Posts by brajakica
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Common sence
Bolje gasoline nego coal electricity
POSTAL SERVICE SEALS GASOLINE-TRUCKS DEAL, SHUNS BIDEN EV PLEA
*ORDER FOR 165,000 TRUCKS DEFIES BIDEN CALL TO ELECTRIFY FLEET
*POSTAL SERVICES STICKS WITH $6 BILLION OSHKOSH PURCHASE -
Dobra ova tema demografija pa makar i kao podtema rata rusija ukrajina
Kvalitetne analize i kada bi ih se sve objedinilo dobili bi tocnu dijagnozu i tocnu terapiju.
Da je u vladi toliko pameti da se samo usvoje i preuzmu tude dobre ideje di bi nam bio kraj?
Ovako uvik kontra i nema nam spasa
Titanik tone orkestar svira.
Ali sve to za 30 godina ili kasnije.
"jucer" se moglo kupiti i jako dobro zaraditi na shippingu.
Moze li se sutra kupiti i jako, dobro zaraditi u 2022?
To su prave dileme na koje mozemo utjecati i na njima zaraditi,nije fer povecavati demografiju u tudem dvoristu?
Tko zeli primit ce se "posla" i bez poticaja
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Izuzev Deutsche Bank, svi je predviđaju na USD 25 +
Sta kazu za tpng?
Moze li barem pola onog sto ce usa sestre?
Voze po istim vozarinama
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Vec i vrapci naucili ovaj dio o demandu
Kada ce krenuti demand za tpng?
U 2022. Usa sestre productasice otplovile na pucinu(+20%) a mi jos na vezu sa pogonom u rikverc
Commodities Demand 'Extraordinarily Strong' Globally, Trafigura SaysTrading house Trafigura Group said copper and other commodities have room to move even higher on continued global demand for raw materials that could drive a…www.trafigura.com -
BCTI 704 idemo dalje...
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Znaci idemo dalje?
Rusi su postigli cilj bez ispaljenog metka,europa ce i dalje dobivati ruski plin i naftu,rusima pare jos 15-20g kada ce doci novi izvori energije.
Nebi li mi trebali vise brinuti sta ce biti (koliki prinosi) na kraju 2022 a ne 2032 ili 2042
Umjesto crnjacenja bolje kupovati dok je jos ima jeftinih bulkerasa i tankerasa?
Promatrajmo
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Nafta nije skupa kako su to povrsnim pogledom cini
Nece nastetiti demandu
$130 is the new $100
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Demand raste
Cijena nafte raste
Brent 97$
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Saudi Aramco CEO seeing signs of more global demand, especially in AsiaOil giant Saudi Aramco is seeing signs of more demand around the world, especially in Asia, CEO Amin Nasser said on Monday.www.reuters.com -
Rusija treba europu, europa treba rusiju dok svijet ne moze bez fosilnih izvora a to je jos min 20 godina.
Potrosnja istih ce rasti jos barem 10 godina.
Sto se mene tice i dalje "nafta i tankerasi odlican izbor u 2022."
Isto u 2023, 2024.
Promatrajmo
West readies limited sanctions but holds back major measures against RussiaThe US and EU are for now holding off imposing broad economic sanctions that could impact energy and commodity markets after Russian President Vladimir Putin…www.spglobal.com -
Sve pada na USA marketu ukljucujuci tankerase.
BCTI novi vrh 2022.
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I dalje ce se povecavati za 400kbd mjesecno
OPEC+ should stick to its current agreement to add 400,000 barrels of oil per day each month to output, ministers of Arab oil-producing countries said on Sunday as they gathered in #Saudi Arabia, rejecting calls to pump more to ease pressure on prices
Should sanctions get lifted on oil it would instantly destroy the margins in the illicit market. Currently Iranian and Venz crude is heavily discounted in order to attract buyers willing to take the risk. Compliant oil will boost compliant tanker demand.
Oil prices could be set for a “prolonged period” above $100 a barrel over the next 6-to-9 months, said Vitol CEO Russell Hardy.
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Amerikanci skidaju nogu s kocnice demanda i europa ce uskoro i kinezi ce u drugoj polovici 2022 ili ranije.
Vrijeme za trenutak istine?
Promatrajmo
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Zanimljivo. Da li to znaci da ce zito, ugljen, aluminij.... dolaziti iz Australije, indonezije, us u eu umjesto iz rusije??
Bila je jedna zanimljiva analiza kako bi rat u Ukrajini djelovao na dry bulk..netko je postao tu na forum..ukratko više ton/ milja.
Ovdje nije sve obradeno, samo dio onog sto bi se dostavljalo duzim putevima.
Rising Tensions in Eastern Europe and Dry Bulk Shipping — Breakwave AdvisorsThe probability of Europe facing the most extensive military conflict since the end of the second world war is risingwww.breakwaveadvisors.com -
TANKER SHIPPING MARKET 1.0 PART 2/2
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Sve vise drzava ukida sve mjere protiv korone.
Do ljeta ce vecina drzava ukinuti mjere i krecu godisnji odmori.
Sto bi se moglo uskoro poceti dogadati (ili je vec pocelo?) sa demandom I vozarinama ?
🤪Mozda🍸ili ✈️ili🚀ili💣?
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Snazan trend rasta demand.
Biti ce potrebne velike investicije da se zadovolji buduca potraznja.
Pored ovakvih zarada big oila hoce li biti bn$$$ za te investicije?
🤪🤭 
Big Oil on course for near-record $38bn in share buybacks: The seven supermajors – BP, Shell, ExxonMobil, Chevron, TotalEnergies, Eni and Equinor – set for supercharged stock purchasing on top of estimated $50bn of dividends.
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BlackRock, the world’s largest asset manager, tells Texas that, in reality, it loves fossil fuels. A lot.
“We will continue to invest in and support fossil fuel companies […] Hydrocarbon companies are part of the solution, not the problem” -
Coal production 2024.
