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Peter T.

Research Analyst at Cleaves Securities

Peter T. is an Analyst at Cleaves Securities, specializing in maritime shipping and energy sectors with precise coverage of public tanker and bulk shipping companies. He is known for his thorough market analysis and has contributed to industry outlooks that influence equity investor sentiment. Peter started his career in financial analysis before joining Cleaves Securities, where he has become noted for his insights on shipping market trends; however, detailed performance metrics and prior firm history are not publicly available. Professional credentials such as FINRA registration and securities licenses cannot be confirmed from currently accessible information.

Peter T.'s questions to BW LPG (BWLP) leadership

Question · Q1 2025

Peter T. noted that shipowners seem to be capturing a more appropriate share of the arbitrage compared to last year when terminals were dominant, and asked if this trend is expected to continue.

Answer

CEO Kristian Sørensen agreed, describing the value chain as a constant 'arm wrestling' match. He expressed optimism for shipowners' continued bargaining power, citing very little growth in the VLGC fleet combined with ongoing U.S. export expansion plans, which creates a favorable supply-demand balance for shipping.

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