BCI timecharter 5 T/C routes 180000 32825 232
BPI timecharter 5 T/C routes 82500 25558 -135
BSI timecharter 10 T/C routes 58328 26712 219
BHSI timecharter 7 T/C routes 38200 23761 55
BDI INDEX 2881 +12
BCI timecharter 5 T/C routes 180000 32825 232
BPI timecharter 5 T/C routes 82500 25558 -135
BSI timecharter 10 T/C routes 58328 26712 219
BHSI timecharter 7 T/C routes 38200 23761 55
BDI INDEX 2881 +12
nedavno smo o tome kako kontejneri svojim ATH vozarinama višestruko blagonaklono djeluju na dry bulk a jedan od aspekata je i dizanje zaposlenosti i margina brodogradilišta,koja i sama najmanje žele graditi dry bulk,posebice dok kontejneri koji su i inače profitabilniji plaćaju i imaju dodatnog motiva za extra plaćati.
posljedično SH je na dry bulku iznimno tražena roba,najtraženija od svih sektora.
svakom novogradnjom manje,onom koja će se odgoditi,bonusi na bonuse će biti izdašniji
tu je i velika prednost SH koji se čeka neusporedivo kraće od NB a ta je škola plaćena u mlrd-ama$ u prošlom bullu pa je jedan scenarij bitno izgledniji.
Ship orders in the year to date are at the highest volumes seen since 2014. A total of 526 orders of 46.4m dwt and 34.6m gt have been reported so far according to data from Clarkson Research Services.
Much of this uptick has come from the surge in boxship orders, with 218 vessels of 2.2m teu and 22.9m dwt contracted in the year so far, propelling the boxship orderbook-to-fleet ratio towards the 20% mark. There has also been notable interest in LPG carriers, with 57 orders, according to Clarksons. Meanwhile, just 88 tankers and 81 bulk carriers have been ordered https://splash247.com/volume-of-ship…een-since-2014/
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Harpex Containership Index: https://harpex.harperpetersen.com/harpexVP.do
ALL-TIME RECORD HIGHS
BCI timecharter 5 T/C routes 180000 32593 959
BPI timecharter 5 T/C routes 82500 25693 -141
BSI timecharter 10 T/C routes 58328 26493 375
BHSI timecharter 7 T/C routes 38200 23706 134
bdi index 2869 +45
Društvo je zaprimilo iskaze od kojih
je samo jedan rezultirao konkretnom ponudom i to zajedničkom uvjetovanom ponudom društava
CONSTRUCTION LINE ltd. i KONČAR-ELEKTROINDUSTRIJA d.d. Navedena društva su iskazala interes
da sudjeluju u financijskom restrukturiranju kroz ulaganje u temeljni kapital, a sukladno uvjetima
navedenima u ponudi.
Sukladno navedenoj ponudi, model restrukturiranja Društva bi se u bitnome sastojao od
provođenja slijedećih radnji:
• smanjenja temeljnog kapitala Društva s iznosa od 247.193.050 kuna na iznos od
2.471.930 kuna radi pokrivanja gubitaka iz prethodnih razdoblja;
• povećanje temeljnog kapitala Društva s iznosa od 2.471.930 kuna na iznos od
najmanje 152.471.930 kuna, a najviše 412.471.930 kuna i to upisom dionica u tri
kruga, uplatama u novcu i/ili ulozima unosom prava (tražbina). https://eho.zse.hr/fileadmin/issu…acd2189c328.pdf
The USDA figures show that China has bought 9.5 million tonnes of corn from the United States and is expected to import about 26 million tonnes from all international suppliers for the 2021-22 season, which begins in September.
The USDA in its most recent Export Sales report said exports and undelivered sales of US corn to China for 2020-21 totaled 23,244,300 tonnes. Of the total, 11,380,300 tonnes already have been shipped to China while 11.864 million tonnes have yet to be delivered. https://www.world-grain.com/articles/15319…rts-from-the-us
Panamax Bulkers have seen strong growth in cargo miles in April when comparing year-on-year. The increase in demand for this vessel type has been supported by the growth in grain trades.
Baltic Capesize index +3% to 32593 + 959
Jun FFA +5% to $38k/d
Jul FFA +5% to $40k/d
A five-year-old 38,200 dwt handy is now on average worth around $19.5m, up by $5m from the beginning of the year. https://splash247.com/handy-sales-proliferate/
Smax
Jun. 28000
Jul.. 28000
dana 19. svibnja 2021. ukupno 300 dionica oznake TPNG po prosječnoj ponderiranoj
cijeni od 45,00 kn po dionici, što predstavlja 0,0034% temeljnog kapitala Društva. https://eho.zse.hr/fileadmin/issu…5a6870b0c1d.pdf
Cape July 40000 +2200
Capesize Q3 surpassing previous highs this morning
Chinese bulk carrier operator Jinhui Shipping and Transportation has announced the acquisition of 2004-built 52,686 dwt supramax bulker Tai Hawk from Tai Shing Maritime, an affiliate company of Taiwan Navigation.
The Japanese-built vessel was sold for a price of $10.8m, higher than VesselsValue’s estimate of $9.85m https://splash247.com/jinhui-acquire…wan-navigation/
57k open Singapore area fixed at 32500 for indo coal to japan - cnr
Evangelia 61k dwt open vietnam fixed on subs to WCI-PAK at 32.500 if Pakistan- if India 35.500 - cnr
MV Venus Halo 56dwt open Indon fixed aus coal to Japan at 35k with charts Daiichi
Bao Qin (56,877 2010) Humen 30 May trip via Philippines redel China intention nickel ore $32,000 - cnr
Mislim da će sutra Harpex index probiti ATH.......
Joakim Hannisdahl
I currently recommend the following capital allocation within DryBulk shipping to clients
Solin 2012 51545 dwt $25.000
DRY BULK NET GROWTH IS THE LOWEST IN 30 YEARS
Orderbook is likely to stay muted due to limited slot availability before 2024, increasing prices, availability of financing and new emissions regulations
ESTIMATED NET FLEET GROWTH OF ~1.7% (2021), ~1.3% (2022) AND 2.8% (2023) https://ml-eu.globenewswire.com/Resource/Downl…e4-271edf4ef846