DRY BULK

Quote from hugh

nema bdi- a danas?

Joakim Hannisdahl-prije cca 1h

Baltic Dry Index Falls 2.71% to 2,046
Capesize -0.3% to $18,327
Panamax -5.69% to $21,852
Supramax 58k tons -2.34% to $20,578
Handysize -3.16% to $19,033

nije aprililili....is sekunde u sekundu zelenjava

31.03.

Panamax 4 Time Charter Average

Spot 21852

MTD 21230

YTD. 17157

Supramax 10 Time Charter Average

Spot 20578

MTD 22040

YTD. 16633

Handysize 7 Time Charter Average

Spot 20999

MTD 22249

YTD. 16610

Capesize period rates moved sideways this week in the run up to Easter but there was still some interest on the Brazil/China route. Fixtures reported this week focussed around the one-year mark.

There has been plenty of short-term timecharter activity in the kamsarmax/panamax period market around the 6-month mark, but fixtures of 12-36 months have also been reported. The average rate for this sector is estimated to be around $21,500/pdpr.

Inače danas

cape up 8.3%

Freight futures am update

Capesize up ~5%

Panamax up ~3%

bdi danas kasni?

April 1 (Reuters) - The Baltic Exchange's main sea freight index, which tracks rates for capesize, panamax and supramax vessels, rose on Thursday, helped by strong demand for capesize vessels.

* The Baltic dry index, which tracks rates for capesize, panamax and supramax vessels, rose 26 points, or 1.2%, to 2,072.

* The index gained nearly 50% in the first quarter.

* The capesize index rose 184 points, or 8.3%, to 2,394, its highest level since Jan. 26.

* Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes of coal and steel-making ingredient iron ore, among others, gained $1,526 to $19,853.

* The panamax index fell 92 points, or 3.6%, to a more than two-week low of 2,484.

* The index fell for an eighth straight session.

* Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 tonnes to 70,00 tonnes, declined $834 at $22,354.

* The supramax index fell 31 points to 1,840.

https://finance.yahoo.com/news/baltic-in…-134146879.html

Baltic Dry Index Rises 1.27% to 2,072

Capesize +8.33% to $19,853
Panamax -3.82% to $21,018
Supramax 58k tons -1.64% to $20,241
Handysize -2.83% to $18,495

The Suez Canal still registers a traffic jam of 250 vessels they are waiting to cross in both directions. This happens even though the traffic was restored three days ago after the ship was dislodged Ever given It had blocked traffic on the commercial artery for more than a week.

According to data from Leth Agencies, which manages part of the canal’s traffic, 122 ships are still waiting to cross the canal from Port Said, the entrance from the Mediterranean Sea, while another 127 ships remain in transit queue from Suez, the entrance to the canal from the Red Sea.

Compared to Wednesday’s data, this represents a net reduction of 43 ships. Leth Agencies has reported that during this Thursday 87 ships have transited the channel, of which 42 were going south and the other 45, north.

https://pledgetimes.com/the-traffic-ja…iting-to-cross/

Rates Continue to be Well Supported in 2023 and Beyond

Both container and dry bulk ship order books remain anemic through 2022 end. As it is now too largely too late to add for 2022 delivery and much of the large ship capacity is already booked for 2023, it is likely that the industry will be playing catch up well into 2024 or later. Although robust ordering has occurred in containerships, no such surge has happened in dry bulk as of yet and the dry bulk orderbook remains at all-time lows below 6% of the active fleet. Because the vast majority of the large shipbuilding slots are booked by containerships, whenever the new ordering wave comes for dry bulk carriers, the earliest delivery times are likely to be late 2023 or later. https://seekingalpha.com/article/441774…the-next-double

Dry bulk second hand markets are heating up - sharp rise in values and a surge in transaction volumes.                                                                                                                                                                                          

Cargill took a 60dwt open Bataan on subjects for a trip via Indonesia to Thailand at $26,500

'RHL Monica' (53000/2008 Imabari 53 type) dely Manila prompt trip via Indonesia redel Thailand $24,500

·

Sheng Wang Hai (57,208 09) del Guangzhou 7 Apr fixed trip redel Chitagong int clinker $23,000

·

MV Nicholas Stanford 63dwt open Cebu fixed tick above 25k for indo/wcindia with coal

Baltic Capesize-indeks + 5,6 prosent til 20.962 dollar pr dag

Baltic Dry Index Rises 0.97% to 2,092
Capesize +5.59% to $20,962
Panamax -2.26% to $20,544
Supramax 58k tons -1.66% to $19,904
Handysize -2.56% to $18,021

Quote from jasko

Rates Continue to be Well Supported in 2023 and Beyond

Both container and dry bulk ship order books remain anemic through 2022 end. As it is now too largely too late to add for 2022 delivery and much of the large ship capacity is already booked for 2023, it is likely that the industry will be playing catch up well into 2024 or later. Although robust ordering has occurred in containerships, no such surge has happened in dry bulk as of yet and the dry bulk orderbook remains at all-time lows below 6% of the active fleet. Because the vast majority of the large shipbuilding slots are booked by containerships, whenever the new ordering wave comes for dry bulk carriers, the earliest delivery times are likely to be late 2023 or later. https://seekingalpha.com/article/441774…the-next-double

Znaci pricamo o barem 10 jako dobrih kvartala, nakon ovog sad. Vrlo vjerovatno i 15ak ili vise.

• The latest round of fiscal stimulus in the U.S., along with vaccine rollouts across the world, have made the organization more confident about the global economy this year.
• The IMF expects the world economy to grow by 6% in 2021, up from its 5.5% forecast in January.
• For advanced economies, the IMF estimated growth of 5.1%, with the United States set to expand by 6.4%.

https://www.cnbc.com/2021/04/06/imf…t-6percent.html

Znaci ovo je samo zagrijavanje za prave stvari koje dolaze?!? Super. Tako sam si nekako i mislio.

Amerika krece sa svojom infrastrukturom, kako sam i predvidio jos u lipnju 2020, a sad me samo zanima tko je iduci? EU? Indija? Juzna Amerika? Ili mozda svi?

Quote from 5. Element

Znaci ovo je samo zagrijavanje za prave stvari koje dolaze?!? Super. Tako sam si nekako i mislio.

Amerika krece sa svojom infrastrukturom, kako sam i predvidio jos u lipnju 2020, a sad me samo zanima tko je iduci? EU? Indija? Juzna Amerika? Ili mozda svi?

IMF projects India's economy will grow by 12.5% in 2021

Commodity Shipping Rates Are Surging and the Rally Isn’t Over https://www.bloombergquint.com/business/commo…ally-isn-t-over