DRY BULK

A tko ce voziti rasuto? 🤪😁

Another dry bulk owner looking into taking advantage of the record high container rates...
"Genco Shipping owner of 43 vessels may be weeks away from class approval of plans to carry boxes on deck and in cargo holds"

I njemackoj prijeti mracna duga hladna zima😰cijene struje i tamo divljaju.

Oni barem imaju elektrane na ugljen da prezive,samo da se sjete napuniti skladista🤔😁

Quote from brajakica

A tko ce voziti rasuto? 🤪😁

Another dry bulk owner looking into taking advantage of the record high container rates...
"Genco Shipping owner of 43 vessels may be weeks away from class approval of plans to carry boxes on deck and in cargo holds"

I njemackoj prijeti mracna duga hladna zima😰cijene struje i tamo divljaju.

Oni barem imaju elektrane na ugljen da prezive,samo da se sjete napuniti skladista🤔😁. Sve će to naši brodići prevest

Sve će to naši brodići, prevesti 😀

Containerization of Dry Bulk Vessels Update

• Genco Shipping, long one of the best run dry bulk shipping companies in the world in our opinion, announced this week that it is close to receiving class approval to be able to carry containers aboard its dry bulk vessels. Receiving class approval will allow the company to explore the option of carrying containers in selective situations. Overall, it remains very significant that another blue chip dry bulk owner is exploring the containerization of dry bulk vessels. Dry bulk vessels already remain in great demand worldwide, and the further containerization in our market will only increase vessel demand.

Chinese Steel / Electricity / Coal Update

• Data released today shows that daily crude steel output at large and medium-sized mills in China averaged 1.99 million tons from September 11 - September 20. This is down by 3% from the prior ten days and is down year-on-year by 7%. Steel output has continued to decline due to both emissions regulations and also power rationing. As we discussed earlier this month, China's total electricity generation increased year-on-year by only 2% last month as power rationing has continued to intensify. Power rationing will remain in effect, but electricity production is of course still set to stay very strong. China's electricity generation is very likely to set a new record this winter, but year-on-year growth will likely be lower than seen in years past. We continue to view there being a very solid chance that both China and the world at large will experience an energy crisis this winter. All energy assets (including coal) are very likely to be in great demand

• Also of note is that yet another coal mine accident occurred in China today -- this time in China's Inner Mongolia Autonomous Region. Three workers very tragically died. Today's accident is sadly only the latest coal mine accident to occur recently, and China's overall coal production is all but certain to remain under some degree of government-directed pressure (due to regional and national inspections and restrictions). These accidents remain extremely tragic but also are helpful for the seaborne coal and dry bulk market as they are causing China's coal production to remain under government-directed pressure. Chinese coal import prospects remain very encouraging.

Gorivo poskupljuje bulkeri ce voziti brze ili sporije🤔😅

Idemo dalje... 😁

The week in energy markets:
Brent crude: $78 a barrel, 3-year high
Asian coal: $185 a tonne, 13-year high
German 1-year power: €108 per MWh, record high
European nat gas: ~$26 per mBtu, record high
CO2 emissions: €63 per tonne, record high

Quote from brajakica

Gorivo poskupljuje bulkeri ce voziti brze ili sporije🤔😅

Idemo dalje... 😁

The week in energy markets:
Brent crude: $78 a barrel, 3-year high
Asian coal: $185 a tonne, 13-year high
German 1-year power: €108 per MWh, record high
European nat gas: ~$26 per mBtu, record high
CO2 emissions: €63 per tonne, record high

Moraju paziti na naš "divan" svijet a s druge strane lijepa lova čeka kad se usidre i dogovore novi ugovor.....

https://www.tradewindsnews.com/bulkers/genco-…eet/2-1-1072592 i oni bi malo kontenjere vozili

This is the core of Randy Givean's (Jefferies) potential Shipping Super Cycle thesis

Shipping Outlook: Still Managing Disruption & Going Green

By Stephen Gordon

24 September 2021

Six months on from our last Shipping Review & Outlook, an encouraging market recovery has since developed into a range of exceptional market conditions. And stakeholders across maritime are balancing a focus on returning volumes and management of widespread disruption with an increasing urgency to implement regulation and policy around greenhouse gas emissions reduction.

The encouraging recovery in shipping markets we profiled six months ago has since developed into a remarkably strong year, driven by rebounding volumes and widespread logistical disruption. Reflecting this, our cross-sector ship earnings index, the ClarkSea, has risen sharply, averaging $24,942/day in Jan-Aug (up 62% y-o-y, double the 10 year trend). By September the Index reached $38,944/day, within the top 2% of all values recorded over the last 30 years!

Demand Recovery & Disruption

Strong economic recovery from Covid-19 (GDP projection: up 6.0% in 2021 vs -3.2% in 2020) continues to be supported by $16tn of global stimulus (perhaps two-thirds has now been “spent”), the roll-out of vaccines and “pent-up” demand. Against this backdrop, overall seaborne trade has already returned to pre-pandemic levels, with growth of 3.9% (tonne-miles: 4.4%) projected to take volumes to 12bn tonnes by year end. However, the recovery profile varies; container, gas and dry bulk trade have seen the strongest trends whilst oil trade volumes remain 10% down and may not return to pre-Covid levels until late 2022. While risks remain from Covid-19 outbreaks, “cooling” trends in China’s industrial sector and increased taxation, the trade outlook seems broadly healthy: we are projecting 3.2% growth for 2022 (12.4bn t).

Disruption to global logistics and supply chains is widespread. Congestion at ports is now estimated to be absorbing an additional 4% of the containership fleet (today our index of containership capacity in port is up 13% y-o-y) and 3% of bulker fleet capacity. In the short term at least, continued “bottlenecks” are likely.

Segment Review

The container market has seen all time high freight and charter rates (up 300% this year). The short term outlook remains firm: further ahead changes in consumer spending, any easing to congestion and the newbuild backlog (heavier from 2023) may come into play. Bulker earnings have increased to their highest levels for over a decade and our supply / demand projections are positive, even if some congestion may ease. After last winter’s “spike”, LNG has again seen encouraging developments and we expect a strong winter. LPG has been better than expected but more volatile. Car carriers are seeing good rate gains (congestion again a factor); cruise (nearing 50% of pre-Covid levels) and ferry activity is gradually increasing, while offshore oil and gas are seeing slight improvements (wind remains very positive). However with floating storage having unwound and trade down, tanker markets have been very weak and any immediate improvements are likely to be modest (wildcards aside).

Manageable Supply

Shipping supply growth remains below trend: the orderbook is limited (9% of fleet capacity; 2008: >50%) and shipyard capacity reduced (111 active “large” yards vs 320 at peak). Newbuild ordering has increased (85m dwt in Jan-Aug, the strongest since 2014), with record containership ordering (3.4m TEU, taking the orderbook to 22% of the fleet). Sharply rising steel prices and reduced berth availability have led to higher newbuild prices (up 20% so far in 2021, more in containers, to the highest levels since 2009). Deliveries have been fairly steady (projected at 86m dwt in 2021, similar to 2020): output is expected to decline in 2022 before recovering in 2023. Recycling has been limited (16m dwt in Jan-Aug): scrap prices have surged (now at ~$600/ldt, up from $400/ldt at start year). Fleet capacity is projected to grow by a moderate 3.1% in 2021 and 1.9% in 2022 (to reach 1.5bn GT). The S&P market has also seen record activity (105m dwt ytd is already an annual record). Containership and bulker S&P prices are up an impressive ~120% and ~70% since start year.

Green & Tech...

‘Green and Tech’ are dominating post-Covid planning, with the focus intensifying on reducing the industry’s emissions (2021: ~855mt of CO2). The framework is ramping up: the IMO’s EEXI and CII measures come into force in 2023 (potential impacts: speed, EST retrofitting, recycling?) while the inclusion of shipping in the EU’s Emissions Trading Scheme and the bloc’s ‘FuelEU Maritime’ initiative are also set to impact. Debate continues over the policies and technology to drive the long term Fuelling Transition. For the moment, 30% of the orderbook by GT is alternative fuel and 27% of the fleet is ‘eco’. Energy Transition will also impact trade patterns long-term.

With the recovery from Covid-19 continuing and disruption likely to take time to unwind, market sentiment remains positive. While risks remain and progress may be uneven, the improving economy, limited orderbook in many sectors and the Green Transition seem supportive tailwinds for the moment.

The author of this feature article is Stephen Gordon. Any views or opinions presented are solely those of the author and do not necessarily represent those of the Clarksons group.

Malo i ovo da pomogne

VIDEO: Sudar bulk carriera u Egejskom moru - Pomorac

Dana 18. rujna oko 1 sat ujutro po lokalnom vremenu došlo je do sudara danskog i grčkog bulk carriera u Egejskom moru

pomorac.hr

Dana 18. rujna oko 1 sat ujutro po lokalnom vremenu došlo je do sudara danskog i grčkog bulk carriera u Egejskom moru, oko 10Nm od turskog otoka Bozcaada, piše FleetMon.

Brodovi su u trenutku nesreće plovili u suprotnim smjerovima. 255 metara dug LEVANTES prevozio je pšenicu iz Rusije u Egipat, dok je 190 metara dug CLIPPER COMO prevozio fosfor iz Maroka u Tursku kada je došlo do sudara u blizini turske obale. Oba bulk carriera inače plove pod zastavom Maršalovih otoka.

Srećom, u sudaru nitko nije ozlijeđen. Prema nekim izvješćima, CLIPPER COMO je u sudaru vrlo oštećen te je došlo do proboja vode u trup. Tijekom dana CLIPPER COMO usidren je na sidrištu Bozcaada uz pomoć SAR plovila. Nema novosti o stanju LEVANTES-a.

I cannot recall the last time Vale fixed any Capesize vessels for any Oct stems, meaning still massive number of spot cargoes left uncovered with record-tight ballaster list. Let's see how the miner copes with this ever bullish market not seen in more than a decade next week.

Od sutra pocinje space rocket launch month za astronaute amatere.

Za Prvih 15 prijavljenih posebni popusti i gratis sampanjac u beztezinskom stanju sa pogledom u prilogu.

Selfiji dozvoljeni u neogranicenim kolicinama😁

Europa krenula u akciju protiv duge hladne mracne zime.

Ugljen je na 200$.po toj cijeni je za 25% ekonomicniji od plina kojem ce cijena i dalje rasti.

5 direktora govori o drybulku.

https://channel.royalcast.com/hegnarmedia/#!/hegnarmedia/20210922_1

Gledam ovo na mobitelu i klebarim se. Zena me pogleda i pita sta je toliko smijesno. Ja joj odusevljeno pokazem ovu sliku, a ona samo kaze: Ne kuzim, u cemu je fora, sta je "capes".

Morao bih zeni vise pricati o tome sto mi se dogadja u zivotu :)))

Quote from mitkko

Gledam ovo na mobitelu i klebarim se. Zena me pogleda i pita sta je toliko smijesno. Ja joj odusevljeno pokazem ovu sliku, a ona samo kaze: Ne kuzim, u cemu je fora, sta je "capes".

Morao bih zeni vise pricati o tome sto mi se dogadja u zivotu :)))

Klebarim=?

Pucam od smijeha? Tako nesto? Mislim od stubokom i ono sicavanje kako vec bijase nismo naucili novu rijec

Quote from looserst

Quote from mitkko

Gledam ovo na mobitelu i klebarim se. Zena me pogleda i pita sta je toliko smijesno. Ja joj odusevljeno pokazem ovu sliku, a ona samo kaze: Ne kuzim, u cemu je fora, sta je "capes".

Morao bih zeni vise pricati o tome sto mi se dogadja u zivotu :)))

Klebarim=?

Pucam od smijeha? Tako nesto? Mislim od stubokom i ono sicavanje kako vec bijase nismo naucili novu rijec

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haha, tako je, malo pomalo savladavam hrvatski jezik Sada se trenutno bavim zarezima, skužio sam da ih previše koristim

klebarim=blesavo smijem

Leksikon za klebarenje kaže ovo: "Potpuno apstraktno grupno smijanje geliptera ali i, inače normalnih, adolescenata neshvatljivo starijima, a koje im još i ide itekako na živce."

Svakim danom u svakom pogledu sve više napredujem

Koliko sam gledao containership, gotovo nitko nema nekakav veliki brod cca 12000 teu a da nije ugovoren na više pa čak i 10ak godina. Na kraći rok ugovaraju ove sitnije brodove do 3000 teu. Tu i tamo nekome istekne ugovor pa dobije na dva-tri mjeseca ove lude vozarine.

Supramax rates remained solid in both basins. The BSI 10 TCA gained
0.6% w-o-w, being assessed today at $36,948.

Ovaj tjedan će biti zanimljiv kaže Joakim............

koja je fora s Goglom danas?

2021 has already smashed all S&P records with 95 days of the year to go https://splash247.com/2021-has-alrea…the-year-to-go/