Uistinu je čudno da u 14.15 nakon objave ovakvih brojki on kao iz inata oplete po bidu. I tako iz dana u dan. A u neka druga vremena uz ovakve vozarine bi se čistio ask a rast bio dvoznamenkast uz volumene od 10 000.

Evo opleli malo po ulpl i jdpl.

Majke ti mile, kakve to informacije moraš imati da rasipaš po bidu u ovakvoj situaciji.

ovo je bolesna burza, bolesna dionica, i jedino što je dobro u toj bolesti je da vozarine bolesno rastu pa kad i dionica bolesno krene prema gore, pola burze će se razbolit od jala i čudit se zašto nema bolesnog prodavača na 180......

I wonder if they will find enough ships........

USDA confirms the sale of 696,000 tonnes of U.S. corn for delivery to China in 2020/21. That brings the three-day flash total to China to 3.08 million tonnes (121 million bushels).

Next week's U.S. corn export sales report is shaping up to be one of the larger ones on record with China already above 3 million tonnes on old crop for the week. That would not top Jan. 28's high of 7.5 mmt old+new crop, but it would certainly stand out versus history.

Quote from jasko

Evo opleli malo po ulpl i jdpl.

ružna pačad se pretva u labudove

BDI 2215, +5,2%

highest level since Sept 2019

Quote from mitkko

BDI 2215, +5,2%

highest level since Sept 2019

Eh, tada je nasa kraljica bila na 400 kuna

Treba samo vidjeti tko malo jace kupuje.

Ako se ispostavi da je povezan s onim sto prodaje to bi mogla biti zanimljiva prica.

It was all hands on deck again today on Panamax paper with the

market springing into action early on as some sharp overnight

fixtures in both basins saw buyers scrambling for coverage. This

saw rates chased up sharply and relentlessly through most of

the day. Mar and Q2 peaked at highs of $22000 and $26500

respectively while Q3 broke $20k resistance ton print $20500

and Q4 tested but was unable to break $18k resistance. Further

out the Cal22 and Cal23 spread widened to $1750 with Cal22

trading up to $13750 and Cal23 $12000.

Supramax paper pushed through the morning session

following panamax, in relatively small volume. April and Q2

traded to respective highs of $25000 and $22100. Post-index

we retraced most of the morning’s gains, with April and Q2

slipping to $24000 and $21750. The deferred periods

continue to push, with Cal22 and Cal23 printing $12500 and

$11450 respectively. We close marginally up on the day, with

offers at last done on the prompt. Have a nice evening.

China’s soybean demand seen steady on strong hog herd recovery from ASF

China’s soybean demand is seen steady on strong hog herd recovery from the African swine fever epidemic, market sources told S&P Global Platts March 18.

With the hog herd recovery on a swifter-than-expected curve, China’s soybean demand has also been projected to hit record highs.

According to S&P Global Platts Analytics, the world’s largest soybean purchaser is expected to import all-time high volumes of the oilseed in 2020-21 and 2021-22 marketing years (October-September) at 100 million mt and 110 million mt, respectively.

https://www.hellenicshippingnews.com/chinas-soybean…overy-from-asf/

It’s Not Supposed To Be Happening, But Coal Prices Are Rising

Coal, the commodity that no-one wants to talk about, is staging a comeback as investment banks warm to the profits from improving prices and a new mine in Australia, being built to meet Indian demand, is nearing completion.

https://www.forbes.com/sites/timtread…16161324139152&

New iron-ore port could boost Vale’s expansion plan

Global production of iron ore products reached 2.2 billion tonnes in 2020 and is expected to reach 2.35 billion tonnes in 2021, according to Fastmarkets.Despite the covid-19 pandemic, China has imported a record amount of iron ore, pushing the metal price high. Tight supplies helped lift the most-active futures contract for 62% iron-ore fines delivered to China to $174.94 per metric ton on March 4, the highest settlement since August 2011.Global total imports amounted to 1,170 million tonnes in 2020, 9.3% higher than in 2019. Total imports to China exceeded 73% of the world total shipped. As China shut down many small and low-quality iron ore mines and continues to raise its bar on ore quality to match its environmental standards, Brazil, Australia, and India will be major sources of the net increase in production, Fastmarkets reports. A project for a dedicated iron ore port with a capacity of up to 560 million tonnes per year is advancing in the north of BrazilVale is still looking to return to a capacity of 400 million tonnes. https://markets.businessinsider.com/commodities/ne…on-plan-9931662

Ugljen ce odigrati jos jednu golemu partiju u narednih nekoliko godina, a onda krece zestoko dolje. To je naprosto nuznost.

Kapaciteti termoelektrana postoje i moraju se iskoristiti. Kad se pocne vecini priblizavati kraj onda ce prestati graditi nove i to je to.

Ali do tada, sasvim je moguc proboj 120 USD pa i vise.

April contracts for panamax bulkers have settled at over $28,000 per day as physical market hits highest level in 11 years https://www.tradewindsnews.com/bulkers/dry-fr…e-up/2-1-982575

Far East Dry Bulk Index https://en.sse.net.cn/indices/fdinew2.jsp