BW LPG Limited BWLPG

What the company says it expects, and how often it has delivered on it.

Guidance in the latest report

• expectations for a sustained reopening of the Strait of Hormuz (Q3 2026)
  “Assuming conflict resolution in Q3 2026, the Middle East exports are expected to gradually recover” (p. 9)
• recovery of Middle East exports (12 - 36 months)
  “full recovery is expected to take 12 -36 months depending on local conditions and infrastructure damage severity” (p. 9)
• North American LPG exports (future)
  “North American LPG exports are expected to continue growing” (p. 9)
• demand for Panama Canal transits (future)
  “Looking further ahead, demand for Panama Canal transits is expected to increase as additional LNG, ethane and LPG carriers enter service.” (p. 8)
• PDH plants scheduled to start up (2027)
  “nine more are scheduled to start up in 2027” (p. 8)
• PDH plants scheduled to start up (2028)
  “followed by another six in 2028 and beyond.” (p. 8)
• vessels expected by year-end (2026)
  “During 2026, 27 VLGCs have been delivered, with a further 13 vessels expected by year-end.” (p. 8)
• deliveries scheduled (2030)
  “with deliveries scheduled through the fourth quarter of 2030.” (p. 8)
• Ras Tanura–Chiba Forward Freight Agreement (FFA) market indicating earnings (remainder of 2026)
  “The Ras Tanura–Chiba Forward Freight Agreement (FFA) market for the remainder of 2026 is currently indicating earnings slightly below US$180,000 per day” (p. 9)

Guidance only counts when it names a year or quarter and a figure the reports show: revenue, operating profit, margins, EPS and bank and insurance ratios. Read by an AI model and can be wrong. Not investment advice.