DRY BULK

    Evo i vikinga sa izvjescem:

    GOGL – Second Quarter 2021 Results | GOGL Stock News
    Golden Ocean Group Limited (NASDAQ: GOGL / OSE: GOGL) (the “Company” or “Golden Ocean”), a leading dry bulk shipping
    www.stocktitan.net

    Q2 je super ali za Q3 su dosta brodova stavili na TC i imaju ne bas ruzicaste prognoze:

    Estimated TCE rates for the third quarter of 2021, based on contracted time charters and current spot fixtures on a load-to-discharge basis, are:

    • approximately $33,500 per day contracted for 71% of the available days for Capesize vessels;
    • approximately $22,900 per day contracted for 92% of the available days for Panamax vessels


      We expect the spot TCEs for the full third quarter of 2021 to be lower than the TCEs currently contracted, due to the impact of ballast days at the end of the third quarter of 2021 as well as fluctuations in freight rates

    S druge strane daju 0.5 usd per share dividende za q2 8o

    Oslo je otvorio u minusu, ocito radi Q3 fw guidanace

    Što se tiče spota tu su fulali u procijeni već sad se vidi da je spot puno jači u Q3 nego u Q2...e sad to što su stavili dosta brodova na TC u Q2 tu su se prešli jer je danas taj TC puno viši.

    A jel netko od vas procitao to kako treba nigdje se ne kaze da su vecinu brodova stavili na TC vec da su i dalje znacajnom kolicinom brodova vezani za spot, a nigdje se i ne kaze koja je procjena spota na trzistu u 3Q .

    Iz istog gogl izvjesca neke zanimljivosti

    https://ml-eu.globenewswire.com/Resource/Download/4bc08f3a-77a4-4abe-b515-37a49a90b252

    In the second quarter of 2021, global dry bulk fleet utilization (calculated as total demand in tonne miles

    transported divided by total available fleet capacity) was 95.0%, a dramatic increase from 88.2% in the

    prior quarter and the highest level in more than a decade, according to Maritime Analytics. Total seaborne

    transportation of dry bulk goods was 1,186.9 mt in the second quarter of 2021, representing a 3.8%

    increase from 1,143 mt in the first quarter of 2021 and an 8.2% increase from 1,097 mt in the second

    quarter of 2020 when trade was impacted by the COVID-19 pandemic.

    The dry bulk market recovery, which was led by China through much of 2020 and into the first quarter of

    2021, has expanded globally, offsetting the impact of mid-year policy changes to China’s steel industry. In

    July, China ordered steel mills to cap output at 2020 levels and also not to exceed 2020 export levels,

    implying a year-over-year slowdown for the balance of 2021. Ex-China global steel production has

    continued to recover, growing by 15.3% in the second quarter of 2021 compared to the same period last

    year

    Chinese iron imports decreased slightly compared to the prior quarter as high prices favored the drawdown

    of port inventories over imports in the short term. Offsetting the decrease in imports, export volumes from

    Brazil to China increased by 15.3% in the second quarter of 2021 compared to the second quarter of 2020.

    Brazil represented 18.4% of total Chinese imports compared to 15.7% of imports in the second quarter of

    2020. Increased Brazilian export volumes are a strong contributor to ton-mile demand, particularly for

    Capesize vessels and Brazilian mining company Vale, the world’s largest iron ore exporter, is guiding

    significant growth in export volumes in second half 2021.

    Seaborne transportation of coal increased by 4.7% in the second quarter of 2021 compared to the prior

    quarter. Coking coal volumes increased by 6.9% compared to the prior quarter and 7.2% compared to the

    second quarter of 2020, despite a decline in Chinese imports related to the ban on imports of Australian

    coal. Much like with the iron ore trade, ongoing tensions between China and Australia has impacted China’s

    coking coal sourcing, resulting in longer sailing volumes that benefit ton mile demand. In the meantime,

    European coking coal imports have risen on the back of a strong rebound in steel production. Thermal coal

    volumes increased by 12.9% in the second quarter of 2021 compared to the same period in the prior year.

    Notably, thermal coal demand is expected to remain high in Asia as inventories are replenished ahead of

    the winter season. Despite China's ambition to reduce emissions from coal, China has stated that peak

    coal consumption will not occur until 2026, and greater than 70% of total Chinese electricity output is

    derived from coal

    Transportation of essential agribulks, which represented 12.9% of total seaborne volumes in the second

    quarter of 2021, increased by 4.4% compared to the second quarter of 2020. Other minor bulks grew by

    11.3% compared to the second quarter of 2020.

    The global fleet of dry bulk vessels amounted to 929.7 million dwt at the end of the second quarter of 2021

    after net influx of 10.3 million dwt in the quarter, compared to 15.8 million dwt in the second quarter of 2020.

    The orderbook stood at 5.7% at quarter end, the lowest level since 1991.

    After growing by 4.3% in 2020 and 4.2% per year on average over the last decade, the global dry bulk fleet

    is forecast to grow by 3.2% in 2021, 2.1% in 2022 and 2.7% in 2023. An orderbook at a 30-year low as a

    percentage of the operating fleet is highly supportive of expectations for moderate fleet growth. Since the

    start of 2021, only 14.7 million dwt of new Capesize and Panamax vessels, or approximately 2.5% of the

    global fleet as of the start of the year, have been ordered. While newbuild ordering has increased as the

    market has strengthened, orders have not come from speculative buyers, and many are likely part of the

    natural vessel replacement cycle. Of note, 20 out of the 46 Capesize vessels ordered in 2021 are able to

    utilize LNG for propulsion. Along with the increase in steel prices, the additional technical complexity of

    these vessels has driven newbuilding prices sharply higher in 2021.

    The Company does not anticipate a dramatic surge in newbuilding order given the recent sharp rise in

    newbuilding prices, scarcity of competitive financing, and, importantly, increased ordering of highly complex

    next-generation vessels in other shipping segments that have placed capacity limits on shipyards globally.

    In 2022, gross fleet growth in the Capesize and Panamax segments is expected to decline significantly to

    2.7% and 2.9%, respectively. This assumes all vessels are delivered on schedule, no additional orders are

    placed and no vessels are demolished. Demolition candidates exist within the fleet, although it is unlikely

    many of these will be scrapped given the market backdrop. It is still worth noting that approximately 18%

    of the global Capesize fleet is 15 years old or greater, and the vast majority of these vessels have high fuel

    consumption and have not been retrofitted with exhaust gas cleaning systems to reduce sulphur emissions.

    These older, less fuel-efficient vessels will ultimately no longer be economical to operate. Combined, these

    factors may lead to a sustained period of muted fleet growth

    Quote from Hrx84

    Iznad 3000 bdi je extremno visoko. Kad bi to bilo održivo bio bi to najbolji biznis na svijetu, laka lova.

    bilo bi lijepo da nakon 7 sušnih godina (ili još malo više) nastupi 2-3 godine visokog ubiranja profita.. taman su brodari ko medvjed nakon zime jako omršavili i trebat će im vremena da ojačaju kapitalne pozicije i da smanje obveze.. a onda neki jači i da postepeno ojačaju flotu.. što je opet u ovom sektoru odlično jer novi brodovi ne mogu tako brzo doći na tržište.. što bi cijena trebala popratiti..

    Freight futures am update

    Capesize up ~2%

    Panamax up ~3%

    BCI 5 T/C routes 180000 50113 -549

    BPI 5 T/C routes 82500 35202 233

    BSI 10 T/C routes 58328 37809 560

    BHSI 7 T/C routes 38200 34242 87

    BDI INDEX 4195 +2

    Edited once, last by jasko: Merged a post created by jasko into this post. (August 26, 2021 at 2:12 PM).

    ATHENS, GREECE, August 26, 2021 – Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership of dry bulk vessels, today announced that, through a separate wholly-owned subsidiary, it has entered into a time charter contract with ASL Bulk Shipping HK Limited, for one of its Panamax dry bulk vessels, the m/v Selina. The gross charter rate is US$26,500 per day, minus a 5% commission paid to third parties, for a period until minimum June 15, 2022 up to maximum September 15, 2022. The charter is expected to commence on September 1, 2021. The m/v Selina is currently chartered, as previously announced, to ST Shipping and Transport Pte. Ltd., Singapore, at a gross charter rate of US$11,000 per day, minus a 5% commission paid to third parties.


    The “Selina” is a 75,700 dwt Panamax dry bulk vessel built in 2010.

    Diana Shipping Inc - Diana Shipping Inc. Announces Time Charter Contract for m/v Selina with ASL

    Containerization of Dry Bulk Vessels; Golden Ocean Exploring Possibilities

    • There have been rumors this week that a capesize vessel has been chartered to carry containers. While we cannot at all confirm this report, some smaller dry bulk vessels this year have certainly been used to carry container vessels. We can all but confirm that at least three dry bulk vessels have been used this year entirely to carry containers -- and sources have stated the total this year exceeds twelve vessels. Overall, the containerization of dry bulk is an issue we will be continuing to monitor closely. The container market continues to dominate new vessel orders, which remains helpful for the dry bulk market as fewer shipbuilding slots are available for dry bulk vessels -- and there is a chance that the extreme strength in the container market will also have more of an impact on the dry bulk spot market going forward. Of note today is that Golden Ocean, one of the best run dry bulk shipping companies in the world in our opinion, stated on their quarterly earnings call that they are also looking into the possibility of chartering some of their own vessels to carry containers. Nothing could come from this, it is still difficult to get dry bulk vessels certified to carry containers, but it is wonderful that a blue chip capesize/panamax owner is also exploring the containerization of dry bulk vessels.

    Rally Looks Set as Dry Bulk Shipping Rates Soar

    Rally Looks Set as Dry Bulk Shipping Rates Soar
    By Damian Shepherd and Alex Longley (Bloomberg) — For a glimpse at how fast demand for commodities has rebounded in the wake of the coronavirus, look no…
    gcaptain.com

    “Earlier in the year, people thought this was a short-term spike in the market, but now people see it as more structural and longer term,”

    “Demand is off the charts,” Hashim said. “So long as China’s GDP growth rate continues to grow, the demand for raw materials will keep expanding.”

    Kad odrastem prestat cu uzimati terapiju i pretvarat cu se da sam Angelina...

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