Posts by Brodolomac

Hi5? More like Lo5

For a significant minority of people, the way of dealing with the IMO’s new sulphur regulation was to use scrubbers to make sure they fulfilled the requirements. This meant that they could use the cheaper High Sulphur Fuel Oil (HSFO) and yet still be compliant with the regulation.

At the start of the year they must have seemed like absolute Kings. $300+ in their pockets per tonne compared to non-scrubber-fitted vessels, hailed as Gods with deistic forecasting powers. However, like starting the week back at work after a festival, the high doesn’t last forever. This ‘scrubber spread’ has collapsed, with March levels currently at around $113 for Rotterdam and $115 for Singapore. The spread has lost around 65% of its value in just two months.

Many of these divine predictors will now be staring-wide eyed at their credit bill for scrubber installations with very much reduced smiles this week. This will be especially true if they did not hedge in the Hi5 levels in January. They really did miss a trick if not.

https://www.hellenicshippingnews.com/hi5-more-like-lo5/

jurazeleni,

na zelenoj grani smo već neko vrijeme...

Vozarine na Dalekom istoku panamaxa i supri su nastavile rasti, pad vozarina capeova drastično je usporio.

Razlika u cijeni VLSFO i IFO380 i dalje se smanjuje.

8:21 am Mar 2

Hubei Province reported 196 new cases of novel coronavirus pneumonia on Mar 1, with 42 new deaths and 2,570 cases of recovery. The total number of infections in the province climbed to 67,103 with 33,757 recovered and 2,803 dead.

202 new coronavirus infections, 42 new deaths were reported on Mar 1 in the Chinese mainland. The total infection number soared to 80,026 with 2,912 deaths.

Kad se crvenilo, nisu imali nikakvih problema s pružateljem usluga. A sada, kad se zeleni najednom problemi, i vode računa o interesu i zaštiti ulagatelja.

Po pitanju ponude brodova u veljači je izrezano više dwt-a nego što je isporučeno. Ove veljače izrezano je skoro 3,4 puta veća tonaža nego u veljači prošle godine.

O potražnji za prijevozom valjda ponešto govore i vozarine. Vozarine panamaxa rastu od 6. veljače, supri od 14. veljače i handya od 18. veljače. Smatram da taj rast neće tako skoro prestati jer Kina pokreće proizvodnju i trebat će nadoknaditi što više propuštenog rasta. Trebat će uvesti i više poljoprivrednih proizvoda nego inače, jer se i na poljoprivredi osjećaju posljedice epidemije.

Jučer su u Kini, izvan pokrajine Hubei utvrđena samo 3 nova slučaja zaraze, od toga su dva uvozna, što govori u prilog tome da se stvaraju sve pogodniji uvjeti za normalizaciju života i rada.

Coronavirus: China will ‘definitely’ meet US trade deal agricultural demands, but may invoke force majeure

China will “definitely” honour its agricultural purchase commitments as part of its phase one trade deal signed with the United States in January, despite the coronavirus epidemic, a former senior Chinese government official said on Friday.

https://www.scmp.com/economy/china-…t-us-trade-deal

Ove godine završava 13. kineski petogodišnji plan, kojemu je jedan od ciljeva udvostručiti BDP u odnosu na 2010. godinu. Za ostvarenje toga cilja, ove im je godine potreban gospodarski rast u rasponu od 5,5 do 5,6%. Propušteni gospodarski rast kinesko vodstvo nastojati će što više nadoknaditi do kraja godine kako bi se taj plan ostvario, između ostalog i ogromnim investicijama u infrastrukturu. Jasno je što će to značiti za vozarine. Nastavi li se trend smanjenja broja novooboljelih u Kini, nije pitanje hoće li se ovaj pozitivan scenarij za sektor prijevoza rasutih tereta realizirati već koliko brzo i s kolikim učinkom na vozarine.

Razlika u cijeni goriva s vrlo niskim udjelom sumpora u odnosu na gorivo s visokim udjelom pala je od početka godine s 350 na ispod 140 USD.

Nastavak pada broja oboljelih i preminulih, a povećanje broja oporavljenih u Kini. Jučer je bilo 10 puta više novooporavjenih od novooboljelih. Samo 9 novooboljelih izvan pokrajine Hubei.

7:55 am Feb 28

327 new coronavirus infections, 44 new deaths were reported on Feb 27 in the Chinese mainland. The total infection number soared to 78,824, with 2,788 deaths.

Hubei Province reported 318 new cases of novel coronavirus pneumonia on Feb 27, with 41 new deaths and 3,203 cases of recovery. The total number of infections in the province climbed to 65,914, with 26,403 recovered and 2,682 dead.

Local governments have announced 11 trillion yuan projects to boost economy

Chinese local governments have recently announced a total of more than 11 trillion yuan investment, most in infrastructure projects, in an effort to boost the economy that has been hard hit by the coronavirus outbreak.

Local governments including Beijing, Fujian province, Henan province, Yunnan province and Jiangsu province have announced their lists of key projects for 2020, involving combined more than 11 trillion yuan investment, according to their public announcements.

https://www.yuantalks.com/chinese-local-…-boost-economy/

1570 milijardi dolara.

China to accelerate infrastructure investment to rev up GDP

..

Central government departments are accelerating projects assessment and approval, while local governments are mapping out trillions of yuan worth of investment plans, according to media reports.

..

Provincial governments have also rushed to roll out heavy investment plans. Central China's Henan Province plans to invest a lofty 3.3 trillion yuan in 1,000 projects; Southwest China's Yunnan Province is planning 3.6 trillion yuan worth of infrastructure investments; and Beijing is looking to invest 252.3 billion yuan in 300 infrastructure, social welfare and high-tech projects.

..

https://www.globaltimes.cn/content/1180975.shtml

U Kalendaru događaja piše revidirano.

Quote from hugh

uvijek je ista prića sa tim njihovim izvješćima......nema ga ni u "5 do 12" nego uvijek u "12 i 5"......ak se već sramote zbog toga nadam se da neće zbog izvješća.....

Nemojmo cjepidlačiti i gubiti širu sliku iz vidokruga. Dosad su revidirani godišnji izvještaji bili objavljivani krajem travnja, ovaj je najavljen za kraj veljače. To je velika razlika i još veći napredak.

Budući da je ovo jedina bulkerska tema, evo jedan brodolom..

VLOC bulk carrier STELLAR BANNER near capsize, POLARIS Statement

https://www.fleetmon.com/maritime-news/…vy-list-capsiz/

Quote from mitkko

Gledam indekse u svijetu. Pogledajte Shanghai u odnosu na svijet, zadnja 3 mjeseca plus, zadnji mjesec plus, zadnji tjedan mali pad, a istovremeno svi ostali dobro rone (uz par iznimaka). Kina kao da je vec apsolvirala ovo sa Coronom.

Najgore je iza njih, sudeći po dnevnim podacima o novooboljelim, izliječenim i preminulim.

9:17 am Feb 27

433 new coronavirus infections, 29 new deaths were reported on Feb 26 in the Chinese mainland. The total infection number soared to 78,497, with 2,744 deaths.

Hubei Province reported 409 new cases of novel coronavirus pneumonia on Feb 26, with 26 new deaths and 2,288 cases of recovery. The total number of infections in the province climbed to 65,596 with 23,200 recovered and 2,641 dead.

China able to contain COVID-19 by April - health official

https://www.teletrader.com/china-able-to-…7567?internal=1

Patologija u svakom slučaju.

Relevantne vozarine rastu i rasti će, situacija u Kini se stabilizira i trebat će se nadoknaditi propušteni rast što je više moguće. Supply stagnira. Narudžbe novogradnji u usporedbi s prethodnim godinama zanemarive. Rasprodaja AP je van svake ekonomske logike.

U Kini se i dalje popravlja situacija oko epidemije. Samo 5 novih izvan epicentralne pokrajine.

9:43 am Feb 26

Hubei Province reported 401 new cases of novel coronavirus pneumonia on Feb 25, with 52 new deaths and 2,058 cases of recovery. The total number of infections in the province climbed to 65,187 with 20,912 recovered and 2,615 dead.

406 new coronavirus infections, 52 new deaths were reported on Feb 26 in the Chinese mainland. The total infection number soared to 78,064, with 2,715 deaths.

12:46 pm Feb

As of Wednesday noon, 13 provinces had lowered their emergency response levels for COVID-19 as more positive signs emerged in combating the deadly virus. Outside Hubei, no deaths were reported on Wednesday morning, which was the first time in 23 days.