據5月23日鉆井地帶網站報道，Navigator Holdings公司周一公布，受美國乙烯和液化石油氣(LPG)出口持續增長的支撐，該公司第一季度凈收入為1880萬美元。

這家總部位于倫敦的天然氣運輸公司，每股收益為0.25美元，凈利潤高于前三個月的0.13美元，但低于2022年同期的0.35美元。

Navigator Holdings受益于美國乙烯和液化石油氣出口的持續增長勢頭，營業收入為1.36億美元，高于2022年四季度和2022年一季度。

該公司在一份新聞稿中表示，到2023年第一季度，小型液化石油氣船的租船費率繼續上升。在第一季度，靈便型半冷藏船和全冷藏船的租船費12個月市場評估分別增加了1萬美元，達到76萬美元和74萬美元，靈便型乙烯船租賃評估價格增加了8.5萬美元，達到97.5萬美元。

Navigator將較高的費率歸因于地緣政治沖突導致的氨氣運輸模式的轉變，以及液化石油氣出口的激增和美國持續的乙烯供應。

報告指出，盡管天然氣價格正常化影響了歐洲對氨氣的需求，但在靈便型船舶領域，船舶對氨氣的需求仍在持續。

Navigator表示，與去年同期相比，美國繼續出口的液化石油氣，每周都在增加。美國在2023年3月出口了550萬噸液化石油氣，為所有天然氣運輸部門提供了更好的就業機會。

另外，北美乙烷價格仍然具有競爭力，為廉價的國內乙烯生產提供了可持續發展的基礎。與國際市場相比，美國生產的乙烯繼續向歐洲和亞太消費者開放，這增加了乙烯出口終端的持續吞吐量，以及對乙烯船舶的需求。

Navigator周一在紐約證交所收高至13.14美元，上周收盤時為13.04美元，本周開盤成交量為185766筆，創下兩周高位。

王佳晶 摘譯自 鉆井地帶 網站

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.