DRY BULK

Quote from tin

Danas vani izgleda miran dan...

Osim što je BDI i dalje u slobodnom padu...

SB Q3 :

Safe Bulkers, Inc. Reports Third Quarter and Nine Months 2021 Results

Marketbit: Real time news - We got you covered.

www.marketbit.pro

Tce avg 24,427

• Safe Bulkers (NYSE:SB): Q3 Non-GAAP EPS of $0.40 misses by $0.01; GAAP EPS of $0.44 beats by $0.05.
• Revenue of $92.5M (+78.1% Y/Y) beats by $4.18M.

Evo i genco

Genco Shipping & Trading Limited Announces Third Quarter Financial Results | newsfilter.io

We recorded net income of $57.1 million for the third quarter of 2021

• Basic and diluted earnings per share of $1.36 and $1.34, respectively

• Our average daily fleet-wide time charter equivalent, or TCE¹, for Q3 2021 was $29,287, marking our highest quarterly TCE since 2010
• We estimate our TCE to date for Q4 2021 to be $36,879 for 71% of our owned fleet available days, based on both period and current spot fixtures

Postavljeno ograničenje proizvodnje za gradove u okolici Pekinga.

Nakon toga bi se stvari trebale vratiti u normalu.

Restrictions signal the prospect of strictly enforced winter steel output cuts from November 15 to March 15. These cuts will require major cities in the Chinese provinces of Hebei, Shanxi, Henan and Shandong to cut steel production by 30 per cent a year, relative to last year.

Ovako to izgleda jutros.....

Hoće li se ponoviti povijest.......

Evo trenutne situacije!

Quote from stefek

Postavljeno ograničenje proizvodnje za gradove u okolici Pekinga.

Nakon toga bi se stvari trebale vratiti u normalu.

Restrictions signal the prospect of strictly enforced winter steel output cuts from November 15 to March 15. These cuts will require major cities in the Chinese provinces of Hebei, Shanxi, Henan and Shandong to cut steel production by 30 per cent a year, relative to last year.

Znaci nakon toga mozemo ocekivat povecanu potraznju za iron, znajuci za to sve sad je pitanje oce zauzimanje pozicija pocet ranije vec u prvom mjesecu i kako ce se trziste ponasat do tada, a bit ce zanimljivo i vidit kakva je potraznja s tim smanjenjem, puno pitanja.

Evo malo statistike i brojeva za zabrinute brodovlasnike.

Redom BDI , Capeovi, Panamaxi, Supre, Handyi od 2008 na isti ili datum do, pa .....👍

AUSTRALIAN COAL PRODUCERS EXPECT STRONG START TO 2022

Australian coal mining firms are forecasting firm thermal coal prices into next year, with thermal coal producer TerraComlocking in sales from its 2.5mn t/yr Blair Athol mine in Queensland until the end of January. TerraCom joins fellow Australianproducers Yancoal and Whitehaven in expecting strong thermal coal prices will continue into 2022 on firm demand from thenorthern hemisphere during its winter. This optimism persists despite the vessel queue at the main Australian thermal coalport of Newcastle in New South Wales halving to around 18 from over 40 during June-August. This is still above the averageof 10 in 2019, but it has fallen despite the larger Port Waratah Coal Services terminal having major maintenance thismonth that has limited its throughput. The fall could be a sign that demand for Australian thermal coal is not as strong asdomestic producers are expecting. TerraCom has contracts for 575,000t of coal from Blair Athol during October-December,which is above the 565,000t it exported from Australia for July-September and the 510,000t sold in April-June. It has alsosold all planned production for January and plans to use the proceeds from the high-margin sales to pay down debt. Thefirm has slightly reduced its margin expectation for October-December to A$134/t ($100/t) from a prediction of more thanA$140/t made on 18 October, although this is still significantly above the record margin of A$101/t achieved in September.Blair Athol made earnings before interest, tax depreciation and amortisation of A$36.4mn during July-September and thefirm expects this to more than double to A$77mn for October-December

https://www.hellenicshippingnews.com/wp-content/uploads/2021/11/Weekly-Brief-Week-43.pdf

Quote from gigic23

Evo malo statistike i brojeva za zabrinute brodovlasnike.

Redom BDI , Capeovi, Panamaxi, Supre, Handyi od 2008 na isti ili datum do, pa .....👍

Koliko vidim puno bolja situacija danas za brodove ATPL....lošija za Capove.

BCI 5TC 26710 -452

Navibulgar ordered four 45,000dwt vessels at Yangzijiang for a price of $33.0 million each del 2024.

Freight futures am update

Capesize up ~8%

Panamax up ~6%

Quote from StatusQuo

Quote from stefek

Postavljeno ograničenje proizvodnje za gradove u okolici Pekinga.

Nakon toga bi se stvari trebale vratiti u normalu.

Restrictions signal the prospect of strictly enforced winter steel output cuts from November 15 to March 15. These cuts will require major cities in the Chinese provinces of Hebei, Shanxi, Henan and Shandong to cut steel production by 30 per cent a year, relative to last year.

Znaci nakon toga mozemo ocekivat povecanu potraznju za iron, znajuci za to sve sad je pitanje oce zauzimanje pozicija pocet ranije vec u prvom mjesecu i kako ce se trziste ponasat do tada, a bit ce zanimljivo i vidit kakva je potraznja s tim smanjenjem, puno pitanja.

Pa to sam odmah i pretpostavila da ce ovo umjetno ogranicavanje proizvodnje od strane komunisticke partije na kraju dovesti do povecanja demanda. Slican utjecaj kao zagusenje luka. Kao da je planska ekonomija ikada funkcionirala.

Quote from Marielena

Quote from StatusQuo

Znaci nakon toga mozemo ocekivat povecanu potraznju za iron, znajuci za to sve sad je pitanje oce zauzimanje pozicija pocet ranije vec u prvom mjesecu i kako ce se trziste ponasat do tada, a bit ce zanimljivo i vidit kakva je potraznja s tim smanjenjem, puno pitanja.

Pa to sam odmah i pretpostavila da ce ovo umjetno ogranicavanje proizvodnje od strane komunisticke partije na kraju dovesti do povecanja demanda. Slican utjecaj kao zagusenje luka. Kao da je planska ekonomija ikada funkcionirala.

Planska ili dogovorna ekonomija je u nekim situacijama mnogo efikasnija od tržišne, kojoj je cilj samo stvaranje dobiti.

Planska ekonomija je nakon 45. godine od zemlje seljaka stvorila industrijaliziranu državu, koju su novopečeni opančari, nakon 91. zatukli i pretvorili u prah i pepeo!

A Kina i njen rast BDP-a, iz godine u godinu, je dokaz kako to ide!

Quote from Marielena

Quote from StatusQuo

Znaci nakon toga mozemo ocekivat povecanu potraznju za iron, znajuci za to sve sad je pitanje oce zauzimanje pozicija pocet ranije vec u prvom mjesecu i kako ce se trziste ponasat do tada, a bit ce zanimljivo i vidit kakva je potraznja s tim smanjenjem, puno pitanja.

Pa to sam odmah i pretpostavila da ce ovo umjetno ogranicavanje proizvodnje od strane komunisticke partije na kraju dovesti do povecanja demanda. Slican utjecaj kao zagusenje luka. Kao da je planska ekonomija ikada funkcionirala.

Problem port congestiona imamo i u kini i u usa pa bi on bio plansko-tržišno-socijalističko-kapitalistički problem. Niko ga nezna rješiti. Kakav god da je samo neka potraje

BCI 5 T/C routes 180000 26710 -452

BPI 5 T/C routes 82500 28492 -1699

BSI 10 T/C routes 58328 28191 -1814

BHSI 7 T/C routes 38200 32177 -446

BDI INDEX 2769 -123

Quote from gigic23

Evo malo statistike i brojeva za zabrinute brodovlasnike.

Redom BDI , Capeovi, Panamaxi, Supre, Handyi od 2008 na isti ili datum do, pa .....👍

Ludo, ludo.. ovo je netko ciljano napravio petak, utorak i jucer ujutro, al dobro je, samo je trebalo pametno iskoristit priliku sa njima

Quote from D_artagnan

Quote from gigic23

Evo malo statistike i brojeva za zabrinute brodovlasnike.

Redom BDI , Capeovi, Panamaxi, Supre, Handyi od 2008 na isti ili datum do, pa .....👍

Ludo, ludo.. ovo je netko ciljano napravio petak, utorak i jucer ujutro, al dobro je, samo je trebalo pametno iskoristit priliku sa njima

Zasto mislite da je to bilo ciljano ili manipulacija?