DRY BULK

    Indonesia has set a coal export target of 497.2m tonnes for 2022, more than 14% higher than realised shipments in 2021, the country’s energy minister said on Wednesday.


    The world’s largest thermal coal exporter had also set a coal production target of 663m tonnes this year, nearly 8% higher than realised 2021 production, Arifin Tasrif said at a press conference in Jakarta.

    Coal exports last year, of 435m tonnes, were 11% lower than the government target of 487.5m tonnes, while production – at 614m tonnes – fell 2% short of the 625m tonne target, as heavy rains hampered production in the fourth quarter, he said.

    “We aim to raise our coal production in 2022 to 663m tonnes, with domestic consumption set at 165.7m tonnes. Hopefully, this pandemic will be settled soon,” he said.

    Export ban

    Indonesia imposed a ban on exports from the start of the year – in order to replenish domestic stocks – which might be at least partially lifted later today, the minister said.

    “The lifting of the ban is pending an assurance from [state-owned utility] PLN that its coal stocks are considered adequate.”

    The ban on shipments exacerbated concerns of an already tight seaborne market, particularly in the Pacific basin, where the benchmark Global Coal Newcastle index was last pegged at USD 216.17/t, up 20% on the week.

    bullish or bearish news??

    Large Increase in Chinese Steel Output

    • Also of note in China is that steel output has recently increased again. Data released today shows daily crude steel output at large and medium-sized mills averaged 2.09 million tons during December 21 - December 31. This is 11% higher than was seen during the previous ten days and marks the highest steel production level seen since August. On a year-on-year basis, this production level is down by only 3%.
    Quote from Milo

    Vani opet u zeleno sve...očito imaju bolji info😀

    pa i kod nas zelene i atpl i jdpl......u postotnim promjenama ništa manje nego ovi vani........a to što je promet takav kakav je, to je drugi par rukava koji dovoljno govori o trenutnoj vjeri u to zelenilo...... ;)........al znate kak je s brodarima......vjera je u određenim trenutcima iznimno jaka dok ponekad vjernika nemoš nać ni za lijek.....

    Sharing a 1,306 kilometer-long land border with China, Vietnam is heavily dependenton China for imports and exports, and has been hit badly by stricter Chinese border controls imposed ahead of the upcoming Winter Olympics. According to local news reports from January 10, about 1,200 trucksremain stuck at a border crossing with China, even after Vietnamese officials asked Chinese authorities to urgently resolve the congestion, which has been in place for over a week.

    DRI Asia Review | Year of Tiger, Eye of Storm? | January 11, 2022

    Zbog Omicrona i Olimpijade čep na kopnenim granicama Kine.

    The world risks “running out of copper” amid widening supply and demand deficits, according to Bank of America, and prices could hit $20,000 per metric ton by 2025........ Živi bili, pa vidjeli............

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    Unatoč padu vozarina 2 Year T/C  raste iz tjedna u tjedan..... ;)

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    kako smo prije koji dan najavili ima tko će (u ovom slučaju indija) jedva dočekati da kina smanji proizvodnju za ostatak svijeta ALI za vlastite potrebe će iz strateških razloga sigurno zadržati veliki dio proizvodnje.

    South Korea's POSCO, India's Adani eye steel mill project in $5-bln pact
    Indian billionaire Gautam Adani's infrastructure group and South Korean steel major POSCO aim to invest about $5 billion on projects that include setting up an…
    www.reuters.com

    ne pozivam na kupnju-prodaju,očekujem da me netko svojim razmišljanjima i argumentima potakne na novo razmišljanje.isprike na dužini posta,tipfelerima...

    ništa ne insinuiram samo malo bujne mašte i jedan veliki :?: iznad glave

    sjećate se kako je lumber u prvoj polovici prošle godine najavio značajan rast demanda svega po redu pa i iron ore,coal,soy,grain,....... =O :/ :saint:

    pogledajte prilog pa sami prosudite dali je to u 2022. lažni dim,pravi dim,požar ili....rezimirat ćemo nekad


    p.s.

    još oko 80 sati (16.01.2022 23h) do zaključenja samoupisa u tablicu targeti za 2022.

    nemojte svi čekati zadnji čas

    evo je u prilogu da ne tražite ovo je zadnja verzija :saint:

    može i iznošenje na ovoj temi pa ću ja dopisati

    vrijedi i za kontejnere,tankere i razno :thumbup:


    Indonesia has lifted a ban on thermal coal exports, imposed since the start of the year, with immediate effect for exporters meeting certain stringent conditions, a senior minister said on Thursday.


    Coordinating minister for maritime and investment, Luhut Binsar Panjaitan, told reporters in Jakarta that state-run utility Perusahaan Listrik Negara (PLN) now had sufficient inventories, of between 15-20 days, at the country’s coal-fired plants.

    “Thirty-seven vessels that have been loaded as of 12 January… will be released for export,” he said.

    He added miners would be permitted to export coal on condition they had fulfilled their domestic supply obligations for 2021, namely allocating 25% of their full-year output to the domestic market.

    The prior ban on shipments from the world’s largest thermal coal exporter exacerbated concerns of an already tight seaborne market, particularly in the Pacific basin, where the benchmark Global Coal Newcastle index was last pegged at USD 215.43/t, up 17.4% on the week.

    Target za 2022.

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    ATPL najgori 800 srednji 950 najbolji 1200

    JDPL najgori 100 srednji 120 najbolji 150

    ULPL najgori 200 srednji 250 najbolji 300

    DSX najgori 8 usd srednji 9,5 usd najbolji 12 usd

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