Earnings spotlight: Tuesday, September 28th: Micron (MU).

jel netko pretpostavlja rezultate MU sutra pa da podjeli mišljenje sa svima nama,

Energetska kriza neviđenih razmjera ove zime prijeti ne samo Europi, već i cijelom svijetu

U Aziji, uvoznici ukapljenog prirodnog plina, plaćaju rekordne cijene za ovo doba godine kako bi osigurali opskrbu, a neki počinju hvatati prljavija goriva, poput ugljena i lož ulja, u slučaju da ne dobiju dovoljno.

Ako se kineske tvornice moraju boriti s raširenim nedostatkom energije, globalne cijene čelika i aluminija će skočiti. Da stvar bude gora, zemlja se također bori s nedostatkom ugljena.

Energetska kriza neviđenih razmjera ove zime prijeti ne samo Europi, već i cijelom svijetu

Europske energetske muke, vidljive već ovih dana, tijekom zime postat će akutni problem. No analitičari predviđaju da će se europski problemi 'izvesti' i u…

www.tportal.hr

S visokim cijenama celika ujedno ce i scrap biti jako dobar. Sto se vise trazi to je cijena veca. A ponuda jedva slijedi. Tako da ovo je fakat commodity supercycle, sto god netko trubio da nije.

Why China is facing a sudden power crunch? A short answer is because the country is short of coal.

Rio/FMG/BHP will be all in the market today, willing to keep paying extremely high freight to keep any ships they see stay in the Pacific. It seems Vale and CSN are just watching the market at a loss for words, not knowing what to do.

😶😤🤪😰🤧😱

Cape ide prema 100k a di je jos zima i panicna nabavka ugljena.

Kako je ono islo cape ATH 200 i koliko jos? 🤔😅

Idemo dalje...

Na moon a nakon njega sljedeca stanica je merkur.

Ili venera😁

We are revising our dry bulk asset price.............

Vrijednost brodova ALLIED SHIPBROKING

Volatility in dry bulk freight to remain elevated – For the rest of 2021, we expect demand growth for dry bulk

shipping to exceed growth in net new supply given the considerable congestion issues, and although utilization is still well below the record high levels of the 2000s, directionally, utilization is heading

to new multi-year highs that have the potential to push shipping rates much higher....

https://static1.squarespace.com/static/5a4d1d26e5dd5b537a6647c5/t/6152626e934ca1462ef4b356/1632789102627/Breakwave+September+28+2021+Report.pdf

China cape

vau...

EDIT: inače link vam je tu da možete i sami gledat...

Quote from stefek

5 direktora govori o drybulku.

https://channel.royalcast.com/hegnarmedia/#!…edia/20210922_1

Bulker owners say low supply growth bodes well for rates

Owners seem confident the supply-demand picture will continue to be healthy, supportive of high freight rates for the next two years at least.

Owners remain unfazed by the Evergrande situation as a potential slowdown in China would be offset by growth in the rest of the world.

Venetian

Ovo isto fino izgleda

Coal futures surged to a fresh record high of $210 per metric ton in late September, bringing the monthly gain to nearly 20% and the yearly to almost 160%.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

cape up 9.6%

bdi napada kvotu 5000

Coal stockpiles at Indian power plants touched a three-year low of 8.65 mn t on 24 Sep'21, which is sufficient only for five days of usage, Central Electricity Authority (CEA) data shows. Out of the data for 103 power plants with CEA, 29 plants have less than seven days of coal stock left, whereas 66 plants have less than four days of thermal coal stock left with them.

BCI 5TC 69013 5983

Quote from jasko

Coal stockpiles at Indian power plants touched a three-year low of 8.65 mn t on 24 Sep'21, which is sufficient only for five days of usage, Central Electricity Authority (CEA) data shows. Out of the data for 103 power plants with CEA, 29 plants have less than seven days of coal stock left, whereas 66 plants have less than four days of thermal coal stock left with them.

ajoooj. jednstavno se sve savršeno uklapa, brutala kako voda ide na propeler brodarima.

Quote from jasko

Coal futures surged to a fresh record high of $210 per metric ton in late September, bringing the monthly gain to nearly 20% and the yearly to almost 160%.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     

Čini se da se i futuresi iron orea radikalno oporavljaju. Ajmo promatrati....

"Dry Bulk Super-Cycle Early Formation" https://capitallinkshipping.com/dry-bulk-super…arly-formation/

BDI 4962 + 245

BCI 5 T/C routes 180000 69013 5983
BPI 5 T/C routes 82500 36271 91
BSI 10 T/C routes 58328 37102 104
BHSI 7 T/C routes 38200 34981 239

BDI INDEX 4962 +245