DRY BULK

Quote from Manu

China saw electricity consumption exceed 8.3 trillion kilowatt-hours in 2021, up 10.3 percent from 2020, the National Energy Administration said on Monday.

• China Dec coal imports at 30.95 mln T, down 11.7% m/m
• China 2021 coal imports at 323.22 mln T, highest since 2013
• China inventories at utilities falling

China, the world's biggest coal miner and consumer, produced 384.67 million tonnes of the fossil fuel last month, up 7.2 per cent year-on-year, data from the National Bureau of Statistics showed on Monday.
For the full year of 2021, output touched 4.07 billion tonnes, up 4.7 per cent on the previous year.

Znači imali smo

-rast potrošnje energije 10.3% za razdoblje 21/20

-rast uvoza ugljena 6.6% na 323 mt za isto razdoblje

-rast kineske proizvodnje ugljena 4.7% na 4070 mt

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E ovo me zanimalo. Znaci buduci da ocekujem znacajni dodatni rast potrosnje struje u Kini u svakoj narednoj godini zbog elektrifikacije prometa ocito je da im to dizanje domace proizvodnje ugljena nece biti dovoljno..

Jos je jedna stvar tu bitna, a tice se Kine...

Njihov uvoz ugljena, na razini oko 400 mil tona godisnje, je svega 10ak% njihove potrosnje, i realno, mogli bi to potpuno eliminirati. Ali razlozi zasto uvijek uvoze tu neku kolicinu je prvo to da uvoze metalurski ugljen kojeg bas i nemaju, a drugo zato jer je uvozni toplinski ugljen bolji od njihovog pa ga loze oko najvecih gradova, da smanje zagadjenje, a po selendrama loze taj njihov. I to se nece promijeniti.

Clarksons Platou expects capesize vessels to hit spot rates averaging at USD 29,000 per day in 2022, slightly down from an average of USD 33,000 per day last year.

Capesize vessels now sailing below break-even point

Rates on dry bulk ships in the spot market have dived in recent weeks, with capesize ships now sailing at rates below their break-even point, show numbers from…

m.shippingwatch.com

Shipping Weekly 3/2022

Šangajski cape indeks danas +17%

Ovo san ja pokupia 80 kom da ne mislite da je neko ozbiljan

Quote from Infinity

Ovo san ja pokupia 80 kom da ne mislite da je neko ozbiljan

Joooj......pa jel vam nitko nije rekao da vikinzi padaju danas.........

Quote from hugh

Quote from Infinity

Ovo san ja pokupia 80 kom da ne mislite da je neko ozbiljan

Joooj......pa jel vam nitko nije rekao da vikinzi padaju danas.........

Mi smo još u slalomu, triba cekati finish line.

BCI 5TC 10913 -1277

Quote from gigic23

Quote from migra

https://splash247.com/maersk-provide…_medium=twitter

http://maritimegateway.com/containers

the latest measurement on jan 2 2022 new record high of 110 days for transpacific eastbound

prije pandemije je bilo 45-50 dana.

za one koji vole win -win situacije a osobno sam veliki fan istih.

covid19 je WIN -WIN za bulkerase iz razloga što smanjivanjem njegovog utjecaja raste demand radi ekonomskog raste ako raste utjecaj covid19 pojacava congestion.

oba scenarija poztivno utjeću na vozarine.

win-win nije česta pojava,nažalost

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Informacije i objektivnosti radi, usprkos indexima

FFA Q122

Cape -8,0%

Pmax -5,3%

Chinese crude steel output climbed to a five-month high of 86.2 Mt in December, a significant rebound from the 69.3 Mt produced in November

Simpson Spence Young | Chinese Steel and Aluminium Production

Freight futures am update

Capesize down ~8%

Panamax down ~6%

BCI 5 T/C routes 180000 10913 -1277

BPI 5 T/C routes 82500 20011 -924

BSI 10 T/C routes 58328 20242 -261

BHSI 7 T/C routes 38200 20909 -310

BDI INDEX 1644 -87

Ocito jos nismo zagrebali dno al nadam se da smo blizu i da od kraja sijecnja slijedi odbijanac!

Je..te led je mi DAC odletio danas. Vidim vijest 11 brodova produžili do 2028. Tek sada vidio

DAC TO THE MOON

Welcome! You are invited to join a webinar: Setting the Stage for 2022. After registering, you will receive a confirmation email about joining the webinar.

Is it still "All Glitter and Gold for Shipping”? Is the best still to come? Macro economic, geopolitical and Covid related factors have turned 2021 into a…

us06web.zoom.us

Setting the Stage for 2022

Description

Is it still "All Glitter and Gold for Shipping”? Is the best still to come?

Macro economic, geopolitical and Covid related factors have turned 2021 into a great year for the majority of shipping sectors. And those that lagged in 2021 seem to be prepared for a rebound in 2022.

Furthermore, the “No Shipping - No Shopping” reality as the result of the global supply chain squeeze has created significant awareness for the critical role of shipping to a broader investor audience.

The panel will address topics along two main categories.

The first category of topics focuses on the fundamentals and outlook of each shipping sector - dry bulk, containers, crude and product tankers, LNG/LPG - as we break into 2022. It will review the demand and supply balance, as well as the impact of factors such as technology, regulations and capital access. What factors could create new opportunities or new challenges that could alter the picture?

The second category of topics will focus on alternative expansion, capital raising and capital return strategies for listed companies. How can companies take advantage of the current strong capital and freight markets to optimize their expansion strategies while maximizing sustainable shareholder value?

Dobra stvar ovakvih webinara je sta se mogu postavljat pitanja koja vas zanimaju, danas je bila isto preko zooma company presentation SB-a na kojima su bili prisutni svi glavni direktori iz kompanije na kojima isto se mogu postavljat pitanja vezano za kompaniju, sta je bas zgodno za investitore kojih nesto zanima detaljnije i prilicno prakticno :).

Quote from mitkko

FFA Q122

Cape -8,0%

Pmax -5,3%

Dan završio na:

Cape -11,0%

Pmax -8,5%