Oni uredno primaju plaću, daleko od toga, ali ljudi će prošvikat’
https://pomorac.net/2020/07/09/fra…et-je-na-punti/
Problem kašnjenja smjene pomoraca na pulskom brodu "Punta", o čemu smo posljednjih dana izvještavali, nije nažalost izolirani slučaj.
Opisana transakcija utječe na povećanje neto knjigovodstvene vrijednosti Izdavatelja za iznos od
približno 21 milijun kuna, kao rezultat jednokratnog ukidanja rezerviranja.
Baltic Dry Index Falls 5.13% to 1,849
Capesize -10.03% to $29,610
Panamax +4.57% to $12,315
Supramax 58k tons +6.5% to $8,498
Handysize +1.03% to $5,589
Dobre prognoze za dry bulk.
VELEBIT - u Pajaritosu radi iskrcaja
VINJERAC - stiže Amsterdam 12/7 radi iskrcaja
VUKOVAR - stiže u Chengxi radi remonta
ZOILO - u Jinzhou radi ukrcaja
DALMACIJA - u Dung Quatu radi ukrcaja
PAG - u Mizushimi radi iskrcaja
Baltic Dry Index Falls 0.36% to 1,949
Capesize -2.51% to $32,911
Panamax +6.57% to $11,777
Supramax 58k tons +2.45% to $7,979
Handysize +0.73% to $5,532
Baltic Dry Index Rises 3.27% to 1,956
Capesize +3.3% to $33,760
Panamax +5.21% to $11,051
Supramax 58k tons +0.93% to $7,788
Handysize +0.62% to $5,492
Freight futures am update
Capesize up ~6%(~15% since 7/3)
Panamax up ~7% (~17% since 7/3)
Cape + 3,3% / 33 760 USD
Panamax
Jul 13575 +975
Q3 13575 +975
The second half of 2020 should be one of the best periods for dry bulk shipping rates in quite sometime, as the macroeconomic picture is supportive, inventories for raw materials are low, and pend up demand for shipping due to delays in the first half is increasing quite rapidly.
https://www.breakwaveadvisors.com/insights/2020/…mx9a8bgh7lcaw1x
Uskoro ulazimo u bullish territory.
https://freightinvestorservices.com/blog/panamax-a…ment-240-min-3/
Cape +4,2% USD 32.682
Display MoreKoliko vidim TC vozarine su u pozitivi, što je dobar pokazatelj:
https://www.hellenicshippingnews.com/wp-content/upl…dry-week-26.jpg
The capesize period market remained strong this week across both basins. Rate levels continued to rise for all periods with plenty of TC interest reported.
Due to increased demand and improved sentiment, the panamax market continued to move up with rates levels firm across all periods and very health fixture levels, focussed on 6-12 month periods. Demand for the smaller sizes has also picked up and this sector has witnessed a boost, the average rate for a supramax for one-year is currently estimated as $10,250/pdpr.
To je od 24.06.
Evo friškiji još bolji.
https://www.hellenicshippingnews.com/weekly-dry-tim…es-july-1-2020/
Snažan rast Panamaxa
Jul 12750 +1400
Q3 12325 +1100
kakva su predvidjanja za bdi...kakva su ocekivanja ima li kakve stabilizacije trzista
The good news here is that the orderbook for bulkers is at one of its lowest points in recent memory.
Currently at just 8.09%, the orderbook is a far cry from the 80% figure just over a decade ago.
The last time we saw this was in 2002, just before the dry bulk super cycle.
Baltic Dry Index Rises 1.11% to 1,823
Capesize +1.42% to $31,377
Panamax +0.19% to $9,981
Supramax 58k tons +1.1% to $7,628
Handysize +1.05% to $5,377
Očekuje se rast vozarina sljedeće 3 godine.
https://5f38c3be-c80e-4113-8699-341bc56851e6.usrfiles.com/ugd/5f38c3_5ca…1d643f9dd9d.pdf
Baltic Dry Index Rises 0.22% to 1,803
Capesize +0.27% to $30,939
Panamax -0.17% to $9,962
Supramax 58k tons +0.41% to $7,545
Handysize +1.35% to $5,321
Freight futures am update
Capesize down ~1%
Panamax down ~1%
Možemo očekivati malo hlađenja od sutra.
BDI je pregrijan, a i Kinezi imaju praznike Dragon Boat Festival.
RSI na 95
