Mining supercycle talk back as copper, iron ore prices surge to 7-year highs https://www.mining.com/mining-supercy…o-7-year-highs/

The unstoppable iron ore: SGX December futures continue their rally supported by a perfect storm of strong demand, tight supply and ever increasing trade war risks..                                                                 

Baltic Dry Index Falls 0.83% to 1,201
Capesize -0.08% to $12,322
Panamax -2.52% to $11,071
Supramax 58k tons -0.14% to $11,209
Handysize +0.37% to $9,919

Fitch upgrades 2021 shipping outlook as boxships and bulkers rebound https://www.tradewindsnews.com/finance/fitch-…ound/2-1-922793

Vessel scrap prices have broken through the $400 per ldt https://www.tradewindsnews.com/insight/scrap-…free/2-1-922513

Počeli su analitičari s Wall Streeta sa prognozama za brodare. Za neke i preko 1000% npr. SHIP Wall Street analysts have a consensus price target for the stock at $6, which means that the shares’ value could jump 1100% from current levels. https://marketingsentinel.com/2020/12/01/sea…win-over-bears/

Vale on its iron ore recovery: “It’s not a sprint, it’s a marathon,” CEO Eduardo Bartolomeo said Wednesday on Vale’s annual investor day presentation. “The ones that come to run with us will reap the benefits of big value creation.” https://markets.businessinsider.com/commodities/iron-ore-price

Coal prices rose to above $71 per tonne in the first week of December, close to the levels not seen since early February amid expectations of higher restocking levels and a boost in seasonal demand. https://tradingeconomics.com/commodity/coal

Quote from jasko

Počeli su analitičari s Wall Streeta sa prognozama za brodare. Za neke i preko 1000% npr. SHIP Wall Street analysts have a consensus price target for the stock at $6, which means that the shares’ value could jump 1100% from current levels. https://marketingsentinel.com/2020/12/01/sea…win-over-bears/

koliko je ovo relevantna procjena može se iščitati iz slijedećeg qoute-a.. pametnom dosta

"The SHIP stock price is -1756% off its 52-week high price of $9.28"

baš me zanima kako izračunati pad od 1756%.. ne znam nas to nisu učili u školi.. i kakve to veze ima sa ATPL?

Baltic Dry Index Falls 1.0% to 1,189 Capesize -0.39% to $12,274
Panamax -2.74% to $10,768
Supramax 58k tons -0.42% to $11,162
Handysize +0.51% to $9,970

https://www.poslovni.hr/trzista/cijene…pljenje-4261816

Zadnja rečenica.....čisto kao retrovizor.......potvrđuje da kinezi uvoze kuruza od amera ko ludi......a ovdje smo mjesecima čekali da se ti dogovori ostvare kako bi vozarine rasle a sad več mjesecima uvoze a vozarine i dalje u banani......kukuruz se pokazao kao banana....😃....i tako, čeka se, čeka a ono samo banane......za koga su banane pitam se?......soja, kuruz, banana......ko više i pamti trade deal, a vozarine, di su......

Quote from hugh

https://www.poslovni.hr/trzista/cijene…pljenje-4261816

Zadnja rečenica.....čisto kao retrovizor.......potvrđuje da kinezi uvoze kuruza od amera ko ludi......a ovdje smo mjesecima čekali da se ti dogovori ostvare kako bi vozarine rasle a sad več mjesecima uvoze a vozarine i dalje u banani......kukuruz se pokazao kao banana....😃....i tako, čeka se, čeka a ono samo banane......za koga su banane pitam se?......soja, kuruz, banana......ko više i pamti trade deal, a vozarine, di su......

Ne bih rekao da su vozarine u banani. Ako se uzme u obzir da je rast flote u ovoj godini preko 3.5% dok je istovremeno pad svjetskog gospodarstva 4.2%, vozarine za supramaxe npr. od 11k su više nego ok u ovakvoj situaciji.

Quote from Manu

Quote from hugh

https://www.poslovni.hr/trzista/cijene…pljenje-4261816

Zadnja rečenica.....čisto kao retrovizor.......potvrđuje da kinezi uvoze kuruza od amera ko ludi......a ovdje smo mjesecima čekali da se ti dogovori ostvare kako bi vozarine rasle a sad več mjesecima uvoze a vozarine i dalje u banani......kukuruz se pokazao kao banana....😃....i tako, čeka se, čeka a ono samo banane......za koga su banane pitam se?......soja, kuruz, banana......ko više i pamti trade deal, a vozarine, di su......

Ne bih rekao da su vozarine u banani. Ako se uzme u obzir da je rast flote u ovoj godini preko 3.5% dok je istovremeno pad svjetskog gospodarstva 4.2%, vozarine za supramaxe npr. od 11k su više nego ok u ovakvoj situaciji.

Ako se na taj način gleda to može biti utjeha, ali po mom mišljenu vozarine trenutno nisu ni približno dovoljne za prosperitet i napredak atpl kao firme ......

Dry Bulk Shipping Update (BUY) - 'Tis the Season (88-pages)

As we are soon entering the weakest period of the year for dry bulk earnings, we see limited upside and expect rates to extend recent losses into February. Share prices are however uncorrelated with season, and could hold up quite well. We revise our target prices down in light of lower asset prices and our revised iron ore export forecast, but maintain our very positive stance on dry bulk shipping. https://5f38c3be-c80e-4113-8699-341bc56851e6.usrfiles.com/ugd/5f38c3_505…896418dabbe.pdf

Vozarine rastu https://www.braemarscreen.com/home

Baltic Dry Index Rises 0.67% to 1,197
Capesize +2.7% to $12,606
Panamax -1.12% to $10,647
Supramax 58k tons -0.37% to $11,121
Handysize +0.16% to $9,986

Freight futures am update Capesize up ~9%
Panamax up ~3%

FFA Tone: Capes again better this morning lead by better physical on C5 and some short covering. Panamax and smax both remain well supported…good volume throughout                               

Fleet growth in 2021/2022

https://www.breakwaveadvisors.com/insights/2020/…k-supply-growth

Brodari dobro potegnuli https://finance.yahoo.com/quotes/gogl%2C…r=1&bypass=true https://www.finviz.com/screener.ashx?…pping&o=-change