DRY BULK

Strani brodari danas rastu

The midsize dry bulk segments have reached 4-month highs, driven partly by low water levels on the Mississippi river and the Panama Canal’s daily transit limits and draught restrictions. The BPI closed the week at 1,656 points, a level not seen since 25th April 2023, while the BSI and BHSI closed the week at 1,221 and 634 points respectively. This is the highest since 30th March 2023 and 11th May 2023 accordingly. For a second consecutive year, low water levels on the Mississippi River threaten to disrupt commerce. Lack of rain has caused water levels to be 10 to 20 feet lower in St. Louis and Memphis this year than in 2020 and 2019. The U.S is the fourth main wheat, flour and wheat products exporter, and is responsible for 21.5 million metric tonnes exports in 2022/2023. More than half of soybeans grown in the U.S. are exported, mostly to the Gulf of Mexico via the lower Mississippi River. In the meantime, Brazil has confirmed that the 2022/2023 grain harvest will set a new high of 293 million tonnes, representing an increase of 18.4% or 45 million tonnes in the amount of grain harvested when compared with the previous harvest in 2021/2022, a positive sign for bulk carriers.

cape up 6.1%

Quote from gigic23

Quote from gigic23

BDI up 4,20%

BDI up 6,03%

BDI up 3,80%

BCI 5 T/C routes 180000 17145 1042

BPI 5 T/C routes 82500 15361 123

BSI 10 T/C routes 58328 14566 420

BHSI 7 T/C routes 38200 11912 182

BDI INDEX 1584 +58

BCI 5 T/C routes 180000 16646 -499

BPI 5 T/C routes 82500 15265 -96

BSI 10 T/C routes 58328 14852 286

BHSI 7 T/C routes 38200 12034 122

BDI INDEX 1569 -15

Malo zanimljivosti iz gogl prezentacije

https://www.goldenocean.bm/wp-content/uploads/2023/09/Golden-Ocean-Pareto-Energy-Conference-2023.pdf

Quote from jasko

BCI 5 T/C routes 180000 16646 -499

BPI 5 T/C routes 82500 15265 -96

BSI 10 T/C routes 58328 14852 286

BHSI 7 T/C routes 38200 12034 122

BDI INDEX 1569 -15

Zanimljivo BDRY je zadnjih mjesec dana narastao samo 20% od dna dok je BDI narastao 50-60'%, pojedine sastavnice preko 80%, bit ce zanimljivo vidit do kraja mjeseca tko ce prema kome konvergirat

Quote from StatusQuo

Quote from jasko

BCI 5 T/C routes 180000 16646 -499

BPI 5 T/C routes 82500 15265 -96

BSI 10 T/C routes 58328 14852 286

BHSI 7 T/C routes 38200 12034 122

BDI INDEX 1569 -15

Zanimljivo BDRY je zadnjih mjesec dana narastao samo 20% od dna dok je BDI narastao 50-60'%, pojedine sastavnice preko 80%, bit ce zanimljivo vidit do kraja mjeseca tko ce prema kome konvergirat

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Ma zato što su njegove sastavnice futuresi a oni su manje rasli od BDI indexa.

Probao sam ga malo kupiti ali od Nove godine brokeri iz Europe ga ne mogu kupovati.

BCI 5 T/C routes 180000 17274 628

BPI 5 T/C routes 82500 15164 -101

BSI 10 T/C routes 58328 14906 54

BHSI 7 T/C routes 38200 12068 34

BDI INDEX 1593 +24

Vani danas raste BDRY i dry bulk brodari

Actual Cape index up ⬆️536 to 17,810$/day.

Front month Capesize futures about to trade at the 20,000 mark for the first time since May. Might be an exciting fourth quarter…

BCI 5 T/C routes 180000 17810 536

BPI 5 T/C routes 82500 15168 4

BSI 10 T/C routes 58328 14899 -7

BHSI 7 T/C routes 38200 12206 138

BDI INDEX 1614 +21

Strani brodari i danas rastu

cape up 11.5%

BCI 5 T/C routes 180000 19855 2045

BPI 5 T/C routes 82500 15244 76

BSI 10 T/C routes 58328 14734 -165

BHS 7 T/C routes 38200 12256 50

BDI INDEX 1694 +80

Kaze Mintz da je u 15 godina ovo jedno od najboljih razdoblja, koje dolazi. Za tankere sam siguran, a za dry bulk se nadam. Nasi brodari su svakako podcjenjeni.

Koji je razlog ovakvog rasta bdi zadnjih 15ak dana ako je tko pratio

Glavni uzroci rasta BDI-a su veća potražnja za ugljenom i stimulusi u Kini. Piše da će se stimulusi nastaviti i u 2024. godini.

Coal demand has been a key driver for dry bulk rates, and production disruptions due to well publicized mine accidents in China should continue to support strong import volumes

Existing Chinese stimulus in the pipeline could represent almost 40% of 2024 estimated GDP growth

Cape + 1,509 to 21,364