Container ship scores ‘off the charts,’ ‘fantasy’ charter rate: $135,000/day https://www.freightwaves.com/news/container…rate-135000-day
DRY BULK
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https://alibrashipping.com/data/
Ma kakva korekcija. Samo kejpovi. Sve ostalo siba full gas.
Vozarine za pozeljeti 🤗
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DA,osim ako nemaš škrge ronjenje na dah znači i brzi izron
Good Morning,
Iron ore prices have rallied in the latest session, up $11.10 or 5.9% to US$198.75 a tonne. (CFR Tianjin port)
hm.... hm...
Good Morning,
Iron ore surged by 10.3% or $19.55 to US$209.10 a tonne. (CFR Tianjin port)
Good morning, Iron ore has firmed by 0.2% or $0.35 to US$209.45 a tonne
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Container ship scores ‘off the charts,’ ‘fantasy’ charter rate: $135,000/day https://www.freightwaves.com/news/container…rate-135000-day
Baš zanimljivo, u prilogu tablica sa promjenama vrijednosti takvih brodova 15 godisnjak 5109 TEU 9 mjeseci od kolovoza 2020 do ukljucivo svibanj 2021.
Porast je 300% sa 8 na 32 mil$.
Još je zanimljivije da sa ovako ugovorenom vozarinom ajde max 90 dana po 135.000$ u teoriji projicirano na godinu imaš P/EBITDA debelo ispod 1. I dalje očito postoji znacajna mogućnost rasta asseta.
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Ima li itko podatke za BDI danas?
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2472 BDI
Capesize down ~1%
Panamax up ~1% -
2472 BDI
Capesize down ~1%
Panamax up ~1%Vjerojatno opet Capovi ruše....
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BCI timecharter 5 T/C routes 180000 22102 -1629
BPI timecharter 5 T/C routes 82500 26068 375
BSI timecharter 10 T/C routes 58328 26852 -160
BHSI timecharter 7 T/C routes 38200 24057 -26Ne znam dal je to od danas, nemam vremena provjeravat..
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Freight futures am update
Capesize down ~1%
Panamax up ~1% -
https://splash247.com/panamax-and-ca…g-across-china/
Malo zanimljivosti za panamaxe
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"coal is dead"
The world's coal producers are currently planning as many as 432 new mine projects with 2.28 billion tonnes of annual output capacity, research published on Thursday showed, putting targets for slowing global climate change at risk.
China, Australia, India and Russia account for more than three quarters of the new projects, according to a study by U.S. think-tank Global Energy Monitor. China alone is now building another 452 million tonnes of annual production capacity,
nedavno smo ovdje postali o problemima na Parana river radi vodostaja,situacija se dodatno pogoršala,ali za dry bulk poboljšala.
Brazil’s worst water crisis in almost a century will impact river navigation and make transportation of goods more expensive in the world’s largest exporter of commodities ranging from soybeans to coffee and sugar.
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hm.... hm...
Good Morning,
Iron ore surged by 10.3% or $19.55 to US$209.10 a tonne. (CFR Tianjin port)
Good morning, Iron ore has firmed by 0.2% or $0.35 to US$209.45 a tonne
Good morning
Iron ore pushed higher in the last day, up by 0.8% or $1.75 to US$211.20 a tonne (CFR Tianjin port)
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Increasing US Coal movements bucking prior years declining trends on high export prices. Asia is short on coal. US to Asia coal trade = mega drybulk ton miles.
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Very high thermal coal prices in Asia
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India steel production growth will need massive amounts of imported coking coal. 40 million tons of new production from the Elga mine in Russia seems destined for India
poduže štivo ali puno zanimljive materije
¸https://www.reuters.com/article/us-rus…a-idUSKBN2CG18W
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demand na svjetskoj razini jača svakim danom i taj trend će još dodatno pojačati kako će covid utjecaj slabiti.
kina ne može spriječiti glad svijeta za čelikom,ona može samo nešto smanjiti vlastitu ali to bi imaloi svoju veliku cijenu.
time bi i prepustili drugima ono za što se desetljećima borili,za dominaciju u tom sektoru koji je i močna poluga međunarodnih odnosa.
ma ne vjerujem,bojim se da su oni premudri za "zapad",iz ničega su se zapadnjačkom tehnologijom i svim ostalim izdigli iznad.
toliko da već ima naznake paranoje na zapadu,pri tome ne ulazim u to koliko je opravdana.
nije se pazilo,duh je izašao iz boce i sada ostaje da vidimo kakva mu je narav?
obično su svi duhovi dobri dok moraju biti takvi a kada više ne moraju,manje željeni scenarij je izgledniji....
to je iz današnje perspektive ipak daleka budućnost pa.....
da vidimo tko će prije toga uzeti ono što se nudi na dry bulku....
i tko će koliko uzeti a sve upućuje da i dalje tika taka radi protiv onih koji drže da se stigne ...
2/3 Q2 su iza nas ,vozarine odlične,posebice za manju braću i bez naznaka popuštanja i usprkos značajnom psihološkom pritisku capesize segmenta.
prilično predvidljivo već danas za cijeli 2Q kada su avg vozarine u pitanju.
tik-tak,tik-tok ili tako nekako...
p.s.
trebalo bi biti nešto lakše donjeni odluku kada je i za 3Q po futuresima izgledan nastavak vrlo visokih vozarina.
moj naklon onima koji mogu i to ignorirati iz svojih razloga kao izgovor za nepreuzimanje ovog risk/rewarda.
možda i ja griješim,nebi bilo....
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Freight futures am update
Capesize flat
Panamax up ~2%
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BCI 5 T/C routes 180000 20933 -1169
BPI 5 T/C routes 82500 26400 332
BSI 10 T/C routes 58328 26941 89
BHSI 7 T/C routes 38200 24065 8
BDI INDEX 2438 -34
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The Company also announced that, through a separate wholly-owned subsidiary, it has entered into a time charter contract with Viterra Chartering B.V., Rotterdam, for one of its Kamsarmax dry bulk vessels, the m/v Maia. The gross charter rate is US$25,000 per day, minus a 5% commission paid to third parties, for a period until minimum May 1, 2022 up to June 30, 2022. The charter is expected to commence on June 10, 2021. The m/v Maia is currently chartered, as previously announced, to Aquavita International S.A., at a gross charter rate of US$11,200 per day, minus a 5% commission paid to third parties.
The “Maia” is a 82,193 dwt Kamsarmax dry bulk vessel
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