Osobno ne djelim vidjenje o brzom oporavku iz clanka. Pretpostavljam da je 2008 stamparska pogreska i da je autor mislio na 2009 Za jutros dosta postanja.

Relax & Confidence

The head of Chinese shipping giant China Ocean Shipping (Group) says the dry bulk market will recover by the second half of 2008, but remains less confident about containership prospects, partly because of America’s protectionist trade stance.

Cosco president and chief executive Captain Wei Jiafu has urged Americans to resume buying Chinese goods again to revive global trade.

He also said he had successfully recommended last month that the Chinese government boost procurements in Europe, in a move to boost capacity on trade lanes from Asia.

“I strongly believe that bulk carriers will recover by the second half of this year,” Capt Wei told the Connecticut Maritime Association media conference today.

He cited a 1.4% rise in Chinese electricity consumption in the first half of March as proof of industrial growth. “That means customers and users are increasing, that factories and manufacturing [have] already started,” he said.

Despite Cosco’s dry bulk optimism, its executives are asking for steep discounts as they renegotiate long-term charter rates for bulk carriers in its fleet chartered from European and American owners.

The deals were signed at higher rates before the freight market collapse in the last quarter of 2008, and Cosco is taking a very tough approach, according to those familiar with the talks.

Capt Wei said Cosco’s financial status was healthy and that the company had available credit of Yuan75.4bn ($11bn) and Yuan70bn in cash.

The government-owned shipping and terminal group is one of the world’s largest, with a fleet of 800 ships exceeding 50m dwt, including 160 containerships and more than 200 bulk carriers.

Capt Wei also said he had recommended to government authorities that China banned single hull tankers to encourage scrapping in the global fleet.

But he provided few details of Cosco’s fleet expansion plans or newbuilding cancellations within the company’s dry bulk orderbook, estimated at 66 bulk carriers.

Capt Wei also said that there had been no pressure from the Chinese government to purchase new ships from Chinese yards, amid fears about half of the global fleet orderbook will struggle to gain financial backing.

In January 2008 the company decided to scrap plans to order 126 bulk carriers, as “a short term readjustment” to plans to establish the world’s largest fleet.

He said Chinese GDP growth forecasts of 8% would be reached in 2009, despite a lower World Bank forecast of 6.5%, and attributed the Baltic Dry Index recovery in February to the Chinese government’s $580bn stimulus plan.

Published : March 27, 2009

Kako je tužno gledati ludilo od zelenila,a mi [cry] [cry] [cry]

Možemo se hebati, BDI neće gore pa neće, za danas je prediviđanje opet lagani down

Akumulacija u tijeku.

DRY objavio gubitak od milijardu $ i kusur u Q4, nadam se da ovo neće utjecati na cijenu ATPL-a

kakava crna akumulacija, vode u Peruči?

Znači uračunata zarada od bušenja…
Teško više gledat ovo zelenilo, dok se mi patimo, a kad krene BDI up, onda će nas hebat sentiment burze kakav god bio, ili cijena DRYsa…
Bar se nemoramo sekirati još neko vrijeme, BDI je u kanalu DOWN 🙂

ma ne živcirajte se, evo i drugi opet padaju, izjednačit će se oni s atlantskom [cool]

Meni nije nikako jasno da JDPL raste a ATPL pada. Za ocekivati bi bilo obrnuto.