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DRY BULK

  • migra
  • January 16, 2021 at 10:18 AM
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    mariv002
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    • August 21, 2021 at 12:13 AM
    • #3,301

    di je osnivač Migrena? njegove misli su dale za mislit na temi

  • Manu
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    • August 21, 2021 at 8:51 AM
    • #3,302

    16% of the global dry bulk fleet is tied up by port congestion

    Record number of dry bulk ships hit by port congestion - Splash247
    With capes closing in on the $50,000 per day mark, something not seen since June 2010, an important driver in today’s hot dry bulk market is not demand, but…
    splash247.com
  • tin
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    • August 21, 2021 at 9:00 AM
    • #3,303

    Iz gore postanog teksta:

    Code
    U postu na LinkedInu dr. Roar Adland, profesor brodske katedre na Norveškoj ekonomskoj školi, ustvrdio je: „Apsolutna razina cijena robe zapravo nema dugoročan utjecaj na stope vozarine. U transportu brinemo samo o količinama izvoza. Ako su cijene bile visoke u svibnju jer je potražnja bila velika, a ponuda ograničena, onda to ne mora biti bolje za tržište tereta od slučaja gdje se ponuda povećava i cijene željezne rude padaju. "
    
    Analitičari u Lorentzen & Stemoco također su jutros u bilješci klijentima razgovarali o ovom pitanju.
    
    "Kineske čeličane možda će morati obnoviti zalihe, jer zalihe u luci rade na kritično niskim razinama", sugerirali su Lorentzen & Stemoco. Kineske vlasti za ovu godinu predviđaju potrebe zemlje za željeznom rudom na oko 1,4 milijarde tona. Nasuprot tome, najnovija procjena konzultantske kuće Mysteel je da se u 45 najvećih luka nalazi 127 milijuna tona, što otprilike pokriva samo mjesec dana direktne potrošnje.
    
    Nadalje, Lorentzen & Stemoco istaknuo je kako bi se inozemne rudarske tvrtke u Brazilu i Australiji mogle zabrinuti zbog naglog pada cijena terminskih ugovora te su u skladu s tim spremne isporučiti što je više moguće po još uvijek visokim cijenama.
  • gigic23
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    • August 21, 2021 at 2:03 PM
    • #3,304

    The Breakwave Dry Bulk Shipping ETF (BDRY) finished this week up by 7% due primarily as capesize FFA values increased further. The price of the ETF is approaching its all-time high of $30.20. In the spot market, capesize freight rates jumped by 26% even as spot iron ore prices declined by 14%. The capesize market continues to fare very well despite the drop in iron ore prices. Miners still very much want to sell iron ore at current prices, and demand for vessels is far exceeding available supply of vessels.

  • gigic23
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    • August 21, 2021 at 2:12 PM
    • #3,305
    Quote from gigic23

    The Breakwave Dry Bulk Shipping ETF (BDRY) finished this week up by 7% due primarily as capesize FFA values increased further. The price of the ETF is approaching its all-time high of $30.20. In the spot market, capesize freight rates jumped by 26% even as spot iron ore prices declined by 14%. The capesize market continues to fare very well despite the drop in iron ore prices. Miners still very much want to sell iron ore at current prices, and demand for vessels is far exceeding available supply of vessels.

    A onako usput, evo i malog odbijanca na iron ore futuresima

    Files

    Screenshot_20210821-140947_Chrome.jpg 136.19 kB – 0 Downloads
  • 5. Element
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    • August 22, 2021 at 12:05 PM
    • #3,306
    Port congestion. Squeezing the fleet — Breakwave Advisors
    How freight rates are being affected
    www.breakwaveadvisors.com

    Ne cini mi se vjerovatnim da se zagusenje rascisti u narednih nekoliko godina, a kamoli mjeseci. Naprosto je ogromna kolicina robe u zaostatku, a kako potraznja raste to ce sve vise rasti. Lucki kapaciteti da to rasciste bi trebali prebacivati normu, a ne svako malo smanjivati radi korone. Tako da bih ja bull run na dry bulk shippingu premjestio na 2024 ili 2025, radije nego na 2023.

    Bolje je jeftino kupovati nego jeftino prodavati.

  • Sheriff
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    • August 22, 2021 at 12:48 PM
    • #3,307

    Gdje si našao da potražnja za robom raste? Ja sam vidio da je potraznja "ista" a delta je dovela do congestiona sto pogoduje vozarinama.

    Ovo je optimalno, previše delte opet ne bude dobro.

    Novi Zelend se zatvorio zbog 1 pozitivnog. Preludo ali zatvaranja su banana.

  • 5. Element
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    • August 22, 2021 at 1:13 PM
    • #3,308

    Pa procitao sam clanak.

    Pise da je uvoz zitarica brutalno narastao, sto je zapravo stara vijest, zbog veceg svinjskog fonda. Ali taj fond se nece smanjivati, moze samo rasti kako raste kineska srednja klasa i standard.

    Narastao je uvoz isto tako i ugljena. I zeljezne rudace. U prvoj polovici 2021.

    Pa se sad naporiraju da ohlade zeljeznu rudacu. Ali pad cijena bi opet trebao povecati uvoz, i to iz Brazila, kao politicki prihvatljivijeg.

    Sto znaci da slijedi DALJNJI RAST potraznje za robama. I JOS VECI congestion.

    Sto i jedno i drugo povecava vozarine.

    Svi zovu pad jos od od 1500, a ono preslo 4000, hehe.

    Nije dobro boriti se protiv trenda.

    Bolje je jeftino kupovati nego jeftino prodavati.

  • looserst
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    • August 22, 2021 at 4:48 PM
    • #3,309

    Evo i video o congestionu u i ispred luka:

    Port congestion in China is 'getting worse by the day': Breakwave Advisors Founder

    Ako bi se na bulku dogodilo nesto slicno kao i na kontejnerima...a necu ni pomisliti...mokri snovi :love:

  • tin
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    • August 23, 2021 at 9:23 AM
    • #3,310

    | live

    | live

    Vikinzi otvorili snažno u zelenom....

  • jasko
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    • August 23, 2021 at 9:40 AM
    • #3,311

    The Chinese bulker operator has purchased the 2008-built Belcargo, Supramax for $17m. https://splash247.com/jinhui-takes-another-belships-bulker/

  • jasko
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    • August 23, 2021 at 11:46 AM
    • #3,312

    Ships could be delayed for weeks as Panama Canal plans maintenance

    Shipowners advised to book early for transits, but backlog could boost rates https://www.tradewindsnews.com/tankers/ships-…nce/2-1-1056123

  • Manu
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    • August 23, 2021 at 12:07 PM
    • #3,313

    cape up 2%

  • jasko
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    • August 23, 2021 at 12:09 PM
    • #3,314

    BCI 5TC 50708 977

    The content cannot be displayed because you do not have authorisation to view this content.

  • jasko
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    • August 23, 2021 at 12:28 PM
    • #3,315

    Ugledalo se 40000 na suprama Oct.............

    The content cannot be displayed because you do not have authorisation to view this content.
                                                                                                                                              

  • jasko
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    • August 23, 2021 at 1:46 PM
    • #3,316

    Shipping Weekly 34/2021 https://fda195ed-9571-42ec-b092-d42af79f832c.usrfiles.com/ugd/fda195_016…850863302b4.pdf

  • josip100
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    • August 23, 2021 at 1:51 PM
    • #3,317

    Freight futures am update

    Capesize up ~1%
    Panamax flat

    #shipping #drybulk $BDRY

  • KicanCRO
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    • August 23, 2021 at 2:00 PM
    • #3,318

    Zanimljiva zadnja recenica.

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    6CFC602E-BA1A-4C74-9FBD-542D123990CA.jpeg 162.25 kB – 0 Downloads
  • jasko
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    • August 23, 2021 at 2:02 PM
    • #3,319

    BDI 4.147

    BCI 6.114

    BPI 3.809

    BSI 3.303

  • jasko
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    • August 23, 2021 at 2:10 PM
    • #3,320

    BCI 5 T/C routes 180000 50708 977

    BPI of the 5 T/C routes 82500 34282 219

    BSI of the 10 T/C routes 58328 36328 292

    BHSI of the 7 T/C routes 38200 33859 61

    BDI Index 4147 +55

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