DRY BULK

vrlo lako moguće s tom razlikom što sigurno imaju puno veće troškove.

Možda više održavanja, ali ne strepiš toliko dali ćeš moći vraćati kredit, a to što bi kod novih otplaćivao za kredit ti ostane ovdje čista dobit, koja je vjerovatno puno više nego troškovi. U svakom slučaju samo nek potraju ove vozarine koju godinu ovako pa svejedno jesu novi ili stari brodovi

cape up 3.4%

Freight futures am update

Capesize flat

Panamax up ~1%
#shipping #drybulk $BDRY

BCI 5 T/C routes 180000 39526 1309

BPI 5 T/C routes 82500 32092 143

BSI 10 T/C routes 58328 34078 208

BHSI 7 T/C routes 38200 32691 316

BDI INDEX 3566 +63

Over the course of just two weeks, the lines of dry bulk vessels off Chinese ports have grown almost explosively due to congestion and new Covid-19 restrictions.

According to AIS data obtained by dry bulk operator Lauritzens Bulkers, 7.5 percent of the global fleet of smaller dry bulk vessels, including Handysize and Supramax segments, are currently anchored off Chinese ports. https://shippingwatch.com/carriers/Bulk/…ippingwatch_com

Two good reasons why drybulk bears should hibernate the rest of this year.

malo literature u ove tople dane...

Carriage of Containers on Dry Bulk Carrier | Hellenic Shipping News Worldwide

Brazilian activity bumps capesize rates to three-month high | TradeWinds

Spike in US coal exports may be adding further support to capesize spot rates

www.tradewindsnews.com

SHIP 24% u plusu u 3 dana.

Quote from tin

SHIP 24% u plusu u 3 dana.

Da jer su najavili kupnju dionica na trzistu, a i capovi napreduju uz to

Planet

Toliko o kineskom smanjenju potrošnje ugljena.

Kineska ekspanzija čeličana na ugljen ubrzano se povećala u prvoj polovici 2021, što dokazuje nespremnost kineskih vlasti da radi postizanja dogovorenih klimatskih ciljeva, žrtvuju rast koji generira ta industrija

Tako pokazuje analiza Centra za istraživanje energije i čistog zraka sa sjedištem u Finskoj koja je otkrila i kako je u prvoj polovici ove godine najavljena gradnja 18 visokih peći za proizvodnju čelika i nove 43 elektrane na ugljen.

Quote from tin

https://www.jutarnji.hr/planet

Toliko o kineskom smanjenju potrošnje ugljena.

Kineska ekspanzija čeličana na ugljen ubrzano se povećala u prvoj polovici 2021, što dokazuje nespremnost kineskih vlasti da radi postizanja dogovorenih klimatskih ciljeva, žrtvuju rast koji generira ta industrija

Tako pokazuje analiza Centra za istraživanje energije i čistog zraka sa sjedištem u Finskoj koja je otkrila i kako je u prvoj polovici ove godine najavljena gradnja 18 visokih peći za proizvodnju čelika i nove 43 elektrane na ugljen.

Evo jos jedan clanak na tu temu. Nece ugljen tako brzo van iz uporabe.

Asia coal demand surge in stark contrast with U.N. climate warning

Column: Asia coal demand surge in stark contrast with U.N. climate warning

The latest U.N. report makes it clear that coal must exit global energy systems if there is to be any chance of avoiding severe climate disruptions.

mobile.reuters.com

"Despite making longer-term commitments to net-zero carbon emissions, several Asian countries are still pursuing large coal-fired building programmes.

China has 96.7 gigawatts (GW) of coal-fired generation currently under construction, according to data from the Global Energy Monitor.

To put that figure in perspective, the amount China is building exceeds the coal generation currently operating in every other country in the world, except for India and the United States.

Given that coal-fired power plants would normally expect to operate for at least 40 years, it's clear that Asia is a long way from heeding the IPCC's call for action."

India's Coal-Derived Electricity Generation Remains Strong

Helpful for the dry bulk market is that coal-derived electricity production has remained strong and power plant coal stockpiles have remained low. https://www.breakwaveadvisors.com/insights/2021/…-remains-strong

Quote from jasko

Prosječna dnevna vozarina supramaxa za 7. mjesec je 31609 USD.......

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Jako dobar prosjek za 8. mjesec ....

Dry bulk spot rates and futures remain at decade highs on strong fundamentals https://seekingalpha.com/article/444909…omment-89787852

Scrapping Accelerates in 2021 with Prices Heading Toward All-Time High

The rebound in the steel markets and skyrocketing steel prices have been a major temptation for owners of unproductive and aging vessels. VesselValue reports that the previous ten-year high of $560 per lightweight ton was quickly surpassed in June and continues to rise. Scrap prices are 86 percent higher compared to a year ago, and “If this growth rate continues then the 2008 all-time high of $754 per LT will be reached by the end of the year.” https://maritime-executive.com/article/scrapp…d-all-time-high

E da ........

Another amazing price level was reported in the container market as the M/V "MAINE TRADER" (67,679 DWT/Built 2004 at Hanjin Heavy Industries in Korea 2022. The Seller had purchas 4,992 TEU's) was sold for $54 mill. basis delivery in early ed the Vessel seven years ago in 2014 for $14.5 mill

The Breakwave Dry Bulk Shipping ETF (BDRY) finished this week up by 5% as dry bulk FFA values increased further. The ETF ended this week at its highest weekly close since late June. Market sentiment is improving as spot freight rates have continued to strengthen.

Brodovi kao vino... predivno

Supramax

Another positive week for the market with BSI pushing up. More activity from US Gulf and ECSA pushed rates up. The fixtures reported from the US Gulf higher than “last done”. TCT from Mississippi River to Med-Cont being fixed at USD 35,000 pd on Ultramax and TCT to Far East at USD 45,000. Black Sea and Mediterranean market are extremely hot, and rates are pushing as high as USD 48,000’ to West Africa, and for trips to Far East owners are asking close to USD 60,000. Continent is tight on tonnage supply and charterers paying up. Indian Ocean and MEG region remains extremely strong, with period rates being done close to USD 40,000 and trips from India to China fixing at USD 45,000. Inter- Pacific coal voyages are paying around USD 31,000-33,000.