据5月23日钻井地带网站报道，Navigator Holdings公司周一公布，受美国乙烯和液化石油气(LPG)出口持续增长的支撑，该公司第一季度净收入为1880万美元。
这家总部位于伦敦的天然气运输公司，每股收益为0.25美元，净利润高于前三个月的0.13美元，但低于2022年同期的0.35美元。
Navigator Holdings受益于美国乙烯和液化石油气出口的持续增长势头，营业收入为1.36亿美元，高于2022年四季度和2022年一季度。
该公司在一份新闻稿中表示，到2023年第一季度，小型液化石油气船的租船费率继续上升。在第一季度，灵便型半冷藏船和全冷藏船的租船费12个月市场评估分别增加了1万美元，达到76万美元和74万美元，灵便型乙烯船租赁评估价格增加了8.5万美元，达到97.5万美元。
Navigator将较高的费率归因于地缘政治冲突导致的氨气运输模式的转变，以及液化石油气出口的激增和美国持续的乙烯供应。
报告指出，尽管天然气价格正常化影响了欧洲对氨气的需求，但在灵便型船舶领域，船舶对氨气的需求仍在持续。
Navigator表示，与去年同期相比，美国继续出口的液化石油气，每周都在增加。美国在2023年3月出口了550万吨液化石油气，为所有天然气运输部门提供了更好的就业机会。
另外，北美乙烷价格仍然具有竞争力，为廉价的国内乙烯生产提供了可持续发展的基础。与国际市场相比，美国生产的乙烯继续向欧洲和亚太消费者开放，这增加了乙烯出口终端的持续吞吐量，以及对乙烯船舶的需求。
Navigator周一在纽约证交所收高至13.14美元，上周收盘时为13.04美元，本周开盘成交量为185766笔，创下两周高位。
王佳晶 摘译自 钻井地带 网站
原文如下：
Navigator Posts $18.8MM Quarterly Profit Supported by USA Gas Exports
Navigator Holdings Ltd. reported Monday $18.8 million in net income for the first quarter supported by sustained momentum in ethylene and liquefied petroleum gas (LPG) shipments from the USA.
With earnings per share of $0.25, the London-headquartered gas carrier’s net profit was up from $0.13 in the prior three-month period but down from $0.35 in the corresponding quarter of 2022.
Navigator Holdings benefited from sustained momentum in ethylene and LPG shipments from the USA.
Navigator collected $136 million in operating revenue, up both from October-December 2022 and January-March 2022.
“Charter rates for the handysize LPG vessel segment continued an upward trajectory through the first quarter of 2023”, it said in a press release. “Both the handysize 12-month market assessment for semi-refrigerated and fully-refrigerated vessels increased by $10,000 per calendar month (‘pcm’) to $760,000 pcm, and $740,000 pcm respectively, and the handysize ethylene assessment increased $85,000 pcm to $975,000 pcm during the first quarter”.
Navigator attributed the higher rates to a shift in shipping pattern for ammonia induced by “the geopolitical conflict”, as well as a surge in LPG exports and sustained ethylene coming from the USA.
“Though normalizing natural gas prices weighed down European demand for ammonia, ship demand for the gas has been sustained in the handysize segment, it noted.
“Secondly, the U.S. continues to export record volumes of LPG, increasing week on week, compared to the same time period last year”, Navigator said. “The U.S. exported a record 5.5 million tons of LPG during March 2023, providing improved employment opportunities across all the gas carrier segments.
“Finally, North American ethane remains competitively priced enabling a sustainable floor for cheap domestic production of ethylene. The arbitrage for U.S. produced ethylene compared to international markets continues to be open, both to Europe and to Asia-Pacific consumers, which has given rise to continued throughput from our Ethylene Export Terminal, as well as demand for our ethylene capable vessels”.
Navigator closed higher at $13.14 on the New York Stock Exchange Monday compared to $13.04 in last week’s closing session, starting the week with a two-week high of 185,766 volumes traded.
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