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.                                                                                                                                                                                                                                                                                                                                                                 

Ne idemo dalje

Za sada😁

BCI 5TC 50662 -810

BDI je pregrijan, slijedi malo hlađenje, a onda napad na kotu 4.660.

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

Sitni otpori na 4660, 5700 i 8000. Mislim da idemo stopama kontejneraša...

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

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 🤣🤣🤣

U mirovinu bi mogli oni strpljivi, ali ako imaju par tisuća komada. Takvih nema puno. Više su u strahu ovi sa par stotina komada. Oni drhte ko šiba na vjetru.

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

Slijedi malo hlađenja..........

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.

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.

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.

Analysts project that the strong market trends will continue all the way into 2024. https://shippingwatch.com/carriers/Bulk/…ippingwatch_com

“Unbelievable” Dry Bulk Market Rally is Pushing Ship Values Higher https://www.hellenicshippingnews.com/unbelievable-d…-values-higher/

Fidelity investments keeps building dry bulk stake.

Fidelity keeps building dry book with $207m stake in Star Bulk | TradeWinds

US 'long only' investor now has 10% stake in shipping's largest listed owner of dry bulk vessels

www.tradewindsnews.com

Supermax nastavlja rast.......