Kineski komunisti su najjaci debili na svijetu. Kad kupac umisli da moze odredjivati cijenu onog sto kupuje... Hahahahaha. Totalno novu fiziku su izmislili.
Pretpostavljam da znaš hrpu kineskih komunista i radio si nekakav IQ test na nima? Strašno kako "naši" ljudi degradiraju sve ostale, lijepe etikete. Ili misliš da smo mi superpametna i bogata nacija možemo povući npr most Shangai-štazajnamgdje? Trebamo im se diviti a ne ih nazivati debilima
Kineski komunisti su najjaci debili na svijetu. Kad kupac umisli da moze odredjivati cijenu onog sto kupuje... Hahahahaha. Totalno novu fiziku su izmislili.
Mozes ako si najveci kupac pa sam mozes regulirati potraznju i time utjecati na cijenu. Jos je veca fora sto su komunisticna drzava pa se ne moraju uvijek voditi nekakvom trzisnom logikom, vec se mogu kratkorocno zaigrati sa ciljrm dugorocnom boljitka. Tako rade sve ove godine, zato su i postali vodece gospodarstvo svijeta.
Kina može upravljati cijenom željezne rudače jer:
Uvozi 70% svjetske proizvodnje.
Upravaljati ne može, može je kratkoročno korigirati na ušrtb državnih zaliha, koje će ponovo nabavljati po većoj cijeni.
Pritom, riskiraju nove poremećaje. Toliko puta krivo odrađeno u povijesti, a i dalje se ponavlja.
Neznam kako će futuresi reagirati sljedećih par dana, ali minusi su već manji nego prije nekoliko sati.
Očekivao sam veću korekciju cijene, koje još nema. Možda bude sljedećih dana...
Shvatit cete na FI Q2 zasto nema pada cijene, trenutne vozarine govore same za sebe, malo tko ovo zeli prodavati, bar do tog FI.
Ja osobno ne izlazim više, još danas nadokupio.Vjerovatno do kraja godine...a možda i iduće godine.Dva puta sam izaša i nisam se baš proslavija...
Ja osobno ne izlazim više, još danas nadokupio.Vjerovatno do kraja godine...a možda i iduće godine.Dva puta sam izaša i nisam se baš proslavija...
a Milo naše, pa jednom se moraš proslaviti i izlaskom, nemoj kasniti 
Ima li netko današnji index za capove....
Baltic #Capesize index -4% to $33415 - 1515
Brazil/China -6% to $32k/d
IMO's Marine Environment Protection Committee (MEPC 76), meeting in a remote session from 10 to 17 June 2021, adopted amendments to the International Convention for the Prevention of Pollution from Ships (MARPOL) Annex VI that will require ships to reduce their greenhouse gas emissions.
The new measures will require all ships to calculate their Energy Efficiency Existing Ship Index (EEXI) following technical means to improve their energy efficiency and to establish their annual operational carbon intensity indicator (CII) and CII rating. Carbon intensity links the GHG emissions to the amount of cargo carried over distance travelled.
The amendments to MARPOL Annex VI (adopted in a consolidated revised Annex VI) are expected to enter into force on 1 November 2022, with the requirements for EEXI and CII certification coming into effect from 1 January 2023. https://www.imo.org/en/MediaCentre…ges/MEPC76.aspx
BCI 5 T/C routes 180000 33415 -1515
BPI 5 T/C routes 82500 31897 -125
BSI 10 T/C routes 58328 30819 520
BHSI 7 T/C routes 38200 25170 194
BDI Index 3218 -49
Freight futures am update
Capesize down ~7%
Panamax down ~2%
Preokret na suprama
Power Loads in Southern China Set Records During Three Consecutive Days This Week
have been chartered-out for 35 – 36 months at an average rate of approximately $41,723 net per day. The charters have the following structure: The first year is chartered-out at $54,313 net per day, the second year at $45,425 net per day and the remaining 11 months of the minimum period at $23,972 net per day. have been chartered-out for 35 – 36 months at an average rate of approximately $41,723 net per day. The charters have the following structure: The first year is chartered-out at $54,313 net per day, the second year at $45,425 net per day and the remaining 11 months of the minimum period at $23,972 net per day.
https://finance.yahoo.com/quotes/gogl%2C…%2Cgnk/view/v1/
Ako zaboravim neka me netko podsjeti da iduci put prije FED-a sve prodam 
“The supply constraints are relatively insulated from the language of the Fed in a given meeting. China can push around prices in the short-term by releasing reserves, but they don’t control markets.”
Kinezi se bave sitnim burekstiniranjem.
Nece proci.
Bulkers, bulkers, bulkers...buyers continue to step up and prices and charter rates remain firm. This week there was an increase in activity in the Kamsarmax and Panamax segments. The Tess 82 BWTS fitted M/V "PEAK LIBERTY" / "PEAK PE GASUS (82,000 DWT/Built 2015 & 2013 at Tsuneishi in Japan) have now been reported sold for $26.75 mill. and $24.75 mill. which is higher than recent reports. The M/V "KAGARA" (78,129 DWT/Built 2013 at Shin Kurushima in Japan -- BWTS fitted) has been sold f or $22 mill. basis delivery in JulyAugust. Compared with the end April sale of the sister M/V "NORD SIRIUS" (78,095 DWT/Built 2012 at Shin Kurushima in Japan BWTS fitted, SS/DD due 11/2022) at region $19.7 mill.
Dobar clanak na temu kineskog pritezanja kreditiranja.
China's Credit Impulse Just Turned Negative, Unleashing Global Deflationary Shockwave
https://www.zerohedge.com/markets/chinas…onary-shockwave
The credit tsunami unleashed in 2020 to offset the covid shutdowns is fading fast, local economic growth is fading fast and the deflationary shockwave triggered by China's shrinking credit impulse is about to sweep across the globe.
The slowdown in China's credit should not come as a surprise after we reported one month ago that China’s central bank had asked the nation’s major lenders - which are all at least partially state-owned which means it wasn't 'asked' but rather 'ordered' - to "curtail loan growth for the rest of this year after a surge in the first two months stoked bubble risks."
..."important though the US is, China also needs to be watched closely, especially with regards to global commodity prices and the role they have played in driving inflation higher. In that sense, maybe the current commodity driven inflation fears will dissipate just like they did in the aftermath of the 2008 GFC."
Looking ahead, with high correlations and short lag times, Chinese interest rate swaps and industrial metals should be the first assets to be adversely impacted by the topping of the Chinese credit impulse.
The mining and industrial sectors also have short lag times, but their correlation is slightly lower. The other highly correlated group of assets, including eurozone banks, also gets strongly affected by credit impulse, but the rather large lag time opens the door for other factors to influence the price action of these assets as well.
Dry Bulk Market Could Be Headed Back to 2008 https://www.hellenicshippingnews.com/dry-bulk-marke…d-back-to-2008/
Display MoreDobar clanak na temu kineskog pritezanja kreditiranja.
China's Credit Impulse Just Turned Negative, Unleashing Global Deflationary Shockwave
https://www.zerohedge.com/markets/chinas…onary-shockwave
The credit tsunami unleashed in 2020 to offset the covid shutdowns is fading fast, local economic growth is fading fast and the deflationary shockwave triggered by China's shrinking credit impulse is about to sweep across the globe.
The slowdown in China's credit should not come as a surprise after we reported one month ago that China’s central bank had asked the nation’s major lenders - which are all at least partially state-owned which means it wasn't 'asked' but rather 'ordered' - to "curtail loan growth for the rest of this year after a surge in the first two months stoked bubble risks."
..."important though the US is, China also needs to be watched closely, especially with regards to global commodity prices and the role they have played in driving inflation higher. In that sense, maybe the current commodity driven inflation fears will dissipate just like they did in the aftermath of the 2008 GFC."
Looking ahead, with high correlations and short lag times, Chinese interest rate swaps and industrial metals should be the first assets to be adversely impacted by the topping of the Chinese credit impulse.
The mining and industrial sectors also have short lag times, but their correlation is slightly lower. The other highly correlated group of assets, including eurozone banks, also gets strongly affected by credit impulse, but the rather large lag time opens the door for other factors to influence the price action of these assets as well.
Dzaba krecite. Putanja je UP. I to naredni dugi niz godina.
INDICATIVE PRICES Bulkers
