koji rast commoditiesa?

u godinu dana,malo više.

nnništa poooosebnooo

dobar presjek gdje smo i u kojem smjeru idemo po pitanju cijena commoditiesa i vozarina.

The Baltic Exchange's main sea freight index extended gains for a fourth straight session and rose 2.8% to 1,829 on Friday, its highest since January 21st. The capesize index, which tracks iron ore and coal cargos climbed 6.6% to 1,784, its highest level since February 18th; and the panamax index, which measures coal or grain cargos increased 1.3% to an over one-week peak of 2,241. Meantime, the supramax index added 12 points to a new record high of 1,917. The Baltic Dry Index jumped 9% in the first week of March.

CNY je iza nas,malo je tko očekivao ovakvu lakoću prevladavanja poslovično najveće prepreke u godini.

situacija je bitno bolja nego se čini na prvu jer capesize štopa.hmmm.....

nije teško predvidjeti što će se dogoditi kada capesize povuće gore.

novi vrhunci su neizbježni jednako kao i novi rekordi a već su pali oni iz kategorije 10-15years.

ovo je početak onog što će trajati min 2 godine a ni bitno duže od toga nebi bila senzacija.

"bitno" u prijevodu = 5 do 10g.

kako i zašto?

sve je javno dostupno baš kao što je bilo ono na temelju čega je ovo danas što svjedočimo,participiramo zar ne?

samo treba zagrebati ispod površine

na pravom mjestu naravno

zato smo tu?

pomalo,samo strpljivo i ,....

nećemo sve aševe odmah ispucati,posebice ako treba dokrcati brod kada nam već neki na silu guraju pod nos "once in a lifetime opportunity"

daleko je dan za iskrcaj ali se sada nudi prilika ukrcaj iz snova.

možda i griješim,nebi bilo...

piratski pozdrav

and now,let the games begin!

citius altius fortius

sapienti sat

• The Senate voted along party lines to approve the stimulus package.
• The Democratic-led House now plans to vote on the Senate legislation Tuesday so that President Joe Biden can sign it into law early in the week.
• This avoids the complicated step of trying to sort out differences between the two chambers in conference committee.

#127

"with dry bulk likely to be a contender for the top beneficiary spot"

Quote from migra

Quote from jasko

Bidenomics: Will Shipping Benefit?

Increasing investments in infrastructure and green-energy facilities will fuel the demand for dry bulk materials, such as iron ore, steel and cement.

...The new President has also proposed a new economic stimulus programme worth almost two trillion dollars, which is equivalent of nine percent of the pre-COVID19 GDP and among the largest of any other stimulus package in the past. ...

...it appears more likely that the much-needed infrastructure investments will occur out of necessity. A strong boost in infrastructure spending would be very good news for the shipping industry, with dry bulk likely to be a contender for the top beneficiary spot. Increasing investments in infrastructure and green-energy facilities will fuel the demand for dry bulk materials, such as iron ore, steel and cement.

o ovome smo dosta ovih dana,a gdje je još ostatak svijeta,primarno će u infrastrukturu koja je veliki potrošač commoditiesa.

sve će se preklopiti sa nikad manjim orderbookom u zadnjih 30 g.

tko to želi propustit po vl izboru neka mu.

NO THANKS,moja koža je dosta već toga istestirala,sada je vrijeme za moju naplatu uloženog,naučenog

+ vidio,svjedočio sam i puno toga istestiranog na tuđoj koži

Display More

sapienti sat ili nnnništa poooosebnooo?

https://www.cnbc.com/2021/02/1…ch-on-infrastructure.html

• Biden warned a bipartisan group of senators in a meeting Thursday that China is aggressively outpacing the United States on infrastructure.
• “They’re investing a lot of money, they’re investing billions of dollars and dealing with a whole range of issues that relate to transportation, the environment and a whole range of other things,” Biden said.

hmmm...

zanimljivo?

nije zlato sve što sija?

tehničari ima ovdje posla za vas

a tema je dry bulk BEZ CENZURE

raspalite i sa malo dužim horizontom unazad i naprijed jer čini mi se da tu ima...

CHINA JAN.-FEB. IRON ORE IMPORTS RISE 2.8% Y/Y TO 182M MT....

48 ships with Australian coal still stranded off China’s coastline ...

Ports in Asia working at 100% 24/7 whereas in the US ports are operating only at 60% , as a result transpacific trade is bottlenecked on the US west coast....

Imported scrap #prices in Turkey continue to rally in recent deals

Australian coking coal #prices drop on dampened market sentiment

China Feb Exports rise 154.9% YoY in USD term, Jan-Feb exports up 50.1% YoY in CNY term(consensus 27.3%).

Feb imports rise 139.5%, Jan-Feb imports rise 22.2% in USD term(consensus 16%).

Feb trade surplus ¥247.28 billion yuan, Jan-Feb ¥334.41 billion yuan

World #Container Index Up 232.6% Y-o-Y

ovo su spojene posude i tsunami dolazi,već je počeo dolaziti

https://globalmaritimehub.com/report-present…-index-february

The global shipping index continued its rise in Feb-21, jumping by a further 9.6% month-on-month to 131.82 points. The index is now substantially higher than at any time since its inception and coincides with significant increases across many trades.

i ovaj tjedan počinje sa hot,hot,hot ili pec,peec,peeec..... ?hmmm...

prošli tjedan su capesize na far east rasli brže od BCI

do arbitraže mora doći,neizbježno je.

i danas temelji za to pa.....

capesize je poznat po tome da kreće sporije nakon CNY u odnosu na ostale klase,dokaz u prilogu.

futuresi bez znakova umora,više nego odlično za ovu sezonalnost.

sada već cijeli 1H ispunjen sa odličnim vozarinama a tek capesize treba podići tsunami koji diže sve brodove a večina se i dalje sili preko svake mjere?

hmmm...

i ovaj tjedan počinje sa hot,hot,hot ili pec,peec,peeec..... ?hmmm...

prošli tjedan su capesize na far east rasli brže od BCI

do arbitraže mora doći,neizbježno je.

i danas temelji za to pa.....

capesize je poznat po tome da kreće sporije nakon CNY,dokaz u prilogu.

iako i ovaj opravak je bitno brži od uobičajenog pa i to nemalo govori zar ne?