i ja sam o tome razmisljao danas al ta Atpl ima srece 3 panamaxa u bearbot charteru trosak goriva i placa za radnike snosi unajmitelj pa bi onda koliki bio BE za ta 3 panamaxa 3000-4000 US dolara eto vi bolje znate a svih 6 Supry u Kratkorocnom najmu a vozarine za njih milina
DRY BULK
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i ja sam o tome razmisljao danas al ta Atpl ima srece 3 panamaxa u bearbot charteru trosak goriva i placa za radnike snosi unajmitelj pa bi onda koliki bio BE za ta 3 panamaxa 3000-4000 US dolara eto vi bolje znate a svih 6 Supry u Kratkorocnom najmu a vozarine za njih milina
5 supri sa prosjekom vozarine od 25500 usd u q2.......
a pojma nemamo kad ugovori istiću pa nemamo računicu koliko bi nove ugovorene vozarine mogle biti (vrlo vjerovatno bitno niže) za sljedeće razdoblje manje od 1 god.......zapravo, trenutno izgleda da bi najbolje bilo da su neke (2-3 supre) ugovarali na dugoročni najam (2-3 god) za vozarinu debelo višu od 20000 usd ali u izvješćima nema naznaka toga......
I jel nisu 4 panamaxa na dugoročnom a jedino Libertas lovi nove ugovore?......imao je iznadprosječnu vozarinu za q2 iz atpl panamax flote........
PS
nema trenutno u dry bulku ni crnog ni bijelog ali zato imamo sve moguće nijanse sive........
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koji je problem panamaxa da tako rone več par dana?.........postali su preskupi u odnosu cijena vs tonaža u odnosu na cape?.........nemogu u manje luke gdje supre mogu?.......nešto treće, četvrto +- prvo dvoje navedeno?......ima ćumura?......nema ćumura?.......jel treba ćumura?.......cijene mu visoke a najmovi brodova idu u podrum (nema logike ali nešto mora bit?)?......previše je brodova?........kina = game over?.....drugi nemogu tu potražnju nadomjestit?.......
niš' se ne uklapa u "sliku" osim ako brodari ne misle biti "first in, last out" u nekoj eventualnoj večoj ili manjoj krizi.......odnosno BDI bi trebao bit "življi" u ovo doba godine.......jel misi on gore ili će se brodari "potrgat" da jeftino daju najam ujesen na 6 mjeseci samo da izbjegnu minus u q1 2023?......
borba trenutno dobrih fundamenata brodara vs trenutna banana na bdi-u +- budući outlook koji bi kao trebao biti ok u drugom djelu godine (prema dosadašnjim najavama), i evo nas tu u drugom dijelu godine al ništa?.........
Sta se tice panamaxa, zabrana ugljena je krenila nedavno u EU problem je sta je u isto vrijeme nastao i veliki problem s niskim vodostajem rijeka pa onda imaju problema s prebacivanjem postojeceg ugljena na odrediste, koliko to utjece u potpunosti ne znam sigurno je nesto da se dio narudzbi odgadja ista situacija u Eu je i s iron orom kojeg ugljen istiskuje na skladistu pa imaju problema sa skladistim prostorom iako nisam vidio sluzbenu statistiku vec vijest o tome, logika kaze da cim zazimi sjevernije da bi se trebao povecat interes za ugljen, isto tako ocito je da capovi su ti koji ruse ostale tako da su oni kljucni za preokret trenda iako se ovi manji dobro drze pogotovo supre i dalje.
Ali recimo kad gledam objavljene vozarine koje ja mogu vidit to mi je i dalje u nesrazmjeru s onim sta paper market pokazuje, jedino je ocitija veca volatilnost u razlikama postignutih vozarina jer neko postigne 14k netko 25k sta su velike razlike, vidljivo iz primjera zadnje tri objave.
PERIOD Top 2022-08-23 PERIOD 'Great Wealth' 2011 75570 dwt dely Krishnapatnam 23 Aug 5/8 months redel worldwide $16,250 - Blue Pool 2022-08-23 PERIOD 'Etg Ubuntu' 2022 64195 dwt dely Nantong prompt 4/6 months redel worldwide $24,000 - Norden 2022-08-23 PERIOD 'Josco Shengzhou' 2022 64000 dwt dely Dalian prompt 4/6 months redel worldwide $24,000 - Norden TIMECHARTER Top 2022-08-23 TIMECHARTER 'Navios Amber' 2015 80909 dwt dely Huangpu 21 Aug trip via Indonesia redel S China $16,250 - Linko - <recent> 2022-08-23 TIMECHARTER 'Cape Greco ' 2011 79452 dwt dely EC South America 25 Aug trip redel Skaw-Gibraltar $26,000 - cnr 2022-08-23 TIMECHARTER 'SSI Vigilant' 2022 63861 dwt dely Antwerp prompt trip via Baltic redel E Africa $18,500 - Meadway 2022-08-23 TIMECHARTER 'CMB Floris' 2021 63628 dwt dely Port Klang 28 Aug trip via Indonesia redel Thailand $25,000 - cnr 2022-08-23 TIMECHARTER 'August Oldendorff ' 2015 61090 dwt dely Hachinohe 24 Aug trip via NoPac redel SE Asia $21,850 - cnr 2022-08-23 TIMECHARTER 'Queen' 2010 58096 dwt dely Gresik 27 Aug trip via Indonesia redel China $28,000 - Cambrian Bulk 2022-08-23 TIMECHARTER 'Maple Breeze' 2010 31807 dwt dely CJK prompt 2/3 LL redel Singapore-Japan $15,000 - Cargill - <last week> PERIOD Top 2022-08-22 PERIOD 'Shandong Fu Ze' 2018 81871 dwt dely Vietnam 22 Aug 5/8 months redel worldwide $19,000 - cnr TIMECHARTER Top 2022-08-22 TIMECHARTER 'Star Markella' 2007 82594 dwt dely Japan 17/18 Aug trip via NoPac redel SE Asia intention petcoke $14,100 - Oldendorff 2022-08-22 TIMECHARTER 'Spar Norma ' 2017 63165 dwt dely Davao prompt trip via Indonesia redel CJK $26,000 - cnr 2022-08-22 TIMECHARTER 'Amis Wisdom VI' 2011 61456 dwt dely Antwerp prompt trip via Baltic redel Arabian Gulf-Red Sea $18,000 - Meadway - <recent> 2022-08-22 TIMECHARTER 'Dynamic Striker' 2010 57000 dwt dely Santos prompt trip redel Algeria intention sugar $27,000 - Louis Dreyfus 2022-08-22 TIMECHARTER 'Zhong Chang Yu Sheng' 2012 56874 dwt dely Ganyu 24/25 Aug trip redel Arabian Gulf intention steels $20,000 - cnr 2022-08-22 TIMECHARTER 'Akij Moon' 2005 55953 dwt dely Chittagong 22/25 Aug trip via Indonesia redel India $18,500 - cnr 2022-08-22 TIMECHARTER 'Zaraar Hanif' 2009 55693 dwt dely Chittagong 22 Aug trip via Indonesia redel Bangladesh $19,000 - cnr TIMECHARTER Top 2022-08-19 TIMECHARTER 'Star Ophelia ' CCL relet 2010 180716 dwt dely Mundra prompt trip via Salalah redel India intention gypsum $16,000 - Shakti - <17/8 fixture> 2022-08-19 TIMECHARTER 'Diamond Globe' 2018 82027 dwt dely Kosichang 18/20 Aug trip via Port Kembla redel China $14,500 - Cargill 2022-08-19 TIMECHARTER 'Syros I' 2011 81393 dwt dely Arabian Gulf prompt trip redel US Gulf intention fertiliser approx $14,000 - cnr 2022-08-19 TIMECHARTER 'Lyric Star' 2011 81276 dwt dely Surabaya 23/24 Aug trip via Indonesia redel S China $22,100 - Deyesion 2022-08-19 TIMECHARTER 'Santa Barbara ' 2011 76361 dwt dely Phu My 18/19 Aug trip via Indonesia redel S China $18,100 - Deyesion 2022-08-19 TIMECHARTER 'Great Hope' 2012 75480 dwt dely Hamburg prompt trip via USEC/Turkey redel Passero $11,250 - Cargill 2022-08-19 TIMECHARTER 'Sidari' 2007 75204 dwt dely Yeosu 16/17 Aug trip via NoPac redel Singapore-Japan $11,750 - Element 2022-08-19 TIMECHARTER 'CL Biliu He' 2020 63500 dwt dely East Mediterranean prompt trip redel West Africa $21,000 - cnr - <recent> 2022-08-19 TIMECHARTER 'Atlas' 2017 63496 dwt dely Mokpo 26 Aug trip via NoPac redel Chittagong $22,000 - cnr 2022-08-19 TIMECHARTER 'Centurius' 2015 33367 dwt dely Fazendinha prompt trip redel Mediterranean $18,000 - Cargill 2022-08-19 TIMECHARTER 'Esperance Bay' 2010 28217 dwt dely Vitoria prompt trip redel New Orleans intention pig iron $17,000 - Cargill -
Yulin, China's 2nd-largest coal-producing city, has shut down at least seven coal mines after a #coal driver was tested positive for #COVID-19, market sources said, adding to the already supply tightness driven by the recent increased demand
Indian officials are reportedly considering a proposal to close less than 5 GW of existing coal-fired power capacity by the end of the decade, a much relaxed scheme compared with the plans worked out in 2020 that proposed cutting down about 25 GW during the same period, according to Bloomberg.
This came as the country strives to meet growing electricity demand amid global energy shortage, but could threaten its performance on climate goal as it may pull up coal-fired power plants for years, Bloomberg said, citing people familiar with the matter.
The country currently has about 204 GW of coal-fired power capacity and the plans under discussion would see the capacity expand to more than 250 GW in the next decade.
India has committed to attaining only 50% of its total power installed capacity through non-fossil fuel-based energy resources by 2030, according to the updated Nationally Determined Contributions, giving it space to continue relying on coal for decades.
Based on the latest data from the Central Electricity Authority, India's current total installed power capacity reached 404 GW, of which 50% comes from coal, 28% from renewable sources and 10% from hydropower
India considers to put off coal plants closure amid rising power demand
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BDI 1213 (-58)
Opet samo supre rastu
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Capesizeratene stuper ytterligere 14,7 prosent til 5.636 dollar, panamax er ned 5,7 prosent til 12.086 dollar mens supramaxratene stiger 0,5 prosent til 19.503 dollar.
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Gogl i dalje rastura, ni 4Q ne mogu zavrsit u minusu tek tako
Estimated TCE rates, inclusive of charter coverage, calculated on a load-to-discharge basis are
approximately:
▪ $27,900 per day for 80% of Capesize available days and $27,100 per day for 96% of Panamax
available days for the third quarter of 2022; and
▪ $29,500 per day for 25% of Capesize available days and $21,900 per day for 27% of Panamax
available days for the fourth quarter of 2022.
▪ Announced a cash dividend of $0.60 per share for the second quarter of 2022, payable on or about
September 14, 2022 to shareholders of record on September 7, 2022. Shareholders holding the
Company’s shares through Euronext VPS may receive this cash dividend later, on or about September
16, 2022
I dalje ih ne pusta optimizam
Despite recent weakness in freight rates caused by easing port congestion and the contraction in China’s
economy due, in part, to its “zero COVID” policy, our market outlook remains optimistic. Slowing fleet growth
and new environmental regulations provide a strong offset to a potential short-term slowing of demand
growth which combined with our charter coverage and superior fuel economics from our modern fleet will
support continued healthy returns.
Brodove koje su narucili u 6 mjesec dobivaju tek 2025
In June 2022, the Company entered into agreements to construct a total of three Kamsarmax vessels, with
the same design and shipyard group as the seven previously announced newbuilding contracts. The three
incremental vessels are expected to be delivered to the Company by the first quarter of 2025
https://ml-eu.globenewswire.com/Resource/Download/d141d3ae-d41e-4fbb-af24-09c385118809
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BALTIC CAPESIZE-INDEKS -30,25% TIL USD 3.931/DAG
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BALTIC CAPESIZE-INDEKS -30,25% TIL USD 3.931/DAG
dobro je, ako padne za još 3931 USD onda znamo da je pad definitivno gotov.......
nego, kako iron ore price uspjevaju ostati relativno stabilne i visoke ako ih gledamo kroz prizmu capova da je potražnja tako izrazito slaba?......
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BALTIC CAPESIZE-INDEKS -30,25% TIL USD 3.931/DAG
dobro je, ako padne za još 3931 USD onda znamo da je pad definitivno gotov.......
nego, kako iron ore price uspjevaju ostati relativno stabilne i visoke ako ih gledamo kroz prizmu capova da je potražnja tako izrazito slaba?......
Kolega, ako se dobro sjećam vozarine su početkom 2020. u jednom trenutku
otišle čak i u minus, tako da tko zna gdje je dno ovome ako nema potražnje za
prijevozom uglavnom željezne rude iz Brazila u Kinu...
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dobro je, ako padne za još 3931 USD onda znamo da je pad definitivno gotov.......
nego, kako iron ore price uspjevaju ostati relativno stabilne i visoke ako ih gledamo kroz prizmu capova da je potražnja tako izrazito slaba?......
Kolega, ako se dobro sjećam vozarine su početkom 2020. u jednom trenutku
otišle čak i u minus, tako da tko zna gdje je dno ovome ako nema potražnje za
prijevozom uglavnom željezne rude iz Brazila u Kinu...
neznam za takvu situaciju, nije li nafta bila u minusu početkom 2020 kad je corona krenila?.....
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dobro je, ako padne za još 3931 USD onda znamo da je pad definitivno gotov.......
nego, kako iron ore price uspjevaju ostati relativno stabilne i visoke ako ih gledamo kroz prizmu capova da je potražnja tako izrazito slaba?......
Kolega, ako se dobro sjećam vozarine su početkom 2020. u jednom trenutku
otišle čak i u minus, tako da tko zna gdje je dno ovome ako nema potražnje za
prijevozom uglavnom željezne rude iz Brazila u Kinu...
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to te ja pitam Jasko legndo samo da Supre rastu nema zime
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BDI 1123 (-90)
Na prvu mi se činilo da su ostale iste brojke. I jesu, samo je sad jedinica ispred dvojke
Izdale nas i Supre danas.
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ima li itko od upučenijih ikakvo suvislo objašnjenje zašto takve ogromne razlike u vozarinama između pojedinih klasa bulkera? nekako mi nije nešto logično da je uzrok tome samo kineska potražnja. ili ima toliko puno trenutno slobodnih capeova, a nitko ih ne treba?
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ono sto mogu Supre nemogu Capovi i Pnmax a to je ulaziti u dublje esturaije rijeka pa je problem sa pretovarom robe bez celika se moze ali bez hrane probajte vi.Kako ce Brazil imati rekordnu zetvu cak i dvije vjerujem da se pojacava izvoz iz Juzne Amerike Handyi su manje tonaze ali Supramaxi su idalni
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BDI 1123 (-90)
Na prvu mi se činilo da su ostale iste brojke. I jesu, samo je sad jedinica ispred dvojke
Izdale nas i Supre danas.
Čini se da ništa od preokreta vozarina, bar za sada, možda uskoro, tko zna
Freight futures am update
Capesize down ~10%
Panamax down ~2% -
Supramax 19392 / - 0,6% Krakk i capesizeratene | Finansavisen
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