DSX ugoviorio panamax koji je do sad bio 16500 na 17500 do min 4/23, i Cape koji je bio do sad 14000 na 23000 do min 6/23.
Zato je valjda cijena u aftermatketu na DSX skočila odmah za 5%.
Kejpovi u Kini danas rastu, mogli bi uskoro povući i ostale vozarine u plus
Dok Amerika kreće u quantitative tightening (QT), Kina kreće u quantitative easing (QE). Zbog slabosti Kine cijela prva polovica ove godine bila je slaba, iako su se vozarine odlično držale. Sad, dok Zapadu prijeti recesija, Kina uz QE ide prema ostvarenju zacrtanog rasta BDP-a za ovu godinu, bez obzira što je srezan. Kina je 70% tržišta, a sadašnje cijene dionica dry bulka izbrisale su svu prošlogodišnju dobit koja je bila vrtoglava.
Kreće sezona i u Brazilu, potkraj kolovoza kreće zabrana uvoza ruskog uglja na EU tržištu, a ako Turci i UN uspiju dogovoriti sigurne koridore s Ukrajinom i Rusijom za prijevoz žita, crtat ćemo ono što znamo crtati pa nas kritiziraju...
Kejpovi u Kini danas rastu, mogli bi uskoro povući i ostale vozarine u plus
Tin, majstore preokreta, jel si to ti?......hakiralo nam Buda......
Slažem se kolega s vama, vrhunac Dry Bulk sezone se ove godine, zbog nepredviđene situacije,
pomaknuo za Q3, te čak spominju i Q4, te mislim da nam uskoro slijedi rast vozarina potaknut potražnjom iz Kine.
Kejpovi su već započeli rast, a uskoro slijede i ostali. Promatrajmo.
CHINA MULLS $220 BILLION STIMULUS WITH UNPRECEDENTED BOND SALES
That might be positive shipping..
Inače je Q3 vrhunac, tako da se sigurno nije pomaknulo na Q3, barem se zasad tako ne čini.
Inače je Q3 vrhunac, tako da se sigurno nije pomaknulo na Q3, barem se zasad tako ne čini.
Istina kolega, u pravu ste 
, evo u članku kažu da će ove godine Q4 biti vrhunac sezone, bar za Kejpove.
Čini se da se Kina tek sada budi iz zimskog sna i žele ostvariti zacrtani rast BDP-a za ovu godinu, pa kreću
sa stimulusom gospodarstvu od čak 220 milijardi dolara.
As we have stated in the past, we expect the fourth quarter of the year to be the peak period for the spot Capesize market, and now the futures curve
starts to reflect such a scenario.
5TC 18286 1698
Zato je najbolje da se na ovoj temi fokusiramo na stvarne cinjenice, a ne navijanja pa da svatko zakljuci sam za sebe.
Evo gledam ovih dana losiji FFA za panamaxe, pa onda gledam objavljene vozarine za pmx jucer i jedno i drugo mi je u nesrazmjeru ?
| 2022-07-06 | TIMECHARTER | 'Coventry' 2011 82464 dwt dely Singapore 9 Jul trip via Indonesia redel India $26,000 - LSS |
| 2022-07-06 | TIMECHARTER | 'Myrto' 2013 82131 dwt dely Sual 8/12 Jul trip via Indonesia redel Japan $27,000 - Asahi |
| 2022-07-06 | TIMECHARTER | 'Queena' 2016 82082 dwt dely aps EC South America prompt trip redel Singapore-Japan $22,500 + $1,250,000 bb - Viterra |
| 2022-07-06 | TIMECHARTER | 'Jag Aalok' 2016 82022 dwt dely Tianjin prompt trip via NoPac redel Singapore-Japan $20,500 - Pacific Bulk |
| 2022-07-06 | TIMECHARTER | 'Yu Xiao Feng' 2012 75398 dwt dely Campha 6 Jul trip via Indonesia redel India $21,500 - NYK |
| 2022-07-06 | TIMECHARTER | 'Graeca Universalis' 2005 73902 dwt dely retro Singapore 21 Jun trip via EC South America redel Singapore-Japan $19,500 - Oldendorff - <recent> |
| 2022-07-06 | TIMECHARTER | 'Darya Jaya' 2017 63584 dwt dely Durban prompt trip redel China $25,750 + $575,000 bb - Crystal Seas |
BCI 5 T/C routes 180000 18286 1698
BPI 5 T/C routes 82500 20501 -769
BSI 10 T/C routes 58328 24234 -478
BHSI 7 T/C routes 38200 21602 -344
BDI INDEX 2073 +30
Freight futures am update
Capesize up ~7%
Panamax down ~1%
Ovo je dobra vijest za dry bulk.
slika koja govori više od 1000 riječi.
SSY analysis estimates that slower steaming speeds resulting from EPLs will lead to a 1-2% fall in annual tanker and bulker fleet capacity.
While this may seem limited, it is worth considering that this decline is centred on periods when faster speeds are needed – to meet a laycan, tidal change or to eligible for time charter,” SSY analysts observed
Taking 2019 actual operations to avoid the influence of Covid-19 and applying the 5% 2023 baseline reduction, indicates 74% of bulkers and 77% of the tanker fleet would achieve A to C rankings, while 11% and 10%, respectively, would achieve an E ranking, with SSY positing that major charterers might create a twin-track environment where they only seek out ships with A to C ratings leaving vessels with poorer green performances to seek business elsewhere.
Bome Euro i Dolar skoro 1:1.. još malo fali
5TC 18825 539
S Twittera:
Business Korea: “The docks of Korea’s three major shipbuilders — Hyundai Heavy Industries, Samsung Heavy Industries, and Daewoo Shipbuilding & Marine Engineering (DSME) – are 𝗙𝗨𝗟𝗟𝗬 𝗕𝗢𝗢𝗞𝗘𝗗 for 2025 to 2026.”
Čak ako ćemo na dry bulku "životariti" s trenutnim zaradama, teško je zamisliti scenarij u kojemu potražnja za dry bulk prijevozom toliko pada da amortizira sve očitiji nedostatak ponude.
BDI 2067 (-6)
Vozi miško !
Veselo
It's over for nuclear in Germany. The SDP-Green coalition has won a vote in the Bundestag backing more coal burning so that the three remaining nuclear plants can be switched off as planned this year. Climate targets may have to be abandoned as a result.
