DRY BULK

    Fourth Consecutive Day of Large Chinese Purchase of US Corn

    • The United States Department of Agriculture (USDA) today reported sales of 800,000 tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st. Today marks the fourth consecutive day of 100,000 tons + sales to China. Prior to Tuesday's initial sale, no 100,000 ton+ US corn sales to China were reported since January 29th. As we have continued to stress in our work, US corn exports remain poised to surge during the next several months. This remains extremely encouraging for the dry bulk market
    Quote from gigic23

    Fourth Consecutive Day of Large Chinese Purchase of US Corn

    • The United States Department of Agriculture (USDA) today reported sales of 800,000 tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st. Today marks the fourth consecutive day of 100,000 tons + sales to China. Prior to Tuesday's initial sale, no 100,000 ton+ US corn sales to China were reported since January 29th. As we have continued to stress in our work, US corn exports remain poised to surge during the next several months. This remains extremely encouraging for the dry bulk market

    That brings the 4-day total sales to 3.9 million tonnes (153 mln bu) and total 2020/21 U.S. corn sales to China to at least 23.2 mmt (915 mbu).

    Quote from jasko
    Quote from jasko

    Trebali bi uskoro stići kontejneraše po vozarinama i po vrijednosti broda. Živi bili, pa vidjeli....... https://www.tradewindsnews.com/containerships…-day/2-1-981796

    Kako stvari stoje ne bih se čudio da ih stignemo.

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    na dobrom smo putu osim ako se nebi htjeli siliti preko svake mjere a to prije ili kasnije nosi svoje posljedice :?:

    dali je moguće da neće biti posljedica :/ pri profit iz tekućeg poslovanja nekih100milja + rast asseta od realno očekivanih 100 baksa po dionici :?:

    mislim uvijek vrijedi ništa nije nemoguće,može erupcija supervulkana,može asteroid,može se sunce ugasiti,mogu vanzemaljci ALI

    koliko je to realno :?: kolike su šanse da neće biti velikih ili još većih posljedica?

    rezime sljedi nekad ....

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    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

    The Chinese trade restrictions on Australian grains have created a situation that is perhaps not great for trade efficiency or indeed for some consumer prices. However, it is good news for shipowners in the dry bulk sector as cargoes have to travel further afield to find their buyers, with Australian farmers seeking new export markets and Chinese buyers forced to find substitutes for the next-door producer. In light of Australia’s move to request WTO to formally engage in the dispute, it would appear that Canberra sees the trade dispute dragging on and, hence, continuing to add to the global tonne-mile demand. The already strong mid-sized segments in the dry bulk market could therefore see continued support for healthy freight rates. https://www.breakwaveadvisors.com/insights/2021/…pute-with-china

    Strong sales of U.S. grains to Asian customers this marketing year has resulted in outstanding sales to Asia being around 3 times the historic average. This backlog of orders will boost tonne-mile demand, particularly for the Panamax segment, over the coming months.                              

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    Western Bulk sees firm market through 2021

    Handysize and supramax operator expects a firm dry bulk market this year based on strong demand indicators as the global economic rebound continues. That, coupled with low fleet growth makes for a promising mix

    Oslo-based operator expects demand from China and other Asian countries to support the Pacific market, while recovering demand from the rest of the world should help the Atlantic basin in the second half of the year......... https://lloydslist.maritimeintelligence.informa.com/LL1136195/West…et-through-2021

    S tim da pravi commodity supercycle na bazi infrastrukture jos nije ni krenuo.

    Do 2008 je sama Kina potegnula BDi do 11.000. Zamislite kad potegne nekoliko centara odjednom.

    Bolje je jeftino kupovati nego jeftino prodavati.

    Prikaz konjuktura i depresija na pomorskom tržištu od 2 svj. rata:

    - Prva konjuktura - od 1945. do 1948. g.

    - Prva depresija - od 1948. do 1950.g.

    - Druga konjuktura - od 1950. do 1952.g.

    - Druga depresija - od 1952. do 1954.g.

    - Treća konjuktura - od 1954. do 1957.g.

    - Treća depresija - od 1957. do 1964.g.

    - Četvrta konjuktura - od 1964. do 1966. g.

    - Četvrta depresija - od 1966. do 1967. g.

    - Peta konjuktura - od 1967. do 1970. g.

    - Peta depresija - od 1971. do 1972. g.

    - Šesta konjuktura - od 1972. do 1973. g.

    - Šesta depresija - od 1974. do 1978. g.

    - Sedma konjuktura - od 1979. do 1981. g.

    - Sedma depresija - od 1982. do 1986. g.

    - Osma konjuktura - od 1987. do 1989. g.

    - Osma depresija - od 1990. do 1991. g.

    - Deveta konjuktura - od 1991. do 1995. g.

    - Deveta depresija - od 1996. do 2002. g.

    - Deseta konjuktura - od 2003. do 2008. g

    - Deseta depresija - od 2008. do 2020. g

    - Jedanesta konjuktura -od 2020 do

    8)

    crni scenarij 2023

    srednji scenarij 2025

    najbolji scenarij 2030 (još sam dužan zašto,nisam zaboravio ali nije još vrijeme,držim da će mi biti tolerirano jer je razlog opravdan)

    možda i griješim,nebi bilo...

    p.s.

    i u crnom scenariju ima dovoljno vremena i za vatromet iz kategorije once in a....

    u ostalima scenarijima još izglednije + još izgledniji jači intenzitet

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

    Braemar ACM The Big Picture: Chinese Economic Policy

    Last week, China’s National People’s Congress approved the country’s 14th Five-Year Plan, setting out the long-term direction of the economy. We summarize the key points that will affect the dry bulk market.

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

    ASEAN countries all set to ramp up steel capacities in the coming years

    ASEAN is one of the fastest-growing emerging markets in the world, especially for the iron and steel industry.

    i "hoće li svijet stati?" aaaako bi kina....

    #1135

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...