Posts by gigic23

  • DRY BULK

    Steel prices are rising, ship equipment prices are rising, and newbuilding prices are rising! The past several months have seen a massive number of container ships ordered and both tankers and bulk carriers have steadily been ordered over the past year or so (which may lead to some resales taking place as owners want to capitalize on their foresight).

    Dry cargo rates rebounded in the Cape size market and rates are firm in all trade routes. In fact, westbound trade routes from the Far East are now earning similar levels from the Far East to eastbound rates to the point that there are no discounted “backhaul” rates anymore from the Far East.

    There are reports that the Chinese may be relaxing their Australian coal imports policy (as their stockpiles are low) which could release an estimated 75+ large bulk carriers. Will trading patterns revert to “pre-import ban” times and developments will be watched very closely as the ships discharge and re-enter the spot market.

    Kao da ne postoji sutra....

    Kamsarmax prices jumped up with the reported sale of the "PEAK PEGASUS” (82,026 dwt/blt 2013 Tsuneishi, Japan) at region $23 mill. which is some $2 mill. more than the 2013 built sister "PEAK PROTEUS" achieved about a month ago and although the former benefits from BWTS being installed this alone does not account for this differential in price.

    LEMESSOS QUEEN 76,565 2008 Imabari Man B&W 7/7 BWTS fitted $17.85 Undisclosed

  • ATPL (Atlantska plovidba d.d.)

    Quote from Parica
    Quote from Kvark

    Tebi bi volila upoznat. Simpatican si. :)))

    Osim sto bi Vas i ja volio upoznat...jos bi vise volio kad bi nam otkrili kako stoji Kraljica sa ulaskom u CROBEX10 i kad ide revizija indexa...

    Po prometu bi trebala uci, ali nisam siguran...ali sam siguran da Vi to pratite i da znate odgovor...

    Tnx...

    Dragi Paruca, potpisujem, ali ipak bi rađe upoznao Kvark, a potom bi rado i računicu za Ctobex 10 za rujan sa kraljicom <3 :saint:

  • DRY BULK

    Coal Import Restrictions Reportedly Being Lifted at Various Chinese Provinces; New Urgent Notice on Preventing Coal Mine Accidents; Increase in Unannounced Checks on Coal Mines

    • As we discussed in our client note yesterday, two new coal mine accidents and deaths occurred in China over the weekend. While extremely tragic, accidents and deaths are continuing to ensure the prioritization of safety, inspections, and restrictions over coal production growth. This remains helpful for the dry bulk market and coal import market as China's coal-derived electricity generation remains very likely to continue to far outpace domestic coal production.
    • New today, and not surprising, is that the National Mine Safety Supervision Bureau issued an urgent notice on further strengthening the prevention of accidents. While the notice included typical warnings and urged companies to learn from accidents and practice better safety controls, also noteworthy to us is that the notice reportedly requires a designation at all companies naming the first person responsible for the company's anti-accident work. Ideally, mining companies (and key executives in charge and designated responsible) will become better at ensuring that accidents do not occur.
    • Also of note is more unannounced checks on coal mining companies are already reportedly being carried out. In addition, some import restrictions are reportedly being temporarily lifted at various provinces to help ensure coal demand can be met this summer. As we discussed again in our most recent Weekly Dry Bulk Report, electricity consumption records have continued to be set in various provinces and summer has not yet even begun. Guangdong province remains only the latest province to have reported an all-time high in its daily electricity consumption, and the demand outlook for all of China remains very encouraging to us. Overall, we remain of our view that China's coal imports will find strength this summer.

  • DRY BULK

    Evo za moguću komparaciju i korelaciju na povijesnoj razini prikaz vrijednosti dnevne vozarine 1 Yr TC i vrijednosti 15 YR SH panamaxa. Potencijal konvergencije i usklađenja??

  • DRY BULK

    Quote from gigic23
    Quote from jasko

    Container ship scores ‘off the charts,’ ‘fantasy’ charter rate: $135,000/day https://www.freightwaves.com/news/container…rate-135000-day

    Baš zanimljivo, u prilogu tablica sa promjenama vrijednosti takvih brodova 15 godisnjak 5109 TEU 9 mjeseci od kolovoza 2020 do ukljucivo svibanj 2021.

    Porast je 300% sa 8 na 32 mil$.

    Još je zanimljivije da sa ovako ugovorenom vozarinom ajde max 90 dana po 135.000$ u teoriji projicirano na godinu imaš P/EBITDA debelo ispod 1. I dalje očito postoji znacajna mogućnost rasta asseta.

    Evo novih informacija za kontejneraše, nikad ne reci nikad. Znaći 42 mil$ za brod 2009 godina kinesko brodogradilište. Takav brod je prije 9 mjeseci bio cca 9,5 mil$. Cca +340%

    Container Blandine 2009 5.301 TEU 65.700 Zhejiang Ouhua SB 2021-lip-02 USD 42,00 Peter Dohle Clients of Maersk

  • DRY BULK

    U istom tonu..........

    Bulk Rich Future 2013 82.197 DWT 82.197 Tsuneishi Zhoushan 2021-lip-02 USD 22,60 Fuyo Kaiun German interests

    Bulk Eclipse 2010 79.471 DWT 79.471 Jinhai Heavy Ind 2021-lip-02 USD 16,75 Golden Ocean Group Clients of Sterling Shipping

    You & Island 2011 38.309 DWT 38.309 Shimanami Shipyard 2021-lip-04 USD 15,00 Shikishima Kisen Clients of Taylor Maritime

  • DRY BULK

    The dry bulk S&P market continued to firm for all ages and sizes despite Cape spot charter rates dipping somewhat this week. For example, the vintage supramax M/V "TERN" (50,209 DWT/Built 2003 at Mitsui in Japan DD due 8/2021, SS due 8/2023) reportedly has been committed at mid/high $9 mill. levels compared to the sale in September 2020 of the M/V "SKUA" (53,350 DWT/Built 2003 at Toyahashi in Japan 11/2020) which obtained $5.4 mill.

  • DRY BULK

    Quote from jasko

    Container ship scores ‘off the charts,’ ‘fantasy’ charter rate: $135,000/day https://www.freightwaves.com/news/container…rate-135000-day

    Baš zanimljivo, u prilogu tablica sa promjenama vrijednosti takvih brodova 15 godisnjak 5109 TEU 9 mjeseci od kolovoza 2020 do ukljucivo svibanj 2021.

    Porast je 300% sa 8 na 32 mil$.

    Još je zanimljivije da sa ovako ugovorenom vozarinom ajde max 90 dana po 135.000$ u teoriji projicirano na godinu imaš P/EBITDA debelo ispod 1. I dalje očito postoji znacajna mogućnost rasta asseta.

  • Svaštara (offtopic postovi iz raznih tema)

    Quote from brajakica
    Quote from Flight

    Ne znam zaista. Nekako sam se nadao da ćeš nam ti otovoriti oci. Al cini mi se da će nafta još dosta dugo biti u našim životima.

    Izbjegavas odgovor?slazem se da ce se nafta jos dugo koristiti ali u kojim kolicinama? Moze li biti smanjenje jace nego na ovom grafu?velike presude protiv bigoil, bidenov porez, opca anti fosil klima koja pojacava?

    ako me uvjerite ja cu kupiti,izbjegavanjem rasprave nece nestati neugodna pitanja?

    Evo nama reinkarnacije Woodirona sa specijalnim zadatkom. Welcome on board.

  • DRY BULK

    Evo što kažu neki analitičari tekstualno i u brojevima kažu o izgledima za dry bulk, ali pri tome napominjem da su to samo procjene koje mogu značajno odstupati od nekih budućih vrijednosti bilo u negativnom ili u pozitivnom smislu

  • DRY BULK

    Quote from tin

    Kao što je Jasko postao očigledno je da su manje klase preuzele dio prometa koji inače ide kontejnerima....tako da očekujem daljnji rast pogotovo supri....a ova treća kolona kolega statusquo nisu supre nego sueuzamax brodovi....bar ja tako mislim ...neka me kolege isprave ako griješim.

    Ne, to jesu supramaxi