DRY BULK

    Chinese Government Putting a Limit on Daily Mongolian Coal Truck Arrivals

    • After reports of a worker from Mongolia's Oyu Tolgoi copper mine being diagnosed with coronavirus, China's government today has begun putting a limit on the number of Mongolian coal trucks that will be allowed into China. Only 200 trucks carrying Mongolian coal will reportedly be allowed into China each day (and no trucks carrying Mongolian copper will be allowed). This decree is valid until further notice.
    • We are unable to confirm how many Mongolian coal trucks previously were crossing into China in recent days, but of note is that as recently as in early September over 2,000 Mongolian coal trucks were crossing each day. Overall, the new 200 truck limitation is an important development and one that we will be continuing to monitor closely. Mongolia primarily supplies coking coal to China, and if the restrictions remain in effect for several days then China will eventually need to import more coking coal from other exporters.
    • Also of note is new daily coronavirus cases, while still relatively low, set a record in Mongolia on March 13th. 169 new cases were reported that day, which has dwarfed the average of approximately 40 new daily cases seen in February. In China (which officially has experienced only the 86th largest number of coronavirus cases globally), new daily cases remain very low. Yesterday, for example, saw only 5 new coronavirus cases reported. China's government wants new cases to remain low -- and for now, imports of Mongolian coal will be coming under coronavirus-virus related pressure
    Quote from jasko
    Quote from gta1

    Ovo ide u svemir ..... Ali na ZSE to ništa izgleda ne valja.... 😌

    Tek smo na početku ciklusa.

    Slažem se!

    Edited once, last by gigic23: Merged a post created by gigic23 into this post. (March 17, 2021 at 1:45 PM).

    moooožda griješim ali ovako se može samo sa tuđim dionicama raspolagati ili za tuđi račun.

    rezimirat ćemo nekad koliko desetaka milja kn je bačeno u vjetar namjerno,nenamjerno,planski...

    bravo za "profesionalce"

    znam iz prve ruke kod koga je dio i današnjeg prosipanja u vjetar završilo ;)

    thnx :thumbup:

    p.s.

    ipak se to svakim danom prazni pa će doći do uravnoteženja,prostora ima more.

    ističem kandidaturu ove nerazumne rasprodaje za investitorski promašaj godine a nebi bila senzacija da se pokaže i kao promašaj desteljeća na zse.

    rezime sljedi

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

    Quote from jasko

    Baltic Dry Index Rises 4.36% to 2,105 in London
    Capesize +3.8% to $17,931
    Panamax +9.47% to $21,909
    Supramax 58k tons +0.61% to $23,005
    Handysize +1.7% to $21,929

    "...Dakle, jedino ja kazem da ova godina nece biti po nicemu posebna...."

    a tko ti to more platit

    priceless;( ^^

    po marfiju ima još, ima još puno,ovo je tek predigra.

    jer veliki brat se tek budi a njegov tsunami diže sve brodove ;)

    što više raste capesize više opada kanabalizam tereta manje braće

    pmax +9% 8)

    a FFA??a jooojjj....

    general prošlosti bi rekao "nniiistaaa pooosebbnoooo" =O

    mudrije je gledati budućnost

    za nas koji smo izloženi i vani ona je više nego svijetla ali i ovdje će doći,ovo je once in a lifetime...

    vrijeme je za....

    Covjek nit grafove koje sam stavlja ne kuzi. Vidis da 2022 godina nije pomaknuta ništa, dok samo kratkorocne vozarine rastu. Znaci, dugorocno nit unajmitelji ne vjeruju u ovoliki rast. Zasto to idem objasnjavati nekome nemam pojma. Strasno. Neznanje na najjace. I onda bi trebalo poslusati savjet od takvih :) aJde dobro

    ne vodi brigu za 2022 ona će te još više demantirati od 2021 koja je brutalno pregazila tvoja smiješna očekivanja.

    smiješna jer u trenutku izricanja si bio suočen sa dokazima na dokaze od nas nekolicine da si u teškoj zabludi.

    nastavi,najzabavniji si na cijelom forumu sa svojim expertizama i velikim znanjem.

    a koji bi bio smisao tvojih očekivanja?

    kontrabenchmark?

    tu si 100% uspješan,čestitam

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

    Pa uglavnom se prvo pomicu blizi futuresi pa tek onda dalji. Sto je dalje teze je predvidjati situaciju te su i pomaci manji. Nije bas neki Nobel potreban za to...

    Bolje je jeftino kupovati nego jeftino prodavati.

    Ponovo ocito moram pisati jedno te isto. Ja sam napisao da mi se godina ne cini da će biti po icemu posebna. Da ce biti nesto bolja, ali ne ovako. Svakako ovo nisam očekivao. Dalje sam napisao da ako se vec vjeruje u sektor da se kupe brodari vani. Da sam ja tako napravio. Jer da prosjecna godina nece biti dovoljna za ATPL, ali hoce za druge brodare. Kao sto sam pisao i to 50x, ja sam NMM-a imao stalno između 25-50% u portfelju. Imam ga još. Dakle, ako sam ja fulao, onda svaka čast. Da me iznenadio ovakav rast u 1Q, svakako je. Opet treba pricekati da prođe godina, pa budemo vidjeli. Alli svatko tko me poslušao mogao je samo zaraditi, ništa izgubiti. Posipam se pepelom

    Panamax 10yr hire 20.000$/day P/EBITDA 3,4

    10yr hire 22.000$/day P/EBITDA 3,0

    Supra 58 10yr hire 20.000$/day P/EBITDA 2,6

    10yr hire 22.000$/day P/EBITDA 2,3


    Handy 38 5yr hire 20.000$/day P/EBITDA 3,0

    5yr hire 22.000$/day P/EBITDA 2,6

    P vrijednost broda :) :thumbup:

    Another Large Chinese Purchase of US Corn

    • The United States Department of Agriculture (USDA) today reported sales of 1.224 million tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st. Today's sale comes on the heels of yesterday's 1.156 million ton sale, which marked the first 100,000 ton+ sale to China reported since January 29th. As we have continued to stress in our work, US corn exports remain poised to surge during the next several months.
    Quote from gigic23

    Another Large Chinese Purchase of US Corn

    • The United States Department of Agriculture (USDA) today reported sales of 1.224 million tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st. Today's sale comes on the heels of yesterday's 1.156 million ton sale, which marked the first 100,000 ton+ sale to China reported since January 29th. As we have continued to stress in our work, US corn exports remain poised to surge during the next several months.

    There could be more demand for corn imports as China faces a threat from armyworm, which attack corn among other crops.

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