DRY BULK

    THE BALTIC DRY INDEX, DECODED!
    BDI gained 206% this year. Major resistance for September at 4,660 in the monthly chart with a second resistance at 5,700.                                                                                                                                                                                                                                                                                                                                                                 

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    The ballaster list is still very tight in the Atlantic for September dates. Heavy congestion, particularly in China, is playing a part. As of the end of last week, about 17% of the capesize fleet was tied up in congestion globally, according to data from Arrow.

    Cape run still has plenty of legs going into 2022 - Splash247
    Capesizes have been on a dramatic ascendancy of late, crossing the $50,000 mark this week on the back of growing port congestion and strong Brazilian iron ore…
    splash247.com
    Quote from jasko

    THE BALTIC DRY INDEX, DECODED!
    BDI gained 206% this year. Major resistance for September at 4,660 in the monthly chart with a second resistance at 5,700.                                                                                                                                                                                                                                                                                                                                                                 

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    Cim si postao ovu sliku odma mi je upalo ovo u oci, ovo mi se cini cisti broadening wedge, po tome je tek izasao iz iz svoje formacije, a target je jos daleko :)

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    Ovi kontejneraši razvaljuju kad ovako pogledaš graf, da bulkeri toliko prešišaju prošli vrh iz 2008. Koji bi to dernek bio, tu bi u mirovinu mogli svi i ovi koji bi usli za godinu, dvije u brodare 🤣🤣🤣

    BCI 5 T/C routes 180000 50662 -810

    BPI 5 T/C routes 82500 34969 354

    BSI 10 T/C routes 58328 37249 475

    BHSI 7 T/C routes 38200 34155 174


    BDI INDEX 4193 -8

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    Prenosim jedan citat. Kaze da su brodogradilista puna zbog narudzbi kontejnerasa, LNG, LPG i tankera. Kaze da je slicna situacija bila u 2000-ima, sto je onda izazvalo blow-off top.

    This past week saw some new orders announced for capesize but notice 2 are for end 2023 and 3 are for end 2024. Not much yard space left for the big ladies after boxship, LNG, LPG, tanker orders. Expect low capesize deliveries through 2024 end, maybe longer = high rates.

    Same thing happened in the 2000s bull market. Shipyards filled with the high complexity/high margin ship types and drybulk got pushed to the back of the line leading to the 2008 blow off top when new ships finally started to deliver in volume.

    Kad odrastem prestat cu uzimati terapiju i pretvarat cu se da sam Angelina...

    Quote from mitkko

    Prenosim jedan citat. Kaze da su brodogradilista puna zbog narudzbi kontejnerasa, LNG, LPG i tankera. Kaze da je slicna situacija bila u 2000-ima, sto je onda izazvalo blow-off top.

    This past week saw some new orders announced for capesize but notice 2 are for end 2023 and 3 are for end 2024. Not much yard space left for the big ladies after boxship, LNG, LPG, tanker orders. Expect low capesize deliveries through 2024 end, maybe longer = high rates.

    Same thing happened in the 2000s bull market. Shipyards filled with the high complexity/high margin ship types and drybulk got pushed to the back of the line leading to the 2008 blow off top when new ships finally started to deliver in volume.

    Meni je uvijek drazi realniji pogled tj onaj koji uzima u obzir i rizike, npr ovako nekako:

    Quote from looserst
    Quote from mitkko

    Prenosim jedan citat. Kaze da su brodogradilista puna zbog narudzbi kontejnerasa, LNG, LPG i tankera. Kaze da je slicna situacija bila u 2000-ima, sto je onda izazvalo blow-off top.

    This past week saw some new orders announced for capesize but notice 2 are for end 2023 and 3 are for end 2024. Not much yard space left for the big ladies after boxship, LNG, LPG, tanker orders. Expect low capesize deliveries through 2024 end, maybe longer = high rates.

    Same thing happened in the 2000s bull market. Shipyards filled with the high complexity/high margin ship types and drybulk got pushed to the back of the line leading to the 2008 blow off top when new ships finally started to deliver in volume.

    Meni je uvijek drazi realniji pogled tj onaj koji uzima u obzir i rizike, npr ovako nekako:

    Je, korona je i dalje nepoznanica, pogotovo kako nam se priblizava Q4.

    Kad odrastem prestat cu uzimati terapiju i pretvarat cu se da sam Angelina...

    Quote from looserst
    Quote from mitkko

    Prenosim jedan citat. Kaze da su brodogradilista puna zbog narudzbi kontejnerasa, LNG, LPG i tankera. Kaze da je slicna situacija bila u 2000-ima, sto je onda izazvalo blow-off top.

    This past week saw some new orders announced for capesize but notice 2 are for end 2023 and 3 are for end 2024. Not much yard space left for the big ladies after boxship, LNG, LPG, tanker orders. Expect low capesize deliveries through 2024 end, maybe longer = high rates.

    Same thing happened in the 2000s bull market. Shipyards filled with the high complexity/high margin ship types and drybulk got pushed to the back of the line leading to the 2008 blow off top when new ships finally started to deliver in volume.

    Meni je uvijek drazi realniji pogled tj onaj koji uzima u obzir i rizike, npr ovako nekako:

    Ako se pogleda period od 2000 nema analiticara u sektoru koji je predvidio razvoj bulka tada niti je itko od njih predvidio pad koji se desio, sve to govori koliko je tesko sve te rizike i podatke sabrat i dat pravi odgovor prakticki previse toga treba znat da bi se takav odgovor dao, a nema toga tko to sve moze znati jer postoji previse variabli.

    Bilo je malo zanimljivih transakcija prosli tjedan

    https://www.hellenicshippingnews.com/wp-content/uploads/2021/08/ALLIED-Weekly-Market-Report_22_08_2021_compressed.pdf

    PMAX LEMESSOS QUEEN 76,565 2008 Imabari Shipbuilding Co Ltd - Marugame KG MAN-B&W rgn/high $ 18.0m Middle Eastern BWTS fitted

    PMAX ADS GALTESUND 75,395 2007 Universal Shipbuilding Corp - Maizuru KY, Japan MAN-B&W $ 15.9m Chinese

    UMAX SANTA BARBARA 61,381 2013 Iwagi Zosen Co Ltd - Kamijima EH, Japan MAN-B&WCR 4x30.7 T, CR 4x30.5 T$ 24.5m Vietnamese BWTS fitted

    SMAX BELCARGO 58,729 2008 Tsuneishi Heavy Industries (Cebu) Inc - Balamban, MAN-B&W 4 X 30t CRANES $ 17.0m undisclosed BWTS fitted

    SMAX MELATI LAUT 56,643 2011 Qingshan Shipyard - Wuhan HB, China MAN-B&W 4 X 30t CRANES $ 15.3m Chinese

    SMAX BULK PHOENIX 56,088 2013 Mitsui Eng. & SB. Co. Ltd., Chiba Works - Ichihara, MAN-B&W 4 X 30t CRANES $ 19.2m Meghna Marine

    SMAX ATLANTIC ENSENADA 55,814 2006 Kawasaki Shipbuilding Corp - Kobe HG, JapanMAN-B&W 4 X 30,5t CRANES $ 15.8m Bangladeshi

    SMAX SPAR DRACO 53,565 2006 Chengxi Shipyard - Jiangyin JS, China MAN-B&W 4 X 36t CRANES $ 13.45m undisclosed bss dely Sep '21 in Korea,

    SMAX ASHIYA STAR 52,223 2006 Oshima Shipbuilding Co Ltd - Saikai NS, JapanMitsubishi 4 X 30t CRANESrgn/low $ 13.0m bss SS/DD Passed, BWTS Fitted

    HMAX WAN AN 42,717 1998 Ishikawajima-Harima Heavy Industries Co Ltd Sulzer 4 X 30t CRANES $ 7.0m Chinese

    HANDY NEREUS ISLAND 37,920 2014 Imabari Shipbuilding Co Ltd - Imabari EH MAN-B&W 4 X 30,5t CRANES $ 21.0m Pacific Basin BWTS fitted

    HANDY MARATHA PROMISE 37,187 2012 Saiki Heavy Industries Co Ltd - Saiki OT, JapanMitsubishi 4 X 30t CRANES $ 16.5m undisclosed

    HANDY GLORIOUS SAIKI 37,154 2012 Saiki Heavy Industries Co Ltd - Saiki OT, JapanMitsubishi 4 X 30t CRANES $ 17.0m Taylor Maritime

    HANDY PRASLIN 36,782 2011 Hyundai-Vinashin Shipyard Co Ltd - Ninh Hoa, VietnamMAN-B&W 4 X 30t CRANES $ 17.0m Taylor Maritime, BWTS fitted

    The capesize market surged ahead this week as ongoing port congestion in China limited vessel availability and demand from Brazil increased. The average rate for four to six months is currently estimated as $39,000/pdpr.

    Boosted by a buoyant market in both basins and demand spilling over from the capes and also the supramax sectors, the panamax/kamsarmax sector has also had a strong week and rates have moved up.

    The smaller sizes have remained firm with plenty of period inquiry this week.

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