Posts by jasko

Dobar start tankeraša

Freight futures am update

Capesize flat

Panamax flat

Baltic Dry-indeksen er ifølge The Baltic Exchange + 0,3 prosent til 2.178 poeng, skriver TDN Direkt.

Capesize + 2,8 prosent til 19.014, Panamax - 0,2 prosent til 24.111. Handysize - 1,4 prosent til 20.927 Supramax - 1,9 prosent til 21.813.

The list of ships waiting still grows - from 156 yesterday to 237 on record this morning.
At the same time more ships are rerouting.                                                                                                                   

Cape + 2,8% / 19.014 usd

Tanker Market Earnings https://www.nat.bm/wp-content/upl…ates-210326.pdf

The trade sees U.S.corn plantings at 93.2 million acres, up 2.6% from 2020 and up 1.3% from USDA's Ag Outlook. Soybeans are seen at 90 million, up 8.3% from 2020 but identical to the outlook number. Wheat would be up 1.4% from 2020.

Panamax and supramax freight rates may get Suez boost

Freight rates for the panamax and supramax segment is likely to boost due to the Suez Canal closure as prolonged delay could lengthen voyages and further tightened vessel supply for the segments https://lloydslist.maritimeintelligence.informa.com/LL1136258/Pana…-get-Suez-boost

China plans to be transport powerhouse, fueling GDP growth

The ministry will implement major engineering projects and key transportation missions listed in the country’s 14th Five-Year Plan (2021-25), which emphasized that China should upgrade high-speed railway and rail equipment manufacturing.

“The growth of infrastructure input might slow down a bit this year as a result of inflation and rapid GDP growth, but it will likely accelerate again next year to support the economy. In total, incremental infrastructure input from 2021 to 2025 should reach a record high,” Tian Yun, vice director of the Beijing Economic Operation Association, told the Global Times on Wednesday. https://www.hellenicshippingnews.com/china-plans-to…ing-gdp-growth/

China iron ore futures up for third day on strong demand, supply worries https://www.hellenicshippingnews.com/china-iron-ore…supply-worries/

Quote from Marielena

Zna li netko tocan datum kada ce objaviti revidirani izvjestaj za 2020 godinu?

31.03.2021. objava revidiranih godišnjih rezultata za 2020. godinu

The high demand for dry bulk ships at the start of this year is also reflected in fast rising asset values. For example, a 15-year-old panamax ship is now worth 47.4% more than it was on January 1 2021, an increase of almost $4m. https://splash247.com/secondhand-bul…e-hands-so-far/ https://www.hellenicshippingnews.com/second-hand-bu…e-hands-so-far/

Shipyard berths vanish for 2023 newbuilding deliveries

Big bulker and second wave of containership newbuildings mop up Chinese and South Korean slots https://www.tradewindsnews.com/shipyards/ship…ries/2-1-985975

The high container freight rates have already meant that many cargoes of American agricultural commodities have been rejected by container shippers and had to be shipped as dry bulk. An even tighter container supply situation could contribute to even more cargoes being directed towards the dry bulk sector with beneficial effects for the tonnage demand. https://www.breakwaveadvisors.com/insights/2021/…l-supply-chains

Quote from buMBum

Zamislite samo koliko tužbi slijedi vlasniku ovog japanskog broda i koliko će osiguranje njihovo platiti za ovu vožnju kanalom u krivom smjeru!

Zamislite sada da se nešto slično dogodi našim miljenicima!

...

Može li netko locirati brodove od TPNG ili da ih sam potražim?

OD 24. DO 31. OŽUJKA 2021.

Tjedno kretanje brodova Tankerske plovidbe d.d. https://ezadar.net.hr/biznis/4003472/tankerska-243/

Panamax 4 Time Charter Average

Spot 24167

MTD 20799

YTD. 16742

Supramax 10 Time Charter Average

Spot 22227

MTD 22210

YTD. 16321

Handysize 7 Time Charter Average

Spot 23183

MTD 22306

YTD. 16246

Quote from st-brajo

još sad na ovu cijelu situaciju samo fali da se aktiviraju Gvinejski pirati 😅

https://en.m.wikipedia.org/wiki/Piracy_in_the_Gulf_of_Guinea

DENMARK SENDS FREGATE TO PIRATE INFECTED REGION

Thu Mar 18 11:01:31 CET 2021

Denmark has deployed the 'Ivar Huitfeldt' to the Gulf of Guinea, where it will contribute to the fight against pirates. The waters can currently be described as the most dangerous in the world with pirate attacks and kidnappings. The frigate can help to deter the pirates from attacking or, if an attack happens and the crew managed to escape to the citadel, can subsequently come to their rescue. It also has the political effect sending the signal that Denmark takes piracy seriously. In addition, it sends a signal to the other countries that have naval efforts in the Gulf of Guinea that Denmark also supports them. The Minister of Defense, Trine Bramsen, has long worked to get more countries to participate in the work of fighting pirates in the area, so that all ships can feel safer, but so far without success. Three Danish merchant ships have been attacked by pirates in the area in recent months. The number of pirate attacks in the area was on a record high in 2020 with a total of 195 incidents in which up to 150 sailors were kidnapped.

Another wild spike in the weekly corn export sales chart. Due to the huge China sales through March 18, that week is easily the second-largest in modern history behind the one at the end of January. Remember the 2013 & 2019 shutdowns reflect 3 & 6 weeks of data, respectively.  

OT-OPTIMA TELEKOM d.d. - Financijski izvještaj - 2020, Godišnji izvještaj, Revidirano, Konsolidirano https://eho.zse.hr/obavijesti-izdavatelja/view/36357

Quote from migra

The Suez canal situation is starting to cause increased nervousness in the dry bulk market. Although there has been little evidence of any meaningful change in freight rates, the risk of a rate spike is leading traders to take cover, pushing freight futures higher in the process.

danas smo na pmax APR 26K u prošlom naletu 18.03. FFA se odbio od 28k

a u ovom naletu?

koji su dometi?

procjene ,očekivanja?

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Panamax Technical Report

The index has traded above our upside target with the Elliott wave count suggesting we have the potential to test the USD 26,184 high in the near-term. A close above the USD 25,153 would indicate that momentum is improving based on price; however, it is important to note the RSI remains in divergence,

warning that buying momentum is showing signs of weakness, suggesting there is potentially a wave 4

corrective move coming after the index has made a new high.

April 21

Technically the downside move below the USD 21,897 level has been breached, meaning we are in a neutral phase. However, the Elliott wave count that started on the 03/03/21 currently consists of only 4

waves, suggesting we should in theory trade above the USD 28,250 high with an upside target at the USD

29,022.