Quote from mulac

CHINA AIMS TO BOOST URBANIZATION RATE TO 65% IN 2021-2025

https://mobile.twitter.com/DryBulkETF/sta…660741952671744

i o ovome se moglo nedavno pročitati na ovoj temi.#665

pa nek netko kaže da nije među boljim temama globalno za praćenje dry bulka

Quote from migra

...China’s urbanisation levels are currently around 50 per cent compared to a level of 80 per cent in Europe and North America, indicating the Asian country still has some way to go to equal urbanisation rates in Western countries....

Current steel production in China is around 1.1 billion tonnes per year and has increased by around 200 million tonnes in the past few years.

“That means another 300 million tonnes a year of iron ore is needed. So a new mine of 20 million or 50 million tonnes per year is a drop in the ocean compared to that incremental demand,”

https://stockhead.com.au/resources/iron…es-super-cycle/

a gdje su indija i afrika po pitanju urbanizacije?

ne zaboravimo koliko raste populacija planeta a svi će jednog dana trebati,htjeti svoj krov nad glavom.hmmm...

indija će biti njmnogoljudnija država svijeta ali i kinezi razmatraju ukidanje politike jednog dijeteta,vrlo je izgledno pa hmm....

ako se želi graditi održivo,protupotresno a večina je shvatila da je to puno mudrije ideeeeee tog željeza hmmm.....

puno vode ide na ovaj mlin,tsunami je krenuo ,za sada je daleko na oceanu ali mnogi se iznenade u neznanju kojom brzinom tsunami putuje,stiže....

večina će biti jaaaaaako iznenađena.

sloboda izbora je zakon

Quote from jasko

Mislim da bi trebali proslaviti tisućiti post na ovoj temi....................................... Malo nas je, al' nas ima

O da... hvala na podsjetniku

pa sudeći po 52k pregleda teme i da je tema neprekidno pri vrhu najpraćenijih i nema nas malo

nadmašila je moja konzervativna očekivanja,nebi bilo moguće bez velike pomoći ...

HVALA svima

izrazito me veseli vrlo visoki udio vrlo aktualne konkretne materije,koncentarata kakvog se nebi posramio.....

biti će promjena ali nastavite dalje jer je više nego očito koliko je tema aktualna,potrebna,korisna...

idemo dalje delat jer dry bulk je HOT,hot,hot i isporučuje na minutnoj bazi novu materiju....

Quote from jasko

To se zove sinergija.... https://www.braemarscreen.com/home

livada zelena u rano proljeće.

za početak početaka sve samo ne ništa posebno,neviđeno na skali desetljeća pa...

"once in a lifetime opportunity"?

#504

Quote from migra

The world’s largest agricultural commodities trader says China’s record buying spree isn’t over. Few quarters to go before the top #soybean and #corn importer has enough supplies, said.

posljedice za dry bulk?

hmmmmmm.............. hmmmmmm...........

"ništa posebno"???

A-HAA,DAAA,svakako,ma nemaš brige,ma nema teoretske šanse da nije,ma apsolutno,tako mi moje investitorske diplome,ma 100% sigurno...

pricelesss

šalu na stranu pa i nije baš bilo teško predvidljivo nakon brojnih dokaza na dokaze?

ima još i drugih odličnih naznaka da će biti kako je ovdje naznačeno kao najizgledniji scenarij.

pomalo,strpljivo,ponizno i dalje u istom tonu racionalno sa CnB podlogom i mogućnost negativnog iznenađenje

će biti svedena na minimum.

u ranoj smo fazi commodity supercycle i bila bi senzacija da se ne pojavi i volatilnost,ako bi izostala to bi bio takav signal kakav se ukaže jednom ili nijednom u životu.

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odoše u vječna lovišta kao zalog još većim vozarinama

većim i od već "ništa posebno" velikih...

ništa posebno trendovi pojačavaju?

Indian finished steel exports surge by 25% in Feb '21-Govt data

China's rebar price shoots up to a three-year high

Quote from jasko

Eagle Bulk Shipping (EGLE)
Impressive Forward Cover Drives Price Target Higher

Raising 2021 EBITDA estimate due to impressive 1Q2021 forward cover and higher TCE rate assumptions. 1Q2021 forward cover of 93% of available booked at $15,085/day is very impressive and sets the tone for the year. We are increasing our 2021 EBITDA estimate to $131.9 million from $90.2 million due to higher TCE rates of $14,620/day, up from $11,803/day ... https://ir.eagleships.com/presentations/

a neš ti 45% veća EBITDA...

"ništa posebno" .

hoće li atpl ostati jedini dry bulker u svemiru koji neće....

Bulk report – Week 9

Capesize

The market has surged during the last couple of days of the week to trade in the upper region of its recent range. Gaining $920 on the last trading day of the week the Capesize 5TC settled at $14,794, which reflected the solid trading activity. The West Australia to China C5 gained a strong $0.609 to publish at $8.959, while the timecharter trans-Pacific C10 route lifted $2,200 to $18,992 giving the basin a $3,777 premium over the trans-Atlantic C8 route which published at $15,215. The north Atlantic remains relatively quiet yet steady with rates in the $15,000 level seemingly poised and awaiting market direction. The Brazil market was highly active all week and surprisingly lifted strongly in the face of a solid ballaster fleet. There was talk of possible trucking union strike in Brazil, but as yet no specific detail has emerged. The Capesize market recently seems unwilling to lie down and take its Q1 nap. No sooner does the Capesize market close in on the bottom $10,000 range on the 5TC, then the market sentiment turns sharply and violently. The Capesize rule book for Q1 currently seems better left in the bin.

Panamax

It was an eventful week with the market trend moving one way and then the other. The week began on a negative tone, sparked into life mid-week with an FFA drive only to flatten out somewhat as the week ended. In the Atlantic, it was a less than clear picture in the North with reduced mineral activity and rates for trans-Atlantic rounds being concluded around the $17,000/18,000 mark with options a key for some charterers. Conversely, EC South America found support from the derivative market with $22,500 concluded on an 82,000dwt delivery WC India, however rates were slowly levelling off as the week came to a close. In Asia, buoyed somewhat by the pick-up in South America, rates for Indonesian coal trips to China improved from around $18,000 level to closer to $21,000 levels by Friday. A solid week too for period with various deals concluded as the nearby optimism in the market persisted.

Ultramax/Supramax

The sector was split in two. Whilst much of the Atlantic remained steady, the Asian market gained momentum throughout the week with rates increasing in many areas. Period cover was still active, with a 61,000-dwt open Japan being fixed for one year at $17,700, whilst in the Atlantic a 58,000-dwt was fixed for short period at $22,000. Routes within the Atlantic generally eased over the week apart from east coast south America where demand remained strong due to tight tonnage supply. A 57,000-dwt fixing a quick trip from US Gulf to Spain in the mid $30,000s. From Asia, a 63,000-dwt open Beihai was fixed for a trip via Indonesia redelivery China at $21,750. Pacific rounds improved, a 63,300-dwt open Hong Kong was fixed for a trip via Australia redelivery Singapore-Japan at $23,000. Again stronger levels from the Indian Ocean, where a 56,000-dwt fixing from South Africa to the Arabian Gulf-west coast India at $15,000 plus $500,000 ballast bonus, there was also a 58,000-dwt which fixed from South Africa to China in the high $16,000s plus high $600,000s ballast bonus.

Handysize

Overall, the Atlantic market remained relatively quiet compared with last week - especially for delivery Skaw-Passero range. Both east coast South America and the US Gulf showed signs of softening toward the week end. Meanwhile, there was a surge in the Pacific starting from mid-week, with sharp rates being reported on Australian grain orders and steel trips from the Far East to Southeast Asia. Period deals continued in both basins with a 32,000-dwt delivery Icdas in mid March fixing three to five months at $18,500 redelivery Atlantic. A 38,000-dwt open Japan was fixed for four to six months at $18,000 and a 33,000-dwt delivery Chittagong was fixed for seven to nine months at $16,500. In the Atlantic, a 34,000-dwt open in the Black Sea was failed on subjects at $20,000 for a trip to the US Gulf and was later fixed again for the same direction in the low/mid $19,000s. A 38,000-dwt delivery Japan was fixed for a trip via CIS to Vietnam at $20,000 and a similar large-sized open west Australia was said to have fixed for a trip back to the Pacific at $24,000.