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.

Quote

https://live.euronext.com/en/product/equ…G396372051-XOSL

Danas vikinzi otvaranje u povećem minusu.....

Radi pada cijena iron ore kao posljedica lockdowna u kini.

Pad cijene iron ore sugerira mogucu slabiju buducu potraznju.

To je mala mogucnost(sub) i u buducnosti ali sigurno i danas kinezi jedva cekaju da cijena iron ore malo padne kako bi popunili zalihe.

Pad cijene za iron ore je dobra stvar za bulkerase.

Dokaz su danas vece cijene prijevoza.

hear rmr 11.35 done c5 today↗️

As expected, firm market ahead this week. Already hearing FMG paid mid 11 ↗️bss C5 (Vs Index 10.741). All C5 miners are expected to stay busy this week considering every year we saw volume push up in May/June compared to April before fianancial year end in Australia

Dobra vijest je da ce biti prilika da se na pogresnoj interpretaciji posljedica kupe dionice bulkerasa po akcijskim cijenama.

Promatrajmo

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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

C3 Tubarao Qingdao 26.430 $/ton 0.39
C5 West Australia Qingdao 11.245 $/ton 0.504
C7 Bolivar Rotterdam 12.630 $/ton 0.18 C17 19.445 $/ton 0.285
BCI 5TC 16609 1310

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.

Quote from brajakica

Quote from tin

https://live.euronext.com/en/product/equ…G396372051-XOSL

Danas vikinzi otvaranje u povećem minusu...

Radi pada cijena iron ore kao posljedica lockdowna u kini.

Pad cijene iron ore sugerira mogucu slabiju buducu potraznju.

To je mala mogucnost(sub) i u buducnosti ali sigurno i danas kinezi jedva cekaju da cijena iron ore malo padne kako bi popunili zalihe.

Pad cijene za iron ore je dobra stvar za bulkerase.

Dokaz su danas vece cijene prijevoza.

hear rmr 11.35 done c5 today↗️

As expected, firm market ahead this week. Already hearing FMG paid mid 11 ↗️bss C5 (Vs Index 10.741). All C5 miners are expected to stay busy this week considering every year we saw volume push up in May/June compared to April before fianancial year end in Australia

Dobra vijest je da ce biti prilika da se na pogresnoj interpretaciji posljedica kupe dionice bulkerasa po akcijskim cijenama.

Promatrajmo

Display More

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🤭

2 week high, promatrajmo kako dalje 😁

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

BCI 5 T/C routes 180000 16609 1310

BPI 5 T/C routes 82500 26703 -336

BSI 10 T/C routes 58328 29685 232

BHSI 7 T/C routes 38200 27683 606

BDI INDEX 2356 +49

Dokupljeno, smanjila sam apetite i povecala gogl bid sa 11$ na 11,30$😅

Nedavno je raslo sa 11.11$ na brzih 14,27$ +30%

Promatrajmo

Šta se danas događa? Je li nešto s Kinom

Quote from Hrx84

Šta se danas događa? Je li nešto s Kinom

I peking ide u tor.

Pretjerivanje tako je bilo i kod prošle obavijesti o lockdownu roknuli su 7 do 8 % u jednom danu i onda u dva dana rasli 10%...

To je toliko zaplašen narod, da kod mene u gradu jedan kinez koji živi tu, i dalje nosi masku. Sam samcat, svi oko njega bez maske u kafiću ali on je i dalje ne skida.

Moglo bi biti do kraja i zeleno😂

Quote from Milo

Moglo bi biti do kraja i zeleno😂

Aha, moze i hajduk bit prvak

Quote from tento

To je toliko zaplašen narod, da kod mene u gradu jedan kinez koji živi tu, i dalje nosi masku. Sam samcat, svi oko njega bez maske u kafiću ali on je i dalje ne skida.

Oni se rađaju sa maskama

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...

ima li itko neki imfo sta je sa amerima ? Hoće li sutra i naša kraljica dole, neku sam lovu dobio od prodaje paških janjaca pa ma žuljaju

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