DRY BULK

China’s COVID-19 Restrictions Could Help the Dry Bulk and Container Segments, but Hurt Tankers

In its latest weekly report, shipbroker Intermodal noted that “China has announced Covid-19 related restrictions across 20 different provinces (including Shanghai the center of the country’s commercial activity) with an apparent effect on oil consumption. According to S&P global estimations, the loss in oil consumption is estimated at around 650,000 bbl/day in March and 400,000 bbl/day in April. However, restrictions could have a positive effect on the container and dry bulk freight markets, due to the upcoming port delays that could tighten the tonnage availability further. Inevitably, China’s economic performance will shape the 2022 dry bulk outlook”.

China’s COVID-19 Restrictions Could Help the Dry Bulk and Container Segments, but Hurt Tankers | Hellenic Shipping News Worldwide

Three-month average for Supramaxes $25,156 daily...........                                                                                                                                                                                                                                

Coal on fire

Ukraine-Russia War Sets Coal On Fire — Breakwave Advisors

Potential shifts in coal trade flows

www.breakwaveadvisors.com

Breaking News: German Economy Minister Habeck: If gas is not avaliable, we will need to return to coal.

Vise ugljena+sada ugljen iz australije a ne vise iz rusije=veliko povecanje tonmilja.

U kini je praznik pa je zatisje pred buru.

456?

Ovih dana zadnja prava prilika na rasprodaji?

Promatrajmo

BCI 5 T/C routes 180000 14896 -564

BPI 5 T/C routes 82500 27135 -525

BSI 10 T/C routes 58328 29888 -413

BHSI 7 T/C routes 38200 30092 -419

BDI INDEX 2307 -50

Ako nebi bile izglasane sluzbene sankcije na ruski cumur,dio zemalja ce ih nesluzbeno provoditi, neki su vec poceli.

Sve alternativni pravci dobave su puno udaljeniji od rusije.

President Emmanuel Macron called for “very clear measures" after the massacre of Bucha.
“I am in favor of a round of sanctions, particularly on coal and oil, which we know are particularly harmful,” he said in a radio interview.

Freight futures am update

Capesize down ~5%
Panamax down ~2%

ima li netko info kako se vikinzi danas trguju?.....

hahah mora da padaju kad nismo ništa čuli o njima... o gle, skoro 6% -

Vikinzi trenutno i bez uracunatih isplacenih nam debelih dividendi iznad vrha iz 2021.

To znaci da su jako precijenjeni ili atpl jako podcijenjena

Promatrajmo

Dobro je za vidjeti da onima kojima je 350 bilo preskupo i dalje nisu na palubi,znaci da ce oni jos kasnije podrzavati likvidnost

Ili oni ne vole dividende pa ce kupovati poslije dividende po istoj ili vecoj cijeni?

Tako je redom na stranim bulkerima.

Promatrajmo

Cijene hrane rastu dalje, a počelo se pucati i na civilno brodovlje...

Što znači da i troškovi prijevoza rastu počevši od polica osiguranja, goriva, itd.

Quote

The Russian Navy is blocking in the Black Sea region more than 90 civilian ships carrying food for the world market.

“Thirty percent of the world’s wheat exports typically come from the Black Sea region, as does 20 percent of the world’s corn and 75 percent of sunflower oil. But Russia has bombed at least three civilian ships carrying goods from Black Sea ports to the rest of the world, including one chartered by an agribusiness company,” U.S. Deputy Secretary of State Wendy Sherman said at the UN Security Council briefing on March 29.

The consequences of Putin's war are being felt far beyond Ukraine and directly affect global food security, the official underscored.

“The Russian Navy is blocking access to Ukraine’s ports, essentially cutting off exports of grain. They are reportedly preventing approximately 94 ships carrying food for the world market from reaching the Mediterranean,” Sherman said.

As noted, many shippers are now hesitant to send vessels into the Black Sea, even to Russian ports, given the danger posed by Russian forces.

GOGL EGLE PANL ZIM SBLK GNK

dobar zaron:

Valjda se hoce s ATPL poravnat

Promatrajmo

Evo i mene na 456 danas!

Srce vuce...

Quote from 5. Element

Evo i mene na 456 danas!

Srce vuce...

Kada ako ne sada, tko ako ne ja(mi)?

Tako se to radi, bravo majstore

I odmah u plus,a ne kao ovi neodlucni od 350,nista dobrog od vjecitog kukanja i sirenja opreza, karavane prolaze a dividende dolaze 🤣

Quote from tenchi0110

hahah mora da padaju kad nismo ništa čuli o njima... o gle, skoro 6% -

To ti je ko dobar dan , čim je tišina znači da nije zeleno .

Pa i nije tisina?

Kako za rast tako i za pad ima tko pazi da pad ne prode nezapazen

Ako nece nitko ja cu na kraju dana postati veliku sliku pada.

jos kada bi taj pad potrajao koji dan duze pa da se moze i na strancima dokupiti na proljetnoj rasprodaji prije novih vrhova😅

Promatrajmo

Quote from 5. Element

Evo i mene na 456 danas!

Srce vuce...

Ja sam malo škrći, evo i mene na 450

https://finance.yahoo.com/news/10-undervalued-dividend-stocks-buy-191854136.html

Eagle Bulk Shipping Inc. (NASDAQ:EGLE)

Dividend Yield as of April 1: 11.83%

P/E Ratio as of April 1: 5.90

Number of Hedge Fund Holders: 12

Quote from Mrcash

Quote from tenchi0110

hahah mora da padaju kad nismo ništa čuli o njima... o gle, skoro 6% -

To ti je ko dobar dan , čim je tišina znači da nije zeleno .

nitko ne želi nabijati nikome na nos takve ružne događaje, neka se malo smiri pa će se onda objaviti kako i priliči proljeću i sv.Patriku

I dalje blizu vrhova iz 2021.

Sa isplacenim divkama iznad toga.

Navijam za jos jaci pad da dokupim vikinge ali jako tesko.

Staviti cu nalog na 11$ pa ako okrene prije na rast opet dobro.

Promatrajmo