🇨🇳Uvoz iron ore.
Moguce da situacija u ukrajini potakne kineze na povecanje zaliha, na nove rekordne razine u strahu od visokih cijena ili problema sa dostavom.
Tovarish Putin je drugu Xi i velikom savezniku sada na olimpijadi sigurno najavio svoj plan.
Drugi misec a ovo vec sad izgleda nevjerojatno dobro. Sezonalni pad je minoran na manjoj klasi brodova, uzimajuci prosjeke a ne peakove.
BCI 5 T/C routes 180000 9521 -781
BPI 5 T/C routes 82500 16694 529
BSI 10 T/C routes 58328 18023 492
BHSI 7 T/C routes 38200 17922 103
BDI INDEX 1422 -1
Tonmilje na rekordu i to sa velikim zastojem indonezija ugljena, to ce se nadoknaditi jer je ban skinut.
I ovo se mora nadoknaditi jer je kisa razlog a ne to sto nema kupaca.
Brazil iron ore exports for January were 25.2 million mt, down 13% from previous year and down 20% from December. That's the lowest January exports since 2016.
Za one koji se boje komplikacija u Ukraini i posljedica za bulkerase.
Preko bare zelono otvaranje....vikinzi ako uračunamo isplačenu dividendu danas bi mogli biti na novom vrhu.(91,4 nok +14,5 nok)
Nadam se vatrometu sljedeći tjedan . Kinezi zavrcu rukave , a brodari objavljuju rezultate. Vidim neki vec danas kuluju karte na atpl
Nadam se vatrometu sljedeći tjedan . Kinezi zavrcu rukave , a brodari objavljuju rezultate. Vidim neki vec danas kuluju karte na atpl
uzeo i ja još jednu, ali povratnu 
Ukinut Indonezija coal ban za Pmax
+Sezona soje brazil za Smax= idemo dalje FFA UP 
Vikinzi 😈 u jurisu👀
Je li došao trenutak? Gdje su rakete? To the moon!
Global seaborne trade volumes are back to pre-Covid levels and are on track to grow 3.4% this year, according to new data and forecasts from Clarkson Research Services.
The amount of goods shipped by sea last year rebounded by 3.4% in in both tonnes and tonne-mile terms, with volumes totalling 12bn tonnes, back to 2019 levels and regaining the 400m tonnes of seaborne trade that was “lost” in 2020 amid impacts from the pandemic, the latest Clarksons weekly report stated.
Looking ahead, the UK broker’s latest forecast is for seaborne trade to grow by a further 3.4% in 2022 (3.9% in tonne-miles), albeit trends across commodities will vary.
Not every commodity has recovered as the chart from Clarksons below highlights. Among the key commodities still a long way from getting back to pre-pandemic levels is crude oil. According to Poten & Partner tonne-mile demand was down another 5.3% last year compared to 2020, on top of the 5.5% decline in the previous year.
Helping explain why the tanker market was in the doldrums in 2021, Poten in its latest weekly report highlighted the decline in tonne-mile demand combined with an expanding fleet.
“A reversal of these trends, preferably both at the same time, will be needed to lift the fortunes of the owners of crude oil tankers,” Poten suggested.
Supramax
EV/EBITDA 3,9
P/E 1,7
Shipping Weekly 6/2022
Google prevoditelj............
Hannisdahl, bivši voditelj istraživanja koji je sada na čelu nedavnog brodskog hedge fonda Cleaves Shipping Fund, proveo je početak godine pozicionirajući se na burzi.
Sada su odabrane oklade, gdje je više od 50 posto portfelja stavljeno u dionice suhog tereta, stoji u pismu kupcima. Ostalo je gotovina.
- Vrlo smo optimistični u pogledu suhog tereta u budućnosti, komentira Hannisdahl.
Dugo smo se zalagali za sezonsku promjenu nakon kineske Nove godine i Olimpijade u Pekingu. Fond je u savršenoj poziciji da iskoristi očekivano kratkoročno i dugoročno poboljšanje u segmentu, objašnjava upravitelj hedge fonda.
Oklade fonda su 2020 Bulkers, Diana Shipping Company, Genco Shipping & Trading, Golden Ocean, Star Bulk i Seanergy Maritime. https://e24.no/boers-og-finan…etter-kollapsen
Supramax Apr 22 - 27000 usd....
Display MoreGoogle prevoditelj............
Hannisdahl, bivši voditelj istraživanja koji je sada na čelu nedavnog brodskog hedge fonda Cleaves Shipping Fund, proveo je početak godine pozicionirajući se na burzi.
Sada su odabrane oklade, gdje je više od 50 posto portfelja stavljeno u dionice suhog tereta, stoji u pismu kupcima. Ostalo je gotovina.
- Vrlo smo optimistični u pogledu suhog tereta u budućnosti, komentira Hannisdahl.
Dugo smo se zalagali za sezonsku promjenu nakon kineske Nove godine i Olimpijade u Pekingu. Fond je u savršenoj poziciji da iskoristi očekivano kratkoročno i dugoročno poboljšanje u segmentu, objašnjava upravitelj hedge fonda.
Oklade fonda su 2020 Bulkers, Diana Shipping Company, Genco Shipping & Trading, Golden Ocean, Star Bulk i Seanergy Maritime. https://e24.no/boers-og-finan…etter-kollapsen
Zanimljivo samo dry i koliko mogu primjetit bet im je na veci segment brodova, znaci bet je na kinu i iron u prvom redu, a zanimljivo kontenjere zaobilazi, cak se i short spominje.
- Although we estimate that dry cargo earnings will on average be around the same level as in 2021, we do not think this is reflected in the current pricing of the shares, he continues.
Hannisdahl is currently staying away from car freight, gas freight, container freight and oil freight.
- Even though the outlook is bright from the fourth quarter of 2022, it does not seem attractive to take a bet on the sector at today's pricing when there is historically low earnings, in the middle of one of the worst profit seasons.
Car freight and container freight are closely monitored to find opportunities to short the shares, ie bet on price falls, according to the recent update.
https://www.braemarscreen.com/
Rast se nastavlja, sve se zeleni jutros....prema futuresima za 3.mj na panamaxima i suprama sljedi nam rast od 35% na trenutne razine indexa s tim da se rast futuresa podebljava svakim danom.
Snažan rast u Kini.... 
| Panamax TCT Index | Point | 1899.71 | 165.04 | ||
| Supramax TCT Index | Point | 2089.85 | 182.7 |
Snažan rast u Kini....
Panamax TCT Index Point 1899.71 165.04 Supramax TCT Index Point 2089.85 182.7
Nije moguće! 
Redditovci su pisali još prije mjesec dana da se spremaju na kupnju brodara. Kad oni krenu + Robinhood + Joakim , ode to u nebesa.. https://www.reddit.com/r/wallstreetbe…e_a_big_winner/
