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DRY BULK

  • migra
  • January 16, 2021 at 10:18 AM
  • StatusQuo
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    • December 19, 2021 at 11:20 PM
    • #5,761

    Jedan zanimljiv clanak, nije lako odustat od ugljena i lako ga zaminit s necim drugim, s druge strane ako izvozis ugljen kao australija neces se tek tako ni odreci profita. Lako je EU govorit drugima sta da rade niti smo industrijska zemlja ovisno o tolikoj kolicini energije iako sad placemo za cijenama plina tj tek cemo pocet kada cijene se prenesu niti smo proizvodjaci rude da od toga zivimo u tolikoj mjeri, niti nam je standard los kao recimo dobrim dijelom azije pa da ne zudimo za kvalitetnijim uvjetima zivota koji dobrim dijelom se odnose i na koristenje energije.

    As COP26 targets coal, Asia builds hundreds of power plants to burn it
    Coal use is one of the many issues dividing industrialised and developing countries as they seek to tackle climate change.
    www.business-standard.com

    As COP26 targets coal, Asia builds hundreds of power plants to burn it

    On the coastline near India's southern tip, workers toil on a pier carrying a conveyor belt that cuts a mile into the Indian Ocean where the azure waters are deep enough for ships to berth and unload huge cargoes of coal.

    The belt will carry millions of tonnes of coal each year to a giant power plant several kilometres inland that will burn the fuel for at least 30 years to generate power for the more than 70 million people that live in India's Tamil Nadu state.

    The Udangudi plant is one of nearly 200 coal-fired power stations under construction in Asia, including 95 in China, 28 in India and 23 in Indonesia, according to data from U.S. nonprofit Global Energy Monitor (GEM).

    Anil Swarup, a former Coal Secretary, took the same line in an interview. "Renewable energy expansion is critical, but coal will remain India's main energy source for the next 15 years at least, and production needs to be ramped up to address our energy needs," he said.

    CHINA CRUNCH

    Across India, 281 coal plants are operating and beyond the 28 being built another 23 are in pre-construction phases, GEM data show.

    These numbers are dwarfed by China, the top global coal miner, consumer and emitter, whose leader, President Xi Jinping, is not expected to attend COP26. More than 1,000 coal plants are in operation, almost 240 planned or already under construction.

    AFTERLIFE

    Even in economies committed to slashing emissions, coal's grip remains strong.

    Japan, with its nuclear power industry in crisis since the Fukushima disaster, has turned to coal to fill the gap and is building seven large new coal-fired power stations.

    Leading generator JERA plans to add clean-burning ammonia to be used with coal to help meet its target to be carbon neutral by 2050, and potentially keep old units operating longer.

    Australian Prime Minister Scott Morrison is set to attend the Glasgow talks. But resources minister Keith Pitt has said there would be demand for coal for decades and made it clear the country would not be swayed by pressure from banks, regulators and investors to hobble the industry.

  • brajakica
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    • December 20, 2021 at 9:10 AM
    • #5,762
    Quote from brajakica

    Sljedi nam duga mracna i hladna zima? 😬🤔

    Dolazi zima sa najvecim cijenama el energije i grijanja u povijesti.

    U kojoj ce trebati puno ugljena.😁

    Prije >3mj 15.09. sam napisala ovdje:

    "Sljedi nam duga mracna i hladna zima"

    U meduvremenu sam vise puta to ponovila i potkrijepila sa dokazima.

    A sada je i sluzbeno priznato od politicara koji su to i zakuhali.

    Nisu to oni zakuhali samo za ovu zimu(godinu) vec za vise njih.

    Dry bulk i tankerasi ce dodatno profitirati na toj duboko pogresnoj i neodrzivoj politici brze tranzicije sa fosilnih izvora na prakticno nista.

    To moze jedino zavrsiti sa hladnocom u kostima i mrakom.

    Uskoro ce potrosaci(glasaci) razapeti takve politicare i traziti nize racune bez zime u kostima i mraka,i bez ljeta u kojima ne rade frizideri i klime.

    EUROPEAN ENERGY CRISIS: French environment minister rules out generalised blackouts. But she opens the door to **brownouts** in the event of a cold winter.

  • Infinity
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    • December 20, 2021 at 10:01 AM
    • #5,763
    Quote from Infinity


    https://compassmar.com/reports/Compas…et%20Report.pdf

    . . .

    Dakle unatoc laganom tjednom padu vozarina za Supre

    12 mj. T/C je za 500$ Up

    Samo neka traje.

    Što duže traje više će se “olupina” skupiti za sjeckanje.

  • tin
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    • December 20, 2021 at 11:35 AM
    • #5,764

    Gledam futurese Cape 32 000 usd za 12 mjesec....danas u porastu....a po BDI na 23 000 usd...stvarno mi to ponekad nije jasno.

  • StatusQuo
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    • December 20, 2021 at 11:44 AM
    • #5,765

    Of the operating U.S. coal-fired power plants, 28% plan to retire by 2035 | Hellenic Shipping News Worldwide

    Although coal-fired power plants have no mandatory retirement age, power plant owners and operators have reported to EIA that they plan to retire 28%, or 59 gigawatts (GW), of the coal-fired capacity currently operating in the United States by 2035. As of September 2021, 212 GW of utility-scale coal-fired electric-generating capacity was operating in the United States, most of which was built in the 1970s and 1980s, according to our Preliminary Monthly Electric Generator Inventory.

    The data also include a comprehensive list of coal-fired generators that have retired since 2002. Since 2002, around 100 GW of coal capacity has retired in the United States; the capacity-weighted average age at retirement was 50 year

    As of September 2021, developers have not reported plans to install any new utility-scale coal-fired power plants in the United States, according to our Preliminary Monthly Electric Generator Inventory.

    Underlying steel demand is intact; don’t expect steel prices to fall: JSW Steel | Hellenic Shipping News Worldwide

    CNBC-TV18 spoke to Seshagiri Rao, Jt MD & Group CFO of JSW Steel to get a sense of demand on the ground and the price picture. Rao said the underlying demand is still intact and he does not expect steel prices to fall further.

    CNBC-TV18 spoke to Seshagiri Rao, Jt MD & Group CFO of JSW Steel to get a sense of demand on the ground and the price picture.

    Rao said, “The underlying demand is still intact. What is really happening in the last one, one and a half months is destocking in the market. Globally, steel prices got corrected. So everybody is expecting some price correction will happen in the future so they have stopped buying. So it is only a matter of time, I think the demand comes back.”

    Steel prices have been fluctuating in the international markets. In October, there were some price increases but thereafter there was a correction in the global markets.

    Roa said he does not expect steel prices to fall further.

    “I don’t expect the steel prices to fall already the Chinese companies are reporting very, very marginal profit, marginal EBITDA in their companies at this current prices. So I don’t expect a further downside to the steel prices as long as the raw metal prices are at these levels.”


    Coal power’s sharp rebound is taking it to a new record in 2021, threatening net zero goals | Hellenic Shipping News Worldwide

    The amount of electricity generated worldwide from coal is surging towards a new annual record in 2021, undermining efforts to reduce greenhouse gas emissions and potentially putting global coal demand on course for an all-time high next year, the International Energy Agency said in its latest annual market report.

    Overall coal demand worldwide – including uses beyond power generation, such as cement and steel production – is forecast to grow by 6% in 2021. That increase will not take it above the record levels it reached in 2013 and 2014. But, depending on weather patterns and economic growth, overall coal demand could reach new all-time highs as soon as 2022 and remain at that level for the following two years, underscoring the need for fast and strong policy action.

    In China, where more than half of global coal-fired electricity generation takes place, coal power is expected to grow by 9% in 2021 despite a deceleration at the end of the year. In India, it is forecast to grow by 12%. This would set new all-time highs in both countries, even as they roll out impressive amounts of solar and wind capacity. While coal power generation is set to increase by almost 20% this year in the United States and the European Union, that is not enough to take it above 2019 levels. Coal use in those two markets is expected to go back into decline next year amid slow electricity demand growth and rapid expansion of renewable power.


  • stipe_Cro
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    • December 20, 2021 at 12:04 PM
    • #5,766
    Quote from tin

    Gledam futurese Cape 32 000 usd za 12 mjesec....danas u porastu....a po BDI na 23 000 usd...stvarno mi to ponekad nije jasno.

    Što je tu čudno?

    Prosjek BCI vozarina za prosinac trenutno je na cca 36700. Možda mi je koji dan promakao, ali nije daleko od toga.

    Meni je čudno da se još trguje, s obzirom na to da je do kraja mjeseca 10 dana.

    Ali može to i više od 32k ako se trend promijeni do kraja godine.

  • stipe_Cro
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    • December 20, 2021 at 2:29 PM
    • #5,767

    BCI 5 T/C routes 180000 23283 670

    BPI 5 T/C routes 82500 21204 -790

    BSI 10 T/C routes 58328 26792 -366

    BHSI 7 T/C routes 38200 27685 -157

    BDI 2371 -8

  • brajakica
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    • December 20, 2021 at 10:42 PM
    • #5,768

    🇨🇳CCP je detektirao problem i pokrecu se akcije za konsolidiranje i ozivljavanje

    Property sektora.

    Taman da se napune skladista

    celikom i da u rano proljece krene novi boom.

    China's Heilongjiang provincial housing dept holds meeting on Monday to deploy works for growth of real estate industry before year-end. Heilongjiang govt says to take more measures to promote property sales, meet demands.

    the iron ore price surged 2.54% after jumping 3.93% on Thursday. Now iron ore trades at 2-month highs U$120 as China's property sector picks up & traders price in China’s bank cut interest rates.

  • tin
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    • December 21, 2021 at 9:08 AM
    • #5,769

    | live

    Vikinzi treći dan za redom u plusu....

  • Vergilije
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    • December 21, 2021 at 12:53 PM
    • #5,770

    Još malo congestiona sigurno neće škoditi vozarinama 🙂

    Blokiran jedan od najvećih plovnih puteva na svijetu: Zbog kvara na tankeru ne plovi se kroz Bospor
    Obalna straža u Turskoj objavila je da je tjesnac Bospor, jedan od najprometnijih plovnih puteva na svijetu, blokiran zbog problema na jednom tankeru
    www.tportal.hr

    2+2=4

  • hugh
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    • December 21, 2021 at 12:59 PM
    • #5,771
    Quote from Vergilije

    Još malo congestiona sigurno neće škoditi vozarinama 🙂

    https://www.tportal.hr/vijesti/clanak…bospor-20211221

    Da, piše da je i prošli tjedan bio blokiran punih sat vremena.

  • pinball
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    • December 21, 2021 at 1:21 PM
    • #5,772

    Sat po sat palača, pogača pardon dan/tjedan :)

  • KicanCRO
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    • December 21, 2021 at 2:33 PM
    • #5,773

    BCI 5 T/C routes 180000 22088 -1195

    BPI 5 T/C routes 82500 20796 -408

    BSI 10 T/C routes 58328 26210 -582

    BHSI 7 T/C routes 38200 27438 -247

    BDI INDEX 2294 -77

    Cape futures down 3

    Panama up 2

  • fond300
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    • December 21, 2021 at 3:36 PM
    • #5,774

    Zelena trava svih indeksa

  • Milo
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    • December 21, 2021 at 4:21 PM
    • #5,775

    Na žalost, naša burza prati samo pad...brodovi voze, i dalje vozarine jako dobre, a cjene dionica ne prate zaradu, nego se gleda kad će pad, pa makar bude i za dvi godine...

  • brajakica
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    • December 22, 2021 at 10:14 AM
    • #5,776

    Nema razloga za pesimizam i defetisticke tonove.

    U kini postojan duzi trend UP na iron ore i coal a svi znamo sto sljedi sa 01. 01.

    Right? ;)

    U ocekivanju odlicnih izvjesca za 4q i Y2021 pustimo neka se znoje oni koji nisu na palubi. :saint:

    Still one-way traffic for Dalian iron ore (+1.4%) and coking coal (+1.1%)

    Files

    IMG_20211222_101254.jpg 83.37 kB – 0 Downloads IMG_20211222_095919.jpg 79.12 kB – 0 Downloads
  • tin
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    • December 22, 2021 at 10:27 AM
    • #5,777

    Vikinzi i danas četvrti dan za redom u plusu...kad se doda divka 14.5 nok... 13% ispod vrha.

  • brajakica
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    • December 22, 2021 at 10:32 AM
    • #5,778
    Quote from tin

    Vikinzi i danas četvrti dan za redom u plusu...kad se doda divka 13% ispod vrha.

    Viknzi imaju god div yield iz snova (40%)bilo kojeg investitora na svijetu, i vise od toga.

    Koliko cemo mi dobiti odgovor uskoro.

    Imamo razloga za biti optimisticni.

    Zivi bili...

  • brajakica
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    • December 22, 2021 at 11:08 AM
    • #5,779

    🇨🇳GDP u 3Q jako usporavanje rasta.

    U 4Q je bilo redukcija struje i pritisak na industriju da smanji aktivnosti, vjerojatan je nastavak trenda iz 3Q.

    Inflection point u 🇨🇳 kreditnom impulsu?

    Vec 01.01. Ili nakon olimpijade?

    Ako se ceka olimpijada znaci da bi i 1Q bio zrtvovan?

    Previse i za kineze?

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    IMG_20211222_110220.jpg 70.4 kB – 0 Downloads
  • tin
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    • December 22, 2021 at 11:20 AM
    • #5,780

    Po današnjim futuresima za Q1 i Q2 2022. ispada da bi ATPL imala prosjek od preko 17 000 usd dan...što je za više od 1500 usd više od prosjeka za prvih 9 mj. 2021....a oko 3000 usd veći prosjek od prvih 6 mj. 2021.

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