brajakica Ne znam koleginice forumasice dal vi to sami sebe pokusavate uvjerit u nesto al 3 posta jedan za drugim u 30 minuta je vec .
spamanje teme.
Zar Vi od svega iznesenog nemate nista za demantirati, za prokomentirati?za iznjeti nesto vlastito? 
Drugi najveci US izvoz ikad.
Od ovih 10 mb product je bio 6mb.
Bez ruske nafte europa ce trebati vise ovakvih akcija.
The U.S. exported a RECORD amount of crude and refined oil products last week, surging above 10 million b/d for the only 2nd time ever.
Za sada i ovaj demand nije po clarksonu i onima koji u njima vide nepogresive ("najvece") strucnjake
An interesting factoid to consider as demand destruction is the most popular expression now. French oil demand returned in March 2022 to pre-covid levels for 1st time, up 0.8% from March 2019 (despite the fact that jet-fuel demand was still down 26% vs March 2019)
Bcti 1048
U zadnja 34 dana bcti prosjecno 981,to nije videno 13g tko misli da mu je mudro neka ostane OUT i ignorira sve sto se ovdje posta, neka promatra kao sto i mi koji smo IN gustamo i promatramo
Demand ne raste i nece rasti 
🤭🤣
Ameri kure i oil da bi imali vise
LNGa za prodaju europi.
US power load is close to 5% higher this year relative to last year at the same time. The avg power demand over the last 30 days was 408 GWh (compared to 389 GWH LY, and 371 GWH 2Yrs ago).
Panamax flota za rasuti teret +15 godina čini preko 30% ove flote. Smatra da će ih biti neisplativo nadograditi s skruberima i postrojenjima za pročišćavanje balasta kako bi zadovoljili IMO 2023. Zaključuje da ove godine mora doći do nekog struganja najstarije tonaže. 5,5% ove tonaže je preko 25 godina.
https://lloydslist.maritimeintelligence.informa.com/data-tools/market-data/dry-cargo/dry-bulk-supply
Tko je prodao ili zeli kupiti priziva sjecanje na low i bjezi od high i obrnuto. 
Poceo je supersajkl,tko zeli neka sanja low a ja cu high 
Koliko je bio?
Duple tonmilje
Indian wheat could offer a cheaper option for top importer Egypt but will have to overcome quality controls set by the country’s agriculture ministry as well as higher freight costs.
Zalihe iron ore u kineskim lukama
Jako bullish za "staru" tankersku flotu sa vrlo niskim orderbookom.
Kaze georg da se ne treba bojati inflacije ako smo u shippingu.
Promatrajmo
The issue of the declining lifetime of ships has been much discussed of late. Oil companies do not officially charter tankers older than 15-years-old. Likewise, most banks and financiers want to ensure that any financing does not extend beyond the 15th anniversary of the vessel, past the third special survey and dry dock. Financing is generally limited to seven to 10 years with the leasing houses who are now responsible for the lion’s share of financing in the maritime world.
Vessels delivering today are unlikely to have the full benefit of a full design life of 25 years when the industry still does not know many variables for future designs, such as a future fuel let alone the possible competitive benefits brought about by technology and automation.
Vise puta sam pitala one koji se boje inflacije sto je bolji izbor od shippinga?
Odgovora nikad nije bilo.
Uskoro nova runda dividendi koje su vece od inflacije i fin izvjestaja za buduce dividende.
Vikinzi koji imaju 50% kejpova rastu i danas,oni su sa dividendama puno iznad vrha 2021,zasto atpl koja nema kejpove nije blizu svog 2021. vrha?
Black magic i uroci ali popustit ce.
Gourdomichalis, the CEO of Blue Wall Shipping and managing director of Phoenix Shipping & Trading, told delegates: “We are living in an inflationary world and that’s good for shipping.”
According to Gourdomichalis, as of the mid-March timing of the conference, bulk carriers are still cheap for their earnings
U.S. Gulf Coast Diesel Exports Soar on Wartime Global Shortage
Exports are on track to hit record in data going back to 2016
U.S. stockpiles have drained to the lowest level since 2014
Most Gulf Coast waterborne diesel exports have gone to Latin America in recent years, and that has continued this month with South America heading into the dry winter season, where some of the demand for hydropower typically shifts to diesel-fueled power generation. Europe has also ramped up its intake of U.S. diesel in an effort to wean itself from Russia.
"We are currently developing smart mechanisms so that oil can also be included in the next sanctions step," says EU Commission President Ursula von der Leyen
Congestion nizi od 2021.
vale je radi kisa podbacio u 1Q.
to se mora nadoknaditi u krace vrijeme pa ce vozarine vise up.
Na FFA kejpovi iz crvenog u zeleno
VALE 1Q IRON ORE SALES 53.60M MT, -9.6% Y/Y
Bullish za cijeli shipping.
Kinezima dolazi iz GuG da gube vrijeme, da rade dodatnu stetu i da nece uspjeti.
Sve to su mogli i ovdje procitati prije 2 mjeseca i vidjeti da nitko u svijetu nije uspio jer je nemoguce zaustaviti sirenje omikrona.kinezi kada krenu prvo moraju nadoknaditi zaostatke.trebati ce se vezati? 🤣
China's top Covid-19 expert Zhong Nanshan says "China needs to reopen so as to normalize socio-economic development and adapt to global reopening and prolonged dynamic zeroing cannot be pursued in the long run."
Flota slicna atpl.
Pacific Basin: “We expect Chinese demand to remain strong as policy support focuses on investment in infrastructure, manufacturing and green investment which all rely on minor bulk commodities.”
CEO gogl kaze u slobodnom prijevodu ulagacima dolazi iz GuG sto znace velike dividende, low orderbook i rast demanda
Izvršni direktor Ulrik Uhrenfeldt Andersen ističe da su američke dionice suhog tereta, uključujući Zlatni ocean, porasle u SAD-u, dok je burza u Oslu imala Uskršnji blagdan. Udio raste "
Nekoliko je razloga za porast, ali glavni razlog je taj što interes američkih investitora značajno raste. Vidimo da veliki fondovi s dugoročnom perspektivom ulažu u ono što vjeruju da će biti jake godine za suhi teret", kaže on.
Smart money pokazuje put
Promatrajmo
New trades are emerging, with producers in the Americas sending cargoes to customers in Africa and Southeast Asia, some for the first time in years. China is ramping up purchases of U.S. corn, while Brazil is shipping wheat to places like Turkey, South Africa and Sudan.
SH value raste.
Sada i to treba ugraditi u cijene🤪 
Krajem prosle godine neki su na atpl350 sirili oprez radi pada vozarina i moguceg pada NAVa
Pripremimo kalkulatore za novi izracun NAVa i kupujmo dionice koje ce biti skuplje.
Trazite da vam serviram svoju glavu na pladnju ako nece tako biti.
Sto nam ovo govori?🤪 🤭
Dali je ovo samo pocetak visegodisnjeg rasta? 🔥🌀🌛
Novogradnje ce kasniti 
Information suggests another month of restrictions in Shanghai. Major shipyards are in lockdown. China ordered Hudong Zhonghua Shipbuilding, Jiangnan Shipyard and Shanghai Waigaoqiao Shipbuilding to halt operations since end March; newbuildings will be delayed."
Sto margine rafinerija govore o
Oil demand?
Product tanker demand?
moze i bez clarksona🤭
Šta govore?
Istrazujmo i promatrajmo
Do sada propusteno trebalo bi biti poticaj svima nama da pocnemo vise istrazivati?
Svi smo pozvani da odradimo i testiramo svoju domacu zadacu.
S moje strane iz vecine kuteva tankeri su prokomentirani po nekoliko puta ukljucujuci i ovaj zadnji.
Sada je vrijeme da ja manje a vise prostora i prilike drugima.
imate znanje, cekamo da nastavite sa objektivnijim tumacenjem, uz zadrzavanje prava na neslaganje
France, UK and Germany are biggest buyers of Russian seaborne diesel, which accounts for 50% of Europe's total imports.
