DRY BULK

Baš ga je ono žestoko stao

Vozarine za Capesize i BDI bi uskoro mogli znacajnije porasti po FFA-ovima koji rastu vec drugi dan. Na Panamaxima i Supramaxima bi se uskoro mogao desiti novi preokret na gore, ako ce slijediti Capesize vozarine, ali vec su i sada oko 30k $ dnevno. Strani bulk brodari svi od reda imaju preporuku buy ili strong buy.

https://www.braemarscreen.com/

Peter Lindström

The annual report of Torvald Klaveness was published yesterday. A snapshot of the Drybulk outlook section (written by me a month ago) is attached below. Most is still relevant

BCI 5 T/C routes 180000 13655 59

BPI 5 T/C routes 82500 29123 -906

BSI 10 T/C routes 58328 31629 -772

BHSI 7 T/C routes 38200 31597 -336

BDI INDEX 2369 -48

https://www.marineinsight.com/shipping-news/…nghai-lockdown/

Evo malo detaljnije o Šangaju.

GOGL NOK 109.70 30/03/2022 - 15:43 CET Since Open +2.70 (+2.52%) Since Previous Close +7.10 (+6.92%)

Vani raspalili a kod nas na ATPL zakočili.

Quote from tin

Symbol	Last Price	Change	Chg %	Currency	Market Time	Volume	Shares	Avg Vol (3m)	Day Range	52-Wk Range	Day Chart	Market Cap
NMM	35.74	+0.74	+2.12%	USD	9:42AM EDT	27,410	-	364,713				1.079B
NM	3.7400	+0.0400	+1.08%	USD	9:34AM EDT	5,237	-	280,052				85.214M
SB	4.7200	+0.0800	+1.72%	USD	9:42AM EDT	64,663	-	1.396M				574.183M
SBLK	29.93	-0.07	-0.23%	USD	9:42AM EDT	287,173	-	2.841M				3.062B
SHIP	1.1750	+0.0350	+3.07%	USD	9:42AM EDT	508,337	-	3.722M				203.383M
DSX	5.57	+0.22	+4.21%	USD	9:42AM EDT	226,910	-	793,429				472.035M
EGLE	67.12	+1.23	+1.87%	USD	9:42AM EDT	24,443	-	331,837				915.067M
GNK	23.62	+0.38	+1.61%	USD	9:42AM EDT	98,209	-	914,649				991.251M
GOGL	12.73	+0.36	+2.90%	USD	9:43AM EDT	1.066M	-	3.527M				2.551B

GOGL NOK 109.70 30/03/2022 - 15:43 CET Since Open +2.70 (+2.52%) Since Previous Close +7.10 (+6.92%)

Vani raspalili a kod nas na ATPL zakočili.

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klasika .

Plima putuje i nezaustavljiva je, doci ce i do nasih barkica.

Shipping je IN u svijetu i to se nece promjeniti dok su ovakve vozarine.

Ima dosta psiholosko negativnih efekata, kad izadu iz glava investitora i fokusiraju se na ono bitno a to su fundamenti i najvece dividende

nastupit ce nestasica dionica i raketa.🤭

dio sezone sa najnizim vozarinama je iza nas ako nece ww3 2022 ce biti dosta bolja od 2021.

Ho_ocu postenu divkuuuu 🤧 😈

Signal Dry Bulk Weekly Report https://www.breakwaveadvisors.com/insights/2022/…k-weekly-report

Supramaxes to benefit from longer-haul steel trades

With Europe effectively shunning Russian steel amid the conflict in Ukraine, volumes will be sourced from further afield such as China or other countries in Asia, helping to support the supramax market, analysts say https://lloydslist.maritimeintelligence.informa.com/LL1140322/Supr…ul-steel-trades

Sa vremenskim odmakom malo o mudrom i nemudrom investiranju?

GOGL je danas zavrsio 12.52(max12.83)dosta iznad cijene koja je ukljucivala nedavnu tromjesecnu dividendu od 8%.

Mozemo zakljuciti da nije bilo mudro podlijegati crnjacima i argumentima dobronamjernih stranih siritelja opreza?

i prodavati prije dividende

Nasi domaci su omogucili kupnju atpl na 340-350 i prodaju na 480.

Kupila jesam prodala nisam cekam divku za te atpl dionice i da se vrati na cijenu prije divke 🤑

Ovih dana ask atpl je cudnovata suma?

Promatrajmo dalje.... 😁

C3 Tubarao to Qingdao 25.565 $/ton 0.275
C5 West Australia to Qingdao 10.809 $/ton 0.132
C7 Bolivar to Rotterdam 12.360 $/ton 0.135
C17 18.945 $/ton 0.075

BCI 5TC 14593 938

Rjesenje je pred nosom i ne trazi ulaganja i odmah primjenjivo.

Vrijedi i za tankere i ostale brodove

A 20% reduction in service speed would result immediately into a 50% drop in CO2 and GHG emissions

BRS boss reignites the slow steaming debate - Splash247

François Cadiou, the chairman of French brokerage BRS, has reignited the slow steaming debate, arguing in his company’s just published annual review of the…

splash247.com

BCI 5 T/C routes 180000 14593 938

BPI 5 T/C routes 82500 28273 -850

BSI 10 T/C routes 58328 30883 -746

BHSI 7 T/C routes 38200 31236 -361

BDI INDEX 2358 -11

Quote from jasko

BCI 5 T/C routes 180000 14593 938

BPI 5 T/C routes 82500 28273 -850

BSI 10 T/C routes 58328 30883 -746

BHSI 7 T/C routes 38200 31236 -361

BDI INDEX 2358 -11

Što manji brod to skuplji...handy trenutno najskuplji.

Poland adopts draft legislation to ban coal imports from Russia

The Polish government has announced its decision to ban coal imports from Russia in the wake of Moscow’s invasion of Ukraine.

www.mining-technology.com

The Polish Government has announced its decision to ban coal imports from Russia in the wake of Moscow’s invasion of Ukraine, reported Reuters.

Draft legislation has been adopted by the government that imposes a ban on Russian coal imports.

Polish Cabinet spokesperson Piotr Muller was cited by Reuters as saying to reporters: “We don’t want these imports to be possible any longer, although we realise that there’s a risk related to the fact that the European Union has not approved such actions to date.”

Quoting Polish Prime Minister Mateusz Morawiecki, Bloomberg said that the country would stop imports of coal from Russia by next month or May.

In 2020, Poland imported around 9.4 million tonnes of coal from Russia, accounting for 20% of Poland’s domestic use.

The country also imports more than 60% of the oil it refines and 50% of its gas from Russia.

Mueller was cited by Associated Press (AP) as saying that the government would impose financial penalties on private entities that import Russian coal, as part of the new policy.

Muller said that detailed plans to eliminate Russian energy supplies would be announced by Poland Prime Minister Mateusz Morawiecki later this week.

Last month, Poland reached an agreement to resolve a dispute with the Czech Republic over the expansion of the Turow mine on the Polish side of the border with the latter

Containerships orders jumped by more than 300% in 2021, BRS data shows with container carrier orders surpassing bulker and tanker orders for the first time in history. On top of that, there were 86 large LNG carriers ordered in 2021, an all-time record.

As a result of the ordering frenzy, BRS stated this week that most Chinese yards are now full for the next three years, with the situation similar in South Korea. https://splash247.com/case-made-for-…ing-supercycle/

King Coal Is Not Abdicating https://www.breakwaveadvisors.com/insights/2022/…-not-abdicating

Quote from brajakica

Plima putuje i nezaustavljiva je, doci ce i do nasih barkica.

Shipping je IN u svijetu i to se nece promjeniti dok su ovakve vozarine.

Value grade of "A" (gogl)

Gogl,sb,sblk,gnk,dsx,atpl..…

Nema tu velikih razlika

Shipping je IN u svijetu.

S opravdanim razlogom ga se stavlja na postolje marketa svijeta.

Doslo je iz GuG onima koji su dokazani strucnjaci i cije se preporuke itekako uvazavaju jer imaju iza sebe dugu povijest brojnih odlicnih preporuka.

Domaci investitori uglavnom jos u nevjerici kaskaju u procesu iz GuG ali to i placaju propustanjem.

Kada jedan sektor kao shipping sada ude u fokus ne izlazi se brzo.

Tek trebaju doci jos vece od najvecih dividendi,to ce dodatno povecavati interes za shippingom u koji su sada upereni reflektori.

Rat je uteg ali cijene shipping dionica idu gore jer se percipiraju kao sigurnija luka od drugih dionica, kada rat stane rakete,moguce i prije toga

https://finance.yahoo.com/news/value-investors-buy-transportation-stocks-134001128.html

China’s local govt bond issuance accelerated in Q1. They issued 1.82 trillion yuan of bonds in the quarter, up 103.8% from a year earlier.