Baltic Dry-indeksen er mandag + 1,7 prosent til 2.319 poeng, ifølge The Baltic Exchange.
nema više onih skrivenih koji se vide u 12?........
Ima na 280 kuna
Baltic Capesize index +2% to $19,751
Brazil/China +3% to $19,432
Apr FFA -4% to $23,250
May FFA -1% to $24,625
With Capesize FFAs for March now at $18,000/d and spot rates having averaged only $16,018/d MTD, the implied spot rates for remaining March is then $21,716/d. This is 12% above last close, w peaks likely higher than the avg
Dry bulk equities – Beginning of a super cycle, or just an upswing? https://www.hellenicshippingnews.com/dry-bulk-equit…ust-an-upswing/
Fale dva supramaxa Sveti Vlaho i Držić
Display Morea kad smo već kod usklađivanja evo i najnovijih brojeva koje nije popapala maca
nedavno sam apostrofirao da nas u bilanci čekaju dramatične promjene na bolje i da će silenje preko svake mjere imati svoje "posljedice" zar ne?
u prilogu dokazi CnB računice o promjeni vrijednosti imovine NAV a ATPL od 01.01.2021
3 panamaxa 2008 4,25 x 3 ( tablica 15yr)
2 panamaxa 2012 5,25 x 2 (tablica 10yr)
3 supramaxa 2012 3,25 x 3 ( tablica 10yr)
2 handymaxa 2009 2,75 x 2 (tablica 15yr)
2 handysizea 2016 2,75 x 2 (tablica 5 yr)
ukupno 44 mil$ x 6,35 = 279,4 mil kn
279,4 / 1, 395 = 200 kn/dionici
po marfiju ide to i dalje,rekao bi značajno dalje,ipak je ovo za sada još predigra pa.....
p.s.
posebno važno za istaknuti da je ovo upgrade po apsolutnom merilu neovisno od P/NAV multiple koja se je uvečala sa 0,8 na 1,1 za peer grupu na dio poslije promjene vrijednosti ali i na dio prije promjene vrijednosti.
zato niti najmanje ne iznenađuje rast dionica dry bulkera >150% u zadnjih 6 mjeseci
do kada će ostati atpl jedini dry bulker u svemiru time will tell
piratski pozdrav
Japan’s NS United has received more than 15 bids for a 2012-built capesize bulker, which could set a new benchmark price in a bullish secondhand........................... https://www.tradewindsnews.com/bulkers/ns-uni…pede/2-1-983884
More and more soybeans continue to depart ports in Brazil, and those first beans are arriving in China now. This graphic shows all soy vessels, with lines to show the ones that have left within the last two weeks.
Steep Supramax rates in the Asia-Pacific region to stay as available tonnage shrinks
https://www.hellenicshippingnews.com/steep-supramax…onnage-shrinks/
Panamax 4 Time Charter Average
Spot 25437
MTD 19662
YTD. 16137
Supramax 10 Time Charter Average
Spot 23347
MTD 22000
YTD. 15836
Handysize 7 Time Charter Average
Spot 24484
MTD 21883
YTD. 15690
Western Bulk sees firm market through 2021
Handysize and supramax operator expects a firm dry bulk market this year based on strong demand indicators as the global economic rebound continues. That, coupled with low fleet growth makes for a promising mix
Oslo-based operator expects demand from China and other Asian countries to support the Pacific market, while recovering demand from the rest of the world should help the Atlantic basin in the second half of the year......... https://lloydslist.maritimeintelligence.informa.com/LL1136195/West…et-through-2021
Strong sales of U.S. grains to Asian customers this marketing year has resulted in outstanding sales to Asia being around 3 times the historic average. This backlog of orders will boost tonne-mile demand, particularly for the Panamax segment, over the coming months.
for a trip to Malaysia the ‘Zagreb’ (80,300 dwt, 2008) was fixed basis Taichung arnd $20k
Evo i link , pa bacite pogled. http://www.doric.gr/wp-content/upl…_12_03_2021.pdf
The Chinese trade restrictions on Australian grains have created a situation that is perhaps not great for trade efficiency or indeed for some consumer prices. However, it is good news for shipowners in the dry bulk sector as cargoes have to travel further afield to find their buyers, with Australian farmers seeking new export markets and Chinese buyers forced to find substitutes for the next-door producer. In light of Australia’s move to request WTO to formally engage in the dispute, it would appear that Canberra sees the trade dispute dragging on and, hence, continuing to add to the global tonne-mile demand. The already strong mid-sized segments in the dry bulk market could therefore see continued support for healthy freight rates. https://www.breakwaveadvisors.com/insights/2021/…pute-with-china
for a trip to Malaysia the ‘Zagreb’ (80,300 dwt, 2008) was fixed basis Taichung arnd $20k
Trebali bi uskoro stići kontejneraše po vozarinama i po vrijednosti broda. Živi bili, pa vidjeli....... https://www.tradewindsnews.com/containerships…-day/2-1-981796
Kako stvari stoje ne bih se čudio da ih stignemo.
Fourth Consecutive Day of Large Chinese Purchase of US Corn
- The United States Department of Agriculture (USDA) today reported sales of 800,000 tons of corn to China (exporters are required to report to the USDA any export sales activity of 100,000 tons or more of any commodity). All of the corn will be shipped during the current grain season which ends on August 31st. Today marks the fourth consecutive day of 100,000 tons + sales to China. Prior to Tuesday's initial sale, no 100,000 ton+ US corn sales to China were reported since January 29th. As we have continued to stress in our work, US corn exports remain poised to surge during the next several months. This remains extremely encouraging for the dry bulk market
That brings the 4-day total sales to 3.9 million tonnes (153 mln bu) and total 2020/21 U.S. corn sales to China to at least 23.2 mmt (915 mbu).
Baltic Dry Index Rises 2.98% to 2,281 in London
Capesize +2.99% to $19,437
Panamax +5.71% to $25,437
Supramax 58k tons +0.38% to $23,347
Handysize +0.26% to $22,518
