ATPL (Atlantska plovidba d.d.)

Freight futures am update

Capesize up ~6%
Panamax up ~1%

Sad ce u narednom razdoblju BDI malo da stagnira, ne moze da raste unedogled..a taman su panamaxi dosli na prag profitabilnosti Atpl...

Capeovi +5.2% 26 672

Baltic Dry Index Rises 3.79% to 1,617
Capesize +5.16% to $26,672
Panamax +1.65% to $9,661
Supramax 58k tons +0.77% to $7,341
Handysize +2.19% to $4,763

Freight futures am update

Capesize up ~8%
Panamax up ~1%

Where do we go from here?

– We believe the second half of the year will be one of the best periods for dry bulks shippingin quite some time. However, it will also be a very volatile one. Any increase in rates will not be linear whilel large drawdowns are very likely. We expect spot rates to exceed last year’s levels (circa 40,000 was the high of lasty year. Our justification for such a bullish outlook relies on all the drivers we have been discussing recently and ares slowlycoming into play at the same time:

A) Global economic stimulus is approaching ~USD18 Trillion or ~20% ofg globalGDP, an amount that would have been unimaginable before.

B) China is in the center of such stimulativea action with infrastructure spending increasing rapidly.

C) Inventories are low, and a re-stocking cycle is bullish fors shipping

D) Brazil has the capacity to expand iron ore exports quite a bit in the face of $100/ton iron ore, and witho onlysix month left to hit their target, Vale has every incentive to ramp up production and exports (note: Question-

mark remains the development of COVID-19 in Brazil and the potential impact on iron ore operations).

https://www.breakwaveadvisors.com/s/Breakwave-Ju…2020-Report.pdf

AP Sveti Vlaho 15000

Cape +7.4% 28657

Možemo očekivati malo hlađenja od sutra.

BDI je pregrijan, a i Kinezi imaju praznike Dragon Boat Festival.

RSI na 95

https://stockcharts.com/h-sc/ui?s=$BDI

Bdi +5.4% 1705

Quote from jasko

Možemo očekivati malo hlađenja od sutra.

BDI je pregrijan, a i Kinezi imaju praznike Dragon Boat Festival.

RSI na 95

https://stockcharts.com/h-sc/ui?s=$BDI

Quote from Manu

Bdi +5.4% 1705

jesmo li već došli na razine koje našim brodarima idu u prilog?

i kad bi se ovaj rast mogao preliti na njih?

neko zatvaranje ekonomija i obustava svjetske trgovine ne dolazi u obzir.

nemam ama baš nikakve veze s pomorstvom, al ovaj svakodnevni rast vozarina djeluje obećavajuće.

Evo lijepog clanka koji dosta toga objasnjava, navodeci rizike za downturn (2. val i lockdown - nadam se da nece do toga doci), te potencijale za upturn za vece, te za manje vrste brodova s obzirom na predstojece vrijeme žetve i prijevoz žitarica.

https://www.drycargomag.com/has-the-dry-bulk-tide-turned

P.S. Ako se ne varam manje klase brodova su dosle negdje u prag isplativosti i blago pozitivan teritorij, a sada samo ostaje vjecno pitanje koliko ce ostati u tom teritoriju, sto ovisi o puno cimbenika. ATPL, ako se ne varam, obicno cak uspijeva ugovoriti nesto vece vozarine od trenutnog BDI-a.

BDI +5.4% to 1,705

Capesize +7.4% to $ 28,657

Panamax +2.1% to $ 9,866

Supramax +1.1% to $ 7,419

Handysize +2.5% to $ 4,884

BALTIC CAPESIZE INDEX + 2.6% TO USD 29,395 / DAY

Bdi +1.9% 1738

Osim spot vozarina fino su gore potegli i TC što me i više veseli,

ipak su ovo vrijednosti po kojima možeš ploviti u pozitivi sljedeće 2 godine

https://www.hellenicshippingnews.com/category/repor…rter-estimates/

BDI +1.9% to 1,738 points

Capesize +2.6% to $ 29,395

Panamax +0.7% to $ 9,937

Handysize +1.7% to $ 4,968

Supramax +0.5% to $ 7,457

19 straight trading days with upswing. The index is thus at its highest level since October last year.

BDI +0.6% to 1,749 points

Capesize +0.8% to $ 29,641

Panamax +0.3% to $ 9,970

Handysize +1.5% to $ 5,042

Supramax +0% to $ 7,460