Supramax index up 294 to 13,250$/day. Second highest Smx rate for this time of the year since 2011!
Panamax index +672 to 16,868$/day. Second highest Pmx rate for this time of the year since 2010!
jbga, zajebat će tankersku sad za ponudu ostalim dioničarima za ATPL ako ovi ovako nastave 
Supramax index up 294 to 13,250$/day. Second highest Smx rate for this time of the year since 2011!
Panamax index +672 to 16,868$/day. Second highest Pmx rate for this time of the year since 2010!
Znaci 1Q skoro pa mozemo racunat kao pozitivan, mozda da jos malo potraje i onda nece bit nervoze kad ce doc-proc kineska nova godina
btw ima li tko jos panl-a, rasturio se sve s rezultatima 3Q 
BCI 5 T/C routes 180000 22447 -466
BPI 5 T/C routes 82500 17235 367
BSI 10 T/C routes 58328 13389 139
BHSI 7 T/C routes 38200 10888 102
BDI INDEX 1817 -3
BCI 5 T/C routes 180000 21450 -997
BPI 5 T/C routes 82500 17722 487
BSI 10 T/C routes 58328 13548 159
BHSI 7 T/C routes 38200 11046 158
BDI INDEX 1796 -21
BCI 5 T/C routes 180000 21450 -997
BPI 5 T/C routes 82500 17722 487
BSI 10 T/C routes 58328 13548 159
BHSI 7 T/C routes 38200 11046 158BDI INDEX 1796 -21
Baš zanimljive ove vozarine po rutama za kamsarmaxe i panamaxe .
Sve mi se cini da ce ove godine izostati klasicna sezonalnost u prvom kvartalu. Zapravo, ako je i bude bit ce kraca i blaga, doduse, nisu ni vozarine astronomske.
Zanimljiv razvoj dogadjaja s Bauxitom i njegova sezionalnost u odnosu na iron ore
Te razvoj s iron orom koji je ove godine rastao, ali unatoc tome inventory se nije povecao
Evo malo iz gogl trankripta o trgovini u 3Q
Albeit volatile, Q3 finished on a strong note for both Panamax and Capesize. China is continuing to import iron ore, bauxite, coal, and agri products surpassing last year's levels. Even so, the Chinese iron ore and steel stockpiles are decreasing, much due to a huge steel export program. We have seen increased tonne miles in both segments. And with the seasonality coming to life, the Panamax and Cape sectors look to finish 2023 on a strong note.
The iron ore trade has come into full bloom so far in 2023, with steady Chinese demand and continuous imports from both Brazil and Australia. Brazil will for the first time since to Brumadinho incident delivered around her yearly targets. The commodity price itself is pushing $130 per tonne, which has led to frustration in the Chinese government and steel mills as their stockpiles continue to diminish.
India has had a decline in iron ore exports throughout the third quarter and in addition, they have concluded a large iron ore contract from Brazil to India for 5 million tonnes, which can indicate a new trend and trading pattern for dry cargo. For a tonne mile scenario, we've had very much welcome more iron ore imports to India from Brazil.
So, where has all the increased landed iron ore tonnes being absorbed? Well, China is the world's largest steel producer, accounting for 56% of global steel output. Contrary to negative macro news, China's steel production is up 2% year-on-year with a solid 4.5% increase in Q3.
Although property investments are down about 9%, we see that the Chinese iron ore production is down and rotation to technology-intensive manufacturing and energy transition with infrastructure investment is up 9% year-on-year, and private manufacturing investments are up 6%.
In addition, Chinese car exports were up 62%, as steel exports 30% year-on-year, which equates to about 80 million tonnes of iron ore. As we have discussed earlier this year, the bauxite trade from Guinea has developed into a steady long haul Capesize trade, predominantly into China.
This bauxite trade has dominated a total global Cape tonne mile with a staggering 12.5%. In addition, it's inversely seasonal to the iron ore trade from Brazil, which makes it tempting to assume that the coming Q1 will be more volatile and interesting than we've seen in many years.
We see an upside to this trade into 2024 and we will position large parts of our fleet accordingly. The supply side is still looking vastly compelling in the dry space. The total dry order book is around 8% of the total fleet and even more learning is the Capesize segment, where we have 5% of the total fleet ordered for newbuildings. Historically, this remains at an all-time low and combined with unusual low congestion is still suggests that the downside is priced already.
From 2023 to 2030, the dry bulk market is poised for steady growth, presenting ship owners and operators with numerous opportunities to capitalize on the increasing demand for raw materials. Here are some key factors shaping this growth:
Drybulk FFA (derivatives) up today.
Cape Dec&Q1 up 5-600$.
Pmx Dec&Q1 up 150/250
Smx Dec&Q1 up 150/275
BCI 5 T/C routes 180000 20029 -1421
BPI 5 T/C routes 82500 18075 353
BSI 10 T/C routes 58328 13712 164
BHSI 7 T/C routes 38200 11219 173
BDI INDEX 1755 -41
BCI 5 T/C routes 180000 20029 -1421
BPI 5 T/C routes 82500 18075 353
BSI 10 T/C routes 58328 13712 164
BHSI 7 T/C routes 38200 11219 173BDI INDEX 1755 -41
.. .. .
Kina krecu s rjesavanjem problema....
Damaged Chinese property shares soared in Hong Kong on Thursday after sources with knowledge of the matter informed Bloomberg of a "white list" of 50 developers Beijing believes qualify for financing.
The list, which includes several companies that have defaulted on their debt, is in the process of being finalized and, according to the news agency, can be sent out within days.
The Hang Seng Mainland Properties index ended up 6.3 percent, led by CIFI Holdings which rose a whopping 55 percent. Other winners included Sino-Ocean Group with a 28 percent rise, while Country Garden, Kaisa Group, Agile Group, Guangzhou R&F Properties and Logan Group all climbed 11-18 percent.
Iron ore prices have started to find a firmer environment with positive news on the Chinese economic stimulus drive. According to mining. Com news, iron ore experienced a remarkable rally, reaching its highest intraday price since February, driven by growing optimism about demand. The key steelmaking commodity rose by up to 2.3% in Singapore, after gaining 2% the previous day.
This momentum was fueled by an editorial in the state media on Tuesday, which emphasised that the funds from the one trillion yuan ($140 billion) bond issue recently announced by Beijing should be used immediately for construction projects.
BCI 5 T/C routes 180000 22216 2187
BPI 5 T/C routes 82500 18308 233
BSI 10 T/C routes 58328 13918 206
BHSI 7 T/C routes 38200 11658 439
BDI INDEX 1855 +100
Zanimljiv okret za prosinac
Cape +26,35%, preko 28k 👍🤜
BCI 5 T/C routes 180000 28071 5855
BPI 5 T/C routes 82500 18577 269
BSI 10 T/C routes 58328 14067 149
BHSI ti 7 T/C routes 38200 12062 404
BDI INDEX 2102 +247
Ćini se da indexi u Kini hvataju zamah i smanjuju diskrepancije
Cape +29.94%
