not May...

Doh, MO

Found glitch in Matrix... is MO's fault, have double checked, lost a day somewhere...

#18/19 is 15.1 days not 14.1...

Makes #20 a little better...

Have corrected source...

Should read... 15.1 Offload #19 (Navion Oceania ) - Started: 10/7 10:00, left 11/7 12:00 (Duration 26 hours)

MO

Hey E121 and HeavyMallard

Is very difficult to be accurate on timings especially without realtime AIS (as provided by the Don)

Below are previous 3 (first number is days between previous departure and approx start of pumping/link-up)...

13.2 Offload #17 (Amundsen Spirit) - Started: 8/6 16:00, left 9/6 22:00 (Duration 30 hours)
15.3 Offload #18 (Heather Knutsen) - Started: 25/6 06:30, left 26/5 08:00 (Duration 25.5 hours)
14.1 Offload #19 (Navion Oceania ) - Started: 10/7 10:00, left 11/7 12:00 (Duration 26 hours)

I round to nearest tenth of day and if Navion Hispania links up within next hour is 12.9 days since #19 (13 days at midday).

Which is approx 8% improvement in turnaround over #18/#19, is good direction.

Best wishes

MO

Good morning Chilts and fellow ENQers

Found this article quite interesting...

in USA is cheaper to internationally export light oils from Gulf of Mexico and import foreign light oils...

i.e. "That is because U.S. domestic shipping rules can make it more expensive for East Coast refiners to ship crude from the Gulf coast to the northeast than it is to import oil.

East Coast refiners “can get oil cheaper from the Urals than the Eagle Ford,” said Kyle Cooper, a consultant for options broker Ion Energy. "

Full article:

https://www.reuters.com/article/us-usa-kazakhstan-crude/u-s-refiners-boost-purchases-of-cpc-blend-to-record-as-prices-drop-idUSKBN1KD2GZ

***Maybe Trump/US gov could address this first !!!
--

Come-on Navion Hispania, don't be shy, AK's waiting for her Latin lover... ;-}

https://www.marinetraffic.com/en/ais/home/centerx:1.305/centery:59.918/zoom:14

Good luck all

MO

LOL volcano.... Was not trying to scare... promise, would only be a reason if looking for cheaper buy-in, is not MO style.

Was informing fellow investors (potential or current) of possible issue. Thought boards for sharing info, think this is important enough to mention...

MO has no axe to grind with CNE so can be neutral in opinion...

Best wishes

MO

Hi volcano...

As always, is investors' choice, MO likes CNE (has a lot going for it, i.e. Catcher, Kraken, Senegal etc), but concerned about impairment on balance sheet at H1 update, also looking less likely that a quick settlement is on the cards, purely based on recent Indian gov actions.

From recent RNS (9th July)

"After the disposal of part of this shareholding in VL and seizure of proceeds by the IITD, Cairn will write down the carrying value of its investment in VL which will result in an impairment charge at the half year equal to the value of the total shares notified as having been sold by the IITD at that time."

Is always better to be aware and prepared...

Good luck with choices and best wishes

MO

Good morning E121

Very happy to see Navion Hispania (first time visitor with a Latin flavour) en route to AK, is what is needed... If here before midday tomorrow, then is > 1 day improvement over #19

Regarding Stena Sirita, is complex as when 11.5m had approx 34 metric tonnes of ballast...

I am going for 600k currently on-board, split 300k Balder and 300k Enquest Producer

Nice start to week...

Have good-un all

MO

Cannot help with Alma data yet, sorry mon ami Squif

Am starting a base today.... Will see in future... Is looking good to date !!! Is named AGFIX test #1 Base settings

Need AK to Rooooaaarrrr is more important !!!

Cheers

MO

Good afternoon Chilts...

Would be first for Grena... MO's eye is on Stena Natalita (one previous visit)

Before Wednesday si vous plait...

MO

OK won't be Navion Anglia, unless does "fast n furious" handbrake turn and skids in.... ;-}

Is fact, is now 11.1 days since #19 departed and looking unlikely tanker tomorrow, is possible but unlikely...

MO is hoping AK still ramping-up... and waiting to observe such...

Will wait until have definite candidate for AK and evaluate, will probably wait until #21 or #22 before final verdict...

Good luck in choices...

MO

post for 24hrs...

Navion Oslo looks to be back for some more Catcher oil... Doing very well with tanker turnarounds for 55-60k bopd rates... and more wells to add soon...

Good luck PMOers

MO

or a lake as some claim...

https://www.energy-reporters.com/policy/summit-to-end-caspian-legal-limbo/

Is somewhat connected to Black Sea via Volga/Don rivers

Appears that will have some implication for offshore Caspian producers...

Good luck

MO

Navion Anglia ??? 18.5nm north of AK...

https://www.marinetraffic.com/en/ais/home/centerx:1.6/centery:60.1/zoom:9

MO

On way to Northern Producer Platform (supports Dons, Conrie and Ythan fields in NNS)...

https://www.marinetraffic.com/en/ais/details/ships/shipid:373261/mmsi:311031800/imo:9424508/vessel:SIEM_N_SEA

DD... Hopefully will have a better idea by mid/late August, all can do is observe at the mo...

Best wishes

MO

Some massive tankers in Scapa Flow...

Including 2 biggies > 2.5m barrels each... Marbat and Front Endurance

Have been ship-to-ship transfers already, maybe more crude going to USA ???

Can see...

https://www.marinetraffic.com/en/ais/home/centerx:-3.035/centery:58.885/zoom:12

Good watching all

MO