The lack of scrap metal has pushed the demolition prices higher across the board.
Scrap tanker prices surging, despite lockdowns and oxygen shortages.
Brokers and cash buyers say Pakistan is paying $550 per ldt and upwards.
Elderly vessels are selling for previously "unthinkable" scrap prices as deliveries continue.
C2 Tubarao to Rotterdam (long tons) 160,000lt 16.872 $/ton -0.089
C3 Tubarao to Qingdao 160,000mt or 170,000mt 31.215 $/ton 0.2
C5 West Australia to Qingdao 160,000mt or 170,000mt 14.795 $/ton -0.191
C7 Bolivar to Rotterdam 150,000mt or 160,000mt 16.450 $/ton -0.06
C8_14 Gibraltar/Hamburg transatlantic round voyage 180,000mt 40925 $/day -500
C9_14 Continent/Mediterranean trip China-Japan 180,000mt 61940 $/day -810
C10_14 China-Japan transpacific round voyage 180,000mt 46854 $/day -567
C14 China-Brazil round voyage 180,000mt 37776 $/day 203
C16 Revised backhaul 180,000mt 23200 $/day -175
C17 Saldanha Bay to Qingdao 170,000mt 23.484 $/ton 0.047
BCI 5TC 42031 -339
Komentar iz Safebulk prezentacije za novogradnje
Loukas Barmparis
There is no next-generation ship available. A lot of stories appearing in the press about what will be the fuel for the next 10 years or 20 years, no one knows. Definitely, on tankers, on containers, there are a few options being proposed by the shipyards, which really, we don’t need to know which is the medium-term or the long-term or the short-term. For ourselves, we cannot do anything more at this stage than go for Phase 3 newbuilding whenever it’s available. Otherwise, we will concentrate on very more than second-hand ships, but under 5 years old. That will be very close to – on the upper part of Phase 2 designs. There is nothing we can do at the moment because really no one knows if this ship will be LNG powered, if it will be hydrogen, if it will be ammonia. No one has an idea. And the yards – and this is maybe a good point for trade markets. The yards, they are not really interested to develop such designs for bulkers. So at the moment, they concentrate on big container ships that they have big consumptions or VLCCs or bigger ships. And they don’t bother yet to develop designs for bulkers for the next phase of decarbonization. Basically, you have to remember that the yards like ship owners. They have been losing money for a number of years. And first of all, they have to do the change on the bigger ships. They have better levels and new contract levels, and thereafter, they will bother. So I think it will be very difficult to have new buildings with new designs for bulkers proposed by the yards this year. If at all we get it, it will be next year at the earliest. So the delivery of bulkers with different fuels, all these things should not be available before 2025 delivery. So we have to be patient. If we can find reasonable price with good delivery date newbuild of Phase 3, we may consider. If we don’t find, we will go for very young ships in replacement of our older ships.
neviđeno u povijest praćenja u zadnjih 34g 
realno je za pretpostaviti da cijena nije problem ali svejedno NEMA.
a kad "nema" za dry bulk je jedan scenar bitno izgledniji šta ne?
koji? 
Bottlenecks: factory wait times for production materials grew to 79 days in April, longest in history back to 1987 as per ISM
Route Description Size Value ($) Change
BCI timecharter 5 T/C routes 180000 42031 -339
BPI timecharter 5 T/C routes 82500 27740 614
BSI timecharter 10 T/C routes 58328 24699 320
BHSI timecharter 7 T/C routes 38200 22010 352
BDI INDEX 3254 +14
Komentar iz Safebulk prezentacije za novogradnje
Loukas Barmparis
There is no next-generation ship available. A lot of stories appearing in the press about what will be the fuel for the next 10 years or 20 years, no one knows. Definitely, on tankers, on containers, there are a few options being proposed by the shipyards, which really, we don’t need to know which is the medium-term or the long-term or the short-term. For ourselves, we cannot do anything more at this stage than go for Phase 3 newbuilding whenever it’s available. Otherwise, we will concentrate on very more than second-hand ships, but under 5 years old. That will be very close to – on the upper part of Phase 2 designs. There is nothing we can do at the moment because really no one knows if this ship will be LNG powered, if it will be hydrogen, if it will be ammonia. No one has an idea. And the yards – and this is maybe a good point for trade markets. The yards, they are not really interested to develop such designs for bulkers. So at the moment, they concentrate on big container ships that they have big consumptions or VLCCs or bigger ships. And they don’t bother yet to develop designs for bulkers for the next phase of decarbonization. Basically, you have to remember that the yards like ship owners. They have been losing money for a number of years. And first of all, they have to do the change on the bigger ships. They have better levels and new contract levels, and thereafter, they will bother. So I think it will be very difficult to have new buildings with new designs for bulkers proposed by the yards this year. If at all we get it, it will be next year at the earliest. So the delivery of bulkers with different fuels, all these things should not be available before 2025 delivery. So we have to be patient. If we can find reasonable price with good delivery date newbuild of Phase 3, we may consider. If we don’t find, we will go for very young ships in replacement of our older ships.
ovo je važno i moćno,apostrofirano i ovdje da već i vrapci pjevaju....
izrazito velika neizvjesnost,željezna grdosija treba,traži plan za min 20 g unaprijed a situacija je takva da se još ništa nezna sa sigurnošću.
lijepo je još jednom pročitati od onih koji donose odluke da je u tim okolnostima SH prvo mjesto izbora,to će izrazito blagonaklono djelovati na jačinu ali i možda još važinje na dužinu trajanja bulla na dry bulku.
svaki kvartal više pri kraju nosi dodatnu košaru punu zlatnih jaja više....
i zato ovaj puta imamo razloga za dodatni optimizam,još kada na to dodamo EEXI i još svašta nešto 
graškići znoja neizbježni i kod party ekipe na palubi a tek....
Display MoreRoute Description Size Value ($) Change
BCI timecharter 5 T/C routes 180000 42031 -339
BPI timecharter 5 T/C routes 82500 27740 614
BSI timecharter 10 T/C routes 58328 24699 320
BHSI timecharter 7 T/C routes 38200 22010 352
BDI INDEX 3254 +14
panamaxi opet plusara. bio sam uvjeren da će danas BDI malo zaroniti kad ono... 
Vozarine Panamaxa kucaju na vrata 30.000$. Ludnica. Da je netko početkom godine rekao da je to moguće, proglasili bi ga ludim...
Ali eto, tko zna gdje je granica. Živimo u zanimljivim vremenima.
Lipo lipo, mislia san da ce danas usporiti ali ne...panamax 👍🏼👍🏼
Display MoreDisplay MoreRoute Description Size Value ($) Change
BCI timecharter 5 T/C routes 180000 42031 -339
BPI timecharter 5 T/C routes 82500 27740 614
BSI timecharter 10 T/C routes 58328 24699 320
BHSI timecharter 7 T/C routes 38200 22010 352
BDI INDEX 3254 +14
panamaxi opet plusara. bio sam uvjeren da će danas BDI malo zaroniti kad ono...
pa kako će braća drugačije nego po bratski?
uvjeren sam da neće to veliki brat zaboraviti
vrlo uskoro uzvratit će on sa kamatama 
p.s.
veliki brat se još nije ni pošteno zagrijao,treba pričekati da i sunce malo jače zagrije
Display MoreRoute Description Size Value ($) Change
BCI timecharter 5 T/C routes 180000 42031 -339
BPI timecharter 5 T/C routes 82500 27740 614
BSI timecharter 10 T/C routes 58328 24699 320
BHSI timecharter 7 T/C routes 38200 22010 352
BDI INDEX 3254 +14
Panamax 4TC +2.38% to $26,404
The dry bulk market is nowhere close to a theoretical ceiling and could easily quadruple from current levels without destroying demand, according to Stifel research, which expects demand for dry bulk ships to rise by 5% this year and continue next year https://lloydslist.maritimeintelligence.informa.com/LL1136722/Dry-…-into-next-year
Pazi ovo: učetverostručenje trenutnih vozarina... brrrrr
Baš brrr... mislim da ni najoptimističniji među nama, a bome ni IB 2016. kad je ulazio nije vjerovao da se mogu ponoviti vozarine iz 2007.??
Ali eto nikad ne reci nikad očito. Kao što nije bilo za vjerovati da vozarine mogu baš toliko nisko pasti i toliko godina se zadržavati na razinama koje ozbiljno nagrizaju svima poslovanje.
Što se mene tiče, mjenjao bi takav veliki rast vozarina da ostanu samo ovakve koliko su sada, koliko je i kriza trajala godina 
Dry bulk demolition
Secondhand bulk carrier prices have climbed more than 30% in the past six months, so it seems to be a good time to acquire bulker tonnage while the market is still relatively undervalued. https://www.bmti-report.com/bmti-shipping-…ew-11-may-2021/
Pazi ovo: učetverostručenje trenutnih vozarina... brrrrr
Baš brrr... mislim da ni najoptimističniji među nama, a bome ni IB 2016. kad je ulazio nije vjerovao da se mogu ponoviti vozarine iz 2007.??
Ali eto nikad ne reci nikad očito. Kao što nije bilo za vjerovati da vozarine mogu baš toliko nisko pasti i toliko godina se zadržavati na razinama koje ozbiljno nagrizaju svima poslovanje.
Što se mene tiče, mjenjao bi takav veliki rast vozarina da ostanu samo ovakve koliko su sada, koliko je i kriza trajala godina
a stavio bi ruku u vatra da neće biti vozarine i približno kao 2007 i da neće trajati godinama ?
ima li tko da bi
pustimo sad što nebi smjelo,nije ni u siječnju smjelo,nije ni danas.... šta ne?
imamo mi malo više bijelih miševa koji upozoravaju,nemojte se iznenaditi ,ne postoji nemoguće pozitivan senarij šta ne?
hoće li ostati bijeli ili ne....
rezime po investitorski
p.s.
to što večina danas smatra senzacijom,ako se odvrti par mjeseci nazad može se pročitati da su neki tvrdili da neće biti senzacija ako.... šta ne?
čak su opetovano ponavljali argumente i dokaze na dokaze zašto nebi bila senzacija....
nije to bilo iz graha ili na žgance....
hoću reći opet nas ima dosta sljepih pored zdravih očiju,biće da to tako mora biti
i biće da je dobro da je tako
Vanka crveno na otvaranju ali ide i nekakav rebound pa ćemo vidjet gdje će to završiti:
je, rebound mrtve mačke (dead cat).
zato sam se ja jučer i bacio s palube, jer vidim da burze okriću na jugo.
očito se brodari još uvijek ne doživljavaju kao "vjetar u jedra" u nemirnim, tj. precjenjenim vremenima 🤷
Vanka crveno na otvaranju ali ide i nekakav rebound pa ćemo vidjet gdje će to završiti:
je, rebound mrtve mačke (dead cat).
zato sam se ja jučer i bacio s palube, jer vidim da burze okriću na jugo.
očito se brodari još uvijek ne doživljavaju kao "vjetar u jedra" u nemirnim, tj. precjenjenim vremenima 🤷
Kolega, kaj ste jučer doista prodali?
Kolega, kaj ste jučer doista prodali?
da.
riješio se NNM-a i uzeo profit.
mislim, nema nikakvog smisla ga držati kad ga botovi mlate 🤷
P/E nakon Q2 će mu bit 2, pa ću sad kad ga zamlate probati skupiti po diskontnim cijenana 
Kolega, kaj ste jučer doista prodali?
da.
riješio se NNM-a i uzeo profit.
mislim, nema nikakvog smisla ga držati kad ga botovi mlate 🤷
P/E nakon Q2 će mu bit 2, pa ću sad kad ga zamlate probati skupiti po diskontnim cijenana
Nisam pratio pisanje tako da sam pomislio da se radi o prodaji ATPL ako uopće istu imate...
