Prompt Capesize FFAs surged in late trading after a weak start. Talks of Vale taking 8-10 ships & fixture ex-Bra at $30k+ (vs spot $27k) lured out willing buyers. Expect a strong BCI at noon tomorrow, supporting share prices
DRY BULK
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Cape Q2 closing for the first time above 30k
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Panamax 4 Time Charter Average
Spot 21674
MTD 18807
YTD. 17421
Supramax 10 Time Charter Average
Spot 21177
MTD 19986
YTD. 17169
Handysize 7 Time Charter Average
Spot 18458
MTD 18825
YTD. 16964
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Brazil: Vale's iron ore production up 14% y-o-y in Q1 CY'21 https://www.steelmint.com/intel/brazil-v…in-q1-cy21-5367
https://www.steelmint.com/insights/Vale-…Q1-CY-21-218795The content cannot be displayed because you do not have authorisation to view this content. The content cannot be displayed because you do not have authorisation to view this content. -
Prompt Capesize FFAs surged in late trading after a weak start. Talks of Vale taking 8-10 ships & fixture ex-Bra at $30k+ (vs spot $27k) lured out willing buyers. Expect a strong BCI at noon tomorrow, supporting share prices
The content cannot be displayed because you do not have authorisation to view this content. okret za 180
iz današnjih -1000 u +1000
očit je strah da neće uskoro biti dostupne tonaže.
a tko zna bolje od Vale-a?
dokaz da je pad desetogodišnjeg BDI vrha izgledno gotova stvar
hmmm....
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Info sa "drugog" foruma, od kolege Jaska, koji je uvijek bio vjerodostojan.
"Već je počelo uništavanje budućnosti.
Prošli tjedan naručeno 12 newcastlemaxa po 210.000 dwt= 2.54 milijuna tona.
Isporuka 2023.
2 ultramaxa 61k, oldendorff, isporuka 2022.!!!
Info je Golden Destiny weekly report 16.4.2021."
Info je sa ovog foruma i glasi ovako;
Delivery from Q3 2023!
Sounds like there won't be much increase in supply the next two years.
kolega Budfox, vidim da si opet pobrkao lončiće. kolega lapad je to napisao, a ne ja. https://www.poslovni.hr/forum/tema/bdi…cnosti/page/458 Ovo je jedini nick koji koristim na svim forumima.
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China Imported Iron Ore Price Hits 10-Year High: Benchmark 62% imported iron ore price rose by $ 4.76 to $ 180.01 a tonne on Monday....
Iron ore rose by US$6.55 or 3.6% to a 10 year high of US$ 187.75 a tonne.
Prompt Capesize FFAs surged in late trading after a weak start. Talks of Vale taking 8-10 ships & fixture ex-Bra at $30k+ (vs spot $27k) lured out willing buyers. Expect a strong BCI at noon tomorrow, supporting share prices
O DA...zna Vale zašto tako,zna,zna...
nastavak rasta cijene za iron ore ali kakav nastavak,nema tu na druga,prva decimala
rekordom preko rekorda,muški ...
danas su dry bulkeri vani u korekciji jer je prvotni signal bio okret BDI po FFA capesizeali na kraju neočekivani preokret i to žestoki u plus.
sutra bi mogla biti zanimljiva trgovina.
p.s.
još malo kamiice za laku noć i za NEmokre snove.
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GFI on Capesize:”There have been several Cassandra's in the market of late suggesting index rates in excess of 40k were imminent; while some way off yet the momentum is building and the naysayers are becoming less vociferous.”
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Ovako će i naši panamaxi za koji mjesec............. 1-year panamax containership charter rates are now above $40k/day
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Brodarski analitičar Petter Haugen vjeruje da postoji velika vjerojatnost da će 2021. godine stope Capesize popeti na preko 100 000 USD dnevno. https://finansavisen.no/nyheter/shippi…-capesizeratene
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Bolje da se polako dize do te vrijednosti kroz 2-3g. Nego da brzo naraste pa zvekne opet dolje... ma u biti nek ostane na ovakvim vrijednostima sljedecih 10g. Super...
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Ja sam vječiti optimist, ali ovo što se trenutno iznosi debelo nadmašuje moj optimizam... 🙂
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kad misliš da ne može gore ili bolje ovisno o načinu konzumiranja slobode izbora
ide žestoko otvaranje u plusu na FFA
The content cannot be displayed because you do not have authorisation to view this content. Ovo stvarno izgleda bolesno dobro.
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Mind the gap!
May Cape trading up to $35K on London open
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kad misliš da ne može gore ili bolje ovisno o načinu konzumiranja slobode izbora
ide žestoko otvaranje u plusu na FFA
The content cannot be displayed because you do not have authorisation to view this content. Ovo stvarno izgleda bolesno dobro.
već duže vrijeme se opetovano upozorava da je linija balansa između supplya i demanda nevjerojatno tanka i da je tendencija kretanja prema krajnostima.
već i vrapci pjevaju koliko puta je apostrofiran ovdje nikad u povijesti niži orderbook(5,6%),jaaako dugo neviđen očekivani rast demanda,nove regulative koje će usporiti brodove,scrapati stariju tonažu....
pakira se perfect storm u kojem će se istovremeno sinergizirati više jakih poluga.
oni koji imaju problema sa preuzimanjem ovakvih risk reward omjera moja dobronamjerna sugestije je bolje da se ostave burze i da oroče na štednju koja ostvaruje realno neg prinos,da zazidaju,zakopaju,zašiju...
burza avg hrvatu ne valja jer je "kocka" pa mi hrvati nosimo 2mlrd kn godišnje u kladinice,toliko trošimo i na opijate....
avg hrvat troši na tisuće sati godišnje na gledanje utakmica,sapunica ali nema se 10 sati godišnje za vl fin opismenjavanje.
da je nasušno potrebno uvesti fin opismenjavanja od 1.raz osnovne škole odmah ili ovom narodu sljedi crni scenarij,upozoravam i ponavljam duži niz godina.
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short t/a r/v via narvik done on voyage 45-47k region
index 25k
early index calls #drybulk #shipping #Capesize +3000 to +4000
Capes Index $28652: Apr 29000 +850 May 35000 +2600 June 31300 +2150 Q2 31750 +1850 Q3 28150 +1100 Q4 24800 +1050 Cal22 19350 +500 Cal23 17700 +200
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BHP sees full-year iron ore output near upper end of forecast
BHP Group Ltd (BHP.AX), said on Wednesday it expects annual iron ore production at the upper end of its forecast, although bad weather and
i ostali će se polomiti da isporuče maximalno
Big news in shipping emissions just now: US special presidential envoy for climate @JohnKerry just said the United States will push @IMOHQ to adopt a net zero emissions target by 2050.
Current IMO target is minimum 50% GHG emissions reduction by 2050 compared to 2008.
USA bitno podiže ljestvicu,svi brodari koji trenutno razmatraju novogradnju umjesto SH trebali bi se zamisliti nad ovim.
očito da dominantna večina to i čini a nakon ovog će još i više.
to će značajno prigušiti orderbook
AP Moller Maersk halts buying of ships without zero carbon capability
Singapore — One of the world's largest shipping companies by fleet size, AP Moller Maersk, has halted purchase of container ships that are unable to totally eliminate carbon emissions, a top company official said late April 20.
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Spot iron ore price jumped to a 10-year high since Feb 2011, amid concentrated demand for mainstream medium to high-grade fines from Chinese buyers. The price for Fe 62% fines yesterday surged by $6.55/t to $187.75/t CFR China. https://www.steelmint.com/intel/spot-iro…from-china-5382
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