BCI 5TC 59955 -1071

Freight futures am update

Capesize up ~3%

Panamax up ~1%

BDI 4714 (-18)

BCI 7229 (-129)

BPI 4166 (+75)

BSI 3610 (+15)

BHSI 2024 (+1)

🇨🇳🗣️Beijing repeating and repeating the same message:

go all out to increase energy supplies, particularly of coal. "Strive to generate one more kilowatt-hour of power," says the State-owned Assets Supervision and Administration Commission

⚔️U boj, u boj za svaki kilovat, za svaku lopatu uglja do zadnje kapi.

🆘Cumura dajte

Moze i vuglena😁

Da prate nas forum nebi imali tih problema, imali bi puna skladista mjesecima

https://finance.yahoo.com/quotes/gogl%2Cgnk%2Csalt%2Cinsw%2Cnmm%2Cpanl%2Csb%2Csblk%2Cgrin%2Cdrys%2Cdsx%2Cegle%2Cesea%2Ciwm/view/v1?ltr=1&bypass=true

zeleni se sve

žestoko zelenilo samo naprijed

Možda se zelenilo prelije i kod nas..

Uglavnom, opet sam se nakrca, naših brodarskih perjanica😀

Ovo je dosta vazna vijest:

NDRC to the rescue:

CHINA TO MAKE COAL TRANSPORTATION A PRIORITY AT PORTS, RAILWAYS

CHINA AIMS TO RAISE COAL OUTPUT TO 12 MILLION TONS A DAY

Treba vidjeti jel se negdje moze trgovati sa gnojivom?

https://www.bloomberg.com/news/articles/2021-10-19/china-s-curbs-on-fertilizer-exports-to-worsen-global-price-shock?sref=5dj0X2VO

Aluminium a record high.

Copper all time high.

Odlicni indikatori trenda ind proizvodnje u svijetu.

Kinezi su u silaznom trendu ali ne zadugo, to nije njihov stil.

Mozda se malo primire da pokazu svijetu plavo nebo za vrijeme olimpijade jer kao mi neznamo koje je boje kinesko nebo.😉🤭

To je ta 🇨🇳komunisticka doktrina zacinjena sa istocnjackim zacinima.

Olimpijada ce proci i trebati ce nakon toga nadoknaditi velike zaostatke.

Moguce i vece ludilo nego na pocetku 2021.

High dry bulk rates may last through to 2024

The dry bulk market has benefited from trade disputes and inefficiencies. It has also been supported by the containerisation effect amid low fleet growth.

Drewry estimates that dry bulk demand growth will outstrip supply growth in the coming years, with the potential for heavy scrapping in 2024 providing further support.

Dio bulkera prevozi i kontejnere.

Will we see >$100k/day 1-year charters for panamax (4.25k TUE) vessels? Getting close with $97.7k today.

Weekly Vessel Valuations Report, October 19 2021

20-October-2021 Week 41

19 October 2021

BCI 5TC 60333 +378

Kontejnersi su predvodnik za bulkere.

Uskoro ce shipping biti na vrhu svih ljestvica div yield.

mpcc
“…Following the sequencing of repayment and successful handover of the sold vessels in Q4 2021, the Company expects to enter a new era of returning capital to shareholders as of Q1 2022 by distributing up to 75% of net profit by way of dividends and/or share buybacks

Baš zanimljivo ovo sa isporukama i narudžbama prema orderbooku

2020 48,93 mil dwt isporučeno

2021. 38,48 mil dwt isporučeno + preostali order.

2022. 28,54 mil.dwt orderbook

2023. 20,35 mil.dwt orderbook

Trenutacno se čak neke narudžbe prebacuju iz 2023 u 2024, a nove su praktično sve za 2024

a eexi i carbon tax vec u 2023 salju dio u rezalista a svi ostali ce morati smanjiti brzinu pri demandu koji ce rasti.

Do tada svaki FI bolji od proslog.

Idemo dalje... 🤭😁

Braemar danas negativan, vidim GOGL u Oslo-u -3%

BudFox niste vise u NMM? raste vam dosta ovih dana ili je bolji pad na bilo kojem bulkeru 🤭🤣🙃

Dali je istina kako neki pisu da vam je atpl od 150 i dalje na SELL prepruci?