DRY BULK

Quote from hugh

Quote from 5. Element

I jedno i drugo igra.

Najbolje je kad se spoji tight supply and increased demand.

trenutno to nemamo?.......ovo danas je one day event zbog nečega?........ili nešto što ima čvrste temelje da izraste u ovo o čemu govorite?......

Pa bilo je vec. Nedavno.

I mislim da bi se uskoro moglo i ponoviti.

Najdalje nakon kineske olimpijade.

Kad se maknu restrikcije na celik. Ako bi one pak potrajale Indija bi dugorocno preuzela trzisni udio.

Panamaxi i Supre i dalje u minusu

Baltic Dry Index rises 3.99% to 2,552 points

Capesize +10.75% to $29,938
Panamax -2.49% to $19,199
Supramax 58k tons -0.49% to $24,603

Ide zima i pocinje dio sezone kada vrijeme moze jako utjecati na port congestion.

Biti ce opet tight i suza rasprodavaca

Bad weather in Northern China today disrupting cargo operations at various ports delaying departure schedules of many ships.

Freight futures am update

Capesize up ~12%
Panamax up ~10%

Quote from BudFox

Panamaxi i Supre u minusu

Baltic Dry Index rises 3.99% to 2,552 points

Capesize +10.75% to $29,938
Panamax -2.49% to $19,199
Supramax 58k tons -0.49% to $24,603

Zanimljivo je da su na futures-ima, za ovaj mjesec, koji ide kraju, cijene na Panamax-ima i Supramax-ima, više za po nekoliko tisuća dolara, dok se cijena na Cape-ovima poklapa skoro u dolar?

Može malo pojašnjenje!?

Quote from Milijarder

Quote from BudFox

Panamaxi i Supre u minusu

Baltic Dry Index rises 3.99% to 2,552 points

Capesize +10.75% to $29,938
Panamax -2.49% to $19,199
Supramax 58k tons -0.49% to $24,603

Zanimljivo je da su na futures-ima, za ovaj mjesec, koji ide kraju, cijene na Panamax-ima i Supramax-ima, više za po nekoliko tisuća dolara, dok se cijena na Cape-ovima poklapa skoro u dolar?

Može malo pojašnjenje!?

Futuresi su kladjenje u buducnost, citao sam da su 30% trzista futuresa klasicni trejderi koji nemaju veze sa brodarstvom, a BDI i njegove sastavnice su fizicko trziste, tj. prava cijena dnevnog najma brodova. Ne znam zasto se trenutno toliko razlikuju futuresi i fizicko trziste za Panamaxe i Supre.

kibi dabi...ovaj cirkus će uskoro završiti.. iako još nije posve jasno u kojem smjeru, (može biti i repriza događanja od 3.11.-10.11.)..no oklade već padaju ko kruške.. i vidimo da se na ovim razinama kupnja jako "pali"...lovokradice

$BDI - Baltic Dry Index (NBD)

Daily Point & Figure Chart

stockcharts.com

joakim opet crta rakete i raketice..iako još nije svima jasno

Quote from bubimir

joakim opet crta rakete i raketice..iako još nije svima jasno

Nisam bas strucnjak za Njemacki ali mi dialekt baca na zapadni dio Arnisa

Quote from bubimir

joakim opet crta rakete i raketice..iako još nije svima jasno

Ni meni nije jasno ali ja sam novi pa to nije ni čudno.......znam jedino da je nakon zadnjih reketa i pokušaja da USA prati nas završilo zazivanjem Hanfe i pozivima upomoč........ ......ali čudnovat je taj dry bulk i pravo je pitanje što to mi znamo a svjetska tržišta još nisu saznala........

$ZIM

Kontejnerasi rasturaju.

i neki bulkeri su se prebacili na kontejnere.

Znaci da ce sada jos i vise

Ima dosta zanimljivog za procitati

Najvaznije nema znakova pada demanda.

Kada se neizbjezno kineski zmaj opet probudi nakon epizode "kruha i igara" biti ce opet i suza

We continue to view fundamentals as favorable,” Destriau said. “In the immediate term, supply chain challenges are persistent and there are no near-term signs of import weakness.

How to make a billion when your ships are stuck at anchor

Zim’s profits are still going up — way up — despite more vessels getting snared in West Coast port gridlock.

www.freightwaves.com

Quote from brajakica

$ZIM

Kontejnerasi rasturaju.

i neki bulkeri su se prebacili na kontejnere.

Znaci da ce sada jos i vise

Ima dosta zanimljivog za procitati

Najvaznije nema znakova pada demanda.

Kada se neizbjezno kineski zmaj opet probudi nakon epizode "kruha i igara" biti ce opet i suza

We continue to view fundamentals as favorable,” Destriau said. “In the immediate term, supply chain challenges are persistent and there are no near-term signs of import weakness.

https://www.freightwaves.com/news/how-to-ma…stuck-at-anchor

Display More

Vise puta je demantirano da bulkeri voze kontejnere, ako se to i dogodilo radi se o sporadicnim slucajevima:

Star Bulk rules itself out of race to ship containers on bulkers - Splash247

Petros Pappas-led Star Bulk has ruled itself out of the race to ship containers on bulk carriers. Container analysts at Alphaliner had reported this week:…

splash247.com

IMA znakova pada demanda iako donji indeks nije direktno ZIM related (ZIM se nebi trebao ni naci u ovoj temi):

Coca-Cola turns to bulk vessels normally used for grain and coal to transport manufacturing materials amid shipping crisis

The beverage company is ready to do whatever it takes to transport its products to manufacturers across the globe.

www.businessinsider.com

Supply chain issues have pushed shippers back to bulk cargo

With global supply chain issues and a shipping container shortage some companies are reconsidering how they ship their goods and what kind of cargo ships they…

qz.com

Carrying containers on a bulker – what the experts say

In another sign that container shipping is reaching the insane freight and charter rate levels of dry bulk shipping supercycle in 2008 the new business…

www.seatrade-maritime.com

Nije crno-bilo.

Više baca na pozitivno sivo.

Ne zaboravimo break blulk.

India may ship goods as break bulk cargo to tide over the container shortage crisis

The commerce department has sought information from the industry on the type of packaging being used for their cargo and shipment weight to finalise the list…

m.economictimes.com

Quote from Infinity

https://www.businessinsider.com/coca-cola-uses…-crisis-2021-10

https://qz.com/2085371/supply…ack-into-style/

https://www.seatrade-maritime.com/containers/car…t-experts-say-0

Nije crno-bilo.

Više baca na pozitivno sivo.

Tako nekako.......članci iz ta tri linka su otprije 10-20 dana a u to vrijeme vozarine su svejedno ronile, tako da mislim kako takvi tereti imaju vrlo mali utjecaj na dry bulk.......več neko vrijeme se događaju takvi transporti i bilo bi zanimljivo kada bi netko imao (ako uopče i javno postoje) podatke o količinama takvih prevezenih tereta ili brodova koju su unajmljeni za prijevoz tereta koji se tradicionalno prevoze kontenjerašima..........

Dry Bulk Contracting Activity and Price Trends https://www.breakwaveadvisors.com/insights/2021/…nd-price-trends

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🤔😁

Mokri snovi da ne utjecu kontejneri i da nece svakim danom vise.

Pa da ponovimo post od 24.09.2021

Prije 2 mjeseca, tada je CEO genca ocekivao da ce za par tjedana imati potrebne dozvole sto znaci da vec mjesec dana voze kontejnere.

Gdje ima volje(velike zarade) nade se i nacina.

Ovo sa kontejnerima ce trajati jos min 2 godine.

To znaju i bulkerasi pa se pametno prebacuju da to iskoriste.

With 43 bulk carriers, this big shipowner is going to use bulk carriers to load containers!Pending approval of classification society.

"We may still need a few more weeks."

To je isteklo prije mjesec dana

Some observers also discovered that Swire Bulk's ships have always carried a small number of containers.

King Frederickson's Golden Ocean Group also stated that it is actively studying the technology of using bulk carriers to transport containers

Taiwan's Zhengde Shipping said that 5 of its 18 bulk carriers can load containers on deck, enjoying record freight ratesWith

https://min.news/en/economy/936bfff2999409135057c9e296079a0a.html

A kada smo vec kod genca (GNK) i kontejnera

pogledajmo EPS za njega i ostale

Da jednog dana izvadimo sto se rasprodavalo ukljucujuci i ATPL na 350 kao da ce u stecaj i kao da nema sutra.

Pri TC vozarinama >20k

I sa zbirnom zaradom za 2021 u depu od oko 300 kn po dionici.

Jos o drybulku i kontejnerima

'Containergeddon': Supply crisis drives Walmart and rivals to hire their own ships

The Flying Buttress once glided across the oceans carrying vital commodities like grain to all corners of the world.

www.reuters.com

Quote from brajakica

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🤔😁

Mokri snovi da ne utjecu kontejneri i da nece svakim danom vise.

Pa da ponovimo post od 24.09.2021

Prije 2 mjeseca, tada je CEO genca ocekivao da ce za par tjedana imati potrebne dozvole sto znaci da vec mjesec dana voze kontejnere.

Gdje ima volje(velike zarade) nade se i nacina.

Ovo sa kontejnerima ce trajati jos min 2 godine.

To znaju i bulkerasi pa se pametno prebacuju da to iskoriste.

With 43 bulk carriers, this big shipowner is going to use bulk carriers to load containers!Pending approval of classification society.

"We may still need a few more weeks."

To je isteklo prije mjesec dana

Some observers also discovered that Swire Bulk's ships have always carried a small number of containers.

King Frederickson's Golden Ocean Group also stated that it is actively studying the technology of using bulk carriers to transport containers

Taiwan's Zhengde Shipping said that 5 of its 18 bulk carriers can load containers on deck, enjoying record freight ratesWith

https://min.news/en/economy/936…e296079a0a.html

Display More

Ajde bas cemo vidjeti u gnk q4 reportu koliko su kontejnera prevezli. Da je tako lako na bulkera staviti kontainer shoes i obuciti posadu vec bi svi to napravili. Dio tereta koji je isao kontejnerom, ova riza i coca cola u vrecama na bulkerima su promili tereta.

Kontejneri su pomogli sa port congestion i guzvom u skverovima

I odakle to da ce "ovo sa kontejnerima trajati najmanje 2 godine"? Koje ovo i zasto 2 god?

I vani i kod nas bezrazumna i iracionalna rasprodaja bulkera

Ovdje vise o GNK ali vrlo slicno i na ostalima i na Atpl.

SBLK po EPS spada u 10% najboljih u usa a po p/e se trzi kao da je medu najgorima.

Ta ludost na cijelom dry bulku ce zavrsiti u 2022.

Bolje to docekati ukrcan i iskoristiti ove nevidene popuste

Kina je ustopala ali sve ce morati nadoknaditi i tada ce svi shvatiti da drybulk ide to the moon sa EEXI I carbon taxom, najnizim OB u povijesti,sa velikim rastom demanda.

Kineski GDP je jako isporio i morat ce pokrenuti jako stimuliranje ekonomije.

To ce najvise zavrsiti u infrastukturi,znaci u zeljezu i betonu.

https://finance.yahoo.com/news/heres-why-genco-shipping-gnk-150003146.html