Da se zaokruzi priča
Dobro si me podsjetio na taj članak. Evo jedan citat iz tog članka koji pojašnjava ovo što sam napisao gore o važnosti cape-ova i njihovom utjecaju na manje segmente.
Iron ore’s high market share in Capesize demand makes the link between the seaborne iron ore trade volumes and Capesize freight rates direct and intuitive. However - maybe less intuitively - the iron ore trade also has a big impact on freight rates in the smaller segments, through substitution effects. Due to economies of scale the Capesize segment can normally offer the cheapest freight on a per ton basis. This is the reason why Capesize is preferred carrier of iron ore and coal on trade routes which have the necessary infrastructure to accommodate these large vessels. The fact that the cape fleet is so dependent on one single commodity group makes it the most volatile segment in terms of freight. High iron ore volumes increase cape utilization, higher utilization leads to higher freight rate which from time to time makes Panamax freight less expensive on a per ton basis. When this happens, we often see cape splits, which typically means that one Capesize vessel is substituted with two Panamax vessels. Somewhat ironically these cape splits seldom occur on the iron ore trade but on the coal trades. Cape splits leads to higher Panamax freight rates which again can make Supramax/Ultramaxes cheaper than Panamaxes on a per ton basis, which means cargo volume is cascaded down into the geared segment.
Evo i link na članak:
Uvik sve vuče jedno s drugim samo u kojem omjeru,kad i koliko dugo….
Capeovi su prema manjima super volatilni, tu smo propustili neke extra zarade koje su capeovi imali a manji nisu toliko hard.
Trenutno i jedni i drugi lipo zaraduju.
Sljedeci posa je poslati brodove na redovno dokovanje u vrime najgorih vozarina.
Smatram da velika većina SPOT brodova to jos nije odradila.
U slučaju loših vozarina kreće stampedo na dokovanje koje bi opet moglo utjecati da se ublaži pritisak.
Malo se smanje brzine i krca se manje tereta pa se malo igraju povuci-potegni.
S ovom dobrom godišnjom zaradom su brodovi u puno boljoj poziciji negoli nedavno kad su morali skupiti ikakav teret i i potpisivati lošije ugovore da spase glavu.
Nema predaje 💪🏻
