DRY BULK

Quote from tin

Hoćemo li i danas gledati preokret na futuresima iz crvenog u zeleno!?

bilo bi super da se potrefi sa izvješćima brodara.

Quote from accountant

kolega Jasko

još zanimljiviji je GOGL, dotaknuo SMA 200

GOGL (finviz.com)

Problem stranih brodara i tehnicke analize pogotovo dugorocnijih MA je sta je vecina brodara radila nekakav stock split zadnjih nekoliko godina iako valjda smo postedjeni kod dnevnih time frejmova

ne znam, za sada se GOGL odbija od SMA200, za razliku od DSX ili SHIP recimo

možda je to iz razloga koji navodite

vidjeti ćemo...

Odlučili su se za rast...bio blagi minus

I futuresi polako okreću u zeleno....

Danas ce index biti u padu, al futuresi opet okrecu u plus.

I capovi u zeleno....

BCI 5TC 37669 -2371

Preduhitrio me Jasko

BDI 3630 (-178)

BCI 4542 (-286)

BPI 3965 (-118)

BSI 3190 (-154)

BHSI 2010 (-26)

Baltic Dry Index down 4.67% to 3,630

Capesize -5.92% to $37,669

Panamax -3.0% to $34,346

Supramax 58k tons -4.61% to $35,091

• China imported about 3.7 million tons of thermal coal, the primary fuel for electricity production, from Russia in September, customs data showed. That’s up 28% from August and more than 230% higher than a year ago.
• Despite China’s increased need for coal, reported imports of thermal coal from Australia remained zero, as they have been since an unofficial ban took place in late 2020.
• This “illustrates the economic costs and dislocations that can be created when trade restrictions are used as a means to apply geopolitical pressure,” said Stephen Olson, senior research fellow at the Hinrich Foundation.

China is ramping up coal imports from Russia — but not Australia

As China tries to resolve its power shortage, the country is importing three times as much coal from Russia than last year, China customs data show.

www.cnbc.com

Preko bare, sve zeleno...

Min jos godinu dana nema kraja zagusenjima a tada krece EEXI novo normalno.

Idemo dalje....🚀

Prologis CEO Sees Supply-Chain Strains Extending to 2023

The head of the warehousing giant says it may take years for the supply side to catch up to demand.

www.wsj.com

https://www.tradewindsnews.com/containerships…ets/2-1-1089926 idemo dalje😀

Sumit COP26 ce biti fijasko.

Kina i indija dva najveca potrosaca ugljena su otkazala dolazak.

Ne da ce smanjiti oni ce povecati i to max upotrebu ugljena jer su jako gladni energije.

Alternativa ugljenu im je glad i mrak.

Nece se dogoditi, barem ne sljedecih 5 godina a prije ce atpl nadmasiti stari vrh.😁

Malo o capeovima i outlooku:

Dry Bulk Market: “Cracks” Are Starting to Show in the Capesize Segment | Hellenic Shipping News Worldwide

https://www.novilist.hr/novosti/gospod…o-jasnu-poruku/ jako, jako dugo

BCI 5TC 36065 -1604 Oct settles 64,669

BDI 3519 (-111)

BCI 4349 (-193)

BPI 3896 (-69)

BSI 3104 (-86)

BHSI 1972 (-38)

Pad usporio, al se još zove pad

Baltic Dry Index down 3.06% to 3,519
Capesize -4.26% to $36,065
Panamax -1.81% to $33,725
Supramax 58k tons -2.69% to $34,127