DRY BULK

Route Description Size Value ($) Change

BCI timecharter 5 T/C routes 180000 32702 -1840

BPI timecharter 5 T/C routes 82500 26179 -473

BSI timecharter 10 T/C routes 58328 25412 148

BHSI timecharter 7 T/C routes 38200 23011 172

BDI 2856 -83

BSI timecharter 10 T/C routes 58328 25412 148

BHSI timecharter 7 T/C routes 38200 23011 172

...opet rast za ATPL.....uz ove brojke prosjek bi im trebao biti iznad 18 000 usd ako uzmemo da su PNMX na TC od 12 000 usd.

Oho...jel ovo znači da se pad zaustavlja...bilo bi to odlično...

Freight futures am update

Capesize down ~2%
Panamax down ~2%

Data released today shows China's industrial production in April rose year-on-year by 9.8%. Crude steel production totaled 97.9 million tons. This is an all-time high and is up year-on-year by 15%. Also of note is that China's coal-derived electricity generation growth has
continued to exceed domestic coal production growth. This remains very helpful for the seaborne coal market and global dry bulk shipping market. China's coal production totaled 322.2 million tons in April.
This is flat from a year ago. Coal-derived electricity generation in April totaled 451.7 billion kilowatt hours. This is up year-on-year by 14%. Total electricity production came in at 623 billion kilowatt hours. This is up year-on-year by 12%. In addition, hydropower production totaled 77.6 billion kilowatt hours last month. This is up year-on-year by only 3%.

Further Decline in China's Coastal Power Plant Coal Stockpiles

• The most recent data as of May 16th shows coal stockpiles at China's six major coastal power plants have fallen to approximately 13.2 million tons. This is down by 2.4 million tons (-15%) from this year's peak in mid-February and marks the smallest amount stockpiled since late January. The stockpiles are down year-on-year by 5 million tons (-27%) and are still able to meet only 18 days of demand. As recently as in February, they were able to meet 27 days of demand. Going forward, near-term prospects for Chinese coal imports remain encouraging. As we have continued to stress in our work, it remains very helpful for the seaborne coal market and dry bulk shipping market that China's coal-derived electricity generation growth has continued to far exceed domestic coal production growth in recent months

https://www.hellenicshippingnews.com/shipping-stock…or-the-picking/

Možda nekoga zanima

Quote from gigic23

Bulk Spring Aeolian 2012 83.478 DWT 83.478 Sanoyas Shipbuilding

2021-svi-14 USD 21,30

Bulk Tangerine Island 2012 82.265 DWT 82.265 Tsuneishi Zosen

2021-svi-14 USD 21,00

PEDHOULAS BUILDER / PEDHOULAS FIGHTER 81,541 2012 Zhejiang Man B&W 7/7

Scrubber fitted $22.0 & $22.5

COUNTESS I 79,235 2013 Jiangsu Man B&W 7/7 ICE 1C $18.85 China

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Quote from gigic23

Bulk Spring Aeolian 2012 83.478 DWT 83.478 Sanoyas Shipbuilding

2021-svi-14 USD 21,30

Bulk Tangerine Island 2012 82.265 DWT 82.265 Tsuneishi Zosen

2021-svi-14 USD 21,00

PEDHOULAS BUILDER / PEDHOULAS FIGHTER 81,541 2012 Zhejiang Man B&W 7/7

Scrubber fitted $22.0 & $22.5

COUNTESS I 79,235 2013 Jiangsu Man B&W 7/7 ICE 1C $18.85 China

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We continue to see a large number of S&P transactions for bulk carriers of all ages. Last week our market commentary focused on dry cargo charter rates to give perspective to how the incredibly h igh rates (that have been sustained over the past 34 months) have kept bulk carrier prices at such strong levels

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Bulk Pacific Hero 2012 58.677 DWT 58.677 Kawasaki HI Kobe 2021-svi-14 USD 18,00

Century Tokyo Clients of Taylor Maritime

Even Larger Chinese Purchase of US Corn Today

• The United States Department of Agriculture today reported sales of 1.7 million tons of corn to China. The corn will be shipped during the upcoming 2021/22 marketing year. Overall, it remains very encouraging for the dry bulk market that China is continuing to show strong demand for imported corn. Six of the last seven business days have seen sales reported. It remains unusual for so many new crop sales (for the upcoming marketing year) to come to the market so early, and the individual sales volumes in recent days have been very strong.

https://www.breakwaveadvisors.com/insights/2021/…nd-coal-markets

Kao sto rekoh, trzisne silnice su ipak malo drukcije od onog sto bi htjela KP Kine. Sto prije shvate jeftinije ce proci.

Zanimljivo indexi su u minusima, a brodari vecinom u plusu

https://maritime-professionals.com/good-start-of-…_medium=twitter

Clanak za procitat malo.

Prosli tjedan je bio i praznik neke drzave su cijeli tjedan slavile Ramazanski bajram tako da je i to utjecalo tamo tipa Singapur... tako kazu izvori

Quote from 5. Element

https://www.breakwaveadvisors.com/insights/2021/…nd-coal-markets

Kao sto rekoh, trzisne silnice su ipak malo drukcije od onog sto bi htjela KP Kine. Sto prije shvate jeftinije ce proci.

ma pusti vraga, kolega! ima taj KP još uvijek itekako debelog utjecaja.

https://www.breakwaveadvisors.com/insights/2021/…4onzv496l56gstx

Malo lektire za procitati.

Quote from tollway

Quote from 5. Element

https://www.breakwaveadvisors.com/insights/2021/…nd-coal-markets

Kao sto rekoh, trzisne silnice su ipak malo drukcije od onog sto bi htjela KP Kine. Sto prije shvate jeftinije ce proci.

ma pusti vraga, kolega! ima taj KP još uvijek itekako debelog utjecaja.

Kolega, ne precjenjujte ih.

Ima jedna stvar: ti mozes raditi sto god hoces, ali ce rezultati i posljedice tvog rada biti sukladni logici onome sto ti postupci cine, a ne sukladni tvojim zeljama.

Prevedeno, ako postoji rastuca potraznja, a dobava je ogranicena, cijene rastu. I nema Boga, nikakav KP Kine to ne moze sprijeciti. Mogu pokusati, ograniciti proizvodnju celika, uvoz rudace, sve 5, ali rezultat ce biti jos jaci rast cijene celika. Ako pak budu htjeli iskontrolirati cijenu celika, nastat ce nestasica, jer ce otici tamo gdje se vise placa, ili se nece proizvoditi jer se ne isplati. A onda ce im pasti GDP, sto je zadnje sto zele. Drzavna privreda je svugdje propala. Uspjeli su jer su ju napustili. Nema natrag.

Stifel analyst Ben Nolan explained the max-rate calculation for Capesizes (dry bulk ships with a capacity of around 180,000 deadweight tons) in a research note titled “How High Can You Go?” published last week.

“Turns out, at current commodity prices … the dry bulk market is nowhere close to its theoretical ceiling,” he wrote. “If demand exceeds supply, the primary upward constraint of ship freight cost is the point at which it absorbs the profit of the producer or shipper.”

He noted that the landed price of thermal coal in China last week was about $125 per ton and the producer breakeven was $60 per ton, meaning the transport costs could be as much as $65 per ton. Capesize rates were then around $13 per ton (the equivalent of $40,000 per day), meaning “freight rates would need to rise seven times or to around $300,000 per day before the economics are completely destroyed by freight costs.” https://www.freightwaves.com/news/why-strat…ket-even-higher

Safe Bulkers, Inc. (the Company) (NYSE: SB), an international provider of marine drybulk transportation services, announced today that in relation to its fleet renewal strategy, it has entered into agreements: i)for the acquisition of two Japanese-built, dry-bulk, Post-Panamax class, 87,000 dwt, newbuild vessels at attractive prices with scheduled delivery dates within the first and the second quarter of 2023 respectively;

ii)for the sale of two Chinese 2012 built, Kamsarmax class, 82,000 dwt vessels at gross sale prices of $22.5 and $22.0 million with scheduled delivery dates within the second and third quarter of 2021 respectively.

Znaci japan trenutno moze isporucit u 2023 prve brodove, dok zanimljivo je koju su cijenu ova dva Kamsarmax postigla godiste 2012 iz kine 22 mil, znaci da oni Panamax (Kamsarmax) ATPL vrijede daleko vise nego procjene prije koji mjesec od cleavesa od 17,5 mil, a vjerovatno i ostali brodovi zajedno s njima

Škicnite malo ovdje: https://www.dnfanalysis.com/CMS/imageFolder/1621268017.pdf