Quote from jasko

A strong US grains export season has continued into 2021 leading to tonnage tightness in the Atlantic. That has resulted in 10-year highs for handysizes and supramaxes

Minor bulk demand growth is pegged at 4.8% this year compared with fleet growth of 1.8%, Pacific Basin highlights, while the dynamics are even more compelling for next year https://lloydslist.maritimeintelligence.informa.com/LL1135915/Paci…ed-to-US-grains

"while the dynamics are even more compelling for next year"

p.s.

jasko@

ovo je vrh vrhova od praćenja po kvaliteti i brzini postanih aktualnosti za dry bulk

bravo i za sve ostale,ovo je jedna od najmočnijih teme globalno po kvaliteti za dry bulk u zadnjih mjesec dana.

idemo dalje....

zima je gotova,kreće građevina

a i ostalo

#Ironore prices rallied above $170 today on expectations of pick-up in demand, while supply concerns from output curbs and weaker dollar. MySteel - rebar production up 3.25% this week to 3.19 mil tonnes, but inventories only up 0.57%, indicates sales up.

Cisa member mills increased #crudesteel output in mid-Feb to a record high of 2.282mn t/d over 11-20 Feb, which covered the lunar new year holiday, up by 5.9pc from 1-10 Feb and by 24pc from a year earlier

Quote from jasko

Ship scrapping report ..... https://shipandbunker.com/news/features/…ort-2021-week-8

na handy klasi demo ide najkasnije pa posebno veseli ovih 23 godine(2x).

razlog tome je sinergija više efekata o kojima smo i ovdje dateljnije nedavno pisali.

osobno očekujem demolition u 2021 iznad konzenzusa analitičara a i bitno više od toga nebi me iznenadilo.

ovo su dokazi koji podupiru ta očekivanja.

značajno ubrzanje očekujem u 2022 i 2023 kao dodatnu sinergiju na već neizbježnu sinergiju

oluja na strani demanda i suplya.

pefect storm je neizbježan najkasnije u sljedeće 2-3g,samo se nezna točan intenzitet,malo tko neće biti zadovoljan AKO se ukrca.

vrlo izgledno da upravo svjedočimo njegovom početku.

p.s.

vidim da neki insinuiraju na temi atpl da očekujem ono što nisam nikad napisao:

#3.146

" vjerujem da nismo svi toliko entuzijastični kao migra i čekati deset godina"

ignorirajući ono što sam vrlo jasno višekratno napisao za scenarije koje očekujem,nije teško naći pa...
nestrpljivi neka preskoče atpl i investiranje...

neka razmotre kladionicu,tamo se može na dnevnoj ili satnoj bazi...

Quote from migra

zima je gotova,kreće građevina

a i ostalo

#Ironore prices rallied above $170 today on expectations of pick-up in demand, while supply concerns from output curbs and weaker dollar. MySteel - rebar production up 3.25% this week to 3.19 mil tonnes, but inventories only up 0.57%, indicates sales up.

Cisa member mills increased #crudesteel output in mid-Feb to a record high of 2.282mn t/d over 11-20 Feb, which covered the lunar new year holiday, up by 5.9pc from 1-10 Feb and by 24pc from a year earlier

No signs of a slowdown in Chinese #steel production in January. Seasonally adjusted, 2nd highest #China steel production on record at 92.9mt with year on year rate for last 3 months running at 9.5%.

Global Crude Steel Production in January 2021 up by 5% YoY

nnništa pooosebnooo?

handysizes have recorded 31 consecutive days of improving rates – a rally not seen in dry bulk since the supercycle days of 2003 to 2008....

Dry bulk spending up by 151%

https://splash247.com/weekly-broker-…_medium=twitter

Quote from migra

nnništa pooosebnooo?

handysizes have recorded 31 consecutive days of improving rates – a rally not seen in dry bulk since the supercycle days of 2003 to 2008....

Dry bulk spending up by 151%

https://splash247.com/weekly-broker-…_medium=twitter

"...Dakle, jedino ja kazem da ova godina nece biti po nićemu posebna...." tema atpl str 134.

i dalje čekamo reviziju ovih očekivanja i odgovor na pitanje dali će atpl biti jedini dry bulker u svemiru koji neće profitirati na ovim dramatično pozitivnim promjenama.

ah da, DA, tu je još i veeeeliko pitanje vjerodostojnosti deloitte revizora od strane naših analitičara iz kategorije "ništa posebno"

DA,opreza nikad dosta sa prošlošću,a evo što nosi meni neusporedivo važnija budučnost.

tablica i brojevi CnB koje nije popapala maca govore puno više od riječi ili wishfull thinkinga naših pojedinih "analitičara".

Quote from migra

nnništa pooosebnooo?

handysizes have recorded 31 consecutive days of improving rates – a rally not seen in dry bulk since the supercycle days of 2003 to 2008....

Dry bulk spending up by 151%

https://splash247.com/weekly-broker-…_medium=twitter

a kada smo kod "ništa posebno" handya evo i tablice

a nisu ni supre za baciti

anualizirano nećemo da nekoga ne strefi