Companies / LPG
NYSEDorian LPG (LPG) in our theses
Dorian LPG appears in one of our theses. Below is why it entered the basket and how it has done since publication.
El Nino is drying out the Panama Canal again, and LPG tankers are the first ships bumped from the queue
A strong El Nino cuts rainfall over Gatun Lake, Panama rations transits into the 2027 dry season, and US Gulf LPG cargoes sail the long way round Africa.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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