DRY BULK

Niti ja ne vjerujem da bi netko banirao jaska. Zašto?

Nisam baniran,......... Malo sam se odmarao, a sad idemo delati.......

Vrijeme je da se krene......

Mislim da slijedi malo jači rast................ Živi bili, pa vidjeli.........                                                                                                                                                                                                                                                                            

Danas kejpovi u Kini rastu +11,5%

China-Japan / Pacific Round Voyage: 15841 (+1638)

Cleaves 11 July 2022...........                                                                                                                                                                                                                                                                                                                                      

Strong Buy ....... Drž te gaće......... ..........                                                                                                                                                                        

5TC 24603 394

Capesize down ~3%

Panamax down ~2%

Evio što pišu...

Tankers and bulkers lead S&P demand as overall deal tally tops $22.5bn | TradeWinds

Firm enquiry levels continue to be seen in healthy secondhand markets

www.tradewindsnews.com

BCI 5 T/C routes 180000 24603 394

BPI 5 T/C routes 82500 16846 -123

BSI 10 T/C routes 58328 22406 -18

BHSI 7 T/C routes 38200 21370 121

BDI INDEX 2162 +12

stigao jasko, stiglo I proljeće. Ajmoooooo

Quote from Mrcash

stigao jasko, stiglo I proljeće. Ajmoooooo

Vani se danas sve zeleni

Stock Screener - Overview marineshipping change

Izašao je novi Braemar Weekly Dry Market Report, a na kraju reporta je zaključak velikim boldanim slovima

To limit any further downside, the Chinese government has been actively taking steps to improve industrial activity. This has come in large bond issuances for infrastructure projects, which of course are highly bulk commodity-intensive. The People’s Bank of China (PBoC) also reduced the reserve requirements for major banks to encourage lending. This has seemingly started to emerge with 2.8 trillion yuan worth of loans extended in June. Tomorrow morning, China is set to release a range of economic data, none more important than Q2 GDP growth. While Q2 will largely reflect the impact of the lockdowns, we are still confident activity will improve in 2H 2022, replicated by a rise in the country’s dry bulk commodity demand.

In countries such as the US, Canada and South Korea, along with the EU, central banks are opting for substantial interest rate hikes in an attempt to control inflation. By doing this, the aim is to reduce demand by increasing the cost of borrowing thereby reducing the supply-demand gap. This is largely an issue in the West where interest rates had plunged towards 0%. By reducing economic activity, we could see this weaken dry bulk demand in these countries. On the other hand, in China, where the economy has struggled as of late, baseline interest rates lie at 2.9%. Based on this, the PBoC still has room to cut rates in an attempt to stimulate the economy, particularly as it is not constrained by high inflation. With dry bulk demand heavily weighted towards China, the fact the government still has tools to provide additional stimulus is encouraging if the economy continues on its current path of credit growth.

OVERALL, WE EXPECT CHINESE ECONOMIC ACTIVITY TO IMPROVE IN THE SECOND HALF OF THE YEAR AND THUS SET A POSITIVE TONE FOR THE DRY BULK MARKET.

Braemar Weekly Dry Market Report — Breakwave Advisors

We expect Chinese economic activity to improve in the second half of the year and thus set a positive tone for the dry bulk market.

www.breakwaveadvisors.com

Quote from Mrcash

stigao jasko, stiglo I proljeće. Ajmoooooo

Jasko da nemas dva profila, na ovom kad sve raste, pa kad te nema si na onom od negative 🤣🤣🤣

Quote from D_artagnan

Jasko da nemas dva profila, na ovom kad sve raste, pa kad te nema si na onom od negative 🤣🤣🤣

Nema negative, samo pozitiva...............

Vrijednost brodova nepromijenjena ........                                                                                                                                                                                                                                                                                                              

Freight futures am update

Capesize down ~2%

Panamax up ~5%
#shipping #drybulk $BDRY

BCI 5 T/C routes 180000 24043 -560

BPI 5 T/C routes 82500 17001 155
BSI 10 T/C routes 58328 22428 22
BHSI 7 T/C routes 38200 21599 229

BDI INDEX 2145 -17

Vani sve raste već drugi dan, Dija na 5$, pa evo mali isječak kako to danas izgleda .

Freight futures am update

Capesize down ~2%
Panamax up ~5%
#shipping #drybulk $BDRY