DRY BULK

Quote from hugh

Quote from looserst

Vanka crveno. Od 1-3% na otvaranju. S obzirom na fed mumbo jumbo nije ni strasno. Pratimo dalje...

Glavni indexi vanka okrenili su iz minusa u plus tako da su iz mumba otišli u jumbo.....ali zato brodari od otvaranja samo povečavaju minuse......stvarno mi nisu jasni......oni valjda plešu na coco jumbo varijantu........možda i oni promjene pjesmu do kraja dana......bar, ono, neki odbijanac da budu u ritmu.....

Evo stize kolega trazeni odbijanac pa necemo zavrsiti -7% nego samo -5% danas

Je..ni market, meni vise nista nije jasno, jel brodovi voze rudu i ugljen ili dollare pa svaki put kad ovi iz feda odu na pice mi moramo roniti?!

Over and out

Quote from looserst

Quote from hugh

Glavni indexi vanka okrenili su iz minusa u plus tako da su iz mumba otišli u jumbo.....ali zato brodari od otvaranja samo povečavaju minuse......stvarno mi nisu jasni......oni valjda plešu na coco jumbo varijantu........možda i oni promjene pjesmu do kraja dana......bar, ono, neki odbijanac da budu u ritmu.....

Evo stize kolega trazeni odbijanac pa necemo zavrsiti -7% nego samo -5% danas

Je..ni market, meni vise nista nije jasno, jel brodovi voze rudu i ugljen ili dollare pa svaki put kad ovi iz feda odu na pice mi moramo roniti?!

Over and out

Ma nek rone samo.

Jučer su rasli lijepo.

Sutra će vjerovatno opet rasti.

To je tako vani sa brodarima.

Volatilnost i likvidnost je velika, ali i rast cijene dionica istih u kumulativu je velik.

Record number of dry bulk ships hit by port congestion - Splash247

With capes closing in on the $50,000 per day mark, something not seen since June 2010, an important driver in today’s hot dry bulk market is not demand, but…

splash247.com

16% congested

Na kontejnerima smo sa congestionima dosli na ath. Ajmo bulkovi

cape up 5%

Ode BDI preko 4k

Quote from Manu

cape up 5%

Ode BDI preko 4k

A što reći nego 👏👏👏.

Quote from Manu

cape up 5%

Ode BDI preko 4k

A vani brodari padaju, tužno za gledati .

Izvješća vrhunska, isplaćuju divke, BDI iznad 4000,

a oni padaju, pa to je nevjerovatno, bar meni

Quote from BudFox

Quote from Manu

cape up 5%

Ode BDI preko 4k

A vani brodari padaju, tužno za gledati .

Izvješća vrhunska, isplaćuju divke, BDI iznad 4000,

a oni padaju, pa to je nevjerovatno, bar meni

To je zato jer trziste ZELI PAD.

Kao sto ZELI da Tesla raste.

Da Musk sutra proglasi stecaj trziste bi to nagradilo rastom od 12%.

Zato jer su to elektricni auti, baterije, fensi smensi itd.

A ovo je cumur, gvozdjurija, naprosto nije in.

Quote from BudFox

Quote from Manu

cape up 5%

Ode BDI preko 4k

A vani brodari padaju, tužno za gledati .

Izvješća vrhunska, isplaćuju divke, BDI iznad 4000,

a oni padaju, pa to je nevjerovatno, bar meni

Gogl danas raste, za razliku od Googla.

Quote from NaBiduAsku

Quote from BudFox

A vani brodari padaju, tužno za gledati .

Izvješća vrhunska, isplaćuju divke, BDI iznad 4000,

a oni padaju, pa to je nevjerovatno, bar meni

Gogl danas raste, za razliku od Googla.

Je kod vikinga, sta ce bit kad preko bare otvore

Quote from looserst

Quote from NaBiduAsku

Gogl danas raste, za razliku od Googla.

Je kod vikinga, sta ce bit kad preko bare otvore

mene više zanima šta će biti 2 tjedna prije objave 3.kvartala. ovo mi ionako nije zanimljivo previše ispod 450 kn.

BDI 4.092

BCI 5.997

BPI 3.785

BSI 3.276

Quote from looserst

Quote from NaBiduAsku

Gogl danas raste, za razliku od Googla.

Je kod vikinga, sta ce bit kad preko bare otvore

Prema pre-marketu je blagi rast...općenito prekobarski brodari su pol pol prema pre-marketuneki blago crveni neki blago zeleni (unutar 1%)

Supramax +1,2% to $36,036 https://finansavisen.no/nyheter/shippi…ource=sistenytt

Commodity Prices Drop on Concerns over Federal Reserve Stimulus Tapering — Breakwave Advisors

The lower iron ore prices could see larger volumes being shipped

www.breakwaveadvisors.com

Ako se ne varam mitkko je nekidan pisao na tragu ovoga:

Hence, suggesting that the level of the commodity prices are not a good leading indicator for freight rates. Rather than being a function of the commodity prices, freight rates are generally a reflection of the volumes shipped and available tonnage. There have been suggestions that the falling iron ore prices are bad news for the freight market and it could be true if the drop is related to a genuine slump in demand. However, there is at this stage little to suggest that iron ore is facing an imminent drop in demand and improving supply situation and less speculative pressure could keep prices low. The lower iron ore prices could see larger volumes being shipped, while bad for the miners it is good news for the shipowners.

Quote from looserst

https://www.breakwaveadvisors.com/insights/2021/…imulus-tapering

Ako se ne varam mitkko je nekidan pisao na tragu ovoga:

Hence, suggesting that the level of the commodity prices are not a good leading indicator for freight rates. Rather than being a function of the commodity prices, freight rates are generally a reflection of the volumes shipped and available tonnage. There have been suggestions that the falling iron ore prices are bad news for the freight market and it could be true if the drop is related to a genuine slump in demand. However, there is at this stage little to suggest that iron ore is facing an imminent drop in demand and improving supply situation and less speculative pressure could keep prices low. The lower iron ore prices could see larger volumes being shipped, while bad for the miners it is good news for the shipowners.

Haha, tocno to sam napisao kasne nekih tjedan-dva

Freight futures am update

Capesize up ~1%
Panamax up ~2%
#shipping #drybulk $BDRY

Baltic Dry Index breaks 4,000 for the first time since 2010 ....rises 2.92%, to 4,092 in London:

Braemar on Capesize rates: “… With these factors in mind, we believe there is still further upside to today’s incredibly strong market, despite this week’s turmoil in commodity prices.”

Sad jos samo strpljenje koji kvartal, ili godinu da i svi brodari dođu na vrijednosti od 2010. 💪🤗

Brod koji je zaštopao Sueski kanal i pomogao globalnom poremećaju u prijevozu ovaj put uspio proći ravno...

Da je opet zapeo gledali bi BDI na 5000... eh eh

Quote from looserst

https://splash247.com/record-number-…ort-congestion/

16% congested

Na kontejnerima smo sa congestionima dosli na ath. Ajmo bulkovi

Jos jedan clanak na tu temu.

COVID restrictions in China push dry bulk congestion to all-time high

China bulker pileup dwarfs California container-ship gridlock - FreightWaves

Extreme measures to contain delta variant create unprecedented backlog of dry bulk ships off China.

www.freightwaves.com