Ako sam ikad sumnjao da ide najspektakularniji commodity bull run u povijesti sad vise ne sumnjam...
Dovoljno je pogledati 25y graf bakra.
Kroz vrlo uskoro djeluje kao da ce probiti ATH od financijske krize 2008.
On je obicno leading indicator za jacanje realne ekonomije, a to znaci proizvodnju i promet roba.
Posts by jasko
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U tri dana tri obavijesti naših brodara. Jel to neki znak ? atpl https://eho.zse.hr/fileadmin/issu…15826238932.pdf jdpl https://eho.zse.hr/fileadmin/issu…bafba7a737a.pdf ulpl https://eho.zse.hr/fileadmin/issu…26541cd23c3.pdf
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Dry Bulk with John Kartsonas https://app.gotowebinar.com/unified/index.…115936809676814
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We are extremely positive about the dry bulk markets
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Croatia accedes to ship recycling convention https://www.imo.org/en/MediaCentre/Pages/WhatsNew-1583.aspx
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1of 2 From Breakwave Advisors:
Something has changed in dry bulk, and investors better take notice – It is not that this time is different. In fact, it
is the same as it always has been in cyclical industries. Commodities, and as a result dry bulk shipping, are seeing
some of the highest capital flows and interest in years. There are numerous and debatable explanations, but cyclical
upturns start out of nowhere and, as has been the case again and again, it is only in hindsight you can identify the
reasons. However, we all make decisions in real time, and for dry bulk, to see Panamax routes at 20,000 and
Handysize (!) rates at 10-year highs in the heart of the winter, it means something has probably changed. Dry bulk
is a commoditized industry where, unlike other commodities, supply is inelastic, and if indeed demand is as strong
as it seems, freight rates can take a life of their own and break out of recent ranges. -
The big get bigger in public dry bulk shipping https://www.freightwaves.com/news/the-big-g…&sfmc_id=914092
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Capes started morning better trading Mar up to $14k (+1400 last night's close) but worse than expected index brought in more sellers. Panamax and supramax both much weaker early sell off managed to attract more buying from grain guys.
Pmax
Mar-20000
Apr- 18000
Smax
Mar-18150
Apr- 16700
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Baltic Dry Index Falls 4.07% to 1,698 in London
Capesize -9.34% to $14,224
Panamax -5.96% to $19,655
Supramax 58k tons +5.04% to $16,648
Handysize +7.74% to $14,257The content cannot be displayed because you do not have authorisation to view this content. -
Cape -9,3% / 14.224
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Panamax earnings approach 14-year high https://lloydslist.maritimeintelligence.informa.com/LL1135831/Pana…ch-14-year-high
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Sjednica Uprave i Nadzornog odbora Tankerske Next Generation d.d. održat će se dana 25.
veljače 2021. godine, a na njoj će se razmatrati nerevidirani financijski izvještaji za četvrto
tromjesečje i cijelu 2020. godinu. -
MR + 5,55% / 11013 usd
The content cannot be displayed because you do not have authorisation to view this content. -
SteelHome: Iron Ore Inventory at China Main Ports on February 18, 2021
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Ironore technical : Price + momentum remain technically bullish. Moves above $170 could then target resistance at $173.25 and $177.12. Price moves closing below $168.27 on 4hr candle with RSI below 65 would indicate weakening of picture.
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Capesize faller 1,1 prosent, til 15.690, mens Panamax faller 2,0 prosent til 20.901. Handysize er opp 6,4 prosent, til 13.233 og Supramax stiger 7,5 prosent til 15.849.
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Golden Ocean Group https://sec.report/Document/0000919574-21-001763/ Unique situation with all key factors for a bull market run present
