DRY BULK

Furthermore, rebound in the economic recovery, notably in China, has helped increase demand for raw materials. China has exhibited rising demand for iron ore amid supply concerns persisting in Brazil.

“Increased demand for coal from Indonesia going into China has definitely boosted the rates in the Pacific,” Rebecca Galanopoulos Jones, head of research at Alibra Shipping, told Reuters.

Quote from jasko

A Dry Bulk Shipping ETF Is Having a Stellar New Year https://www.etftrends.com/dry-bulk-shipp…f-stellar-year/

neki dan na atpl sam napisao da se je kina opekla i neće niti pomišljati o drugoj opciji osim da što prije preuzima iron ore a i coal jednako jer svaki zastoj je rezultirao dizanjem cijena koje se više ne vraćaju nazad jer je demand dovoljno jak da to ne može omogučiti i još važnije kada će biti u mogućnosti to omogučiti?

tko će se odreći vlastitog rasta da bi se potražnja smanjila?

to može samo supply riješiti ,sa kojim posjedicama za bulkere?

stockpiles iron ore na razinama od 2017 oko 125milt,praktično na rezervama a novog supply nema,nema još.

kina trenutno plača cijenu lošoj stockpiles stretegiji.

market im to naplačuje,najavili su i promjenu samo sada je jako loš trenutak za podizanje nivoa zaliha zar ne?

cijena i bez toga prijeti da se totalno otme kontroli.

nećemo se žaliti jer se direktno diže vrijednost brodova.

"African swine fever"?

Quote from jasko

China has been rebuilding its pig herd, which was ravaged by the deadly African swine fever disease, with the pig population now approaching normal levels, according to state media.

Demand remains very strong, according to a manager with a soybean crusher in northern China.

“Imports in the New Year are expected to hit a new record high" https://www.hellenicshippingnews.com/chinas-2020-so…emand-recovers/

je jedan od ispucanih crnih labudova a sada je vrijeme za krajnost u suprotnom smjeru,ništa nepošteno kako ja gledam.

taj dio rasta kod bulkera je posebno za pozdraviti s obzirom na udaljenost izvora i posljedice koji nosi na utilizaciju.

"loša" stvar u cijeloj priči će izgledno biti žaljenje što ni te robe nema koliko je potražnja ali kao što je već napisano,dizanje cijena uvijek povlači za sobom podizanje proizvodnje ako ne ove tada sljedeće godine.

biće odlično da i sljedeće godine što više toga raste.

veliki finale dry bulka očekujem za 2g. kada će orderbook nikad manji isporučiti najveće dividende strpljivima.

očekujem da će tada današnje dileme dali po 172 ili čekati na bidu po 170 izgledati apsurdo ako ne i...

rezime sigurno,kao i uvijek s moje strane neće izostati.

Quote from jasko

BDI - 0,8% 1740 https://finansavisen.no/nyheter/shippi…-for-baltic-dry

Panamax +0,1% 13.223 dollar.

supramax+0,8 % 12.051 dollar.

svakim danom odgode onog što je neizbježno(dali je??)

bliže smo višljoj odskočnoj dasci za glavni dio sezone

+ bliže smo onome što nebi smjelo.

dodatno na ove dobre vijesti futuresi su prepolovili jutrošnji negativni početak

iako negativan sentiment je u uzlaznom trendu

http://www.braemarscreen.com/home

Quote from jasko

Ironore futures soared above $170 as market sentiment was lifted by a better recovery in China and optimism over the US stimulus package, as well as China’s strong steel outlook. China’s GDP grew faster in the Q4 than the consensus forecast (6.5% vs 6.1%)

znači i ore i kina opet onako kako nebi smjelo?

kako večina ne očekuje?

nije laka sudbina večine?

tko im bira njihovu sudbinu da mi je znati.

a nije im još onako kako će im izgledno po investitorski biti

ali pomalo da nebi neki crni labud zakukurikao.

biti će prilike za hop u budućnosti.

šalu na stranu imamo mi ovdje vrlo ozbiljne i kvalitetne nove materije

za analizu u iščekivanju....

ali i CnB dokaze da su izjave tipa "...Dakle, jedino ja kazem da ova godina nece biti po nicemu posebna...."

samo wishful thinking

https://fda195ed-9571-42ec-b092-d42af79f832c.usrfiles.com/ugd/fda195_f54…0833bcf574c.pdf

isti brodovi na vezu u SAO LUIS brazil

danas nije bilo aktivnosti utovara

moguće da su inspekcije na svim vezovima nakon incidenta?

ako potraje imat će utjecaja na cape,možda već danas prve naznake,psihološke bar?

https://www.marinetraffic.com/en/ais/home/ce…:-2.562/zoom:14

samo po gasu jer u suprotnom i cijene će gore i stockpiles će se istopiti a onda će cijene poluditi.

China’s Iron Ore Imports Up 6.5% During 2020

https://www.hellenicshippingnews.com/chinas-iron-or…-5-during-2020/

sa ugljenom po starom prema australiji ali u 12mj +200% iz drugih izvora

https://www.hellenicshippingnews.com/beijing-rebuff…ustralian-coal/

The Chinese government has rejected pleas from its own steel industry to lift bans on Australian coal cargoes, keeping dozens of ships holding 8 million tonnes of the commodity stranded at sea. More than 70 vessels carrying Australian coal have been unable to unload in China since October, coinciding with a souring of diplomatic and trade tensions

Quote from jasko

Indicative Dry Bulk Values (US$ million)
15 Jan 11 Dec ±% Min Avg Max
Capesize
180k dwt Resale 50.00 50.00 0.0% 34.5 46.4 53.3
180k dwt 5 year old 28.50 27.00 5.6% 23.0 30.0 37.3
170k dwt 10 year old 20.50 20.00 2.5% 12.0 20.8 26.0
150k dwt 15 year old 14.50 12.50 16.0% 6.5 12.7 16.5
Panamax
82k dwt Resale 30.50 30.00 1.7% 22.5 28.9 32.0
82k dwt 5 year old 24.00 23.00 4.3% 11.5 20.8 25.0
76k dwt 10 year old 15.50 13.50 14.8% 7.3 12.8 16.5
74k dwt 15 year old 8.75 8.50 2.9% 3.5 8.3 11.5
Supramax
62k dwt Resale 27.50 27.50 0.0% 19.0 26.2 29.0
58k dwt 5 year old 17.00 16.00 6.3% 11.0 16.2 18.5
56k dwt 10 year old 11.25 11.00 2.3% 6.0 11.7 14.5
52k dwt 15 year old 7.25 7.00 3.6% 3.5 7.6 10.5
Handysize
37k dwt Resale 21.50 21.50 0.0% 17.0 21.6 24.5
37k dwt 5 year old 15.25 15.00 1.7% 7.8 14.2 17.5
32k dwt 10 year old 8.75 8.50 2.9% 6.0 9.1 11.8
28k dwt 15 year old 5.75 5.50 4.5% 3.5 5.5 7.3 https://www.hellenicshippingnews.com/wp-content/upl…_compressed.pdf

Display More

+14,8%

a to tako smije?

a da i "mrtvaci" mogu biti jako živi?

te da i od goreg ima gore ili od boljeg ima bolje,kako si tko izabere:

China's coal-derived electricity generation last month totaled a record 564.7 billion kilowatt hours. This is 11% higher than the previous record seen in August and is also up year-on-year by 11%. December has now marked the second straight month where China's coal-derived electricity generation growth has exceeded coal production growth. This remains advantageous for the seaborne coal market and dry bulk shipping market.

Also of note is that China's overall electricity production totaled a record 727.7 billion kilowatt hours last month. This is 1% higher than the previous record seen in August and is up year-on-year by 11%. As we have also continued to discuss in our mid-week updates and weekly reports this year, China's overall electricity production has stayed at a record level so far this month (which remains very atypical for the winter). Domestic thermal coal prices also remain at all-time highs.

a taman kad misliš da ne može bolje ili gore ovisi o...

nikad ne reci nikad da neće biti bolje ili gore

ovo "close to ATH" zvuči posebno...

a izgledne posljedice za stockpiles,utilizaciju,vozarine....su??

Data released today shows China's industrial production in December rose year-on-year by 7.3%. This has marked the largest growth seen in 2020. Also of note is crude steel production totaled 91.3 million tons. This is up month-on-month by 4% and is up year-on-year by 8%. As we also discussed in today's Weekly Dry Bulk Report, daily crude steel production at large and medium-sized mills averaged 2.195 million tons during January 1 - January 10. This is 2% higher than was seen during the previous ten days, is up year-on-year by 11%, and is very close to the all-time high of 2.20 million tons.

ima promjena u SAO LUISU brasil

1 vloc + 1 cape krenuli za kinu

dali to već tržišta nagrađuju razvoj situacije u sao luisu??

Quote from jasko

Open interest in CBOT corn and soybeans has surged in the new year, reaching a record 3.92M contracts as of Jan. 12.

Old record was 3.84M on June 19, 2018.

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close to ATH pa record pa...?

a di je tome kraj sa :

"a nebi smjelo tako"

"...Dakle, jedino ja kazem da ova godina nece biti po nicemu posebna...." ?

hmm...e moj doture čega već...

trebat će ti doturati na provjeru znanja ako se ovako nastavi...

a kad sam ja ponudio da ću "pojest svoju investitorsku diplomu prije koji dan ismijavalo me se

kao "na čemu si ti"....

interesantno da dotur nije ponudio čak ni svoju investitorsku diplomu u okladu?

biće ipak da ne vjeruje u ono što piše??

time will tell

a rezime doturovih očekivanja neće izostati jer ako to ne dozvoljavam sebi,ne mogu(smijem) od drugih tražiti manje?

kakvu bi to sliku ostavilo o virtualnim investitorskim diplomama i "pravim" doturatima?

definitivno se je pokrenulo u sao luisu

još jedan pmax krenuo za hamburg

dva nova broda na vezu za utovar

a možda se pokaže ovaj put da VALE nije krivo prcijenio?

kada su izjavili da incident neće utjecati?