1. Pregled
  2. Forum
    1. Unresolved Threads
  • Login
  • Register
  • Search
This Thread
  • Everywhere
  • This Thread
  • This Forum
  • Articles
  • Pages
  • Forum
  • More Options
  1. Dionice.NET
  2. Financije i gospodarstvo
  3. Stručne rasprave

DRY BULK

  • migra
  • January 16, 2021 at 10:18 AM
  • StatusQuo
    Majstor
    Reakcija primljeno
    4,117
    Postova
    2,899
    Bookmarks
    1
    Member since
    February 13, 2020
    • November 22, 2022 at 12:00 PM
    • #9,221

    Germany Is Dismantling A Wind Farm To Make Way For A Coal Mine

    A wind farm is being dismantled in western Germany to make way for an expansion of an open-pit lignite coal mine in a “paradoxical” situation highlighting the current prioritization of energy security over clean energy in Europe’s biggest economy.

    The dismantling of at least one wind turbine at the wind farm close to the German coal mine Garzweiler, operated by energy giant RWE, has already started. RWE says that lignite, or brown coal, has been mined from the Garzweiler coalfields for over 100 years.

    RWE also said at the end of September that three of its lignite-fired coal units that were previously on standby would return to the electricity market on schedule in October.

    “The three lignite units each have a capacity of 300 megawatts (MW). With their deployment, they contribute to strengthening the security of supply in Germany during the energy crisis and to saving natural gas in electricity generation,” RWE said last month.


    Germany Is Dismantling A Wind Farm To Make Way For A Coal Mine | OilPrice.com
    In what has been described as a “paradoxical” situation, Germany is dismantling a wind farm to expand a coal mine
    oilprice.com


    But another equally important announcement was also made last week that got far less media attention: German Chancellor Olaf Scholz announced that Germany was reopening five power plants that burn lignite, a low-rank coal. Germany’s return to lignite demonstrates, yet again, the Iron Law of Electricity, which says that people, businesses, and governments will do whatever they have to do to get the electricity they need.

    The Iron Law Of Electricity Strikes Again: Germany Re-Opens Five Lignite-Fired Power Plants
    The Iron Law of Electricity strikes again, this time in Germany. Last week, German Chancellor Olaf Scholz announced that five lignite-fueled power plants will…
    www.forbes.com
  • stipe_Cro
    Profesionalac
    Reakcija primljeno
    912
    Postova
    700
    Member since
    December 21, 2020
    • November 22, 2022 at 12:16 PM
    • #9,222

    3 turbine stare 20 godina - strašna šteta :D

  • nascar
    Mešetar
    Reakcija primljeno
    550
    Postova
    357
    Member since
    February 17, 2020
    • November 22, 2022 at 2:06 PM
    • #9,223

    BCI 5 T/C routes 180000 9057 -306
    BPI 5 T/C routes 82500 13463 -474
    BSI 10 T/C routes 58328 12756 -44
    BHSI 7 T/C routes 38200 13551 -80

    BDI INDEX 1149 -28

  • jasko
    Majstor
    Reakcija primljeno
    7,279
    Postova
    3,497
    Member since
    February 13, 2020
    • November 23, 2022 at 9:48 AM
    • #9,224

    Limited Ship Supply Growth Driven By New IMO Regulations To Help Shipping Freight Market Recover In Mid And Long Term.

    In its latest analysis, S&P Global Market Intelligence, argues that a lack of newbuildings will limit tonnage supply during 2023, thus offering significant support in the freight rate market.

    Key highlights from the analysis include:

    • While freight rates are expected to return to the pre-pandemic level in 2023, limited active supply growth driven by regulations (demolitions and speed) will likely help the market to recover in 2024 onwards, according to S&P Global Market Intelligence.

    …

    • The Efficiency Existing Ship Index (EEXI) is a design requirement for existing ships. Many vessels will go for Engine Power Limitation (EPL), and maximum and operating speed are expected to be reduced.

    • The Carbon Intensity Indicator (CII) regulation, which will be assessed yearly with stricter emission limits, will start to reduce sailing speed from 2024 and the impact may become significant in scrap activities from 2025 onwards with favorable age profile.

    • The CII rating issue would incentivize higher demurrage to reduce idling time and prevent further upside risk in congestion in coming years. While a significant drop in freight rates with high bunker prices has already reduced sailing speed, EEXI-EPL will prevent potential speed recovery.

    According to Mr. Daejin Lee, Lead Shipping Analyst at S&P Global Market Intelligence: “Freight rates may return to the pre-pandemic level in 2023 with absence of congestion and weaker economic condition. However, limited active supply growth driven by regulations, which will lead to vessel demolitions and speed reduction, may help the market to recover in 2024 onwards. Since 95% of vessels in service are still using conventional fossil fuel, with IMO’s CII regulation, many vessels will end up scrapped earlier than normal historical lifespan of vessels, which will support freight market in the medium and long term.” Limited Ship Supply Growth Driven By New IMO Regulations To Help Shipping Freight Market Recover In Mid And Long Term | Hellenic Shipping News Worldwide

  • jasko
    Majstor
    Reakcija primljeno
    7,279
    Postova
    3,497
    Member since
    February 13, 2020
    • November 23, 2022 at 2:10 PM
    • #9,225

    BCI 5 T/C routes 180000 10106 1049

    BPI 5 T/C routes 82500 13180 -283

    BSI 10 T/C routes 58328 12796 40

    BHSI 7 T/C routes 38200 13539 -12

    BDI INDEX 1184 +35

  • Online
    josip100
    Profesionalac
    Reakcija primljeno
    580
    Postova
    492
    Member since
    March 26, 2020
    • November 23, 2022 at 2:38 PM
    • #9,226

    Freight futures am update

    Capesize up ~5%
    Panamax up ~3%
    #shipping #drybulk $BDRY

  • jasko
    Majstor
    Reakcija primljeno
    7,279
    Postova
    3,497
    Member since
    February 13, 2020
    • November 24, 2022 at 12:27 PM
    • #9,227

    BCI + 13,59% to $11.479 per day.

  • StatusQuo
    Majstor
    Reakcija primljeno
    4,117
    Postova
    2,899
    Bookmarks
    1
    Member since
    February 13, 2020
    • November 24, 2022 at 12:50 PM
    • #9,228
    China Urges Banks to Maintain Stable Property Financing
    China’s financial regulators have asked banks to stabilize lending to property developers and construction firms, the latest effort by policymakers to turn…
    www.bloomberg.com

    China’s financial regulators have asked banks to stabilize lending to property developers and construction firms, the latest effort by policymakers to turn around the real-estate crisis and bolster economic growth.

    Authorities support the “reasonable” extension of existing real estate development loans and trust loans, according to a statement posted on the People’s Bank of China’s website after a Monday meeting with commercial banks. The gathering was jointly organized by the central bank and the banking regulator.

    The regulators reiterated that the “reasonable” demand of home buyers for mortgages will be met. A key financing support program must be “used well” to help private property developers sell bonds, while legal protection and regulatory policy support for special loans aimed at ensuring housing-project delivery will be improved to promote the stable and healthy development of the market, the statement said.

    Meanwhile, the PBOC is planning to provide 200 billion yuan ($28 billion) in interest-free relending loans to commercial banks through the end of March, 2023, in a move to support them to provide matching funds for stalled property projects, China Business News reported, citing the central bank’s meeting with commercial banks on Monday.

  • jasko
    Majstor
    Reakcija primljeno
    7,279
    Postova
    3,497
    Member since
    February 13, 2020
    • November 24, 2022 at 2:04 PM
    • #9,229

    BCI 5 T/C routes 180000 11479 1373

    BPI 5 T/C routes 82500 13195 15

    BSI 10 T/C routes 58328 12910 114

    BHSI 7 T/C routes 38200 13447 -92

    BDI INDEX 1242 +58

  • BudFox
    Majstor
    Reakcija primljeno
    4,231
    Postova
    2,799
    Member since
    February 13, 2020
    • November 24, 2022 at 2:57 PM
    • #9,230
    Quote from jasko

    BCI 5 T/C routes 180000 11479 1373

    BPI 5 T/C routes 82500 13195 15

    BSI 10 T/C routes 58328 12910 114

    BHSI 7 T/C routes 38200 13447 -92

    BDI INDEX 1242 +58

    Toliko se najavljivao Super Ciklus da bi na kraju vozarine pale na 12 - 13 000$, što je s kreditima i kamatama koje rastu poslovanje negdje na nuli, tj. brake evenu, a BDI je na 1242 boda, što je i nekakav prosjek za zadnjih 10 godina, a od Super Ciklusa je izgleda ostao samo Ciklus :saint: :whistling: :thumbup:

    Kocka je bačena, alea iacta est :!:

  • tenchi0110
    Profesionalac
    Reakcija primljeno
    993
    Postova
    518
    Member since
    February 17, 2020
    • November 24, 2022 at 3:01 PM
    • #9,231
    Quote from BudFox
    Quote from jasko

    BCI 5 T/C routes 180000 11479 1373

    BPI 5 T/C routes 82500 13195 15

    BSI 10 T/C routes 58328 12910 114

    BHSI 7 T/C routes 38200 13447 -92

    BDI INDEX 1242 +58

    Toliko se najavljivao Super Ciklus da bi na kraju vozarine pale na 12 - 13 000$, što je s kreditima i kamatama koje rastu negdje poslovanje na nuli, tj. brake even, a BDI na 1242 boda, što je i nekakav prosjek za zadnjih 10 godina, a od Super Ciklusa je izgleda ostao samo Ciklus :saint: :whistling: :thumbup:

    Display More

    Od ciklusa su Joakim i Mintz napravili cirkus, al OK, još držimo glavu iznad vode....

    aaaaaaaaaaaaaaaaand it's gone

  • BudFox
    Majstor
    Reakcija primljeno
    4,231
    Postova
    2,799
    Member since
    February 13, 2020
    • November 24, 2022 at 3:03 PM
    • #9,232
    Quote from tenchi0110
    Quote from BudFox

    Toliko se najavljivao Super Ciklus da bi na kraju vozarine pale na 12 - 13 000$, što je s kreditima i kamatama koje rastu negdje poslovanje na nuli, tj. brake even, a BDI na 1242 boda, što je i nekakav prosjek za zadnjih 10 godina, a od Super Ciklusa je izgleda ostao samo Ciklus :saint: :whistling: :thumbup:

    Od ciklusa su Joakim i Mintz napravili cirkus, al OK, još držimo glavu iznad vode....

    Čitam da je Cleaves tužio Joakima, jer im je valjda pogubio pare, a on morao dokazivati nevinost na sudu, ma cirkus, kako kažete :)

    Kažem, sa sadašnjim vozarinama je poslovanje na pozitivnoj nuli kada se sve doda i odbije, a za dalje ćemo vidjeti.

    Kocka je bačena, alea iacta est :!:

  • Shogun
    Profesionalac
    Reakcija primljeno
    983
    Postova
    443
    Member since
    September 10, 2020
    • November 24, 2022 at 3:23 PM
    • #9,233

    Koje vi podatke gledate? Kakva pozitivna nula? Pa imate kolika je dobit atpl u prvih 9 mjeseci? Ili vi govorite o zadnjem mjesecu? Tjednu? Par dana?

  • 5. Element
    Profesionalac
    Reakcija primljeno
    2,438
    Postova
    1,209
    Member since
    November 25, 2020
    • November 24, 2022 at 3:24 PM
    • #9,234
    Quote from BudFox
    Quote from jasko

    BCI 5 T/C routes 180000 11479 1373

    BPI 5 T/C routes 82500 13195 15

    BSI 10 T/C routes 58328 12910 114

    BHSI 7 T/C routes 38200 13447 -92

    BDI INDEX 1242 +58

    Toliko se najavljivao Super Ciklus da bi na kraju vozarine pale na 12 - 13 000$, što je s kreditima i kamatama koje rastu poslovanje negdje na nuli, tj. brake evenu, a BDI je na 1242 boda, što je i nekakav prosjek za zadnjih 10 godina, a od Super Ciklusa je izgleda ostao samo Ciklus :saint: :whistling: :thumbup:

    Display More

    To je vrlo pojednostavljeno gledanje.

    Superciklus traje i dalje, sa supply strane se zahuktava jer ce se u 2023 flota prvi puta u povijesti SMANJITI, u narednim godinama ili padati ili ostati flat, dok sa strane potraznje ovakav black swan event kao sto je zero covid u ovolikom trajanju u Kini stvarno nitko nije mogao ocekivati. Kad se to rijesi doci ce opet Cape na 80k i vise. Ovo je po meni samo privremeni propad u okviru mnooogo duljeg superciklusa. Kojeg prvenstveno pogoni stisnuta ponuda, ali i povecanje standarda u drugom i trecem svijetu, Kina i Indija.

    Naravno, sve je opet stvar kako promatrate stvari, kojoj vremenskoj skali, da li ste optimist, realist, pesimist koji sebe naziva realistom itd.

    Bolje je jeftino kupovati nego jeftino prodavati.

  • BudFox
    Majstor
    Reakcija primljeno
    4,231
    Postova
    2,799
    Member since
    February 13, 2020
    • November 24, 2022 at 3:33 PM
    • #9,235
    Quote from Shogun

    Koje vi podatke gledate? Kakva pozitivna nula? Pa imate kolika je dobit atpl u prvih 9 mjeseci? Ili vi govorite o zadnjem mjesecu? Tjednu? Par dana?

    Pokušavam realno promotriti i vidjeti kako će se poslovanje brodara kretati u budućnosti, a za to koristim Bramear FFA koji za Q1 predviđa dodatan pad vozarina i to za kejpove na 7000$, a za Panamaxe i Supramaxe na 11 - 11 500$, do je za cijelu 2023 očekivani prosjek vozarina je oko 12 - 12 500$ što je drž-nedaj, pogotovo što u ATPL dolaze 2 nova broda koja su skupo platili, a vozarine su u međuvremenu pale, a vjerujem i cijene brodova zajedno sa vozarinama.

    Kocka je bačena, alea iacta est :!:

  • Shogun
    Profesionalac
    Reakcija primljeno
    983
    Postova
    443
    Member since
    September 10, 2020
    • November 24, 2022 at 3:44 PM
    • #9,236

    Aha ok. Gledate buducnost poslovanja kroz futurse. Ok razumijem👍. Evo ja bez braemersa predvidjam pozitivnu 2023 u konacnici najmanje na razini ove godine EPS.

  • looserst
    Profesionalac
    Reakcija primljeno
    1,797
    Postova
    1,080
    Member since
    February 19, 2021
    • November 24, 2022 at 3:57 PM
    • #9,237
    Quote from Shogun

    Aha ok. Gledate buducnost poslovanja kroz futurse. Ok razumijem👍. Evo ja bez braemersa predvidjam pozitivnu 2023 u konacnici najmanje na razini ove godine EPS.

    Ja sam bez braemarsa predvidio argentina - saudiska arabija 3:0. Nije prošlo X/

  • Shogun
    Profesionalac
    Reakcija primljeno
    983
    Postova
    443
    Member since
    September 10, 2020
    • November 24, 2022 at 4:09 PM
    • #9,238

    Tocno. Neka predvidjanje se obistine a neka ne.... Mozemo damo cekati, 12 mjeseci od sada ce biti jasnije. 😁

  • D_artagnan
    Specijalist
    Reakcija primljeno
    3,978
    Postova
    2,570
    Bookmarks
    1
    Member since
    October 16, 2020
    • November 24, 2022 at 8:09 PM
    • #9,239

    Hm, kazes poslovanje na nuli, a EPS trenutno skoro na razini cijene dionice 🤣🤣.

    Zamisli da kupujes apartman trzisne vrijednosti 200k eura za 100k, a on ti ove godine zaradio 90k 🫣.. da prevedemo u nekretninski riječnik 😎 . Istina postoji frka da sljedece godine taj apartman zaradi mozda par % od sadasnje vrijednosti ako ostane ovako koma stanje u svijetu, ukrajina, kina… ako ne, ufff

  • Moller
    Majstor
    Reakcija primljeno
    12,602
    Postova
    6,798
    Member since
    February 14, 2020
    • November 24, 2022 at 10:06 PM
    • #9,240
    Quote from Shogun

    Tocno. Neka predvidjanje se obistine a neka ne.... Mozemo damo cekati, 12 mjeseci od sada ce biti jasnije. 😁

    52 petka :/ šalite se jelda

Nepročitani postovi

    1. Title
    2. Odgovora
    3. Zadnji odgovor
    1. VLEN (Viktor Lenac d.d.) 2k

      • accountant
      • February 14, 2020 at 12:36 PM
      • Dionice
      • accountant
      • May 24, 2025 at 1:59 PM
    2. Odgovora
      2k
      Pregleda
      906k
      2k
    3. All

      May 24, 2025 at 1:59 PM
    1. DLKV (Dalekovod d.d.) 2.9k

      • harpun
      • February 13, 2020 at 7:29 PM
      • Dionice
      • harpun
      • May 23, 2025 at 11:04 PM
    2. Odgovora
      2.9k
      Pregleda
      1.2M
      2.9k
    3. umalo

      May 23, 2025 at 11:04 PM
    1. KODT (Končar - Distributivni i specijalni transformatori d.d.) 2.1k

      • harpun
      • February 13, 2020 at 7:11 PM
      • Dionice
      • harpun
      • May 23, 2025 at 8:32 PM
    2. Odgovora
      2.1k
      Pregleda
      914k
      2.1k
    3. xdado

      May 23, 2025 at 8:32 PM
    1. Ideje za trgovanje na inozemnim tržištima - Što i zašto ? 10k

      • zlocesti
      • September 18, 2020 at 8:28 PM
      • Tržišta kapitala - USA
      • zlocesti
      • May 23, 2025 at 6:35 PM
    2. Odgovora
      10k
      Pregleda
      2.9M
      10k
    3. my moon

      May 23, 2025 at 6:35 PM
    1. Što smo danas tržili 6k

      • harpun
      • February 15, 2020 at 11:11 AM
      • Dionice
      • harpun
      • May 23, 2025 at 4:07 PM
    2. Odgovora
      6k
      Pregleda
      2.3M
      6k
    3. Hafid

      May 23, 2025 at 4:07 PM

Registracija

Još nemate račun? Registriraj se sada i budi dio ove zajednice!

Registriraj se

Najnoviji postovi

  • VLEN (Viktor Lenac d.d.)

    All May 24, 2025 at 1:59 PM
  • DLKV (Dalekovod d.d.)

    umalo May 23, 2025 at 11:04 PM
  • KODT (Končar - Distributivni i specijalni transformatori d.d.)

    xdado May 23, 2025 at 8:32 PM
  • Ideje za trgovanje na inozemnim tržištima - Što i zašto ?

    my moon May 23, 2025 at 6:35 PM
  • Što smo danas tržili

    Hafid May 23, 2025 at 4:07 PM
  • KOEI (Končar - Elektroindustrija d.d.)

    All May 23, 2025 at 3:39 PM
  • Komentari trgovanja na burzi - LIVE

    umalo May 23, 2025 at 2:35 PM
  • PODR (Podravka d.d.)

    All May 23, 2025 at 1:57 PM
  • ADPL (AD Plastik d.d.)

    All May 23, 2025 at 1:36 PM
  • KOTR (Koncar Mjerni transformatori d.d.)

    jkova25 May 22, 2025 at 1:20 PM

Popularne Teme

  • DRY BULK

    10,486 Replies, 4 years ago
  • Utjecaj i posljedice ratova na tržišta kapitala

    2,561 Replies, 3 years ago
  • Trumpove carine

    16 Replies, A month ago
  • CORONA virus

    3,567 Replies, 5 years ago
  • Politika, birokracija i pravosudni sustav kao ključni faktori sistemskog rizika na ZSE

    1,894 Replies, 5 years ago

Online korisnici na ovoj temi

  • 4 gostiju
  1. Privacy Policy
  2. Kontakt
Powered by WoltLab Suite™