Upravo to je ono sto tvrdim.
Da ce drzave gurati infrastrukturu i da ce nastati stampedo za tonazom.
Ostaje da vidimo...
Upravo to je ono sto tvrdim.
Da ce drzave gurati infrastrukturu i da ce nastati stampedo za tonazom.
Ostaje da vidimo...
capes will spike over 30k before Halloween
the run will start in 4-5 days
Recent days have continued to see the United States report new grain sales to China. 26 of the last 31 business days (including all five days last week) have seen grain sales to China reported. This is an extremely impressive feat and we are unaware of any other period where this has occurred. China remains the primary buyer of US soybeans and corn. The United States has sold 30.1 million tons of soybeans that will be shipped globally in 2020/21. 15.9 million tons of these sales will be shipped to China. The United States has sold 19.3 million tons of corn that will be shipped globally in 2020/21. 9 million tons of these sales will be shipped to buyers in China.
Shanghai shipping index Cape / Pmax / Supra: + 5,36 / + 1,03 / + 0,71 %
Dobro je da ce se zakucati kvartal sa solidnim prosjekom BDI. A iduci je tradicionalno najbolji u godini.
Southeast Asian dry bulk shipments driving growth
Braemar ACM expects Southeast Asian coal imports to reach 175m tonnes by 2024, which marks a 40% increase on 2019. The brokerage sees continued growth in demand from this part of the world
https://lloydslist.maritimeintelligence.informa.com/LL1133946/Sout…-driving-growth
Baltic Capesize-indeks + 7,1 prosent til 17.229 dollar
Baltic Capesize-indeks + 7,1 prosent til 17.229 dollar
A zasto nam je zanimljiv capesize index ovdje ?
Baltic Capesize-indeks + 7,1 prosent til 17.229 dollar
A zasto nam je zanimljiv capesize index ovdje ?
Svi znamo da atpl nema Cape brodove, ali Capeovi uvijek prvi krenu rast i određuju smjer cijelog sektora.
po grafu, izgleda da ozbiljnije kreće BDI . dno je dotaknuto , slijedi rast .
BDI + 3,81% 1364
FFA Tone: Capes better this morning with nearby Oct trading +5% printing as high as 20750.
Spot currently 17k and most traders feel next stop 22k (which also where current resistance stands). Panamax
weaker and once again testing the 12k supports on nearby Oct and q4
Cape + 7,9% / 18.592 USD
Ovo je vec ozbiljno potezanje.
Bit ce dobar prosjek vozarina u Q3.
FFA Tone: Capes again pushing with nearby Oct now +10% trading at first key resistance of 22k powered by firmer physical in both basins. Panamax and smax both traded lower early but stabilized on back of Cape strength…good volume throughout
Smaller sizes (Panamax, Supramax) have yet to break out of their recent ranges, as spot rates are struggling to follow the dynamics of the larger ships, although indices remain in an upward trajectory as well.
https://www.breakwaveadvisors.com/insights/2020/…-for-first-time
Shanghai shipping index Cape / Pmax / Supra: + 11,17 / + 1,05 / + 1,33 %
Baltic Capesize-indeks er opp 22,9 prosent til 22.841 dollar
Kineski realni GDP i vodeći ekonomski indeks Kine