Posts by StatusQuo

  • DRY BULK

    Quote from BudFox

    Gamechanger if true

    "MARKET SOURCES SAY CHINA MAY REVERSE ITS UNOFFICIAL BAN ON AUSTRALIAN COAL IMPORTS IN AUGUST OR SEPTEMBER AND SOME STEEL MILLS ARE ALREADY MAKING PREPARATION - http://SXCOAL.COM"

    Malo mi je to nategnuto s obzirom na oni njihov meeting krajem godine, jer politicki bi to izgledalo kao slabost da su kinezi popustili tek tako

  • Komentari trgovanja na burzi - LIVE

    Evo gledam jutrosnje ekonomske podatke koji su izasli, posebno ovaj o industrijskoj proizvodnji koja je skocila puno vise od ocekivanja u EU, a gledam i ove engleze koji se bore s vecim kamatnim stopama i inflacijom nego EU pa izgleda da im i dalje GDP raste unatoc tome i svi ostali pokazatelji

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  • DRY BULK

    Germany to stop buying Russian coal on Aug 1, oil on Dec 31, says deputy fin min

    SYDNEY, July 13 (Reuters) - Germany will completely stop buying Russian coal on Aug. 1 and Russian oil on Dec. 31, marking a major shift in the source of the country's energy supply, deputy finance minister Joerg Kukies said at a conference in Sydney. The key challenge ahead will be filling the huge gap that will be left when the European Union weans itself off the 158 billion cubic metres (bcm) per year of gas that Russia supplies, Kukies said. "We will be off Russian coal in a few weeks," he told the Sydney Energy Forum, co-hosted by the Australian government and the International Energy Agency. Russian previously supplied 40% of Germany's coal and 40% of its oil, he said.


    https://www.reuters.com/business/energ…-31-2022-07-13/

  • JDPL (Jadroplov d.d.)

    Quote from diokidina

    Solin i Split i dalje ukrcavaju Pripuzov otpad.

    Dede je nasao jedan stariji brodic na trzistu da uz Split ukrcavaju umjesto Solina, jer Solin je noviji brod i angazirao bih ga za daleke relacije.

    Evo jedna slika iz Splita, tocnije iz Sjeverne luke gdje se ukrcaje otpad, ima ga podosta.

    Di u Ghani ;(

  • Komentari trgovanja na burzi - LIVE

    Quote from verdi

    autor članka je nourijel roubini i čisto sumnjam da je on neka sirotinja. no pređimo preko tih dječjih upadica tipa tko je pametniji bogati mesar ili profesor ekonomije da bi se posvetili nečemu drugom. ništa novo što i mi ne vidimo nije nam otkrio. taj pad cijene dionica nije najgore što može snaći vlasnike istih (govorim za eu, a poslije i za sad). dugovi kompanija su ogromni i evidentni. povećavanjem kt oni su u banani. jedno od mogućih riješenja je noćna mora za postojeće dioničare. NACIONALIZACIJA. znači država preuzima kompaniju, postojeći dionočari puše, kad frka prođe država nema interes i nije prirodni vlasnik tih kompanija i prodaje ih onima koji imaju vulo. nešto kao pokvareni dokap kroz otkup dugova na hr način. o tome se već priča. energetske kompanije po ovim cijenama energenata su uvelike izložene. uniper bi mogao biti lakmus papir za takve poduhvate. ovo nije obična kriza. ovo je stoljetna kriza.

    Hehe Nourijel Roubini, nije bez razloga zasluzio nadimak Dr. doom ili permabear :D, nije da nece pogodit jednom jer ako si stalno bear jednom moras i pogodit taj bear ali ako si stalno bear onda to i nije pogodak nego vise falitak koliko je bullova falio u nizu jer je njemu svaki bio razlog za doom day, a trziste je znamo kakvo bilo, tako da Roubini nije bas mjerilo za pogodak i tajming kada ce se nesto desit.

  • DRY BULK

    The order pool consists of four 1,800 teu containerships, four 8,000 teu LNG dual-fuel containerships, four 66,000 dwt bulk carriers, two 63,200 dwt bulk carries, and two 36,000 c m liquefied ethylene gas carriers.

    “As environmental regulations tighten due to the Paris Agreement, which has a target to reduce harmful emissions by 45% by 2030, Yangzijiang envisions a greater demand for clean energy vessels and will capture a larger market share in this segment,” the shipbuilder said.

    Related: PIL ordering four dual-fuel boxships from Yangzijiang

    As of early July, Yangzijiang has a total orderbook value of $8.15bn for 137 vessels, which is expected to keep its yard facilities at a healthy utilization rate with revenue visibility till mid-2025.


    Yangzijiang secures $990m of newbuild orders in H1
    Yangzijiang Shipbuilding has bagged $990m new orders for 16 vessels since the beginning of 2022.
    www.seatrade-maritime.com

  • Inflacija

    Quote from plavi05

    Da nastavim status quo, cijene na otoku, kruh 800g 12 kn, mlijeko 1l 9 kn, margo 250gr 10 kn, breskva, nektarina 20 kn, krafna 7.5 kn stvarno pretjerano, očekujem pad prometa u maloprodaji do kraja godine.

    Trebalo bi mjerit pad prodane kolicine, ne prometa jer promet bi zbog inflacije mogao biti i veci neko vrijeme dok ljudima ne prekipi, isto kao i meni ovaj kefir koji stalno kupujem kad sam vidio cijenu onako bas sam se sokira jer su ga vec jednom poskupili i covik racuna kao ajde sad je to za neko vrijeme kad ono kao bleso ostanes jer ne ocekujes i bas ti proradi dispet, na kraju ga nisam ni kupio iz principa nego u drugom ducanu na akciji bio 12kn, a nije da volim konzum radi puno razloga tako da mi nije dugo trebalo ali ispred kuce je pa eto protiv komoda ne mozes, ali u neke ove nase ducane ne bi uopce kupova da eto vecina se ne nalaze na lokalnim mjestima, jer tamo su konstantne neke prevare, taj nas kapitalizam vecina je to prevara svaku malo nesto, tako nedavno i na godisnjem svaku malo neko zivicranje jer nisi zadovoljan ili te netko oce prevarit dobro je neki dan jedan optocanin koji zivi u splitu rekao, lipo platim avion u portugal i tursku 15 dana i izadje me jeftinijie i bolja usluga i sve, a ne se bavit s ovim nasim hostaplerima koji samo gledaju kako ce te oderat.


    A za te pekare necu ni govorit oni se vec prije i bez inflacije svake godine digli 10% cijenu pogotovo ovi na morui i sad bez problema jos za 30% i to u vise navrata, nevjerovatno da je cijena par malih pekarskih proizvoda dosla skoro kao i kg mesa, jos ne zdravo 10 puta mislim u ekonomji bas postoji masu nelogicnosti.

  • Inflacija

    Da ovi nasi su skroz poludjeli pogotovo na moru radi sezone neki dan u konzuma gledam quatro 50kn, nista posebno dok oni lidlov premium za 24kn bolji kvalitetom i cijenom je da je manje pakiranje al svejedno i cesto zna bit na akciji

    Kefir zbregov je prvo bio 12kn, pa ga digli na 14, a neki dan isto u konzuma gledam vise od 17 kn znaci u godinu dana preko 40% cijena mu se digla pretjeruju posteno eh nasi trgovci

  • Utjecaj i posljedice ratova na tržišta kapitala

    Quote from zlocesti

    https://www.jutarnji.hr/vijesti/svijet…drzati-15220716

    https://www.jutarnji.hr/vijesti/hrvats…bicija-15220707
    Mene sve ovo podsjeća na 2008., kada je tadašnji premijer izjavio da je Hrvatska otporna na krizu, i da se kriza na svjetskim tržištima neće preliti kod nas

    Čula sam se danas sa frendicom, Belgija. Malo je reći da je izbezumljena. Godišnju potrošnju plina pretočenu u mjesečne obroke plaćala je do nedavno 98 eura. Danas 440 eura. Za njih je kriza energenata već stvarna i prisutna.

    I kako ce onda inflacija past kada troskove energije ne mozes smanjit tek tako jer se radi o supply strani prvenstveno, a ne demand, a enrgija je osnovni input u proizvoidnji svega

  • Inflacija

    André Dosé on the energy crisis: "People in Switzerland are not aware of how dangerous the situation is"

    As President of Swissgas and the Mittelland gas network, the former Swiss boss is once again navigating through a national crisis at the central control point. In an interview, Dosé sharply criticizes the Federal Council: its emergency planning for gas and electricity is not working.


    How dire is the situation?

    We have a huge problem. There are currently increasing signs that no more gas will flow from Russia to Europe via Nord Stream 1 after the maintenance in July. The gas shortage in Germany could be declared in the next few days. Coal-fired power plants are now being used in Germany to produce electricity. At the same time, 40 to 45 percent of the nuclear power plants in France are out of operation. And the world's largest gas supplier, Uniper, has asked the state for stabilization measures because of liquidity problems. Under these conditions, it takes very little for energy to run out in winter.

    Does that also apply to Switzerland?

    Yes. We depend on year-round gas imports and electricity imports in winter. This crisis in Switzerland is largely self-inflicted. The Energy Strategy 2050 is built on sand. It was assumed that there was no population growth, the population reduced electricity consumption. Likewise, electromobility was not included in the scenarios when voting. It was a reverie that would never have worked one way or the other. The Ukraine war is now forcing us to rethink dramatically.

    What must Switzerland do now?

    There is no short-term solution. The expansion of photovoltaics is all right and good - but it won't get us through the winter. Switzerland lags behind other countries in Europe. In addition, we do not have an electricity agreement with the EU, which does not improve our situation.

    The "Perfect Storm".

    Yes, unfortunately. And I don't have the impression that people in this country are aware of how dangerous the situation is. If the population is now called upon to take a shower instead of a bath, then the scope of our problems is fundamentally misunderstood.

    Has Switzerland failed to take the necessary measures to avoid the crisis in good time?

    Yes. We should have secured gas for a billion francs or two three months ago. But that didn't happen. Now the procurement costs three times as much. That was a mistake. The fact that gas is the devil per se for many politicians has certainly contributed to this. They prefer not to get involved, although renewable gas and gas can be used as a storage medium in the future.

    The gas crisis was already announced last year - prices rose explosively, storage levels in Germany remained low, Russia was already playing games. Didn't you recognize the signs in time?

    You are always smarter in hindsight. But last year the markets were still very liquid. The suppliers could hardly justify storing the gas at higher prices. Everyone would have just laughed. Don't forget: in 2019, a megawatt hour of gas cost 7 euros. Today the price is 25 times higher.

    Gasversorgung: Ex-Swiss-Chef André Dosé warnt vor Energiekrise
    Der ehemalige Swiss-Chef navigiert als Präsident von Swissgas und dem Gasverbund Mittelland wieder an zentraler Schaltstelle durch eine Landeskrise. Im…
    www.nzz.ch

  • Inflacija

    Germany dims the lights to cope with Russia gas supply crunch

    On Thursday Vonovia, the country’s largest residential landlord, said it would be lowering the temperature of its tenants’ gas central heating to 17C between 11pm and 6am. It said the measure would save 8 per cent in heating costs.

    A housing association in the Saxon town of Dippoldiswalde, near the Czech border, went a step further this week, saying it was rationing the supply of hot water to tenants. From now on they can only take hot showers between 4am-8am, 11am-1pm and 5pm-9pm.

    “As we announced in our general meeting, we have to save for the winter,” a notice in the affected blocks reads.

    Such measures could become routine in the coming weeks. Helmut Dedy, head of the German Association of Towns and Cities, said the “whole of society” must now cut down on its energy consumption, saving in summer “so we have warm flats in winter”.

    “Every kilowatt-hour we save helps to fill the gas storage a bit more,” he said.

    Dedy appealed to town councils up and down the country to take emergency action. He had a few suggestions: turn off traffic lights at night; shut off hot water in council buildings, museums and sports centres; adjust air conditioners; and stop illuminating historic buildings.

    Some have already taken measures. The district of Lahn-Dill, near Frankfurt, is switching off the hot water in its 86 schools and 60 gyms from mid-September, a move it hopes will save it €100,000 in energy costs, and Düsseldorf has temporarily closed a massive swimming pool complex, the Münster-Therme.

    Meanwhile, Berlin has turned down the thermostat on open-air swimming pools, reducing their temperature by 2 degrees. In western Germany, Cologne is dimming its street lighting to 70 per cent of full strength from 11pm.

    Residential customers are also taking action, reactivating wood-burning stoves and fireplaces. Sales of firewood, wood pellets and coal, as well as of gas canisters and cartridges, have shot up


    German consumers — both industrial and residential — are cutting their energy use. A study by the Hertie School in Berlin said industrial gas consumption fell 11 per cent in March and April this year, compared with the same period in 2021, and by 6 per cent in private households.

    Much more needs to be done, said Lion Hirth, one of the study’s co-authors. “The decline in demand that we’ve seen up until now is unfortunately far from adequate to completely close the supply gap threatening us this winter,” he said.

    In his appeal to Germany’s municipalities this week, Dedy made a similar point. “The situation is very serious,” he said. “It’s already clear we’re going to have to leave our comfort zone.”

    Subscribe to read | Financial Times

  • Tehnička analiza - komentari LIVE

    Quote from accountant

    StatusQuo

    ja bih da završimo ovo natezanje oko recesije: Atlanta FED daje procjenu rasta GDP-a, zadnje 'očitanje' kaže -2.1% za Q2 (Q1 je bio ako se ne varam -1.6%)

    dakle imate po definiciji tehničku recesiju

    ČAK i ako ne bude (još) značajnog otpuštanja radnika, ČAK i ako sezona objave zarada bude dobra, ČAK ako ne preklapamo grafove obveznica

    priča je u stvari vrlo jednostavna.. čitati naslove

    Zasto smatras da je natezanje, svi mi citamo razlicite vijesti i nemoguce je pohvatati sve, a prednost foruma je da svatko prenese onaj dio koji mu je bio zanimljiv jer na taj nacin svatko filtrira neku informaciju u sumi informacija koje je procitao, atlanta obicno ne grijesi koliko sam primjetio pa tehnicki mozda jesmo u recesiji, samo ukazujem da neki parametri jos nisu u skladu kako inace bude ali ovi na kratkom kraju znaju inace bit jako brzi u promjenama.

    Jucer san procitao zanimljiv twitt ne mogu naci gdje je ukratko netko je rekao, da je li moguce da je market vec odradio recesiju prije same recesije i dalo mi je malo mislit jer ima smisla, s obzirom na ogromnu volatilnost u ekonomiji da primjer inflacija naglo padne i fed promjeni retoriku, ne bi se cudio snaznom reboundu u consumers sentimentu i naglom rastu jer ipak smo postali servisna ekonomija koja po prirodi vrlo brze reagira na promjene nego ona proizvodjacka.

  • Tehnička analiza - komentari LIVE

    Quote from accountant
    Quote from havi

    Mislim da ćete vi i vas patron uvidjeti nakon objave podataka da ste bili u priličnoj zabludi. Gospodarska aktivnost će biti zadovoljavajuća u US. Negdje drugdje u svijetu bi mogli nastati problemi…. a nisu Kina ni emerging markets.

    Atlanta FED kaže da je GDP i u Q2 negativan, oko - 2%.

    Opet imamo i yield inverziju na US02Y/US10Y

    Def. recesija

    Svi medijski sada spominju tu 2 vs 10 inverziju, ja sam uvijek gledao onu 3mjesecnu i 10y, a ona je jos daleko od inverzije, koliko mene logika sluzi ta 2vs10 govori o malo duzem periodu kada se moze ocekivat recesija godina-dvije uostalom i radi se od 2vs10 koja i predstavlja ocekivanja na duzem horizontu

    jedan twitt na slicnu temu

    Image

    jedan zanimljiv dodatak u twittu koliko je istinit ne znam ali ako je onda znaci da amerikanci imaju poprilicno kusina za podnit udarce prije kapitulacije

    Image