DRY BULK

    *Demand in billion tonne miles; Supply in million tonnes dwt.
    ^WSA predicts global steel demand to rise 0.4% YoY in 2022 to 1.84bt
    and 2.2% YoY in 2023 to 1.88bt.
    **Baltic indices average daily spot earnings in 2022 YTD (22 April):
    BCI: $14,374 … -24% YoY / $18,809 in same period in 2021
    BPI: $23,828 … +26% YoY / $18,898 “ “
    BSI: $25,743 … +49% YoY / $17,297 “ “
    BHSI: $24,743 … +45% YoY / $17,018 “ “
    Baltic SPA avg values for 5-year old bulkers in 2022 YTD (22 April):
    Cape 180K: $46.1m … +33% YoY / $34.6m in same period in 2021
    Kmax 82K: $33.5m … +39% YoY / $24.1m “ “
    Smax 58K: $28.3m … +76% YoY / $16.1m “ “
    Hndy 38K: $26.3m … +74% YoY / $15.1m “ “

    Bulk carriers have done well based on restrained supply, despite patchy demand.
    Supply-demand estimates just released in DBTO show a MoM deterioration after
    taking Ukraine into account. This year, dry bulk trade growth is forecast at 1.6%
    against dry bulk fleet growth of 2.0%.* This improves next year to 2.2% versus
    0.4% as demand recovers and supply slows to a trickle. The handysize segment is
    best placed with forecast fleet shrinkage of 2.3% in 2023 after only 1.8% growth in
    2022. In a nutshell, sanctions on key Russian exports will reduce absolute tonne
    trade but raise tonne miles travelled, as nearby cargoes are replaced from further
    afield. In the major bulks, forecast changes in absolute seaborne volumes YoY, are
    as follows. Iron ore: 0.7% in 2022 & 0.7% in 2023. Coals: 0.4% in 2022 & 1.1% in
    2023. Grains (including SBs): -3.8% in 2022 & 3.6% in 2023. Overall: -0.1% in 2022
    & 1.3% in 2023. For minor bulks. Bauxite: 9.4% in 2022 & 5.3% in 2023. Forest
    products: 1.0% in 2022 & 2.6% in 2023. Steel products: -3.5% in 2022 & 2.4% in
    2023. Overall: 1.0% in 2022 & 2.4% in 2023. The Chinese economic slowdown is
    hurting, but a reset was needed to rebalance the economy and reduce debt ahead
    of November’s 20th National Party Congress. The world ex-China is helping out
    post-Covid as it raises spending. Take forecast YoY changes in seaborne iron ore
    volumes. China: -1.5% in 2022 & -0.9% in 2023; Global: 0.7% in both 2022 &
    2023.^ It all helps in an unusually chaotic market, with interruptions to both cargo
    and ship supply, with earnings and asset values still well supported.

    Idemo dalje.... 😁

    BCI 2,003 +158


    C5TC 16,609 +1,310
    C2 13.572 +0.244
    C3 26.430 +0.390
    C5 11.245 +0.504
    C7 12.630 +0.180
    C8_14 12,305 +680
    C9_14 33,875 +700
    C10_14 19,158 +2,366
    C14 14,759 +1,191
    C16 6,550 +1,300
    C17 19.445 +0.285

    Quote from lebowski

    https://www.tradewindsnews.com/bulkers/golden…rst/2-1-1205363

    Handy su toliko skupi da se drva trpaju na newcastlemaxe. Ima posla ko hoće radit.

    Za koji mjesec ce se iron ore trpati u Pmaxe i Smaxe mozda i u hendice ako nece biti preskupi:/ ;( 😅

    neka se teret/para vrti/rola😅🤣

    Vrijedi i za vozarine i dionice/dividende bulkerasa🤭 :saint:

    2 week high, promatrajmo kako dalje :/ 😁

    Capesize propels Baltic sea freight index to over 2-week peak | Hellenic Shipping News Worldwide

    Pojačao sam pozicije u brodarima. Trenutno značajna izloženost DAC i manje NMM te ZIM. Priznajem da me je strah bez obzira na dugoročne ugovore.

    Nevjerojatno mi je opet da u ovakvom danu otresu od 10-15%.

    Opet ZIM ispod 50, DAC po 76, NMM 28 izgledaju kao dobre kupnje. Pa valjda neće biti kataklizma, ne bi trebala, ili možda hoće?

    Braemar je danas jako pao, zna li tko zašto sve FFA vozarine toliko padaju, a sezonski bi trebale rasti?

    https://www.braemarscreen.com/

    Brodari vani danas isto jako padaju, NM u jednom trenutku -18,5%, DSX -10%

    NMM,NM,SB,SBLK,SHIP,DRYS,DSX,EGLE,ESEA,EXM,GNK,GOGL | Stock Prices | Quote Comparison - Yahoo Finance
    View and compare NMM,NM,SB,SBLK,SHIP,DRYS,DSX,EGLE,ESEA,EXM,GNK,GOGL on Yahoo Finance.
    finance.yahoo.com
    Quote from Chuck

    Braemar je danas jako pao, zna li tko zašto sve FFA vozarine toliko padaju, a sezonski bi trebale rasti?

    https://www.braemarscreen.com/

    Brodari vani danas isto jako padaju, NM u jednom trenutku -18,5%, DSX -10%

    https://finance.yahoo.com/quotes/NMM,NM,…NK,GOGL/view/v1

    Breamer nije pao ni 10%. Jest da smo očekivali rast. Pada zbog lockdowna u Pekingu i FEDa i svjetske recesije i općeg veltšmerca i lošeg sjećanja, sve propada, sutra ne postoji, što smo Bogu skrivili... :)

    i dalje 20k iznad BE.

    Kesmasine i danas stampaju lovu i sutra ce......

    Sve ostalo je prodavanje magle.

    U redu je da se prenapuhane dionice korigiraju, medu bulkerima nema nista prenapuhano. Dokazi uskoro sa FI 1Q.

    Bulkerasi su mjesto gdje ce mudri investitori preseliti kapital sa prenapuhanog.

    Opet ce doci iz GuG.

    Treba koristiti ove dipove koji nude kupnju na rasprodaji vrlo profitabilnih ili najprofitabilnijih dionica.

    opet ce oni koji panicare na bulkerasima kupovati od nas po skuplje nego su prodavali.

    Promatrajmo :saint:

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