Ovo je uobicajen sezonski pad.

Rast demanda plus zaostaci ce najkasnije pocetkom 2022 jako podici vozarine i idemo dalje.... 🚀😁

U meduvremenu moramo se zadovoljiti sa dva najbolja kvart FI u zadnjih 12 godina i sa rastom vozarina svih osim cape🤓

Steel demand will increase a 2.2% to 1896,4 Mt in 2022. The projected increase for next year for the EU countries is 5.5% to 167.4 Mt

Pratim do petka :

https://tradingeconomics.com/commodity/bal

Danski špediterski div očekuje dugotrajne probleme na tržištu prijevoza

Treći špediter u svijetu gotovo je udvostručio prihode u trećem tromjesečju, na 49,56 milijardi danskih kruna (6,66 milijardi eura). Dobit nakon poreza više je nego udvostručena, na 3,2 milijarde kruna.

https://www.seebiz.eu/trzista/danski…rijevoza/266891

Kejpovi ne posustaju.

Quote from mitkko

Kejpovi ne posustaju.

Mislim da bu popizdel, Irci mu još fond nisu otvorili

dobro čime je izazvan ovakav pad, slabo pratim jer puno trgujem

p.s. unatoč ogromnom padu kejpova graf GOGL-a kaže stagnacija zadnjih 5 dana. Nisu se dodatno iskorigirali.

BDI 4056 (-201)

BCI 5304 (-478)

BPI 4231 (-97)

BSI 3497 (-50)

BHSI 2056 (-6)

Napokon svi u minusu. Supre i handyi još uvijek dooosta visoko

Quote from NaBiduAsku

dobro čime je izazvan ovakav pad, slabo pratim jer puno trgujem

p.s. unatoč ogromnom padu kejpova graf GOGL-a kaže stagnacija zadnjih 5 dana. Nisu se dodatno iskorigirali.

Neznamo, od pustih raketa i ugljena smo propustili vidjeti zasto pada

Baltic Dry Index down 4.72% to 4,056

Capesize -8.27% to $43,985

Panamax -2.33% to $36,739

Supramax 58k tons -1.41% to $38,471

Quote from NaBiduAsku

dobro čime je izazvan ovakav pad, slabo pratim jer puno trgujem

p.s. unatoč ogromnom padu kejpova graf GOGL-a kaže stagnacija zadnjih 5 dana. Nisu se dodatno iskorigirali.

Capeovi zbog manjeg demanda zeljeza u Kini.

Ocekujem da ce panamaxi ovaj put prvi gore. Capeovi ne.

Ali da to su jos visoke razine. Zato niti nema veceg pada vani. Biti ce korekcija, ali na visokim razinama. I jos ce kompanije jako zaradjivati.

Puno trica mirise na preokret

Star Bulk Carriers: Shipping Rate Drop May Create Temporary Headwinds https://seekingalpha.com/article/446193…valued#comments

Quote from StatusQuo

Puno trica mirise na preokret

trpaju ij tricama a ovi preokret misle napravit sa slobodnim bacanjima (-3 pa +1).......

Jefferies is upgrading some shippers today.

Quote from hugh

Quote from StatusQuo

Puno trica mirise na preokret

trpaju ij tricama a ovi preokret misle napravit sa slobodnim bacanjima (-3 pa +1).......

Ne znam zasad su svi fuli trice igramo produzetke

Quote from StatusQuo

Quote from hugh

trpaju ij tricama a ovi preokret misle napravit sa slobodnim bacanjima (-3 pa +1).......

Ne znam zasad su svi fuli trice igramo produzetke

prava Olimpijada je to postala......ima peteraca, sedmeraca i koječega......al sve je to dobro dok ne pucaju jedanaesterce i one prekršaje sa 16 i više metara.......

uglavnom, čekamo da prođe ova Olimpijada bez medalje pa na sljedečoj idemo po zlato.......

US Coal Stockpiles Latest to Set Record Low

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• The US Energy Administration in an update today announced that US coal stockpiles as of August (which is the most recent data available) have fallen to 84 million tons. This marks a month-on-month decline of 13 million tons (-13%) and is the lowest amount of stockpiles ever reported since the data first began being collected in 2001. According to executives at the Breakwave dry bulk shipping ETF (BDRY), this is in fact the lowest level seen since 1997. Of note is that US coal stockpiles hit a recent peak of 120 million tons back in May and they have been declining ever since. In just a few months since May, US stockpiles have fallen by 36 million tons (-30%).

• It is no secret that US coal production had previously been declining in prior years due to the ongoing movement to reduce production and consumption of fossil fuels. However, US coal-fired electricity generation this year is set to increase for the first time since 2014. By the end of the year, the US Energy Administration expects US coal-fired electricity generation will have increased year-on-year by 22%. In comparison, US coal production is on pace to increase year-on-year by only 9%

TC period contract signing.

Vrijeme je za preokret............                                                                                                                                                                                                                                                                                                                                      

BCI 5TC 40040 (-3945)