DRY BULK

    Ja sam napisala zasto su jucer ffa padali. Zbog porasta slucaja omikrona u Kini sto je dovelo do lokalnih lockdownova.

    Dugorocno moze dovesti do zagusenja i rasta vozarina. Kratkorocno to trziste ocito nije dobro ocijenilo.

    Imate clanak ovdje o tome.

    Zero Covid lockdowns to cause greater damage to China’s supply chain than the Russia-Ukraine crisis | Hellenic Shipping News Worldwide

    Quote from Marielena

    Ja sam napisala zasto su jucer ffa padali. Zbog porasta slucaja omikrona u Kini sto je dovelo do lokalnih lockdownova.

    Dugorocno moze dovesti do zagusenja i rasta vozarina. Kratkorocno to trziste ocito nije dobro ocijenilo.

    Imate clanak ovdje o tome.

    https://www.hellenicshippingnews.com/zero-covid-loc…ukraine-crisis/

    Ako pročitate ponovo članak primjetit ćete jednu zanimljivu stvar a to je da nema veze sa našim (drybulk) ffa nego se priča o kontejnerima

    Doduše i u nas i vanka to svi zovu...brodovi :S

    Naravno da sam shvatila da se radi o kontejnerima :)

    Ali to dovodi do usporavanja gospodarstva, a onda utjece i na dry bulk.

    Vrijednost brodova nastavlja rast...... ;)                                                                                                                                                                                                                                                                                                                                       

    Zanimljivo kako Handy dobro kotira sa 2y TC i ima malu razliku od 1y TC, supre za 2Y pokazuju veci diskont u odnosu na ostale iako za sve vozarine za 2y su izrazito profitabilne, prakticki na razini sadasnje postignute vozarine za jdpl i atpl.

    https://www.hellenicshippingnews.com/wp-content/uploads/2022/03/dry_1-1.jpg

    GOLDEN OCEAN GROUP

    OSLO BØRS

    BMG396372051 - STOCK


    BMG396372051-XOSL?format=png&size=small&theme=colored

    NOK 101.80


    15/03/2022 - 11:03 CET

    Since Open
    +1.30 (+1.29%)
    Since Previous Close
    +0.40 (+0.39%)

    Golden Ocean Group Limited (GOGL)

    NasdaqGS - NasdaqGS Real Time Price. Currency in USD

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    11.16-0.87 (-7.23%)At close: March 14 04:00PM EDT

    11.28 +0.12 (+1.08%)

    Pre-Market: 6:00AM EDT

    GOGL okrenuo u plus i kod norvežana i kod amera u pre marketu.

    Quote from jasko

    Vrijednost brodova nastavlja rast...... ;)                                                                                                                                                                                                                                                                                                                                       

    I još će rasti :) + što je porastao tečaj $ :)

    Kao i kod auta, sad je i polovnim cijena porasla.

    Kako sve poskupljuje, željezo, oprema, sve šta se ugrađuje u nove, tako ovi stariji postaju poprilično vrijedniji, a i manje im pada cijena nego novima.

    Evo i prvog koraka u zaobilazenju US dolara.

    Saudi Arabia Considers Accepting Yuan Instead of Dollars for Chinese Oil Sales

    Talks between Riyadh and Beijing have accelerated as the Saudi unhappiness grows with Washington


    https://www.google.com/amp/s/www.wsj.…les-11647351541

    Kad odrastem prestat cu uzimati terapiju i pretvarat cu se da sam Angelina...

    Dio transcripta od SHIP-a od neki dan iako se radi o capovima ali isjecak iz njihovog pogleda na ocekivanja

    https://seekingalpha.com/article/4494519-seanergy-maritime-holdings-corp-ship-ceo-stamatis-tsantanis-on-q4-2021-results-earnings-call

    Stamatis Tsantanis

    Having said this, the initial assessment of the impact of the sanctions imposed on Russia, they appear to be quite positive. Historically, any disruptions in the established trade patterns usually create significant benefits from a ton mile perspective, which is favoring vessel demand. In this case, for example, millions of tons of coal for the global energy needs will have to be imported from longer distances. This we expect to increase the distance travel of our ships quite substantially.

    Beginning with iron ore, seaborne trade total miles expanded by 1.6% in 2021, and are expected to rise at a similar pace in 2022. With a significant rise, noted an extra from Brazil. Volume in Brazil, once again reiterated their annual guidance for about 350 million tonnes in 2022, which means that they will have to ramp up their exports considerably in the next three quarters to meet the targets, given that their exports a year-to-date were at one of the lowest points of the recent years.

    This is a usual pattern we have seen many times. Although this time, we expect the upswing to be much, much bigger. It is also encouraging to note that China's credit impulse has been expanding recently and policy support has been announced for infrastructure and additional projects.

    Meanwhile, seaborne coal trade was very supportive in 2021 as the increase in tonne miles exceeded 7%. A further rise is anticipated for 2022 and this is not just because of the recent war. Global economic growth resumes -- has resumed after COVID and power generation demand remains very high. As Braemar research notes, coal is forecast to remain more profitable for European power utilities until 2024. As coal to gas switching prices now indicate that it will not be profitable to switch from coal to gas before 2024 exiting out from Q2 2023 last month. The gas supply crunch experienced by Europe this winter has been compounded by Russia's invasion in Ukraine.

    Randy Giveans

    Sure. All right. That's it really. And then I guess just last question you touched on briefly there in terms of China extending steel emission targets and other things. Any big impacts you're seeing on the iron ore coal trade in the near-term related to any of these environmental issues?

    Stamatis Tsantanis

    Well, there are two super major events happening right now that are not necessarily associated with the environmental drives. The first one is the war in Ukraine, where Russia is exporting 50 million tons of coal to Europe with all the sanctions, as you understand 50 million tones or up to 50 million tons will need to be imported from longer distances and we're talking about much bigger distances here, we're talking about Australia, South Africa, Central America, North America. So, Europe needs coal, a lot coal and Russia right now is in sanction. So, up to 50 million tons a year might be diverted from much, much longer distances.

    The second is the guidance from Vale in Brazil, where it appears that the Brazilian exports need to effectively double up from now until year end in order to meet the target. So, they have been exporting around 500,000 to 600,000 tons a day. And that needs to be 1.002 million in order for them to reach the target. So we expect a massive increase of long-term miles. We're not seeing that yet. But the market has surely picked up from last month. And in our opinion, these two super important events will have a major role on the bigger dry bulk ships.

    Stavros Gyftakis

    Well, I certainly believe that 2022 has much stronger fundamentals than 2021. Some of them were expected. Then, some of them were unexpected due to the war in Ukraine. So if last year with worse fundamentals will show $85,000 in Q3, then one can assume that you will see stronger rates in 2022. But I don't want to give a figure.

    Samo dugorocno bi ih moglo stajat jer tendencija do sada je bila slabljenje juana, da bi se potakao izvoz, a tesko je ocekivat drugacije s obzirom na ovisnost o izvozu i opet dolarima i eurima u konacnici, jedio ako arapi odma ne iskoriste juane za kupnju kineske robe i odma taj rizik umanje.

    Quote from D_artagnan

    Kao i kod auta, sad je i polovnim cijena porasla.

    Kako sve poskupljuje, željezo, oprema, sve šta se ugrađuje u nove, tako ovi stariji postaju poprilično vrijedniji, a i manje im pada cijena nego novima.

    da sam to pročitao prije samo dvije godine, grohotom bi se nasmijao.

    inače, živa istina. prošle g u veljači sam kupio dvije g star auto koji danas vrijedi 15-20 000 više nego što sam ga platio!!!???? fakat nekakva čudna i za...ana vremena.

    jos malo pa ce sve transakcije biti u kriptu 🤣

    Polako, doci ce i to vrijeme.... : )

    Ima ona:

    First they ignore you,

    Then they laugh at you,

    Then they fight you,

    And then you win.

    Kad odrastem prestat cu uzimati terapiju i pretvarat cu se da sam Angelina...

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