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China May Ship 80% Less Steel Products as Orders Drop

To contact the reporter for this story: Helen Yuan in Shanghai at hyuan@bloomberg.net

March 18 (Bloomberg) — China may export 80 percent less steel products this year because of the global recession, leading to rising inventories in the world’s largest producer of the material, the China Iron and Steel Association said today.

“The export situation is very severe,” Shan Shanghua, general secretary of the association, said in a statement posted today on its Web site. The group had previously forecast a 50 percent drop in shipments.

The prediction indicates Chinese exports will deteriorate further after shipments had plunged by 52 percent in the first two months of the year. Chinese steelmakers are also hurting from a 14 percent decline in domestic benchmark prices since February, with many suffering losses.

http://www.bloomberg.com/apps/news?pid=20601089&sid=aukRPOYrklho&refer=china

Moram priznati da smo dobro anticipirali pad BDI-a, jer je pad ATPL korelirao s pad BDI i štoviše prednjačio mu je. Postali smo vrlo bistri u investiranju.
Ono što me boli kod ove dionice je što je postala vrlo, vrlo troma, gotovo kao i HT. Mislio sam da neće ispod 630, ali sad više nisam siguran. Iskrcavača ima previše, OIF-i su godinama gomilali ovu dionicu, te još imaju dosta municije na ASK-u. Može nas samo spasiti (uz opporavak BDI-a) eventualni rast Crobex-a koji bi smanjio pritisak na OIF-e.

China May Ship 80% Less Steel Products as Orders Drop

ovo nikako ne pridonosi nekom rastu, samo padu [sealed]

Jest da je clanak velik ali kako je Kina vazan igrac u oporavku trzista treba ga postati.

China Shipping boss warns markets will continue to be bleak
Hong Kong – srijeda 18 ožujak 2009

Li Shaode

CHINA’s tanker and dry bulk markets will continue to come under pressure as a result of falling cargo volumes and over capacity, the head of one of the country’s largest shipping companies has warned.

China Shipping Development chairman Li Shaode said global oil demand was forecast to average around 84.7m barrels of oil per day this year, down by 1m barrels per day compared with 2008.

At the same time 70 very large crude carriers were due to be delivered this year, boosting carrying capacity by around 8%.

He said that as a result of this imbalance “it is expected that the international tanker shipping market will face downward pressure in 2009”.

In the dry bulk sector, Mr Li said CSD had already seen a 39.2% year-on-year fall in freight rates on new contracts of affreightment signed this year for domestic coastal coal shipments. This drop in demand for vessels on China’s domestic coal trade would come at a time when capacity would increase.

Mr Li added that the overall impact on the company of this decline is that although cargo volumes are likely to rise by a forecast 10.4% to 253.4bn tonne nautical miles, turnover is set to crash 44% to Yuan9.8bn ($1.4bn) this year.

This would coincide with a 10.8% rise in group shipping capacity to 8.4m dwt as the company took delivery of 19 vessels comprising 14 tankers totalling 2.3m dwt and five bulkers of 460,000 dwt.

Offsetting these deliveries will be the planned scrapping this year of 11 vessels totalling 309,000 dwt.

Mr Li said currently China Shipping Development has 69 ships of 9.5m dwt under construction for delivery between now and the end of 2012 at a capital cost of Yuan21.1bn.

In an effort to tackle the crisis in the shipping sector, he said the company would continue to enhance strategic co-operation with major customers and maintain long-term strategic relationships.

He cited the signing of joint ventures in the first half of last year with Shanghai Puyuan Shipping and Baosteel Resources to expand the firm’s iron ore transport business as examples of this co-operation.

The company also planned to enhance its tanker business by building on its relationships with Chinese oil majors including PetroChina, Sinopec and China National Offshore Oil Corp.

Mr Li was speaking after the company announced an 18% rise in net profit to almost Yuan5.4bn last year, up from nearly Yuan4.6bn in 2007. Revenue soared 38.9% to Yuan17.2bn, against Yuan12.4bn a year earlier.
He said the biggest rise in revenue was from the coal business which rose 29.1% to almost Yuan6.8bn. By comparison, revenue from tanker operations climbed 21.7% to close to Yuan6bn, while revenue from other bulk operations increased 15.9% to about Yuan2.5bn.

He said the record figures followed a renewed focus on China Shipping’s core businesses of domestic coastal coal shipping and oil transportation that were buoyed by a rise in coastal coal freight and international tanker rates last year.

Mr Li added that the volume of dry bulk shipments rose 5.2% to 125.3bn tonne miles, while oil transport volumes rose 21.7% to 104bn tonne nautical miles.

The company also benefitted from its 50% stakes in three shipping subsidiaries — Shanghai Times Shipping, Zhuhai New Century Marine and Shanghai Friendship Marine — after it saw a massive 221% rise profit to Yuan532m from the three firms.

The three companies carried 35.6m tones, a 2.6% increase over 2007. Mr Li said the offshoots own 28 bulkers with a total capacity of 1.2m dwt while a further 13 newbuildings totaling 850,000 dwt are under construction.

On China Shipping’s own newbuilding programme, Mr Li said the company ordered 12 vessels totalling 912,000 dwt last year, while two 44,000 dwt oil tank

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Sorry ispravak!
Evo jedan video o FED-u da ubijete vrijeme do početka trgovanja gledajte od sredine videa pa nadalje,gdje se govori o svim krizama kako su nastale i zavrsile i kome je to u interesu.Skinuto sa google videa part 1/13
http://www.youtube.com/watch?v=tRho1X4IsFw

India’s iron ore exports jumped 21.53% in Jan
Thursday, 19 March 2009

India’s iron ore exports jumped 21.53% to 13.9 million tonnes in January 2009 against 11.5 million tonnes in January 2008, as per the joint study conducted by Minerals and Metals Trading Corp, Goa Mineral Ore Exporters Association and Kudremukh Iron Ore Co.
While large mining companies with clout among foreign buyers see it as an opportunity to withstand the pressure of a cut in long-term contract prices, domestic steel companies like Tata Steel, JSW Steel, SAIL and Ispat Industries are also keeping a close eye on it.
“Globally, demand for steel has moved up marginally in two months. Some Chinese steel mills that had shut down as a result of low demand have now increased production levels. This has, in turn, pushed up the demand for ore,” a Delhi-based analyst told ET.

Source: The Economic India Times

@željac
može ukratko opis za nas koji nemamo zvuk na poslu.tnx

sve je to OK…ali Drays-i i dalje loše stoje

Ups sad sam vidio da ima titl i da je to zeitgeist, uglavnom solidan dokumentarac, ali kao što ne trebate vjerovati vladi sve tako ne trebate vjerovati ni cajtgajstu jer malo okreću činjenice na svoj mlin, imate na netu što je istina što nije..i sam autor je izjavio da je zapravo dosta fikcija, da je film više tu da potakne ljude da misle svojom glavom…dakle mislite svojom a ne cajtgajstovom