Data from China's ports suggest they are not exactly stuffed with soybeans, even though U.S. exports to China are on a record pace. Oct-Dec shipments from Brazil were down 9 mmt (75%) on the year, which at least partially explains the lighter port stocks.

Volatility in freight should increase – In 2021, we expect demand growth for dry bulk shipping to total almost 3x
the growth in net new supply, and although utilization is still well below the record high levels of the 2000s,
directionally, utilization is heading to new multi-year highs that have the potential to push shipping rates much
higher. We anticipate volatility to increase this year, and although such a turbulent environment might seem scary
at times, it is a characteristic for shipping that was in hibernation for most of the past decade but is about to wake
up and make potential trading returns very attractive subject to prudent risk management, while the lack of
investment vehicles for investors will at times exaggerate such returns, as it happened in past cycles. https://static1.squarespace.com/static/5a4d1d2…2021+Report.pdf

Baltic Dry Index Falls 4.43% to 1,380
Capesize -9.43% to $14,053
Panamax -0.41% to $13,279
Supramax 58k tons -1.1% to $12,639
Handysize +0.42% to $10,739

Vrijednost brodova nastavlja rast                                                                                                                                  

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Cape - 9,4 prosent til 14.053 dollar pr dag

Congestion expected to boost bulker rates in record year for grains market

https://www.tradewindsnews.com/bulkers/conges…rket/2-1-955107

Dobro pogledajte Delivery Year by Size https://www.dnfanalysis.com/CMS/imageFolder/1612203013.pdf

Chinese Economy: The Expansion Prevails Amid Increasing Headwinds

BDI - 0,6% 1444 https://finansavisen.no/nyheter/shippi…rtsetter-fallet

Optimism grows for recovery in dry bulk segment https://lloydslist.maritimeintelligence.informa.com/LL1135622/Opti…ry-bulk-segment

Cape -1,0% / 15.516 usd

Shipping Weekly 5/2021 https://5f38c3be-c80e-4113-8699-341bc56851e6.usrfiles.com/ugd/5f38c3_f3b…58e86ab481e.pdf

Shipping Report 2021 - Positioning for a Post-Pandemic Party http://gersemiresearch.com/wp-content/upl…demic-Party.pdf

After sinking 3.5% in 2020, the worst year since World War II, the global economy will grow 5.5% this year, the 190-country lending organization predicted. The new figure for 2021 is an upgrade from the 5.2% expansion the IMF forecast in October and would mark the fastest year of global growth since 2007.

In an update to its World Economic Outlook, the IMF said that it expects the U.S. economy -- the world’s biggest -- to expand 5.1% this year after collapsing 3.4% in 2020. No. 2 China is expected to record 8.1% growth after eking out a 2.3% increase in 2020.

The 19 countries European countries that share the euro currency will collectively register 4.2% growth this year after seeing economic output crater 7.2% in 2020, the IMF says. The Japanese economy is forecast to grow 3.1%, reversing a 5.1% decline in 2020.

The IMF gave India a big upgrade, thanks to a faster-than-expected recovery at its factories and farms: The Indian economy is forecast to expand 11.5% in 2021, fastest among major economies, and a turnaround from 2020’s decline of 8%.

This story has been corrected to show that 2021 forecast would mark the fastest year of global growth since 2007, not since 2010.

lijepo izgleda šta je je....https://www.braemarscreen.com/home

Thinking ahead to next week's export sales report, if we take *just* the Jan. 26-29 daily sales of U.S. corn and incorporate into the total, that would be 85% of USDA's export target sold for 2020/21.

The next comparable is 76% in 07/08, a record export year

Shipping’s Wall Street saga: Rags to riches to rags to occasional riches https://www.freightwaves.com/news/shippings…hVdJP9HcXoy72HB

Light trading to close a very volatile month with little change across all asset classes. Jan cape settlement: Capes: $21,678 Panamax 5tc $14,325 4tc $12,989 Supramax $12,019

Evo kako to izgleda kad brodari krenu

USDA confirms the following U.S. export sales to China:

2,108,000 tonnes of corn for 2020/21
132,000 tonnes of soybeans for 2021/22

The corn sale is the 2nd largest ever and amounts to 83 mln bushels.

4 day sales total: 5.85 mmt/230 mbu corn to China