Arctic predicts a strong dry cargo comeback

Dry cargo rates have disappointed greatly, but Arctic analyst Kristoffer Skeie believes in a sharp improvement next year. - We think the time has come to buy, he says.

Je li ovo cape konačno malo jače povukao?

cape +22%

BDI +10.9% 1,067

Capesize +21.8% 14,379$

Panamax +2.8% 6,908$

Supramax -1.3% 8,159$

Freight Futures

Dry Bulk

Capesize: up ~4%

Panamax: up ~4%

FFA vozarine i strani dry bulk brodari su i danas u plusu

Stock Screener - Overview marineshipping change

BDI +2.8% 1,097

Capesize +3.9% 14,937$

Panamax +5.1% 7,258$

Supramax -1.1% 8,066$

Danas veliki plus stranih brodara

Stock Screener - Overview marineshipping change

BDI +1.2% 1,110

Capesize +1.6% 15,180$

Panamax +2.5% 7,438$

Supramax -1.0% 7,989$

Dry bulk i kontenjerski prijevoznik Costamare https://finance.yahoo.com/quote/CMRE/ je jučer porastao 22% na vijest da reaktiviraju otkup dionica (share repurchase programme) i da kupuju svoje prve Capesize brodove, jer se uskoro očekuje oporavak za dry bulk sektor.

Costamare confirms capesize buys in ‘long-term’ bulker play

Container ship and bulker owner sticks to its diversification strategy and reactivates share repurchase programme.

Costamare on Friday confirmed acquiring its first capesizes, reaffirming its commitment to a bulker sector that has weighed on results in an otherwise profitable second quarter.

The US-listed owner and operator of about 170 bulkers and container ships reported net income of $63.2m

BCI 5 T/C routes 180000 15533 353

BPI 5 T/C routes 82500 8964 190

BSI 10 T/C routes 58328 7905 -84

BHSI 7 T/C routes 38200 7090 -33

BDI INDEX 1127 +17

Dry Bulk

Capesize: up ~5%

Panamax: up ~4%

Iduća dva tjedna su ključna..........

BCI 5 T/C routes 180000 15924 391

BPI 5 T/C routes 82500 9307 343

BSI 10 T/C routes 58328 7795 -110

BHSI 7 T/C routes 38200 7086 -4

BDI INDEX 1150 +23

Dry Bulk

Capesize: flat

Panamax: up ~2%

The Atlantic Capesize market awakens, while weather in the Pacific could soon become a positive catalyst.

A rebound for the Capesize freightrates contributed to the BDI advancing by more than 13% last week.

Among the commodities, crudeoil continued to recover as the global supply situation continued to look increasingly tight.

BCI 5 T/C routes 180000 14956 -41
BPI 5 T/C routes 82500 10010 269
BSI 10 T/C routes 58328 7646 -58
BHSI 7 T/C routes 38200 7030 -31

BDI INDEX 1128 +5

Dry Bulk

Capesize: up ~2%

Panamax: flat

Strani brodari opet u plusu

Stock Screener - Overview marineshipping change

BCI 5 T/C routes 180000 15080 124

BPI 5 T/C routes 82500 10200 190

BSI 10 T/C routes 58328 7568 -78

BHSI 7 T/C routes 38200 7020 -10

BDI INDEX 1136 +8

Star Bulk’s Petros Pappas sees ‘more positives’ in future dry bulk market

Vessel supply will not be very strong for remainder of year and into 2024, chief executive says

Star Bulk chief executive Petros Pappas looks back on the first half of 2023 as a “negative” period for the dry bulk sector, but he expects that trend to turn around in the second half of the year and into 2024.

BCI 5 T/C routes 180000 15192 112

BPI 5 T/C routes 82500 10373 173
BSI 10 T/C routes 58328 7545 -23
BHSI 7 T/C routes 38200 7007 -13

BDI index 1145 +9

Venetian

Sve lipi plusevi i onda za ovaj misec Smax +25 $

Ko da mi neko daje pivu iz bićerina piti 😅

…aj ti prijatelju po kriglu pa ćemo lako dalje

Panamax je već na 10754$, a BDI na 1142 boda

BCI 5 T/C routes 180000 14791 -401

BPI 5 T/C routes 82500 10754 381

BSI 10 T/C routes 58328 7580 35

BHSI 7 T/C routes 38200 7048 41

BDI INDEX 1142 -3