DRY BULK

BCI 5 T/C routes 180000 18608 3243
BPI 5 T/C routes 82500 13946 514
BSI 10 T/C routes 58328 11328 13
BHSI 7 T/C routes 38200 10692 15

BDI INDEX 1503 +146

Kineska nova godina pred vratima, a indexi ne padaju 🤟

Definitivno ni kinezi nisu sto su bili. Uz ovo kruzenje oko afrike, bit ce zanimljivi sljedeci kvartali

Panamax locks: Dry bulk transits drive drop
Transits via the Panamax locks fell 4.3% in December versus November, compared to a 19.3% sequential fall in November.

Dry bulk shipping was the primary driver of declines yet again last month, with a 31% sequential drop in transits in December following a 47% sequential collapse in November.

The fourth quarter marks the peak of U.S. exports of soybeans to Asia, with those volumes bolstered by continued exports of corn and wheat.

Agribulk cargoes are carried aboard Panamax-size or smaller vessels due to terminal restrictions in both the U.S. Gulf and Asia.

Panamaxes laden with U.S. farm exports shifted from Panama to the Suez Canal route in the fourth quarter of 2023. These ships have continued to ply this route despite attacks in the Red Sea, although diversions to the Cape of Good Hope are now starting to pick up, following attacks on two U.S.-owned bulkers in the past week.

i koji sad zaključak izvući uz toliko kontradiktornih informacija?

Nema tu nikakvih kontradiktornih informacija. Zaključak je da je tranzit bulkera kroz Panamski kanal Dec vs Oct manji za 63% ili 104 broda iako je prijevoz žita iz zaljeva u prosincu najveći. Znači da su svi ti brodovi išli dužim putem preko Atlantika povećavajući ukupan iznos prevezenih tonskih milja. A veći broj tonskih milja na sveukupnu svjetsku flotu znači više vozarine. Prosto ko pasulj.

Evo malo povjesne tatistike. Prosjeci BDI i i BCI vozarina za 21 dan u siječnju od 2011 - 2024 godine, ukljućivo i nedjelju 21.01.

Quote from D_artagnan

Uff…. Imas starije, tamo oko 2007. Kad su vozarine bile bas bolesno visoke

Neznam koliko su ovi iz ATPL uprave dobili sastrane za svoje dionice, ali mogli bi i oni glavom u zid lupat za godinu, dvije sta su si napravili

A evo.,.....da zagoloca maštu 🙂🤠

Clarksonsov izračun učinka putovanja oko Afrike prema sektorima

Kineska centralna banka ima uskoro konferenciju o tome kakvim mjerama misli napumpati ekonomiju. 😁

BCI +2,19%. . Ajmo promatrat

Drybulk FFA (derivatives) pushing up today.........

Mozda zbog ovog....

China's central bank announces policy easing as it seeks to boost growth

China pledged to reduce the amount of liquidity that its banks are required to hold as reserves early next month in its bid to boost its struggling economy.

www.cnbc.com

BCI t 5 T/C routes 180000 17787 375
BPI 5 T/C routes 82500 14968 455
BSI 10 T/C routes 58328 11546 188
BHSI 7 T/C routes 38200 10755 34

BDI INDEX 1507 +34

China's Steel Output Rebound Continues; Coastal Coal Freight Rates Up By Largest Amount Since Mid-December; RRR Cut Helpful But Not Needed For Dry Bulk

• While it has been widely reported today that China has announced it will be lowering its reserve ratio requirements (RRR) for banks effective February 5th, much less widely reported today is that steel production is already continuing to rise. New data released from the China Iron and Steel Association (CISA) today shows that daily crude steel output at large and medium-sized mills averaged 2.09 million tons during January 11 - January 20. This is 3% higher than was seen during the first ten days of January and is up year-on-year by 8%. Significant is that this marks the highest production average seen since the middle of September, and the year-on-year growth is the highest seen since the middle of August.
• It remains significant to us, and still not widely recognized among various experts and media, that China's steel output is faring this well despite various issues in China's economy. Similarly, China's overall dry bulk import demand remains quite strong. A major theme in our work last year was that huge excess in housing supply is not at all serving as a detriment to China's dry bulk import demand, and we remain bullish this year for China's demand regardless of the many issues that China is facing including the extreme housing oversupply. Reserve ratio requirements for banks being cut will only help to further assist various shipping and commodity markets.
• Separately, also of note today is that Chinese coastal coal freight rates rose by 1.7%. This marks the largest increase seen since December 14th and is only the third time all year that rates have increased (rates increased by a small amount yesterday and on Monday).

Quote from jasko

BCI t 5 T/C routes 180000 17787 375
BPI 5 T/C routes 82500 14968 455
BSI 10 T/C routes 58328 11546 188
BHSI 7 T/C routes 38200 10755 34

BDI INDEX 1507 +34

Kolega jos koji dan vi stavljate nove update-ove. U vremenu oko kineske nove godine BudFox vam je dao godisnji i on ce obavljati taj posao.

BCI 5 T/C routes 180000 17298 -489
BPI 5 T/C routes 82500 15209 241
BSI 10 T/C routes 58328 11677 131
BHSI 7 T/C routes 38200 10740 -15

BDI INDEX 1499 -8

Eurodry Ltd. $EDRY's Presentation
                                                                                                                                                                                Eurodry Ltd. (EDRY) Update & Outlook - Capital Link Presentation Series | 1.23.24 (youtube.com)

Uposlenost flote prema sektorima. Produkti su uspjeli probiti magičnu granicu.

BCI 5 T/C routes 180000 17708 410
BPI 5 T/C routes 82500 15263 54
BSI 10 T/C routes 58328 11711 34
BHSI 7 T/C routes 38200 10735 -5

BDI INDEX 1519 +19

Izgleda da je neki brod pogođen ali ovsj put ozbiljnije nego prije..