Rast se nastavlja............. 
Posts by jasko
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New presentation. This time from Turner Holm head of Research at Clarksons Securities. Will Dry Bulk be the breakout segment in 2023? - YouTube
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Ima li na vidku kakav pomak na ULPL sta kaze graf ?
Na zalost 1 tanker i 3 bulka ali servisiraju dugove jos uvjek🤣
Graf kaže drž gaće do 30 ..................
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Bulkers poised to benefit as Brazil gears up for record soybean crop
‘This is obviously a very good thing’ for dry bulk shipping, a shipowner says
Brazil is expected to produce a record volume of soybeans for this harvest season from mid-February to mid-May, according to forecasts from the US government.
The US Department of Agriculture (USDA) estimated that South America’s largest country will grow 153m tonnes of the commodity for the 2023 harvest, up 18.2% from a year ago and up 9.7% from the 2021 harvest.
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BCI 5 T/C routes 180000 4418 -15
BPI 5 T/C routes 82500 9543 56
BSI 10 T/C routes 58328 7242 92
BHSI 7 T/C routes 38200 7781 18
BDI INDEX 680 +4
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HOLD… HOLD… HOLD...........
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BCI 5 T/C routes 180000 4433 -118
BPI t 5 T/C routes 82500 9487 78
BSI 10 T/C routes 58328 7150 53
BHSI 7 T/C routes 38200 7763 -13
BDI INDEX 676 -1
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The best thing investors can do this year is put their money in dry bulk stocks, according to Clarksons Securities’ head of research.
And while waiting for an upturn in dry cargo markets, investors can simply sit back and enjoy the consistent dividend yields from most public bulker owners, Turner Holm told the Marine Money conference in London on Thursday.
“No trade is guaranteed, but optionality is what makes this the best trade of 2023,” he said.
Dry bulk ‘the best trade of 2023’, says Clarksons Securities | TradeWinds (tradewindsnews.com)
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‘The Chinese dragon is about to be unleashed,’ says Clarkson Securities head of research
China to rescue dry bulk market by 2023’s second half :: Lloyd's List (informa.com)
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Freight rate catalysts and drybulk outlook
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Fleet-wide impact of environmental regulations...........
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Historically low newbuilding orderbook ....
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China stimulus + reversal of Covid policies....
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The drybulk supply and demand equation
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BCI 5 T/C routes 180000 5684 -410
BPI 5 T/C routes 82500 9313 -115
BSI 10 T/C routes 58328 7138 41
BHSI 7 T/C routes 38200 7792 -27
BDI INDEX 721 -19
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Croatian shipowners join ECSA as full member
23 Jan 2023
European shipowners are proud to welcome Croatian Shipowners’ Association Mare Nostrum as a full member of ECSA from 1 January 2023.
Mare Nostrum represents 10 members among the leading Croatian shipping companies.
“We are proud to welcome Mare Nostrum to the ECSA membership” said ECSA President Philippos Philis – “Having the Croatian shipowners on board expands our expertise and further strengthens ECSA’s role as the voice of European shipping in Brussels, at a crucial time when shipping regulation at EU level is advancing rapidly. We look forward to a productive cooperation with our colleagues from Mare Nostrum”.
Igor Budisavljević, President of Mare Nostrum, said “We are very pleased to be joining the ECSA membership, to work on issue of common interest and ensure our voice is heard in the EU debate. Becoming an ECSA member reinforces our position in Brussels and we look forward to provide our input and share our expertise with our colleagues and EU regulators”.
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Gong Xi Fa Cai 新年快乐
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Sveti Dujam 7k $/day
AP Astarea 8k $/day
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