Fleet-wide impact of environmental regulations...........

Freight rate catalysts and drybulk outlook

BCI: 5,684 -410

MTD avg 10,458

YTD avg 10,458

'23 FFA 15K

Chinese NY

We see ice forming in the north. A few more scrap candidates surfacing. High congestion in EC Aus. Speed coming down again.

BCI 5TC 5231 -453

BCI 5 T/C routes 180000 5231 -453

BPI 5 T/C routes 82500 9318 5

BSI 10 T/C routes 58328 7127 -11

BHSI 7 T/C routes 38200 7785 -7

BDI INDEX 703 -18

Maritime Shipping Set to Outperform in 2023

J Mintzmyer

Time Stamps:

(0:00) Introduction
(1:30) Performance Review
(3:00) Our Approach & Models
(5:15) Market Review
(12:00) Tankers
(18:00) Containerships
(22:30) Dry Bulk
(25:45) Overall Top Picks
(26:30) Q&A

BCI 5TC 4551 -680

Pad još pojačava

Opet se sve crveni na Braemaru

Today: 4,551 -680

MTD avg 9,840
YTD avg 9,840
'23 FFA 15K
TCE for a regular 180 Cape doing C5 is now negative, so we must start seeing some resistance on the downside soon. Ballaster list bottomed out, speed down and congestion up

BCI 5 T/C routes 180000 4551 -680

BPI 5 T/C routes 82500 9409 91

BSI 10 T/C routes 58328 7097 -30

BHSI 7 T/C routes 38200 7776 -9

BDI INDEX 677 -26

BPI danas raste za 91 bod, a osim BCI-a ostali minimalno padaju. Izgleda mi kao da je blizu dno ovog pada.

Freight futures am update

Capesize down ~5%

Panamax flat

‘The Chinese dragon is about to be unleashed,’ says Clarkson Securities head of research

China to rescue dry bulk market by 2023’s second half :: Lloyd's List (informa.com)

The best thing investors can do this year is put their money in dry bulk stocks, according to Clarksons Securities’ head of research.

And while waiting for an upturn in dry cargo markets, investors can simply sit back and enjoy the consistent dividend yields from most public bulker owners, Turner Holm told the Marine Money conference in London on Thursday.

“No trade is guaranteed, but optionality is what makes this the best trade of 2023,” he said.

Dry bulk ‘the best trade of 2023’, says Clarksons Securities | TradeWinds (tradewindsnews.com)

drastičan pad supri u samo tjedan dana......daska je puna supra sapuna........zna li netko kojeg brodara koju nema dugoročne ugovore za supre pa luta po spotu?.......

PS

pitam za susjedu, da se ne oklizne........

Po grafovima koje je kolega danas stavio na temi Atlantska plovidba, vidi se da su u razdoblju kineske nove godine, praznika koji traje cijeli ovaj tjedan, vozarine obično na dnu, nakon čega slijedi rast. Graf je po tjednima, pa se lijepo vidi razlika u kretanju BDI-a prije i poslije tog kineskog praznika.

Quote from hugh

drastičan pad supri u samo tjedan dana......daska je puna supra sapuna........zna li netko kojeg brodara koju nema dugoročne ugovore za supre pa luta po spotu?.......

PS

pitam za susjedu, da se ne oklizne........

ma to pada da tebe razvesele, sto se radujes tuđoj nesreci 😅😅

Quote from hugh

drastičan pad supri u samo tjedan dana......daska je puna supra sapuna........zna li netko kojeg brodara koju nema dugoročne ugovore za supre pa luta po spotu?.......

PS

pitam za susjedu, da se ne oklizne........

Grindrod je pun supri i handya, nisam ga odavno gledao pa ne znam kako stoji s ugovorima

Po današnjim ffa rates na Panamaxima i Supramaxima izgleda kao da je zaokret na vidiku.