The Baltic Dry index is down 0.2 percent to 1,323 points on Monday, according to The Baltic Exchange.
- Capesize climbs 1.0 percent to $ 15,085
- Panamax is down 2.0 percent to $ 11,059
- Handysize flat development to $ 10,239
- Supramax drops 0.3 percent to $ 11,596
a tu je i slika, koja govori više od riječi (kineska)
This is very good for shipping.
- Keeps newbuild prices high (and supports second hand values). - Scrap steel prices well supported, incentivising scrapping. - High prices means producers try to maximise production. China's Iron Ore Prices Soars, No Signs of Stopping: Benchmark 62% imported iron ore price soars to $ 173.42 a tonne on Monday, based on SteelHome consultancy data... http://www.steelhome.cn/english/tksshpi/shpi_tkspz.php
Despite the recent strong run for a lot of commodities, many investors and analysts argue that it is only the beginning of a lengthy bull market for commodities. Among others, the investment bank Goldman Sachs believes we are entering a commodities super-cycle that could compete with the gains seen during the oil boom in the 1970’s or the China-driven increases in the beginning of the 2000’s. https://www.breakwaveadvisors.com/insights/2020/…among-investors
2021 Dry Bulk Outlook
"We are confident that the supply growth in 2021 and 2022 will be at historical low levels. In the absence of new black swan events of a similar magnitude as the Brumadinho disaster and the covid19 epidemic we firmly believe that 2021 and 2022 will deliver demand growth that exceeds the fleet growth. This will increase freight rates. While we do believe that higher freight will trigger more newbuild orders we expect supply growth to trail demand growth in the coming 5 years due to the uncertainty around the choice of fuel and propulsion systems."
https://www.hellenicshippingnews.com/2021-dry-bulk-…ply-growth/amp/
Marko Domijan u pomorskoj večeri.
88 dry bulkers currently heading for shipbreaking in Chittagong, Bangladesh.
BDI + 0,5% 1330
Pogledajte vozarine prije godinu dana https://finansavisen.no/nyheter/bors/2…kaksjene-stiger i današnje, pa usporedite https://finansavisen.no/nyheter/shippi…ze-klatrer-mest
Pogledajte vozarine prije godinu dana https://finansavisen.no/nyheter/bors/2…kaksjene-stiger i današnje, pa usporedite https://finansavisen.no/nyheter/shippi…ze-klatrer-mest
Uf, gadno......pušiona i tad i sad......dovoljno jedino za "vožnju" s gubitkom.....
Tradicionalno i već pomalo dosadno, baš kao neki narodni običaj, gle čuda i to baš pred praznike, sve se ipak okrenulo - strani brodari rastu, DAX raste, VIX u padu, investitori gledaju opet u budućnost:
Congress increase the $600 stimulus payments to Americans to at least $2,000.
The Labor Department released its weekly jobless claims report Wednesday morning, showing another 803,000 individuals filed for first-time unemployment benefits last week, ticking down slightly from last week but holding at a historically elevated level.
No government economic data will be released Thursday or Friday in observance of Christmas Eve and Christmas.
izgleda da je pandemija, nakon nedavne panike, trenutno u drugom planu:
..While the vaccine distribution rolls on, businesses and individuals must still contend with the present fall-out from the virus’s spread...
And as the year winds down, investors are beginning to turn their attention to 2021.
uz malu opasku/i upozorenje iz politike, tek toliko da se zna tko je glavni master of the game..In the very near-term, traders will be closely eyeing the Georgia Senate runoffs (https://www.ajc.com/gdpr.html) - unfortunately this website is currently unavailable in most European countries due to GDPR rules...at the beginning of January, given that many believe markets have already priced in a divided government outcome, which could be upended in the event that Democratic lawmakers take control of the chamber.
..pametnom dosta (reset on Thursday or Friday,..), i Sretna Nova svima, baš kao i njima, bez obzira kako nas (ob)radili u Novoj)
Ovo se zove rast.
Naredna dva mjeseca se mogu ocekivati skare relativno nevelikih vozarina s jedne te poprilicno visokih cijena rudace i celika s druge strane, sto stimulira scrap, a taj pojacani proces se vec dogadja. A ako rudaca predje 200 usd...
U svakom slucaju, fundamenti za iducu godinu se bildaju, zivi bili pa vidjeli i rezimirali.
Naredna dva mjeseca se mogu ocekivati skare relativno nevelikih vozarina s jedne te poprilicno visokih cijena rudace i celika s druge strane, sto stimulira scrap, a taj pojacani proces se vec dogadja. A ako rudaca predje 200 usd...
U svakom slucaju, fundamenti za iducu godinu se bildaju, zivi bili pa vidjeli i rezimirali.
Koji se fumdamenti konkretno poboljšavaju?
Naredna dva mjeseca se mogu ocekivati skare relativno nevelikih vozarina s jedne te poprilicno visokih cijena rudace i celika s druge strane, sto stimulira scrap, a taj pojacani proces se vec dogadja. A ako rudaca predje 200 usd...
U svakom slucaju, fundamenti za iducu godinu se bildaju, zivi bili pa vidjeli i rezimirali.
Koji se fumdamenti konkretno poboljšavaju?
Pa ono, ponuda i potraznja.
Neki tamo, neznalice valjda, kazu da ce stavljanje pandemije pod kontrolu povecati seaborne dry bulk trade, zbog skupe rudace rastu celik i scrapping, a i orderbook je vrlo tanak i nece jako doprinijeti rastu flote, mozda 1.5% delivery minus scrap, pa i manje. A tona milje bi trebale rasti nekih 3% ili vise, kao pozitivan rizik.
Naravno, procjene variraju od izvora do izvora i mijenjaju se u vremenu.
Zato je za citati, racunati, misliti...
Inace, just FYI:
https://gcaptain.com/global-bulk-shipping-fleet-doomed/
Clanak jest jaaako star, ali sugerira slijedece: pod pravim uvjetima, citaj dobra cijena celika, preko 50 mil DWT dry bulka moze otici u scrap u jednoj godine.
Znaci sasvim je moguce da kod rudace od blizu 200 usd kako se vrtilo 2012 rast dry bulk flote bude NEGATIVAN, i to za 2%.
A onda sagledajte reperkusije na utilizaciju ako trade volume u tona miljama naraste 3% ili vise.
Evo jedan tekst o ocekivanjima u dry bulku.
https://finansavisen.no/nyheter/shippi…-de-neste-arene
Zna li netko kako se krece BDI? Ne mogu naci podatke za zadnja 2 dana.
Kolegice, sljedecih 7-10 dana Vam se nece objavljivat dnevne promjene BDI-a...tako je uvijek oko NG...
