U Q1 2021 prosječni dnevni spot za PNMX je 16.650 USD/d, za SUPRE 15.600 USD/d a za HANDYE 13.870k USD/d.
Svaka čast na trudu i analizi, ali mislim da su vozarine za Q1 2021 slijedeće:
Panamax 4 Time Charter Average 17157
Supramax 10 Time Charter Average 16633
Handysize 7 Time Charter Average 16610
BCI timecharter of the 5 T/C routes 180000 37453 2106
BPI timecharter of the 5 T/C routes 82500 22949 -322
BSI timecharter of the 10 T/C routes 58328 23423 233
BHSI timecharter of the 7 T/C routes 38200 20037 161
BDI 2889 +81
Indicative Dry Bulk Values (US$ million)
23 Apr 19 Mar ±% Min Avg Max
Capesize
180k dwt Resale 54.00 51.00 5.9% 34.5 46.6 54.0
180k dwt 5 year old 40.00 37.00 8.1% 23.0 30.2 40.0
170k dwt 10 year old 28.50 27.25 4.6% 12.0 21.0 28.5
150k dwt 15 year old 18.50 17.50 5.7% 6.5 12.9 18.5
Panamax
82k dwt Resale 32.50 32.00 1.6% 22.5 29.1 32.5
82k dwt 5 year old 27.50 26.50 3.8% 11.5 21.1 27.5
76k dwt 10 year old 20.00 19.00 5.3% 7.3 13.1 20.0
74k dwt 15 year old 14.00 12.50 12.0% 3.5 8.4 14.0
Supramax
62k dwt Resale 30.50 29.50 3.4% 19.0 26.4 30.5
58k dwt 5 year old 21.00 19.50 7.7% 11.0 16.4 21.0
56k dwt 10 year old 15.00 14.00 7.1% 6.0 11.8 15.0
52k dwt 15 year old 10.50 9.50 10.5% 3.5 7.6 10.5
Handysize
37k dwt Resale 25.75 23.00 12.0% 17.0 21.7 25.8
37k dwt 5 year old 20.00 17.50 14.3% 7.8 14.3 20.0
32k dwt 10 year old 12.50 11.50 8.7% 6.0 9.2 12.5
28k dwt 15 year old 7.25 6.75 7.4% 3.5 5.5 7.3 https://www.hellenicshippingnews.com/wp-content/upl…_compressed.pdf
Dry Bulk Poised for Further Gains https://capitallinkshipping.com/dry-bulk-poised-for-further-gains/
"the bigger picture for dry bulk shipping rates remains positive in the short to mid-term" https://www.hellenicshippingnews.com/finally-some-b…r-for-iron-ore/
The 10-year average ratio of freight cost for Brazil/China to spot iron ore prices has been around 19%. Currently, it is less than 14%. The average translates to spot RV rates of almost 50,000, versus ~30,500 currently.
BDI 2808
Cape 180 dwt 5 tc Index $35347: (UP 585) MTD $27,463 YTD: $19,219
Panamax Curve 5TC $23271: (DOWN 396) MTD $21,065 YTD: $19,014
FIS Pmx 4TC Curve $21935 (DOWN 396) MTD $19,729 YTD: $17,678
SMX AVG 10tc $23190: (UP 258) MTD $20,632 YTD: $17,443
Baltic Dry Index Rises 0.72% to 2,808
Capesize +1.68% to $35,347
Panamax -1.77% to $21,935
Supramax 58k tons +1.13% to $23,190
Handysize +1.26% to $17,910
Secondhand sales volumes set for highs not seen since 2007 https://splash247.com/secondhand-sal…een-since-2007/
BDI 2808
Cape 180 dwt 5 tc Index $35347: (UP 585) MTD $27,463 YTD: $19,219
Panamax Curve 5TC $23271: (DOWN 396) MTD $21,065 YTD: $19,014
FIS Pmx 4TC Curve $21935 (DOWN 396) MTD $19,729 YTD: $17,678
SMX AVG 10tc $23190: (UP 258) MTD $20,632 YTD: $17,443
Supras remain in great demand and short supply. Maria (58,730-dwt, 2011
SPP) and Medi Segesta (58,730-dwt, 2009 Tsuneishi Cebu) are sold at $15.9m
and $14.5 respectively. http://www.hartlandshipping.com/wp-content/upl…-April-2021.pdf
AP Libertas (75,213-dwt, 2008) fixed delivery retro Tuticorin
16 April for a trip via East coast South America to Singapore-Japan range at
$24,500. http://www.hartlandshipping.com/wp-content/upl…-April-2021.pdf
Baltic Capesize-indeks er opp 1,7 prosent til 35.347 dollar pr dag
Dry Bulk: Capesize earnings rose another 22% w/w to $35k/d over the past week on the back of a very active Atlantic market. Bullish owners find comfort in booming iron ore exports, amidst 10-year high iron ore prices, but also that coal and bauxite volumes are improving. Capesize Eibhlin (2011, JP) reported sold at $30.5m, reflecting asset prices +36% since January & 12% above our revised asset prices just two weeks ago.
Čekamo BPI 4 T/C
BDI 2788 +38
BCI timecharter of the 5 T/C routes 180000 34762 954
BPI timecharter of the 5 T/C routes 82500 23667 -509
BSI timecharter of the 10 T/C routes 58328 22932 521
BHSI timecharter of the 7 T/C routes 38200 19654 372
Joakim zaspao
Baltic Dry Index Rises 1.38% to 2,788
Capesize +2.82% to $34,762
Panamax -2.23% to $22,331
Supramax 58k tons +2.32% to $22,932
Handysize +2.15% to $17,688
Baltic Capesize-indeks er opp 2,8 prosent til 34.762 dollar pr dag
Capesize trading better this morning May 34950 +1150 June 31600 +1000
Panamax trading firmer May 22750 +600 June 20850 +500
Novi poslovi za europsko tržište
AD Plastik Grupa ugovorila je nove poslove s kupcem Stellantis u ukupnoj vrijednosti od 17,3 milijuna
eura i s predviđenim trajanjem projekta od deset godina. Stellantis je jedna od najvećih automobilskih
grupacija u svijetu po broju proizvedenih automobila, nastala spajanjem FCA i PSA Grupe https://eho.zse.hr/fileadmin/issu…97fd0dc6add.pdf
.Our FY2022 dividend estimate is $2.25/share is based on our 2022 EBITDA estimate of $171.3 million, which implies a current yield of 16.4%. Assuming TCE rates of $18.8k/day and TCE revenue of $272 million, operating cash flow should approximate $164 million. Incorporating debt amortization of $24 million, drydock capex of $11 million, and a reserve of $34 million, net cash flow of $95 million ... https://www.channelchek.com/news-channel/G…_Renewal_Intact
CHART OF THE DAY: Iron ore prices have surged to a ~10-year high of almost $175 a tonne, fast making a run for the all-time high (note that pre-2012 data is monthly, and more recent data is daily, as the structure of the iron ore market changed)
