DRY BULK

https://www.mining.com/web/china-tigh…ntinue-to-rise/

Inace skladista su im slabo popunjena.

Zanimljiv clanak na temu kontejnerasa. Ima puno slicnosti sa bulkerima pa je zanimljivo za procitati.

Mounting evidence that container crunch will persist until 2022

Retail inventory-to-sales levels still historically low despite higher spending on services

Osnovna teorija koja pojasnjava jaki rast vozarina kontejnerasa je da su kupci zbog nemogucnosti trosenja na usluge uslijed zatvaranja gospodarstava zbog Covida poceli vise trositi na raznu robu. Kako je korona poremetila i opskrbne lance roba, skladista su se ubrzano praznila, a sto se moralo brzo nadoknaditi jednom kada su se granice opet otvorile pa je potraznja za kontejnerskim prijevozom eksplodirala. Sada podaci ukazuju na to da ce trebati vise vremena nego sto se ranije ocekivalo da se ponuda i potraznja opet izbalansiraju, te da ce se ove visoke vozarine vjerojatno preliti i na 2022.

https://www.freightwaves.com/news/mounting-evidence-that-container-crunch-will-persist-until-2022

#capesize $31376: June 28000 -250 July 35750 -950 Aug 37000 unch Sept 37000 -50 Q3 36500 -450 Q4 34450 unch C3 26.445 $/ton -1.075 C5 10.441 $/ton -0.741 BCI 5TC 31376 -1409

Poruka onima koji vide, a "NE čuju"

Global Steel Production Has Set Another Record; Production Outside of China Up Year-On-Year by 33%

• Data released today shows global crude steel production outside of China totaled 74.9 million tons last month. This is just below the all-time high of 75.2 million tons produced in March. It is also 3.3 million tons (5%) more than was produced in April and is 18.4 million tons (33%) more than was reported last year for May 2020's production. Globally, steel production set a record again last month as production in China set another record as we discussed in previous work. A record 174.4 million tons of steel was produced globally last month. This is 4.9 million tons (3%) more than was produced in April and is 25.6 million tons (17%) more than was reported last year for May 2020's production. Overall, it remains extremely supportive to the dry bulk shipping market that so much iron ore is being consumed both in and outside of China. Steel production will be discussed in greater detail in our upcoming Weekly Dry Bulk Report.

Baltic Indices 22 June 2021 Baltic Dry Index 3119 -71 Baltic #Capesize Index 3783 -170 Baltic #Panamax Index 3432 -73 Baltic #Supramax Index 2840 15 Baltic #Handysize Index 1435 18

Grain brokers expect ECSA front haul rates to move to US$ 24,000 daily plus US$ 1,400,000 BB and anticipate for August a rate of US$ 26,000 daily plus US$ 1,600,000 BB. And what to do, when the owners want the equivalent of US$ 55,000 for August shipment for 30,000mt of grains from the Black Sea to West Africa, which today should be in the low US$ 30,000s. Can one really expect the market to move for this type of tonnage beyond US$ 50,000 daily for this trade within a period of six weeks? There have been rumours of two Supramaxes having been fixed at US$ 39-40,000 daily for a front haul trip, which isn’t surprising at all, seeing numbers from Red Sea for this size of tonnage risen to beyond US$ 50,000 daily for a trip to India. Furthermore, the Handysize owners of 36-38,000 dwt are said to be talking US$ 37-38,000 daily for a trip to the East.

https://www.bmti-report.com/bmti-handy-bul…e-22-june-2021/

https://www.breakwaveadvisors.com/insights/2021/…hipping-profits

Opcenito jako zanimljivo.

Sve je stvar ravnoteze.

Evo kako to treba biti SBLK dokap, privatna edicija fond i to kakav koji prepoznaje trend, priču i dodanu vrijednost cca 2,3mil dionica po 22,00$,na pocetku godine dionica je bila 8,80$.

http://www.teletrader.com/news/details/55801842

https://www.oaktreecapital.com/

.

Quote from gigic23

Evo kako to treba biti SBLK dokap, privatna edicija fond i to kakav koji prepoznaje trend, priču i dodanu vrijednost cca 2,3mil dionica po 22,00$,na pocetku godine dionica je bila 8,80$.

http://www.teletrader.com/news/details/55801842

https://www.oaktreecapital.com/

.

Samo mali ispravaj je SPO, ali Oaktree prodaje svoj kontrolni pqket 25,42%, ali znaći nije dokap

Following the offering, funds affiliated with Oaktree Capital Management, L.P. are expected to beneficially own approximately 25.42% of the Company’s common shares. The Company is not selling any common shares and will not receive any proceeds from the sale of the Company’s common shares by the Selling Shareholder.

Nisam pratio situaciju preko produženog vikenda, sad vidim da je trend ne promjenjen.

Futuresi u plusu, kineski uzorpatori tržišta su anulirani.

https://www.braemarscreen.com/

Kad već žele upravljati tržištem... nek šalju lavove, a ne pudlice sa protezama.

cape up 2.2%

znači bdi opet up

Quote from Manu

cape up 2.2%

znači bdi opet up

BCI 5TC 32079 +703

Up, Up....za "sada " jedan smjer, ali oprez sa mjerom.

https://www.hellenicshippingnews.com/weekly-vessel-…t-june-22-2021/

BCI and FFA returns to green on the back of strong N. Atlantic activity and tight tonnage.

Kina ce ovo Kina ce ono. 2 dana kolebanje trajalo.

Freight futures am update

Capesize up ~2%
Panamax up ~5%

Quote from KicanCRO

BCI and FFA returns to green on the back of strong N. Atlantic activity and tight tonnage.

Kina ce ovo Kina ce ono. 2 dana kolebanje trajalo.

Vojko V bi rekao na ovo: reka san NE MOŽE!

Quote from BabaLuji

Freight futures am update

Capesize up ~2%
Panamax up ~5%

BCI 5 T/C routes 180000 32079 703
BPI 5 T/C routes 82500 30760 -129
BSI 10 T/C routes 58328 31374 131
BHSI 7 T/C routes 38200 26198 363

BDI Index 3147 +28

Concerns of Winter Coal Shortages Now Also Being Voiced in China

• Warnings of coal shortages in China for this summer have been in play for several months as we have been discussing since April, and these concerns remain intact. Fujian province has also now become only the latest province to report an all-time high in its daily electricity consumption -- and, overall, the demand outlook for China's near-term coal imports remains very promising to us. However, what is new is that concerns over possible coal shortages for this winter are also now being voiced by government officials. Officials in Heilongjiang, China's northernmost province, have begun stressing the importance of expanding thermal coal inventories to ensure enough thermal coal is available for heating this winter. Heilongjiang along with Jilin and Liaoning provinces (which are also both located in northern China) experienced thermal coal shortages last winter that reportedly exceeded 35 million tons. China's coal availability is much lower now than it was during last year heading into the winter, and government officials are now becoming concerned too for the upcoming winter heating period. We are only three days into the summer, and now there are concerns of both summer and winter coal shortages in China. Overall, we remain very bullish for China's coal imports. We will be continuing to publish updates in our Weekly Dry Bulk Reports and Weekly China Reports.

SMAX AMAMI K 58,613 2012 KAWASAKI, Japan MAN-B&W Feb-22 4 X 30,5t CRANES $19.6m Greek BWTS fitted

SMAX BULK TITAN 58,090 2009 TSUNEISHI CEBU, Philippines MAN-B&W Nov-24 4 X 30t CRANES excess $16.0m Greek BWTS fitted

Evo malo expertnog osvrta iz hrvatskog rakursa i fotelje

https://inter.capital/flash-news/ove…5edbe1-66570233

The sharp rise in the BDI index also reflected positively on the share prices of Croatian Dry-Bulkers. When compared to their prices at the beginning of 2020, Jadroplov is up 254.6%, while Alpha Adriatic is up 183.1%. Meanwhile, despite being up 192% since the beginning of the year, Atlantska Plovidba’s share price is up only 15.2% when compared to price at the beginning of 2020.