Freight futures am update
Capesize up ~5%
Panamax up ~5%
https://www.braemarscreen.com/
Dobro potežu
Cape
Jan 12875 +825
Feb 10000 +750
Q1 11016 +650
Cal21 14529 +337
Pmax
Jan 9775 +575
Feb 8900 +525
Q1 9658 +517
Cal21 10577 +248
Smax
Jan 10525 +525
Feb 8725 +325
Q1 9450 +200
Cal21 9945 +127
https://en.sse.net.cn/indices/cdfinew2.jsp
Dobro poteze sve bitno.
Baltic Dry Index Rises 3.2% to 1,418 Capesize +4.51% to $17,408
Panamax +4.84% to $11,465
Supramax 58k tons -0.56% to $11,242
Handysize -0.6% to $10,014
A New Year and Yet Another Year with High Expectations for Shipping – This Time It Might Turn Out to Be Right https://www.breakwaveadvisors.com/insights/2021/…out-to-be-right
A New Year and Yet Another Year with High Expectations for Shipping – This Time It Might Turn Out to Be Right https://www.breakwaveadvisors.com/insights/2021/…out-to-be-right
Ne bude li ove godine iduce je 100% 🤔 jedne mora.
With no signs of newbuild ordering picking up, this low fleet growth could continue well into the middle of this decade, he argued, adding that Cleaves is expecting a strong rebound in demand in 2021, with Chinese consumption of rising iron ore exports from Brazil and Australia a major driver. https://splash247.com/which-sectors-…-worst-in-2021/
The Breakwave Dry Bulk Shipping ETF (BDRY) tracks an index of dry bulk freight futures contracts from specified indexes using only the long exposure to the nearest calendar quarter...
The initial freight futures allocation will be 50% Capesize contracts, 40% Panamax contracts and 10% Supramax contracts, rebalancing annually, as needed, during the first two weeks of the month of December...
Lp svima koji su još ovdje, i sretna Nova 2021.
Vani brodari svi u zelenilu, i to konkretnom, dobrom. Valjda će se dosada ovdje zamijeniti barem malo življom trgovinom. Zbilja dosadno.
Baltic Dry Index Rises 0.49% to 1,425 Capesize -0.56% to $17,310
Panamax +3.18% to $11,830
Supramax 58k tons +0.04% to $11,247
Handysize -0.56% to $9,958
The orderbook falls to new record lows, now at only 6.1% of the fleet.
This is great news for shipping companies. Due to sharply increasing steel prices and big negative currentcy movements , shipyards are forced to raise new build prices.
- Keeps on-the-water asset NAV's high
- Keeps order books low https://www.tradewindsnews.com/shipyards/ship…oars/2-1-938959
According to LME scrap steel shot up 14%. Now at $483,5/tonne https://www.lme.com/en-GB/Metals/F…crap#tabIndex=2
Znači, čelik ide oštro gore. To su odlične vijesti.
Ova godina je godina oporavka ove branše. Odlazak Trumpa je samo u nizu dobrih stvari koje ce se dogodit ovom sektoru.
Baltic Capesize-indeks + 20,1 prosent til 21.131 dollar pr dag
Cape +20% na 21132$
Cape +20% na 21132$
