DRY BULK

BCI 5 T/C routes 180000 13276 -148

BPI 5 T/C routes 82500 14700 -89

BSI 10 T/C routes 58328 12834 148

BHSI 7 T/C routes 38200 13067 -51

BDI INDEX 1357 -4

Freight futures am update

Capesize up ~1%

Panamax up ~1%

Ove godine je kineska nova godina 22.1 sezionalnost je najlabija u 1Q pogotovo izrazeno oko kineske nove godine s pocetkom negdje 3-5 tjedana prije nove godine sta taman pocimje dolazit do izrazaja, vidit cemo koliko ce ovaj period biti slabiji, ako ostane na dobrim nivoima mogao bi biti indikator dobrog ulaska u sljedecu godinu ?

čini se da slijedi "buy the dip" na brodarima

Kina više ne objavljuje broj zaraženih koronom

PEKING - Kinesko nacionalno povjerenstvo za zdravlje prestaje od srijede objavljivati broj asimptomatskih slučajeva jer se mnogi stanovnici više ne testiraju…

www.seebiz.eu

Morgan Stanley upgrades its 2023 growth outlook for China, expects stronger and earlier rebound

Morgan Stanley raised its forecast for China’s gross domestic product in 2023 to 5.4% from its previous outlook of 5%. Morgan Stanley upgrades its 2023 growth outlook for China (cnbc.com)

BCI 5TC 14293 1017

BCI 5 T/C routes 180000 14293 1017

BPI 5 T/C routes 82500 14786 86

BSI 10 T/C routes 58328 12867 33

BHSI 7 T/C routes 38200 12933 -134

BDI INDEX 1401 +44

BCI 5TC 17374 +3081

The drybulk shipping industry’s appetite for newbuilds powered by greenfuels will be limited in the next five years.....                                                                                                                                                                                         Dry Bulk Sector Hesitant Over Alt Fuel Newbuilds: Survey - Ship & Bunker (shipandbunker.com)

BCI 5 T/C routes 180000 17374 3081

BPI 5 T/C routes 82500 14924 138

BSI 10 T/C routes 58328 12832 -35

BHSI 7 T/C routes 38200 12828 -105

BDI INDEX 1528 +127

Stari brodovi ce morati u rezalista, a do novogradnji ce biti tesko doci, dugorocno i srednjorocno sam uvjeren u jako dobro razdoblje svih vrsta brodara.

Evo još jedne analize, dry bulk i kontejneri

https://www.spglobal.com/marketintellig…022-update.html

Power plants, steel mills and factories are shooting up in India and Southeast Asia like mushrooms.

...

I am nowhere near from writing off China – in fact I’d argue from Q2 next year we will witness a massive spike in dry bulk and tanker earnings as the world’s most populous nation bounces back in a big way. However, what 2022 has taught shipping is that life without double-digit growth from the People’s Republic can be manageable.

https://splash247.com/2022-the-year-…-without-china/

Late year rebound in Atlantic-based bulker freights........... Recovery in Atlantic Panamax rates (15 Dec 2022) - BMTI – Trend Experts for Shipping (bmti-report.com)

Baltic Capesize-indeksen + 5,40 prosent til 18.312 dollar pr dag

Freight futures am update

Capesize down ~3%

Panamax down ~3%

ATHENS, Greece, Dec. 16, 2022 (GLOBE NEWSWIRE) -- Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership and bareboat charter-in of dry bulk vessels, today announced that, through a separate wholly-owned subsidiary, it has entered into a time charter contract with Cargill International S.A., Geneva, for one of its Panamax dry bulk vessels, the m/v Maera. The gross charter rate is US$12,000 per day, minus a 4.75% commission paid to third parties, for a period until minimum October 28, 2023 up to maximum December 28, 2023. The charter commenced earlier today.

The “Maera” is a 75,403 dwt Panamax dry bulk vessel built in 2013.

BEIJING, Dec 16 (Reuters) - China will focus on stabilising its $17-trillion economy in 2023 and step up policy adjustments to ensure key targets are hit, said a statement following an agenda-setting meeting, as Beijing scrambles to cushion the impact of a surge in COVID infections.

…

Top leaders reiterated that China will stick to its principle of "homes are for living in, not for speculation", and pledged to support strong housing demand, the statement said.

China says it will step up support for economy in 2023 amid COVID pains | Reuters

BCI 5 T/C routes 180000 18126 -186

BPI 5 T/C routes 82500 14808 -61
BSI 10 T/C routes 58328 12609 -115
BHSI 7 T/C routes 38200 12618 -75

BDI INDEX 1548 -12

Zanimljiv pregled brodarskih tvrtki od JM

Supply Chain and Shipping Stocks for 2023 with J Mintzmyer

J Mintzmyer, Chief Strategist at Value Investor's Edge, breaks down 3 shipping sectors and answers audience questions live.

seekingalpha.com

Nema veze, ali ...

Cape +8,18%