Ovako kod nekih tvrtki izgleda Q3 guidance, a kako tek izgleda izvještaj?!
Posts by stefek
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Drybulk CEO on why he's staying on spot: You dont go bust by making a profit!
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Korea full until '25, China almost full till '25, Japan has some spots left in '24, but its the priciest
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Pretačem si chia sjemenke iz vrećice u teglicu i prvo što pomislim: Drybulk!
Ja mislio sa drybulk investitori jedu pravu hranu. Ono panceta i cvarci, tako nesto
Pa to me i dovelo do ovoga
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Pretačem si chia sjemenke iz vrećice u teglicu i prvo što pomislim: Drybulk!
Sutra svi idemo u nabavku po jos par vrecica da napucamo bdi na 6000😅
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Pretačem si chia sjemenke iz vrećice u teglicu i prvo što pomislim: Drybulk!
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Supre danas Cal22 - 26.000$
To je na godinjoj razini 300M prihoda i 175M dobiti.
Biste li potpisali?
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BMTI Handy Bulk Overview (12 Sep 2021)
The chartering world remains a mixed bag of news, albeit one that continues to enrich the owners at any rate. Off the Continent, scrap charterers took a 56,000 dwt at US$ 35,000 daily to the East Med, which fixture is dwarfed by the fixture of a 35,000 dwt at US$ 36,500 to a similar destination WCSA charterers took a 58,000 dwt in the low US$ 40,000 daily for a trip via WCSA and redelivery Cristóbal. From the Black Sea, grain charterers are struggling to cover Handysize cargoes with tonnage tight and rates up. For Nikolayev to Tunisia there has been tonnage concluded at a rate of US$ 62/mt. Even for a 30,000mt grain cargo from less expensive Black Sea ports to the Egyptian Med, rates are somewhat in the US$ 50/mt range. Lau Lau managed to replace a vessel running late with a similar size vessel at US$ 60,500 daily for a trip to the East. Lucky them!
Tonnage of 35,000 dwt was proposed by owners for a trip from the East Med via Black Sea to the US Gulf at US$ 45,000 daily. And a 31,000 dwt vessel has been linked with a trip to the ECSA at a handsome freight level of US$ 37,000 daily. The Red Sea appears insanely hot, with rates for to the East with owners’ rates climbing from US$ 45,000 daily to US$ 60,000 daily within only two hours. Also, from South Africa, Handysize tonnage is being rewarded with lovely numbers like US$ 32,000 daily on a 35,000 dwt from Reunion Island via South Africa to the Continent.
Alas, a 32,000 dwt failed at US$ 45,000 daily for a trip from DES to China. OSR, the Dutch juggernaut, were said to be bidding tonnage which came in at US$ 44/mt for 55,000mt fertilizers to ARAG. From West Africa, Far Eastern log charterers seem pretty helpless in their quest for Handysize tonnage willing to go East. Owners prefer Atlantic trading. A 50,000 dwt vessel has been rumoured as done at US$ 28,000 daily for a trip from West Africa to Scandinavia. From ECSA several charterers are busy replacing vessels running late, hence higher head rate. A rate of almost US$ 40,000 daily on a 53,000 dwt with delivery West Africa via Plate to Myanmar is not to be sniffed at.
From the WCCA, grain charterers are desperately endeavoring to cover a cargo of 30,000mt grains to Algeria for which tonnage has been offered at US$ 95-100/mt. Charterers need to open their pockets. A rate of US$ 85/mt seems too low. In the East, a 32,000 dwt vessel was closely traded at US$ 40,000 daily for a trip from CIS to China. Owners of a 34,000 dwt vessel would like to have US$ 36,000 daily for 2-3 laden legs, whilst owners of a 56,000 dwt vessel were holding out for a rate of 38,000 daily for 4-6 months of trading.
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JPMorgan’s Dimon says supply-chain hiccups will soon ease, points to extraordinary consumer demand
JPMorgan’s Dimon says supply-chain hiccups will soon ease, points to extraordinary consumer demandThe pandemic has laid bare how interconnected global supply systems are.www.cnbc.com -
GOGL – Sale of two Panamax vessels and agreement to construct four Kamsarmax vessels
Extreme weather and severe flooding in Shanxi not receiving enough attention. This is China’s most important coal producing region.
Hao HONG 洪灝, CFA on Twitter“Extreme weather and severe flooding in Shanxi not receiving enough attention. This is China’s most important coal producing region. https://t.co/wp5gzYfyCT”mobile.twitter.com -
S 3M$ je to ipak 25.500, na 3 godine što je dosta dugo.
Safe Bulkers ties another capesize down to a long-term deal
NYSE-listed bulker owner Safe Bulkers has announced its second long-term capesize charter this week, sealing a three-year time charter for 2014-built Japanese capesize Lake Despina.
The charter is at a gross daily charter rate of $22,500, with an additional $3m payment upon commencement, which is scheduled for between the end of January 2022 and the end of May 2022. There is also a one-year extension option at $27,500 per day.
Earlier this week Safe Bulkers announced a three-year charter for its latest acquisition, a 2012-built Japanese capesize bulker, which is scheduled for delivery in November.
Loukas Barmparis, president of Safe Bulkers, commented: “While we remain a strong spot charter market player, we decided to lock this second 3-years period time charter that further enhances the visibility of our future cash flows and supports our long term earning capability.”
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Total blackout in Lebanon
https://mobile.twitter.com/lucastlerock/status/1446823819310665729
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Chinese macroeconomic trends and their impact on the dry bulk freight market
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The Dry Bulk Parabola: What Goes Up Must Come Down… Right?
The Dry Bulk Parabola: What Goes Up Must Come Down... Right?The drybulk market, where large deepsea vessels transport unpackaged (therefore, “bulk”) cargoes of iron ore, coal (for heating and for steel making), various…gcaptain.com -
DRY BULK QUARTERLY: Freight rally could last till Q4 amid COVID-19 protocols
DRY BULK QUARTERLY: Freight rally could last till Q4 amid COVID-19 protocolsThe rally in the dry bulk market seen during Q3 saw freight rates hit a decade high due to congestions caused by stringent COVID 19 protocols and weather…www.spglobal.com -
Kao da nije dovoljno nevolja...
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Ship owners are ramping up their newbuilding ordering activity, loading up with new bulkers, as the market’s prospects appear to be quite bright once again. However, some delays could be expected. In its latest weekly report, shipbroker Banchero Costa highlighted that “many yards, particularly in China, are experiencing production difficulties as a result of equipment suppliers’ inability to obtain raw materials on time... https://www.hellenicshippingnews.com/dry-bulk-marke…vestment-spree/
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4 panamaxa se nalaze kod ovih u najmu
Novi petogodisnji ugovor je potpisan u H1 2020. Svi nagađamo, a moje je da su vezani uz index bpi i da se revidiraju 2put godišnje u 5 i 11 mjesecu.
5i mislim da je jedna supra, a Revelinov najam je pao ispod 1 godine. Zelim da je tako, a ako su fiksno ugovoreni na 5 godina u vrijeme kad su vozarine bile u podrumu, tad je to zajeb stoljeća.
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Guru o novoj karijeri...
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New coal route
Global Energy Crisis Draws New Lines in Coal’s Trade MapThe global energy crisis is reshaping trade routes for coal, illustrating the heightened demand for a fuel many considered on the downswing.www.bloomberg.com
