DRY BULK

    Russian coal supplies worsen on all export routes | The Coal Hub

    Logistical issues with Russian coal deliveries to seaports are gaining momentum on all export routes, resulting in a shortage of material on the market that may cause an even greater deficit in the coming months. The supply disruptions are particularly acute at ports in the Baltic and the Far East.

    In the North-West direction, repairs are underway on Oktyabrskaya railway, that, combined with snowfalls, led to congestion on the railway and a large number of abandoned trains. In January-November 2021, rail shipments to Rosterminalugol (RTU), the largest coal terminal on the
    Baltic Sea, decreased by 1.9 mio t to 22.2 mio t (y-o-y, according to adjusted data). RTU’s coal stocks for the first time fell to a historic low of 25 thousand t, while the simultaneous storage capacity of the terminal amounts to 633 thousand t (see CAA Russian Coal Weekly dated December 10, 2021).

    Daily temperatures in the region dropped to -200C, increasing difficulties with unloading railcars with frozen coal at ports and forcing Russian Railways (RZD) to impose railway bans on coal deliveries to certain terminals. Starting from December, ice restrictions are expected to be introduced on the Baltic Sea, that will cause additional delays in Russian coal supplies to international markets.

    Japan aims to be selling ammonia-fuelled ships by 2028 - Splash247
    Japan, Inc is rallying together in making ammonia-fuelled ships a reality. Shipping major Kawasaki Kisen Kaisha (K Line) along with fellow owner NS United…
    splash247.com

    Japan aims to be selling ammonia-fuelled ships by 2028

    Japan, Inc is rallying together in making ammonia-fuelled ships a reality.

    Shipping major Kawasaki Kisen Kaisha (K Line) along with fellow owner NS United Kauin Kaisha, trading house Itochu Corporation, the country’s largest shipbuilder, Nihon Shipyard and Mitsui E&S Machinery have received significant government funding to develop ammonia-powered deepsea ships with an aim to get these ships in the market by as early as 2028 to give Japan a commercial lead in what is widely seen as the next generation of propulsion.

    The two owners and Itochu will be responsible for trialling all the equipment developed while the shipyard will develop a hull equipped with fuel tanks and an ammonia fuel handling system onboard. Mitsui E&S Machinery, meanwhile, is tasked with creating the ammonia fuel tank and fuel supply system and the technology related to the new engine, something Mitsui E&S is also working on in a separate project with engine manufacturer MAN and another Japanese owning giant, Mitsui OSK Lines (MOL).

    Jutro u citanju :rolleyes:

    Captive power producers urge govt to ensure normal coal supplies
    The Indian Captive Power Producers' Association (ICPPA) alleged that independent power producers did not build up the required inventories which led to the…
    www.business-standard.com

    A captive power producers' association has urged the government for 100 per cent normalisation of coal supply to captive power producers while blaming independent power generators for the coal crisis and "complete crash of whole system".

    The Indian Captive Power Producers' Association (ICPPA) alleged that independent power producers did not build up the required inventories which led to the supply crisis.

    "Today where we have reached is 35-40 per cent of what we should be getting ... Right from today let there be 100 per cent normalisation of supplies to captive power plants (CPPs)," Rajiv Agarwal, Secretary General, ICPPA said in a press conference.

    IPPs do not build up the inventories for various reasons, as a result the safety stock and the insurance stock as it is called is depleted and subsequently there is a complete crash of the whole system, he said.

    "All the coal rakes made for CPPs have virtually stopped," he said.

    IPPs, he said, are not building inventories because they know that if there is a crisis the whole government will help them.

    "This is the right time the government should start normalising the supplies because we are getting some feeler is that first they want to build up very high some 30 days inventory by March and after that they will start supplying to CPPs and industries....for next year also the CPP would continue to face problem and will be in crisis," he explained.

    COVID-19 from last year created havoc for industries, infrastructure and the economy, and in such a situation the current coal crisis has been much more worrying factor for captive power, he said.

    BCI 5 T/C routes 180000 20363 -1725
    BPI 5 T/C routes 82500 21460 664
    BSI 10 T/C routes 58328 25705 -505
    BHSI 7 T/C routes 38200 27057 -381

    BDI INDEX 2229 -65

    Freight futures am update

    Capesize up ~3%
    Panamax up ~4%

    Edited once, last by hugh: Merged a post created by hugh into this post. (December 22, 2021 at 2:12 PM).

    BPI timecharter average Weighted average of the 5 T/C routes 82500 22638 1178

    BSI timecharter average Weighted average of the 10 T/C routes 58328 25330 -375

    BHSI timecharter average Weighted average of the 7 T/C routes 38200 26607 -450

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    I preko bare rastu treći dan za redom....čini se da futuresi sugeriraju puno bolju situaciju nego što su mnogi očekivali u prvom mjesecu,pogotovo za manje brodove.

    Staro je dva tjedna ali prognoze vrijede i dalje. Ukoliko se ostvare, to bi bio novi game changer i za dry bulk.

    Američka investicijska banka J. P. Morgan je vrlo optimistična glede stanja globalnog gospodarstva u 2022. U svom izvješću navode kako bi sljedeća godina mogla postaviti temelje za 'daleko živahnije okruženje' koje bi trebalo nastupiti nakon što Covid-19 iz pandemije prijeđe u endemsku bolest.

    Živahno gospodarstvo znači snažnu potražnju za naftom, a JP Morgan predviđa da bi cijene sirove nafte mogle porasti na 125 dolara po barelu 2022. i 150 dolara 2023. zbog ograničenog kapaciteta OPEC-a za povećanje proizvodnje.

    JP Morgan predviđa kraj Covida, jaku ekonomiju i cijenu nafte od 125 dolara
    Američka investicijska banka J. P. Morgan je vrlo optimistična glede stanja  globalnog gospodarstva u 2022. U svom izvješću navode kako bi sljedeća godina…
    www.lider.media
    Quote from Shogun

    Cini se da se Kinezi spremaju na infrastrukturalnaculaganja u 2022:

    https://www.globaltimes.cn/page/202112/1243361.shtml?id=12

    Niti rijeci o Evergrandeu, pronicljiviji promatrac bi uocio... Ali u clanku ispod ovog pisu da nece to utjecati itd.

    To je polusluzbeno glasilo vlade Kine i nije niti za ocekivati drukcije tekstove.

    Ali ok, ostaje da vidimo. Recept je dosad palio.

    Realno, one sve stanove od Evergrande koji su gotovi treba podijeliti ljudima. Da se ociste bilance i da ljudima ostane love za zivjeti. A ostalo pomesti. Tko je jamio jamio je.

    Bolje je jeftino kupovati nego jeftino prodavati.

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