Freight futures am update Capesize up ~6%
Panamax up ~1%

China’s shipyard orderbook at 12-year low https://lloydslist.maritimeintelligence.informa.com/LL1135605/Chin…-at-12-year-low

Baltic Dry Index Falls 1.22% to 1,452
Capesize -2.84% to $15,675
Panamax +0.11% to $13,359
Supramax 58k tons -0.01% to $12,820
Handysize +0.61% to $10,649                                                                                                                                           

Baltic Dry Index Falls 1.22% to 1,452
Capesize -2.84% to $15,675
Panamax +0.11% to $13,359
Supramax 58k tons -0.01% to $12,820
Handysize +0.61% to $10,649

Cape Sunrise iz 2012. godine ode u scrap. https://shipandbunker.com/news/features/…ort-2021-week-4

Weekly Tanker Rates https://www.nat.bm/wp-content/upl…ates-210129.pdf

China’s iron ore hunger should support dry bulk rates https://www.argusmedia.com/en/blog/2021/j…-dry-bulk-rates

Supramax Rates In Indian Ocean At Record High As Vessel Shortage Tightens http://www.shippingherald.com/supramax-rates…rtage-tightens/

Quote from migra

Quote from 5. Element

Mislim da bi za sektor apsolutno najjaca stvar bila da Australci prikoce s rudacom za jedno 10ak %. Cijena bi prosla 200 USD, oni bi uzeli vise para, Brazil bi se morao jace aktivirati sto je dodatna tonamiljaza, a u medjuvremenu bi scrap podivljao.

A naucili bi Kineze lekciju oko koje ovi ne mogu kratkorocno i srednjerocno nista.

I ugljen bi morali ponovno pustiti.

australski ugljen će pustiti jer ga ne mogu nigdje na svijetu nabaviti u tim količinama,njima treba nova politika zaliha svega,treba im minimalno odmah sve x2 kako bi mogli amortizirati,smiriti do neke mjere cijene commoditiesa.

VALE šteka sa povećanjem proizvodnje,za sada,pri ovim ludo visokim cijenama mora i sigurno će se aktivirati ostatak svijeta da pridonese povećanju proizvodnje.

kina već vozi ugljen iz USA,kanada što je super stvar za tonmilje ali nisu to količine koje se traže.

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Coal to China from Russia travels around 1,000 nautical miles, it’s 2,000 miles from Indonesia, 4,000 miles from Australia, 9,000 from Colombia and 11,000 from Canada.

Not to be outdone by corn sales, soybeans have set a little record of their own.

As of Jan. 21, some 3.6 million tonnes of U.S. beans had been sold for shipment in 2021/22, the most ever new-crop sales on the books for the date.

China accounts for 37% of that.

Agricultural Commodities: Demand For US Exports To Remain Strong Driving Rising Imports Of Soybeans

Ne sjećam se kad sam ovakav rast vidio krajem 1. mjeseca.

China now occupies three of the top 10 all-time daily U.S. corn sales by volume. All three of those sales, totaling 5.4 million tonnes (212.5 million bushels), were for the 2020/21 marketing year that ends Aug. 31, 2021.

Here's the top 10 daily U.S. corn export sales by volume for the 2020/21 year. China occupies 9 out of 10, and all three of this week's sales appear on the list.

As of today, we know that China has bought *at least* 15.6 mmt (614 mln bu) of U.S. corn for shipment in 20/21.

U.S. corn export sales were better than expected last week - Japan had the largest volume with 676kt. Old-crop soybeans had disappointing interest (China was 69%), but new crop had their biggest week yet with 1.56 mmt sold, heading to China, Netherlands and unknown.

US corn exports are second only to soya bean.Bulk exports out of the US was strong in 2020 BUT there is a lot of corn that still has not gone out.
"At the last day of 2020 more than 43 mio. ton of US corn had been sold for export in the current 2020/21 marketing yr. Only 1/3 of these sales have left"

Baltic Dry-indeksen - 4,6 prosent til 1.470 poeng, ifølge The Baltic Exchange.

• Capesize -9,3%
• Panamax -0,9%
• Handysize 1,5%
• Supramax 0,2%

Saponia u projektu izgradnje logističko-distribucijskog centra Zagreb https://eho.zse.hr/fileadmin/issu…b9f3cd296e7.pdf

China’s appetite for U.S. soy is draining silos to the point that processors may need to import most beans in years this summer. Soybean sales to overseas buyers are set to exceed the govt’s estimates for whole season as early as next month, according to AgResource.

Quote from diokidina

Prosle godine u ovo vrijeme:

Panamax $5,563

Supramax $6,190

Danas:

Panamax 13413$

Supramax 12464$

Prosle godine u ovo vrijeme :

Atpl 350kn

Danas: 170kn

Ali odradit ce i Atpl rast. Bid se iz dana u dana kupi. Samo je pitanje dana kad cemo na vece razine.

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Od jučer

Panamax $13,471
Supramax $12,798

Quote from jasko

Cape -9,3% / 16.133 usd

Brazil/China -6% to $12,986

Feb FFA -3% to $12,000
Mar FFA -1% to $11,000