While the Evergrande story is a big risk, there is a chance that the factors keeping the market high right now, such as congestion, quarantines, and coal trade, may be enough to insulate things. After all, we’ve just simultaneously had the best capesize rates in a decade, and the worst steel output drop ever,” Ristic pointed out.
He also noted that, while China sets the tone for the whole dry market, the sectors which have done the best in relative terms – handies and supras – are the least exposed to China currently.
Handy i Supre najmanje izložene Kini.
.....mislim da u ovom rastu od 180 do sada nismo imali ovakvih dogovorenih transakcija.......
, netko mu prodao priču da to ne ide dalje 
