DRY BULK
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Oscilatori na BDI su malo pregrijani.
Vidjeti ćemo. Ne bi bilo prvi put da i unatoč tome rastu.
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cape up 16%
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BCI 5 T/C routes 180000 17500 2401
BPI 5 T/C routes 82500 15685 564
BSI 10 T/C routes 58328 13889 309
BHSI 7 T/C routes 38200 11965 268BDI INDEX 1587 +122
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Neka jos malo potraje i mirno more ove godine
PERIOD Top 2023-03-13 PERIOD 'Eastern Heather' 2022 82270 dwt dely Shanghai 10 Mar 12 months redel worldwide $18,750 - EP Resources 2023-03-13 PERIOD 'Agri Bright' 2013 76432 dwt dely Nagoya 25 Mar 4/6 months redel worldwide $16,800 - cnr 2023-03-13 PERIOD 'Bunun Xcel' 2023 39670 dwt dely Ex Yard Japan 1/15 Apr 11/14 Months redel worldwide $16,300 - cnr TIMECHARTER Top 2023-03-13 TIMECHARTER 'KM Mt Jade' 2008 81487 dwt dely Paradip 20 Mar trip via EC South America redel Singapore-Japan $17,000 - Lestari 2023-03-13 TIMECHARTER 'Market Porter' 2019 61208 dwt dely Leizhou prompt trip redel WC India $14,500 - cnr 2023-03-13 TIMECHARTER 'Bulk Manara' 2010 55692 dwt dely Merak 13 Mar trip redel China $18,000 - cnr 2023-03-13 TIMECHARTER 'Norse Altamira ' 2022 40020 dwt dely SW Pass prompt trip redel Morocco intention grains $15,000 - Martrade -
BDI je pregrijan. Ja bih rekla da slijedi kratko hlađenje prije novog rasta.
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BCI -6 bodova danas, unatoč snažnom rastu u Kini
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BCI 5 T/C routes 180000 17453 -47
BPI 5 T/C routes 82500 15912 227
BSI 10 T/C routes 58328 14254 365
BHSI 7 T/C routes 38200 12174 209BDI INDEX 1603 +16
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Ajmo brodići, pokažite kejpu kako se to radi
Usprkos ukidanju zabrane uvoza ugljena iz Australije.
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BCI 5 T/C routes 180000 16387 -1066
BPI 5 T/C routes 82500 15716 -196
BSI 10 T/C routes 58328 14430 176
BHSI 7 T/C routes 38200 12380 206
BDI INDEX 1560 -43
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Mali još rastu, ajmo minor bulk!!
Malo drukeraja u ovo mračno doba. Bacanje uroka na australski ugljen i slično.
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U zadnje vrijeme strane dry bulk dionice dosta padaju nakon izvješća za Q1, evo
danas rock solid PANL -10% na 5,43$, a još prije par dana je bio na 7$. Vani ako ne
prodaš dionicu na vrijeme piši kući propalo.
Sada vidim da i ostali padaju, DSX -2,83% na 3,77$, a EGLE je još nedavno bio na 65$,
a sada je na 46$
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Market vani uvijek podcjenjuje brodare za razliku od Hr špekulanata koji ih uvijek precjenjuju. Ja sam već duže u NMM i DAC i ne pomišljam na izlaz na ovim razinama. U a Pangeu bi ispod cca 5$
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U zadnje vrijeme strane dry bulk dionice dosta padaju nakon izvješća za Q1, evo
danas rock solid PANL -10% na 5,43$, a još prije par dana je bio na 7$. Vani ako ne
prodaš dionicu na vrijeme piši kući propalo.
Sada vidim da i ostali padaju, DSX -2,83% na 3,77$, a EGLE je još nedavno bio na 65$,
a sada je na 46$
EGLE je upravo Mintz stavio na svoju listu pickova. Prije toga je shortao SBLK na čini mi se 20% višoj cijeni nego što je sad.
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The Baltic Dry Index (BDI) has surged three-fold over the past month from multi-year
lows amid growing Chinese import demand and limited vessel availability, market participants
said on Thursday.
The index – a bellwether for global dry bulk shipping – was assessed last at 1,603 points, which was
around three times higher than the near three-year lows of 530 points seen in mid-February and the
highest since 22 December.
The Baltic Capesize Index – the main component in the BDI and reflecting the 110,000-220,000-
deadweight tonne segment – was up nearly eight-fold over the past month, from its lowest since June
2020 of 271 points to a year to date high of 2,220 points.
“The rebound in rates reflects stronger Chinese import demand, exacerbated by a stream of positive
Chinese economic data,” said shipbroker SSY in a note to clients.
It pointed in particular to China having lifted import restrictions this year on Australian coal, which had
been in place since 2020.
As such, China imported an estimated 2.7m tonnes of Australian coal in February, compared with 0.5m
tonnes in January and just 1.1m tonnes in 2022, according to dry bulk data provider DBX.
Tighter vessel availability
Furthermore, vessel owners had been reluctant to charter vessels at recent low rates, resulting in a
shortage of vessels, SSY said.
The Baltic Exchange said in a weekly market round-up that vessel availability in the north Atlantic was
“getting tighter”, while iron ore exports to China from Western Australia were continuing at a “steady
pace”.
“After a slow start to the year, activity has really picked up and capes are in demand,” said shipbroker
Fearnleys in a note, pointing in part to “increased activity” for the Brazil-China iron ore route.
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Kina će se oporaviti od strogih mjera suzbijanja covida, uz prognoziranu stopu rasta u ovoj godini od 5,3 posto i od 4,9 posto u 2024. Do sada OECD je drugom gospodarstvu svijeta prognozirao 4,9-postotni rast u ovoj godini i 4,1-postotni u 2024.
Procjenjuju da će američka središnja banka podići kamatne stope najviše do 5,25 i 5,5 posto. Europska središnja banka i britanska Bank of England neće ići dalje od 4,25 posto, a slabljenje inflacije moglo bi stvoriti uvjete i za "blago" popuštanje monetarne politike u 2024., drže.
Rizici za svjetsko gospodarstvo su i dalje izraženi zbog podizanja kamatnih stopaInflacija bi u skupini 20 velikih gospodarstava kliznuti s prošlogodišnjih 8,1 posto na 5,9 posto u 2023.novac.jutarnji.hr -
Capesizeratene faller 3,2 prosent til 15.867 dollar, panamaxratene er ned 1,4 prosent til 14.173 dollar mens supramaxratene stiger 0,5 prosent til 14.502 dollar.
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evo da vas i ja malo "nadrukam"
China Unexpectedly Cuts Reserve Ratio For Banks, Injecting $73BN To Stimulate Economy | ZeroHedge
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