Posts by stipe_Cro

  • DRY BULK

    Indonesia has lifted a ban on thermal coal exports, imposed since the start of the year, with immediate effect for exporters meeting certain stringent conditions, a senior minister said on Thursday.


    Coordinating minister for maritime and investment, Luhut Binsar Panjaitan, told reporters in Jakarta that state-run utility Perusahaan Listrik Negara (PLN) now had sufficient inventories, of between 15-20 days, at the country’s coal-fired plants.

    “Thirty-seven vessels that have been loaded as of 12 January… will be released for export,” he said.

    He added miners would be permitted to export coal on condition they had fulfilled their domestic supply obligations for 2021, namely allocating 25% of their full-year output to the domestic market.

    The prior ban on shipments from the world’s largest thermal coal exporter exacerbated concerns of an already tight seaborne market, particularly in the Pacific basin, where the benchmark Global Coal Newcastle index was last pegged at USD 215.43/t, up 17.4% on the week.

  • DRY BULK

    Indonesia has set a coal export target of 497.2m tonnes for 2022, more than 14% higher than realised shipments in 2021, the country’s energy minister said on Wednesday.


    The world’s largest thermal coal exporter had also set a coal production target of 663m tonnes this year, nearly 8% higher than realised 2021 production, Arifin Tasrif said at a press conference in Jakarta.

    Coal exports last year, of 435m tonnes, were 11% lower than the government target of 487.5m tonnes, while production – at 614m tonnes – fell 2% short of the 625m tonne target, as heavy rains hampered production in the fourth quarter, he said.

    “We aim to raise our coal production in 2022 to 663m tonnes, with domestic consumption set at 165.7m tonnes. Hopefully, this pandemic will be settled soon,” he said.

    Export ban

    Indonesia imposed a ban on exports from the start of the year – in order to replenish domestic stocks – which might be at least partially lifted later today, the minister said.

    “The lifting of the ban is pending an assurance from [state-owned utility] PLN that its coal stocks are considered adequate.”

    The ban on shipments exacerbated concerns of an already tight seaborne market, particularly in the Pacific basin, where the benchmark Global Coal Newcastle index was last pegged at USD 216.17/t, up 20% on the week.

    bullish or bearish news??

  • CORONA virus

    Pogledaj procijepljenost u Danskoj. Valjda su i bebe cijepili - 209 doza na 100 ljudi.

    A što je s prijašnjim varijatama, tipa delta? Ona nije probijala toliko zaštitu cijepljenih? Ili je tada manje bilo cijepljenih pa i manje zaraženih cijepljenih? Baš zanimljiva korelacija.

    Sva su ova promatranja promašaj jer je dovoljno pogledati broj smrti u procijepljenim (ili prokuženim) zemljama s istim brojem u slabo cijepljenjim zemljama, a to je na kraju krajeva, najbitnije.

    Koliko je ono u Danskoj umrlih? 3272

    Danska ima 5,8 milijuna stanovnika.

  • DRY BULK

    Quote from tin

    Gledam futurese Cape 32 000 usd za 12 mjesec....danas u porastu....a po BDI na 23 000 usd...stvarno mi to ponekad nije jasno.

    Što je tu čudno?

    Prosjek BCI vozarina za prosinac trenutno je na cca 36700. Možda mi je koji dan promakao, ali nije daleko od toga.

    Meni je čudno da se još trguje, s obzirom na to da je do kraja mjeseca 10 dana.

    Ali može to i više od 32k ako se trend promijeni do kraja godine.

  • DRY BULK

    Ja pričam o energetskom mixu, dakle proizvodnji električne energije. O drugim sektorima uopće neću pričati jer se ne kužim. Iako je jasno da se u prometu i zgradarstvu npr. ide u istom smjeru.

    Imaš phase out elektrana na ugljen širom Europe. Pogledaj malo Portugal, UK, jednu Grčku npr.

    Nitko ne govori da će Kina i općenito Azija biti jednako uspješni, ali garantiram ti da će Europa uspjeti s phase outom, upravo zbog plina.

  • DRY BULK

    Mislim da tebi nije jasna baš materija, a ne drugima :D

    Ne kažem ja da će sutra nestati proizvodnje iz elektrana na ugljen ili naftu, to su ciljevi za 2040./2050.

    To nije blizu. Ali net zero je net zero i ne znači smanjenje, nego svođenje na nulu.

    To što će biti potrebno hidraša da uravnoteži ponudu i potražnju, to je opet net zero.

    Plina će trebati tamo gdje nema hidra, ali ugljena će nestati. Pa već ga skoro pa nema na zapadu, što misliš zašto su ovakve cijene plina?

    Pričam o zemljama s ambicioznim ciljevima, ne o Kini, Indiji i Africi.

  • Tankerasi strani i domaci

    Neće se gasiti plinske jer, gle čuda, pri ovim cijenama sve je profitabilno pa čak i "skupi" plin.

    Samo nešto više od 4 % svjetskog konzuma pokrivaju elektrane na naftu trenutno. To ne znači da se neće povećati taj omjer u ovoj ili sljedećoj godini, ali sigurno neće značajno jer ih Europa ima relativno malo u funkciji, kako kolega kaže...