DRY BULK

BCI 5 T/C routes 180000 38082 1607
BPI 5 T/C routes 82500 17968 -470
BSI 10 T/C routes 58328 16280 -284
BHSI 7 T/C routes 38200 16116 208

BDI INDEX 2551 +42

Ovo je velika vijest: Maersk je upravo objavio da više ne šalje svoje brodove kroz Crveno more

Prije četiri dana protubrodska krstareća raketa lansirana iz Jemena, s područja pod kontrolom Hutija, pogodila je komercijalni tanker

www.jutarnji.hr

hm, ako i brodovi za rasuti teret krenu njihovim stopama, gdje će vozarine

3 broda su napali zadnja dva dana. Euromav blizu iste odluke.

Hapag-Lloyd reportedly halts Red Sea shipments

German container company Hapag-Lloyd AG announced that it will suspend all shipments via the Red Sea until December 18 due to recent attacks on its cargo vessels by Yemeni Houthis projectiles, Lloyd's List reported on Friday citing a company spokesman.

"Hapag-Lloyd is pausing all containership traffic through the Red Sea until Monday...Then we will decide for the period thereafter," the spokesman told the journal.

Earlier today, Danish AP Moller-Maersk A/S revealed it would temporarily pause its vessels' transit through the Red Sea.

Ovi izgleda gađaju svakog u dometu, očekivane reakcije kompanija, ali imati će globalan utjecaj sve skupa...

Zanimljivo da se uz već poznatu situaciju s Panamskim kanalom sve posložilo i s hladnim valom u Kini koji je najjači posljednjih desetljeća

https://www.reuters.com/world/china/freezing-temperatures-snow-ice-blanket-china-shutting-highways-2023-12-15/

Brodari su lijepo poskočili zbog napada Huta u Red sea.

NMM,NM,SB,SBLK,SHIP,DSX,EGLE,ESEA,GNK,GOGL,CTRM,GRIN,TOPS,ZIM,GSL,NAT,EDRY,CMRE,DAC | Stock Prices | Quote Comparison - Yahoo Finance

View and compare NMM,NM,SB,SBLK,SHIP,DSX,EGLE,ESEA,GNK,GOGL,CTRM,GRIN,TOPS,ZIM,GSL,NAT,EDRY,CMRE,DAC on Yahoo Finance.

finance.yahoo.com

Nasi ce toliko u minus 🫣🤣🤣🤣

Al bome ako pocnu vozit oko Afrike neko vrijeme, bit ce tu svega 🤔

BCI 5 T/C routes 180000 32639 -1468
BPI 5 T/C routes 82500 17155 59
BSI 10 T/C routes 58328 15608 -78
BHSI 7 T/C routes 38200 16331 -9

BDI INDEX 2288 -60

Nije bas dry vise kontenjeri ali utjece ponesto i na dry, iako izgleda da za sad najveci benefit imaju kontenjeri

Panama Canal transits plunge as larger ships are turned away

Panama’s drought initially affected transits through the smaller locks. The pain has now spread to the larger Neopanamax locks.

www.freightwaves.com

Panama Canal transits plunge as larger ships are turned away

Quote from StatusQuo

Nije bas dry vise kontenjeri ali utjece ponesto i na dry, iako izgleda da za sad najveci benefit imaju kontenjeri

https://www.freightwaves.com/news/panama-ca…4791J7339167J2Y

Panama Canal transits plunge as larger ships are turned away

Baš na dry najprije i najviše utječe. Imaš u tablici. Broj njihovih tranzita se prepolovio. I to zato jer kontejneri, LNG i tankeri imaju veći prioritet kod tranzita. Prema najavama taj broj tranzita bulkera trebao bi padati i dalje.

Grain Export Routes
The Panama Canal is the most direct route for
U.S. grain exports from the U.S. Gulf to East
Asia (fig. 2). Traveling at an average of 12 knots
(and assuming no delays), a voyage between
New Orleans and Tokyo, Japan, via the Panama
Canal takes about 32 days. At the same speed,
the same voyage takes 50 days via the Suez
Canal; and 54 days via the Cape of Good Hope.

Da u pravu si na brzinu sam otvorio clanak nisam ga stigao ni procitati pa sam zakljucio unaprijed valjda povezujuci s suez kanalom u glavi 😂

Ameri se ocito ne zure ovo sad rijesit s suezom i hutima valjda gledaju na ovo kao prirodne sankcije kinezima

Nema nista novo osim ovoga.

Jefferies: Should ships avoid the Red Sea and sail around the Cape of Good Hope, the utilization impact would be significant with the biggest impact in containers and tankers. We estimate current container fleet utilization at a weak 77%, but would surge to 88%. Product tanker utilization is already high at 95% and would jump to 101%. Crude tankers would jump from 86% to 90%, LNG would rise from 84% to 88%, dry bulk would rise from 82% to 85% and LPG would rise from 92% to 95%.

plan je svu trgovinu preseliti na ovu rutu dolje

Quote from Manu

a onda počinje cirkus u Južnom kineskom moru

ima i ova varijanta.

  The United States Department of Agriculture (USDA) has released their latest grain export forecast and is now predicting that global coarse grain, wheat, soybean, and soymeal exports (soybeans and soymeal are not classified as grain) in 2023/24 will collectively total 687.8 million tons. This is 6.4 million tons (1%) more than was predicted a month ago and would mark a year-on-year increase of 8.3 million tons (1%).

Even More Grain Exports Expected Globally — Breakwave Advisors

Grain will continue to serve as the dry bulk market’s largest volume

www.breakwaveadvisors.com

BCI 5 T/C routes 180000 30936 -1703
BPI 5 T/C routes 82500 17231 76
BSI 10 T/C routes 58328 15491 -117
BHSI 7 T/C routes 38200 16259 -72

BDI INDEX 2219 -69

čitam svakakve i kojekakve prognoze vezano uz brodare, i velika većina njih vidi masu problema što aktualnih što potencijalnih i značajan rast vozarina.

a one po svome ako izuzmemo zadnjih mjesec-dva!