Charts of the day
Posts by jasko
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Rast se nastavlja
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Freight prices reach 11-year high on robust commodity demand https://www.montelnews.com/en/story/freig…-demand/1218939
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Dokupio ULPL po 47,00
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Weekly Vessel Valuations Report, May 04 2021
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Dry bulk freight futures soar as trading volumes hit 13-year high
Market sentiment indicates capesize rates are peaking, while panamax earnings may climb slightly higher over the next three months https://lloydslist.maritimeintelligence.informa.com/LL1136665/Dry-…it-13-year-high
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BCI timecharter 5 T/C routes 180000 42959 2351
BPI timecharter 5 T/C routes 82500 24515 470
BSI timecharter 10 T/C routes 58328 23433 -148
BHSI timecharter 7 T/C routes 38200 20809 202
BDI 3157 +104
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BCI timecharter 5 T/C routes 180000 42959 2351
BPI timecharter 5 T/C routes 82500 24515 470
BSI timecharter 10 T/C routes 58328 23433 -148
BHSI timecharter 7 T/C routes 38200 20809 202
BDI 3157 +104
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Dry bulk stocks
Like container stocks, dry bulk stocks bottomed around a year ago. Unlike container stocks, their gains have been more back-loaded, with dry bulk stocks making most of their moves in 2021.
All of the top U.S.-listed dry bulk stocks have easily beaten the broader year-on-year market gains — and their performance is rapidly catching up with container-lessor stocks. The best dry bulk performer is not an owner, but rather, the Breakwave Dry Bulk Shipping Exchange Traded Fund (NYSE: BDRY), up 335% year-on-year. The BDRY ETF buys dry bulk freight futures.
Among shipowners, Eagle Bulk (NASDAQ: EGLE) is up 264% year on year, Grindrod (NASDAQ: GRIN) 236%, Safe Bulkers (NYSE: SB) 232%, Star Bulk (NASDAQ: SBLK) 230%, EuroDry (NASDAQ: EDRY) 206%, Genco Shipping & Trading (NYSE: GNK) 163% and Golden Ocean (NASDAQ: GOGL) 140%. https://www.freightwaves.com/news/which-shi…nel=tw-31128798
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The Baltic Dry Index reached 3,053 points on Friday, the highest level since 14 June 2010. This new 10 year high comes on the back of strong demand for dry bulk commodities, especially from China. A Capesize is now earning $41k/d (highest since September 2013), a Panamax reached $28k/d in March (highest since June 2010) and a Supramax is now earning $24k/d (highest since June 2010). Commodity prices have surged amidst strong demand and lack of supply, and the demand for shipping could potentially have been even higher if there were less supply-side inefficiencies. In example, Vale is still trailing on its iron ore exports in the wake of the 2019 dam collapse, and a ramp-up of volumes towards 2018-levels could be highly supportive for the dry bulk shipping market going forward.
Dry bulk asset prices have surged recently, and rightfully so. In example, we now value a five year old Capesize at $36m, up 26% since 4Q 2020, but still a massive 40% below the $60m the last time the BDI showed similar strength in June 2010. Similarly, for a five year old Panamax our current $23.5m valuation compares with $41.5m in June 2010 and a Supramax now at $20.8m vs $33m in 2010.
With the lowest orderbook vs fleet on record at 5.6%, dry bulk fleet growth will most likely be unprecedented low over the next two years. Against a very strong demand side, we expect that recent highs in dry bulk earnings is just the initial phase of a prolonged expansionary dry bulk cycle that could potentially be propelled into super-cycle territory, aided by new comprehensive regulations from 2023.
https://fda195ed-9571-42ec-b092-d42af79f832c.usrfiles.com/ugd/fda195_7bf…d623531a25c.pdf
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Panamax 4 Time Charter Average
Spot 22709
MTD 20218
YTD. 17895
Supramax 10 Time Charter Average
Spot 23581
MTD 21216
YTD. 17737
Handysize 7 Time Charter Average
Spot 20607
MTD 19239
YTD. 17243
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Vrijeme je da sad Floki uleti.
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Google prevoditelj s norveškog
Oslo (TDN Direkt):Clarksons piše da nadograđuju svoje procjene, jer se tržište znatno ojačalo posljednjih tjedana, gdje je snažna potražnja za čelikom dovela do veće trgovine željeznom rudom i dramatično poboljšala izglede.
"S obzirom na ograničene kapacitete novogradnje, očekujemo da će stope ostati dobre tijekom sljedeće 2-3 godine", piše Clarksons.
Uz to, procjene za Panamax i Supramax povećane su na 19.000, odnosno 18.000 USD dnevno, za tekuću godinu.
Clarksons Platou navodi da također povećavaju procjene za kontejnere plovila, gdje su stope i dalje uzlazni trend, a duljina ugovora i dalje se proteže kroz različite segmente.
"Ažuriramo našu jednogodišnju procjenu stope za plovila od 4.400 TEU s 25.000 na 40.000 USD dnevno, a procjenu za 3.500 TEU s 22.000 na 30.000 USD dnevno, što je u skladu s najnovijim promjenama na tržištu" , piše Clarkson's Platou.
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Glavna skupština Atlantske plovidbe d.d. 29. lipnja 2021. godine https://eho.zse.hr/fileadmin/issu…9838b91d929.pdf
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Route Description Size Value ($) Change
BCI timecharter 5 T/C routes 180000 40608 1019
BPI timecharter 5 T/C routes 82500 24045 260
BSI timecharter 10 T/C routes 58328 23581 -80
BHSI timecharter 7 T/C 38200 20607 62
BDI INDEX 3053 +46
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Baltic Capesize index +2,6% to $40608
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Cape cal22 breaks 20k
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Capes crack $40,000 mark https://splash247.com/capes-crack-40000-mark/
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One quarter of tanker fleet to be over 20 years old by 2023
With regard to the age profile of tankers of 18+ years, Handy/MR tankers account for the biggest share... https://www.offshore-energy.biz/one-quarter-of…rs-old-by-2023/