Chinese end-users were allocated up to 20 million mt import quotas for seaborne coal in 2020 by the Chinese authorities, in order to meet near-term coal demand amid the shortage of Chinese domestic coal. https://www.hellenicshippingnews.com/china-allocate…n-2020-sources/

AP Dubrava (38,716-dwt, 2015) fixed Tuzla to US
Gulf at $11,500 basis dop with Lighthouse. http://www.hartlandshipping.com/wp-content/upl…vember-2020.pdf

FFA Tone: Capes again sold off mainly on nearby Dec through q1 with little to report on physical and long list of ballasters putting pressure on spot. Panamax trading flat but well bid at last done while smax better with good support on Dec and q1.    

Baltic Dry Index Rises 0.77% to 1,178
Capesize -0.21% to $11,996
Panamax +1.14% to $11,247
Supramax 58k tons +2.16% to $10,699
Handysize +1.34% to $9,063

The supramax fleet has seen the most “drastic transformation” in the past two years, the analysts noted, with the proportion of ships below the age of five falling from 34% to 22%. The number of ships aged 5-9 is unchanged as a percentage of the fleet but 15-19 year old ships now make up 20% of the fleet versus 12% two years’ ago. The sector has a relatively low number of vessels above 15 years but a notable 125 ships, or nearly 6m dwt, of 25 years and over. https://splash247.com/supramaxes-exp…in-age-profile/

Kinezi ubacili u višu brzinu

Ovo je nice https://www.finviz.com/screener.ashx?…pping&o=-change

Shipping Weekly 47/2020

Dry Bulk: Despite Capesize average earnings shedding another 5% w/w to $12k/d, an apparent floor was found mid-week as Australian miners re-entered the market, driving Eastern rates up going into the weekend. In smaller tonnage, Panamaxes posted a 15% w/w gain to $11k/d, on the back of increased activity in both the North Atlantic and the North Pacific, with Supramax +5% w/w to $10k/d. https://fda195ed-9571-42ec-b092-d42af79f832c.usrfiles.com/ugd/fda195_277…bf84e4d9599.pdf

FFA Tone: Capes traded a touch better early doors with 13500 printing Dec but few sellers post index leaving us unchanged to slightly weaker on light volume. Panamax and smax both trading better with good buying at last done across the curve  

Baltic Dry Index Rises 1.83% to 1,169
Capesize +1.04% to $12,021
Panamax +2.58% to $11,120
Supramax 58k tons +2.42% to $10,473
Handysize +0.8% to $8,943

The order book is at historical lows, the growth slows down significantly next year and the year after. And right now the order book stands at a mere 2.7% and 1.6% respectively. The IMF expects global GDP to increase by 5.2% next year and that in itself is of course a quite remarkable recovery. But what we notice of course that China and India, two of the world's largest importers of dry bulk commodities are expecting to see GDP growth, well above that number. India IMF expects a growth of 8.8% and China and -- a growth of 8.2%. https://www.fool.com/earnings/call-…-earnings-call/

The Big Picture: North American Grain 

TNG kroz korona krizu: tri broda obavila dokovanje, a Vukovar vozi za Amerikance https://pomorac.net/2020/11/13/tng…-za-amerikance/

Baltic Dry Index Rises 0.09% to 1,112
Capesize -2.06% to $12,029
Panamax +3.48% to $9,928
Supramax 58k tons +0.39% to $9,766
Handysize +0.56% to $8,614

Na Panamaxu preokret https://www.braemarscreen.com/home

Žigman na N1 o tržištu kapitala

Svi analitičari, koji su sudjelovali u anketi Hine, očekuje danas stagnaciju Crobexa. https://www.index.hr/vijesti/clanak…ju/2231033.aspx

Jel to opet Plinio prodao???

Shipping weekly 46/2020 https://5f38c3be-c80e-4113-8699-341bc56851e6.usrfiles.com/ugd/5f38c3_2a3…b38903d24e9.pdf

FFA Tone: Cape weaker on some end of week profit taking coupled by quiet physical market…light volume. Panamax and Smax both supported and touch better across the curve