GFI on Capesize:”There have been several Cassandra's in the market of late suggesting index rates in excess of 40k were imminent; while some way off yet the momentum is building and the naysayers are becoming less vociferous.”
Posts by jasko
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Info sa "drugog" foruma, od kolege Jaska, koji je uvijek bio vjerodostojan.
"Već je počelo uništavanje budućnosti.
Prošli tjedan naručeno 12 newcastlemaxa po 210.000 dwt= 2.54 milijuna tona.
Isporuka 2023.
2 ultramaxa 61k, oldendorff, isporuka 2022.!!!
Info je Golden Destiny weekly report 16.4.2021."
Info je sa ovog foruma i glasi ovako;
Delivery from Q3 2023!
Sounds like there won't be much increase in supply the next two years.
kolega Budfox, vidim da si opet pobrkao lončiće. kolega lapad je to napisao, a ne ja. https://www.poslovni.hr/forum/tema/bdi…cnosti/page/458 Ovo je jedini nick koji koristim na svim forumima.
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Brazil: Vale's iron ore production up 14% y-o-y in Q1 CY'21 https://www.steelmint.com/intel/brazil-v…in-q1-cy21-5367
https://www.steelmint.com/insights/Vale-…Q1-CY-21-218795The content cannot be displayed because you do not have authorisation to view this content. The content cannot be displayed because you do not have authorisation to view this content. -
Panamax 4 Time Charter Average
Spot 21674
MTD 18807
YTD. 17421
Supramax 10 Time Charter Average
Spot 21177
MTD 19986
YTD. 17169
Handysize 7 Time Charter Average
Spot 18458
MTD 18825
YTD. 16964
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Cape Q2 closing for the first time above 30k
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Prompt Capesize FFAs surged in late trading after a weak start. Talks of Vale taking 8-10 ships & fixture ex-Bra at $30k+ (vs spot $27k) lured out willing buyers. Expect a strong BCI at noon tomorrow, supporting share prices
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Slažem se sa većinom vašeg posta kolega, čak bih rekao odličan post,
ali dodao bih još jednu varijablu u jednadžbu, a to je početak povećane
narudžbe novih brodova koja tek predstoji i koja uvijek ide sa rastom vozarina.
Info sa "drugog" foruma, od kolege Jaska, koji je uvijek bio vjerodostojan.
"Već je počelo uništavanje budućnosti.
Prošli tjedan naručeno 12 newcastlemaxa po 210.000 dwt= 2.54 milijuna tona.
Isporuka 2023.
2 ultramaxa 61k, oldendorff, isporuka 2022.!!!
Info je Golden Destiny weekly report 16.4.2021."
Info je sa ovog foruma i glasi ovako;
Delivery from Q3 2023!
Sounds like there won't be much increase in supply the next two years.
https://www.tradewindsnews.com/bulkers/easter…deal/2-1-995233
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Weekly Vessel Valuations Report
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Global Steel Demand to Continue to Recover Into Next Year https://www.breakwaveadvisors.com/insights/2021/…-into-next-year
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Atlantska plovidba d.d. najavljuje održavanje sjednice Upravnog odbora društva 27. travnja 2021. godine na
kojoj će se razmatrati revidirana konsolidirana i nekonsolidirana financijska izvješća za 2020. godinu i prvi
kvartal 2021. godine. https://eho.zse.hr/fileadmin/issu…e9c65fccb21.pdf -
Baltic Dry-indeksen er tirsdag + 1,6 prosent til 2.472 poeng, melder TDN Direkt og viser til The Baltic Exchange.
Innen capesize-segmentet er det imidlertid nedgang tirsdag, - 0,6 prosent. Her rapporteres det om en snittrate på 28.652 dollar pr. dag.
Panamax + 5,1 prosent, og gjennomsnittlig dagrate ligger på 21.674 dollar.
Handysize +1,2 prosent. I snitt er dagraten her nå på 16.492 dollar.
Supramax + 2,5 prosent. Gjennomsnittlig dagrate ligger på 21.177 dollar.
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At first glance, the presentation looks very detailed and thorough. Perfect for investors looking for transparency. And exquisite timing of the new strategy given our extremely bullish market outlook http://s21.q4cdn.com/456963137/file…s/2021/04/Genco's-value-strategy-presentation_042021.pdf
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Shipping bulls are back: First container stocks, now dry bulk https://www.freightwaves.com/news/shipping-…rs-now-dry-bulk
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Bliži se golden cross ili ti u prijevodu bikovski signal. Vežite se , ulazimo u bull market.......
Ako je netko preskočio što sam napisao u petak, evo još jednom...... ulazimo u bull market...
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Smax Index 10tc $20658: Apr 20750 +150 May 22750 +550 June 21250 +450 Q2 21600 +400 Q3 17800 +150 Q4 15750 +150 Cal22 12850 +200 Cal23 11800 +100 Cal24 10650 unch
Panamax Index $20632: Apr 19750 +150 May 23150 +600 June 21750 +400 Q2 21500 +350 Q3 19000 +300 Q4 17000 +250 Cal22 13950 +350 Cal23 12500 +250 Cal24 10850 +200
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Sve u plusu..........De siste dagenes oppgang i Baltic Dry-indeksen fortsetter mandag da den stiger ytterligere 2,0 prosent til 2.432 poeng, ifølge The Baltic Exchange.
Capesize-ratene stiger 1,1 prosent til 28.830 dollar, Panamax er opp 4,3 prosent til 20.632 dollar, Handysize har gått opp 0,9 prosent til 16.287 dollar mens Supramax stiger 1,6 prosent til 20.658 dollar.
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Cleaves on dry bulk: buy, buy, buy
jasko, hvala za link.
Nemam izvjestaj koji se spominje u clanku, ali i ovo mi puno govori.
The content cannot be displayed because you do not have authorisation to view this content. Shipping Quarterly (2Q21) - Off to the Races (316 pages) https://www.cleaves.no/post/shipping-…races-316-pages
Stavio sam izvješće, treba se samo prijaviti i to je to......... https://5f38c3be-c80e-4113-8699-341bc56851e6.usrfiles.com/ugd/5f38c3_a33…0bb23ebba9b.pdf
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The price of a 10-year-old 6,600 teu unit has increased by 138% ($29m) to $50m over the same period, whilst the price of a 10-year-old Panamax container 4,500 teu unit has risen by 268% ($25.5m) to $35m. In the same June to April timeframe, the bulk carrier secondhand price index has increased by 31%. The price of a 10-year-old capesize has increased by 40% to $27.25m and the price of a 10-year-old supramax has increased by 35% to $14.5m. https://splash247.com/surging-second…t-surpass-1trn/
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Cleaves on dry bulk: buy, buy, buy
