DRY BULK

Quote from josip100

Freight futures am update

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

To je od jućer.....ovo je od danas......

Freight futures am update Capesize down ~6%

Panamax up ~3%

BCI 5 T/C routes 180000 22552 -1491

BPI 5 T/C routes 82500 17746 745
BSI 10 T/C routes 58328 22631 203
BHSI 7 T/C routes 38200 21710 111

BDI INDEX 2113 -32

I am more bullish on #energy and #shipping than at any time since mid-2020, and last week I was more bullish on *selective* #shipping like $DAC $GSL than at any time in my entire career.

Vale SA, the world’s No. 2 iron ore supplier, lowered its annual production guidance in a move that should support prices of the steel-making ingredient.

The Brazilian mining giant now expects to produce 310-320 million metric tons of iron ore in 2022, compared with a previous forecast of 320-335 million tons. Vale attributed the guidance cut to the sale of its operations in the Midwestern System, and said it’s seeking greater flexibility in production “due to current market conditions.”

Vale is also one of the world’s biggest nickel suppliers and a sizable copper producer. In the second quarter, output of those two metals fell 16.1% and 23.9% respectively. The Brazilian miner cut its annual production guidance for copper to 270,000 to 285,000 tons as a result of a longer-than-expected maintenance at Sossego mill and additional maintenance at Salobo mill.

“Based on our analysis, iron ore and coal should be the best of the major commodities in mining for the rest of this year,” the Jefferies analysts wrote, citing the cumulative impacts of China’s stimulus improving demand for iron ore, with supplies usually tightening from December to January.

Vale Output Guidance Misses Estimates in Boost to Iron Price

www.bloomberg.com

Kraljica je danas krenula (ovo nije samo zbog GS i dividende ) , uskoro očekujem raketoplan i splitskog brodara

5TC 21999 -553

Freight futures am update

Capesize up ~3%
Panamax flat

#shipping #drybulk $BDRY

BCI 5 T/C routes 180000 21999 -553

BPI 5 T/C routes 82500 18455 709

BSI 10 T/C routes 58328 22800 169

BHSI 7 T/C routes 38200 21820 110

BDI INDEX 2118 +5

#shipping #drybulk #FFA $BDRY

#capesize #panamax # supermax

$DSX $EGLE $GBLK $GNK $GOGL $SBLK $SHIP $PANL

Bez obzira na neraspoložene FFA, danas Ukrajina i Rusija potpisuju sporazum o izvozu ukrajinskog žita. Ako to nije neka patka, odnosno ako se stvarno namjerava realizirati taj izvoz, trebat će tu puno, puno brodova.

Quote from lebowski

Bez obzira na neraspoložene FFA, danas Ukrajina i Rusija potpisuju sporazum o izvozu ukrajinskog žita. Ako to nije neka patka, odnosno ako se stvarno namjerava realizirati taj izvoz, trebat će tu puno, puno brodova.

..... slažem se. tu će biti velike vozarine , ali i dobre premije osiguranja i brodova, i posade i tereta .

Šangaj danas - sve vrste brodova u kakvom takvom plusu.

Good, good. Upturn?

Panamaxi i supre su bottomirali?

5TC 22362 363

BCI 5 T/C routes 180000 22362 363

BPI 5 T/C routes 82500 18838 383
BSI 10 T/C routes 58328 22880 80
BHSI 7 T/C routes 38200 21796 -24

BDI INDEX 2146 +28

https://klikni.news/aktualno-news/…itnom-koridoru/

Brojimo sate, a uskoro minute...

Trebat će još vremena da se sve posloži, da se skuži tko, gdje, kako, ali ide sve u dobrom smjeru.

Evo još informacija:

https://splash247.com/deal-to-ship-u…d-this-evening/

Ajde lipo možda Crobex prodiše i opet uđe u novi milenij 2000.

Quote from lebowski

https://klikni.news/aktualno-news/…itnom-koridoru/

Brojimo sate, a uskoro minute...

Trebat će još vremena da se sve posloži, da se skuži tko, gdje, kako, ali ide sve u dobrom smjeru.

Evo još informacija:

https://splash247.com/deal-to-ship-u…d-this-evening/

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Russia and Ukraine sign UN-backed deal to resume grain exports via the Black Sea

Russia and Ukraine sign UN-backed deal to resume grain exports via the Black Sea

The deal is significant for global food supplies, but also as it's the first major agreement between the two sides since Moscow launched it's unprovoked…

www.cnbc.com

Ekipa ajmo malo racunice s tim da molim strucnije ljude za dry bulk da komentiraju pretpostavke:

1.pise da imamo 25mil tona zitarica za prevesti

2.pise da ima 80 blokiranih brodova

3.dry bulk flota svjetska ima oko 2000 brodova za prijevoz zitarica

Moja pitanja:

1.koliko bi prosjecnih dry bulk brodova trebalo angazirati da se taj posao obavi u narednih 6 mjeseci? Koliko se inace tona zitarica prevozilo tom rutom i na koja odredista? Dakle kolika je razlika prvih 7mjeseci 2022. U odnosu na uobicajenu godinu?

2.kako ce to utjecati na uposlenost brodova ?

UN Estimates Grain Deal to Ensure Monthly Export of 5mln Metric Tons of Grain from Ukraine. Senior UN Official Says It Will Take Weeks to See Vessels Freely Enter and Leave Ukraine's Black Sea Ports.

Mislim da trenutno izvoze 1,5 milijuna tona mjesečno, a da su rata izvozili do 3 milijuna tona mjesečno. To je ukrajinski dio, a mislim da će i Rusi tu nešto ušićariti. Vidjet ćemo sljedećih tjedana, prvo treba maknuti 80-ak brodova koji su sad tamo.

Evo za sve ljubitelje brodara ovakvih i onakvih, dry bulka, kontejnera, linijaša, iznajmljivača...

C3 Tubarao Qingdao 29.728 $/ton -1.055
C5 West Australia Qingdao 10.715 $/ton -0.455
C7 Bolivar Rotterdam 16.139 $/ton -0.178 C17 20.956 $/ton -0.277

5TC 21526 -836