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DRY BULK

  • migra
  • January 16, 2021 at 10:18 AM
  • jasko
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    • April 20, 2021 at 8:10 PM
    • #1,641

    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

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  • jasko
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    • April 20, 2021 at 8:26 PM
    • #1,642

    Cape Q2 closing for the first time above 30k

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  • jasko
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    • April 20, 2021 at 9:15 PM
    • #1,643

    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

  • jasko
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    • April 20, 2021 at 9:45 PM
    • #1,644

    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

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    https://www.steelmint.com/insights/Vale-…Q1-CY-21-218795
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  • migra
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    • April 20, 2021 at 10:05 PM
    • #1,645
    Quote from jasko

    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

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    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....

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

  • jasko
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    • April 20, 2021 at 11:27 PM
    • #1,646
    Quote from jasko
    Quote from BudFox

    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."

    Display More

    Info je sa ovog foruma i glasi ovako;

    Quote from jasko

    Delivery from Q3 2023!

    Sounds like there won't be much increase in supply the next two years.

    https://www.tradewindsnews.com/bulkers/eastern-pacific-and-h-line-ink-800m-dual-fuel-rio-tinto-bulker-deal/2-1-99

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    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.

  • migra
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    • April 20, 2021 at 11:31 PM
    • #1,647
    Quote from migra

    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 capesize

    ali 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. :saint:

    Files

    ScreenShot915.jpg 40.25 kB – 0 Downloads image_2021-04-20_233108.png 87.97 kB – 0 Downloads

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

  • jasko
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    • April 20, 2021 at 11:36 PM
    • #1,648

    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.”

  • jasko
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    • April 20, 2021 at 11:50 PM
    • #1,649

    Ovako će i naši panamaxi za koji mjesec............. 1-year panamax containership charter rates are now above $40k/day                                                                                                                                                            

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  • migra
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    • April 20, 2021 at 11:58 PM
    • #1,650

    "we will see capesize spot rates with a "5" in front in the next six months"

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    ScreenShot917.jpg 47.99 kB – 0 Downloads

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

  • jasko
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    • April 21, 2021 at 12:15 AM
    • #1,651

    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

  • D_artagnan
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    • April 21, 2021 at 8:16 AM
    • #1,652

    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...

  • maratonac
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    • April 21, 2021 at 8:42 AM
    • #1,653

    Ja sam vječiti optimist, ali ovo što se trenutno iznosi debelo nadmašuje moj optimizam... 🙂

    Nešto mi govori da ćemo danas UP! :thumbup:

  • migra
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    • April 21, 2021 at 9:03 AM
    • #1,654

    kad misliš da ne može gore ili bolje ovisno o načinu konzumiranja slobode izbora

    ide žestoko otvaranje u plusu na FFA


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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...

  • tizian1
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    • April 21, 2021 at 9:10 AM
    • #1,655
    Quote from migra

    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.

    :thumbup:

  • jasko
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    • April 21, 2021 at 9:20 AM
    • #1,656

    Mind the gap!

    May Cape trading up to $35K on London open

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  • migra
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    • April 21, 2021 at 9:33 AM
    • #1,657
    Quote from tizian1
    Quote from migra

    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.

    :thumbup:

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    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.

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

  • jasko
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    • April 21, 2021 at 9:48 AM
    • #1,658

    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

  • migra
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    • April 21, 2021 at 10:02 AM
    • #1,659

    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 :thumbup:

    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.

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

  • jasko
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    • April 21, 2021 at 10:38 AM
    • #1,660

    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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