Zalihe iron ore u kineskim lukama
DRY BULK
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BCI 5 T/C routes 180000 11305 178
BPI 5 T/C routes 82500 27780 65
BSI 10 T/C routes 58328 28551 596
BHSI 7 T/C routes 38200 26264 208BDI INDEX 2142 +27
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Duple tonmilje
Indian wheat could offer a cheaper option for top importer Egypt but will have to overcome quality controls set by the country’s agriculture ministry as well as higher freight costs.
Cheap Indian wheat faces quality checks, high freight cost for Egypt exportIndian wheat could offer a cheaper option for top importer Egypt but will have to overcome quality controls set by the country's agriculture ministry as well…www.reuters.com -
Panamax flota za rasuti teret +15 godina čini preko 30% ove flote. Smatra da će ih biti neisplativo nadograditi s skruberima i postrojenjima za pročišćavanje balasta kako bi zadovoljili IMO 2023. Zaključuje da ove godine mora doći do nekog struganja najstarije tonaže. 5,5% ove tonaže je preko 25 godina.
https://lloydslist.maritimeintelligence.informa.com/data-tools/market-data/dry-cargo/dry-bulk-supply
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Idemo dalje "full steam ahead" ?
Rmr Vale paid 25.25 last night. C3 index was 24.43
All 5 berths at PDM + All 2 berths at Guaiba terminal, Brazil are occupied with ships now loading Iron Ore, running at 100% full capacity
😁🌀🎇🌛🐰
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110.000 $ dnevno? Može, ako plovimo u ruske luke.
"The Supramax market in the Atl. remains strong across all main routes. USG and ECSA are most lucrative areas with strong demand for Far East as well as across Atlantic trips. Owners willing to do Russian ports getting up to 3 times premium, reaching $80,000 pd."* Ultramax fixed $33,000 pd deliver Miss River (grains) Singapore-Japan.
* Supramax rumored to fix basis dely Brazil at $50,000 pd for TCT to Med Sea (grains)* Ultramax, 63’ dwt, delivery Chile for loading in Argentina at $40,000 pd (grains) to Morocco.
Fearnleys
Russian coal cargoes from the Baltic going long haul to India as expected. h/t Banchero Costa
Europe will now be sourcing the lost cargoes from US/Colombia/SA/Australia instead.
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GOLDEN OCEAN GROUP
OSLO BØRS
BMG396372051 - STOCK
NOK 120.35
21/04/2022 - 09:11 CETSince Open
+1.70 (+1.43%)
Since Previous Close
+3.55 (+3.04%)Srušena i granica od 120 nok....plovi se niz vjetar...i FFA danas zelen posebno na capovima...čekamo BDI danas pa naši bulkeri opet up za 3 do 4%...
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Display More
110.000 $ dnevno? Može, ako plovimo u ruske luke.
"The Supramax market in the Atl. remains strong across all main routes. USG and ECSA are most lucrative areas with strong demand for Far East as well as across Atlantic trips. Owners willing to do Russian ports getting up to 3 times premium, reaching $80,000 pd."* Ultramax fixed $33,000 pd deliver Miss River (grains) Singapore-Japan.
* Supramax rumored to fix basis dely Brazil at $50,000 pd for TCT to Med Sea (grains)* Ultramax, 63’ dwt, delivery Chile for loading in Argentina at $40,000 pd (grains) to Morocco.
Fearnleys
Russian coal cargoes from the Baltic going long haul to India as expected. h/t Banchero Costa
Europe will now be sourcing the lost cargoes from US/Colombia/SA/Australia instead.
U indiji vec na pocetku sezone panika sa zalihama ugljena.
Ovo ljeto bez frizidera,klime i u mraku🔥🤪😵
Kinezi isto pametuju,mogli bi i oni osjetiti, u najboljem slucaju za njih trovat ce se sa svojim smecem od ugljena pa ce biti pametniji.
India stares at outages as coal stocks at power plants hit a lowLocal coal-based plants have supplies for just over eight dayswww.thehindubusinessline.comDisplay MoreGOLDEN OCEAN GROUP
OSLO BØRS
BMG396372051 - STOCK
NOK 120.35
21/04/2022 - 09:11 CETSince Open
+1.70 (+1.43%)
Since Previous Close
+3.55 (+3.04%)Srušena i granica od 120 nok....plovi se niz vjetar...i FFA danas zelen posebno na capovima...čekamo BDI danas pa naši bulkeri opet up za 3 do 4%...
Bura u jacanju,evo nas vec na buri od dvije strelice vjetra u leda
🏄♀️ -
Kaze the joakim da trend frend spika drzi vodu
🐰Krenuo je najveci svjetski drukeraj pa ti jedri kotra jake struje ili p... u jaku buru?
🤪
Joakim Hannisdahl on Twitter“The bulls are back in the Capesize market🐂 After some recent headwinds, rumors last night of a strong fixture ex-Brazil has sent FFAs surging this morning…mobile.twitter.comKinezi ce uskoro odustati od borbe protiv kovida koja nema smisla a tada krece lansiranje vozarina.
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Kaze the joakim da trend frend spika drzi vodu
🐰Krenuo je najveci svjetski drukeraj pa ti jedri kotra jake struje ili p... u jaku buru?
https://mobile.twitter.com/JHannisdahl/st…aZ1wFx4kIpBvOpg
Kinezi ce uskoro odustati od borbe protiv kovida koja nema smisla a tada krece lansiranje vozarina.
https://www.hellenicshippingnews.com/chinas-economy…says-economist/
Da, da, javio se Tamni Princ dry bulka!
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Lijepo je za vidjeti sve zeleno....
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Capesize index up 20% at 13,571
Kad kiši, onda lijeva. -
C3 Tubarao Qingdao 25.420 $/ton 0.87
C5 West Australia Qingdao 9.968 $/ton 0.845
C7 12.210 $/ton 0.405 C17 18.315 $/ton 0.37
BCI 5TC 13571 2266#shipping #drybulk #FFA $BDRY
#capesize #panamax # supermax
$DSX $EGLE $GBLK $GNK $GOGL $SBLK $SHIPyoutube.com Rally Time Rally Monkey Rally Time Rally Monkey
Danas će to biti značajan rast BDI.
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Display More
Kaze the joakim da trend frend spika drzi vodu
🐰Krenuo je najveci svjetski drukeraj pa ti jedri kotra jake struje ili p... u jaku buru?
https://mobile.twitter.com/JHannisdahl/st…aZ1wFx4kIpBvOpg
Kinezi ce uskoro odustati od borbe protiv kovida koja nema smisla a tada krece lansiranje vozarina.
https://www.hellenicshippingnews.com/chinas-economy…says-economist/
Da, da, javio se Tamni Princ dry bulka!
Mora mu se priznat da ima veliko znanje i veliku drukersku moc, da nekad promasi slucajno a nekad i namjerno
Uskoro ce"otkriti" tankerase. promatrajmo
* Supramax rumored to fix basis dely Brazil at $50,000 pd for TCT to Med Sea (grains)* Ultramax, 63’ dwt, delivery Chile for loading in Argentina at $40,000 pd (grains) to Morocco.
–--------------------------------------------
C3 Tubarao Qingdao 25.420 $/ton 0.87
C5 West Australia Qingdao 9.968 $/ton 0.845
C7 12.210 $/ton 0.405 C17 18.315 $/ton 0.37
BCI 5TC 13571 2266🎉🎇🌛
—---------------------------------------
🗣️Meteo crveni alarm🛑🌪️⚡
FFA
Pojacalo na buru 3 strelice🏄♀️🌊🤪
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BDI 2239 (+97)
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BCI 5 T/C routes 180000 13571 2266
BPI 5 T/C routes 82500 27419 -361
BSI 10 T/C routes 58328 29105 554
BHSI 7 T/C routes 38200 26514 250BDI Index 2239 +97
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GOLDEN OCEAN GROUP
OSLO BØRS
BMG396372051 - STOCK
NOK 122.70
21/04/2022 - 14:59 CETSince Open
+4.05 (+3.41%)
Since Previous Close
+5.90 (+5.05%)Vikinzi već na +5%...vidjet će mo nakon otvaranja USA.
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The world needs to find $1.3 trillion of incremental investment by 2030 to boost all types of energy output and infrastructure from renewables to oil and gas to avoid an energy crunch, U.S. bank JP Morgan said in its first annual energy outlook.
“Our main finding is that by 2030, energy demand growth will exceed supply growth by circa 20% based on current trends, primarily driven by emerging economies and their efforts to develop and lift their citizens out of poverty,” strategists Marko Kolanovic and Christyan Malek said.
World needs extra $1.3 trln energy investment by 2030 – JP Morgan | Hellenic Shipping News Worldwide
Kome vjerovati? JP Morganu ili IEA?
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The world needs to find $1.3 trillion of incremental investment by 2030 to boost all types of energy output and infrastructure from renewables to oil and gas to avoid an energy crunch, U.S. bank JP Morgan said in its first annual energy outlook.
“Our main finding is that by 2030, energy demand growth will exceed supply growth by circa 20% based on current trends, primarily driven by emerging economies and their efforts to develop and lift their citizens out of poverty,” strategists Marko Kolanovic and Christyan Malek said.
https://www.hellenicshippingnews.com/world-needs-ex…2030-jp-morgan/
Kome vjerovati? JP Morganu ili IEA?
trenutna populacija plavog planeta je oko 8 bn,dodatno svake godine oko +80 mil,sve veći udio stanovništva će zivjeti u gradovima,oni troše još više energije.
ali ne samo energije već apsolutno svega od čega se zivot sastoji a za to će trebati još više željeza,aluminija,bakra.......
više hrane i još vaznije radi većeg zivotnog standarda još više mesa i žitarica za njegovu proizvodnju.
mozda indijci i afrikanci lakše izdrže vručinu ali i oni će prigrliti lagodan život u klimatiziranim stanovima punih raznih aparata,punih frizidera.....
i kinezi su i dalje u tom procesu zar ne?
dry bulk će profitirati do extremno profitirati samo ako sam sebi ne gurne klip u kotace sa nerazumnim narucivanjem novogradnji.
za sada je sve više nego pod kontrolom i nadajmo se da će sto duze tako ostati.
slotovi se ludo pune sa lng-om i kontejner brodovima,čini se da je ostala samo još 2026 i to kako je krenulo uskoro će i to biti zatvorena knjiga.
sada kada bi bulkeri i htjeli agresivno narucivati nebi islo jos godinama.
doista se ovo čini kao jedinstveni povijesni setup,bolje nego iz snova,"once in a lifetime opportunity"
samo tu je i taj rat,ako on uskoro stane tada ce i najskuplji šampanjac biti smiješno jeftin.
ako rat ne stane opet bi moglo biti "meda i mlijeka",više nego na drugim sektorima.
ulazimo u dio sezone kada je ciklički veća potraznja za prijevozom pa je u vremenu pred nama jedan scenarij bitno izgledniji.
moguće i odlična trejderska prilika sa povoljnim risk /rewardom.
možda i griješim,nebi bilo....
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