DRY BULK

    Diana Shipping (DSX)
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    Opet zakuhalo na ugljenu za kuhanje😰

    Blokada🤪

    Pozitivna😁

    China's most-traded coking coal futures contract in Dalian, for Jan delivery, hit limit-up, jumping by 9% to hit a new record high of 3,290.5 yuan per tonne.

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    Na termalnom isto kuha😱

    China's most-traded thermal coal futures contract in Zhengzhou, for Jan delivery, extends gains to nearly 5% to jump above 1,400 yuan/tonne mark and hit a new record high of 1,404 yuan per tonne.

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    Quote from jasko
    Quote from jasko

    Svaka čast tim analitičarima, ali ipak više vjerujem tati Joakimu.

    Managing Director & Head of Research at Cleaves Securities

    Ranked #1 Shipping Equity Analyst globally by Bloomberg in 2019, 2020 & 2021

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    I Joakim zna pogriješiti... Pogledajte 2021. godinu... Nadam se da će za 2022. i 2023. biti u pravu... :)

    Što je najbolje svi bi mi ovdje potpisali da su bile takve vozarine ove godine 😂😂😂, ja sam sa njima se vodio kad sam prebacivao portfelj 🙈

    Quote from jasko

    Diana Shipping (DSX)
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    Što je najbolje to su sljedece 3-4 godine 😮😮😮

    Edited once, last by D_artagnan: Merged a post created by D_artagnan into this post. (September 30, 2021 at 2:06 PM).

    Na sjevernoj hemisferi pocinje sezona grijanja.

    A cijena plina ATH.

    Ovo ce biti duga hladna i mracna zima ili se mora kupovati ugljen kao nikad do sada.

    Asian benchmark LNG price (JKM) surges to an all-time high of $34.47 per million Btu.

    Quote from mulac

    CHINA ORDERS TOP ENERGY FIRMS TO SECURE SUPPLIES AT ALL COSTS oops...

    and energy went bid on the headline, same for freight...

    Još kad uskoro Indija krene u nabavu, kod njih je situacija još gora

    Chinese Government This Week Continues to Become More Rational

    • As we discussed in our note on Tuesday morning, by Tuesday we saw China's government finally becoming more rational in its approach to the nation's energy crisis. New more recently is that Bloomberg a few moments ago reported that government officials have ordered the country’s top state-owned energy companies to secure supplies for this winter at all costs. According to Bloomberg, the order has come directly from Vice Premier Han Zheng (who supervises the energy sector and industrial production) and power outages will no longer be tolerated. Overall, we remain of our view that previously the government was maintaining a detrimental reluctance to raise thermal coal-derived electricity generation due to coal price and emission concerns, but that this week the government is finally changing. As we discussed on Tuesday, it has been our view that China's coal imports are extremely likely to increase, thermal coal-derived electricity generation is very likely to increase, but that the ban on Australian coal imports is unlikely to end. We continue to have great conviciton and our outlook remains the same.

    5. Element

    Ipak vas je 🇨🇳 partija demantirala.🤭

    Znaju oni brzo povuci pravi potez kada dogori do noktiju😩

    Imaju najavu od 0% rast bdp u 3q.

    Biti ce struje i grijanja ove zime ako ce biti bulkera za prevesti te kolicine jet trebati ce i svi ostali velike kolicine. 😅🤑

    Sto moze 🇨🇳 partija kratkorocno poduzeti za povecanje rasta bdp-a?

    Povecati ulaganja u infrastrukturu to im je omiljeni recept🤔

    Znaci trebat ce pojacati uvoz iron ore i to iz brazila jer australija je neprijatelj i ima losiju kvalitetu a brazil je najtanji od svih sa bulkerima u dolasku.

    Sve se slaze za nevideni dernek.

    Slaze se istovremena potraznja za bulkerkima za prijevoz svih tereta da ce se placati u dragom kamenju ove zime.

    I dionice bulkera ce u tom smjeru.

    Uskoro nova stanica 550 kome i dalje prejeftino neka preskoci biti ce jos tih stanica😁