Inače dosta pozitivnih vijesti

POSCO to Develop World’s Largest Iron Ore Mine
Korean steel giant POSCO will develop the world’s largest iron ore mine in Australia in a joint venture with Japanese trading firm Marubeni.
http://www.hellenicshippingnews.com/News.aspx?ElementId=7a936339-0f78-4b96-a3e2-770e7435fbe1

Latin American steel output up by 18pct YoY in Feb – Alacero
http://www.hellenicshippingnews.com/News.aspx?ElementId=7c08e993-ce14-4b4f-9b8c-c52fb42e2b19

Tokyo Steel to raise April product prices by 2.5-3.6 pct
http://www.hellenicshippingnews.com/News.aspx?ElementId=cb66c34d-fab3-475b-b700-e5a3b6ea1ee7

Global iron ore demand set to double
http://www.hellenicshippingnews.com/News.aspx?ElementId=c4a2f56a-8d0f-4883-b1cd-855ab9517e68

Shanghai’s February box throughput up 13.5%
http://www.hellenicshippingnews.com/News.aspx?ElementId=f4ce94fe-18e6-4d04-8f8d-138f114c5669

Latvian ports container traffic soars nearly 40 percent
http://www.hellenicshippingnews.com/News.aspx?ElementId=315c72c6-bc20-418e-b273-3955068dfc88

@Malibu
Uh, koliko li poveznica u jednom postu! Dobro si se potrudio. Svaka čast!
(Jedino je šteta što će malo tko to htjeti doista čitati.)

Ove vijesti se odnose na željeznu rudu, čelik i sl.
Utjecaj novih brodova koji stižu na tržište i time vrše pritisak na vozarine bit će, prema predviđanjima, jači.

@PersJesus
pa trubite o tim novim brodovima već 5-6 mjeseci, a bdi se polako oporavlja.
Pa što vi mislite da je svim brodarima u interesu vozit po ovim cijenama?
Jedino što će rezultirat pojava novih brodova jest da će stariji brodovi prije u rezalište – a s time eto i sirovine za prijevoz.

NEWBUILDING CANCELLATIONS – POSTPONEMENTS

In terms of cancellations, they reduced the orderbook by some 13% in 2011. "Since current market conditions are not expected to improve the financial positions of shipowners in general, we assume that cancellations will continue to curtail the orderbook in 2012 and 2013.

Assuming the same cancellation ratio in 2012 and 2013 as seen in 2011, cancellations will reduce deliveries by some 17 million dwt in 2012 and by 6 million dwt in 2013.

Assuming the postponement activity of 2011 will continue in 2012 and 2013, we estimate that some 38 million dwt will be postponed from 2012 into 2013 and 25 million dwt will be postponed from 2013 into 2014. This will cushion the drop in scheduled deliveries and thereby smooth out fleet growth over the next couple of years" said Danish Ship Finance.

Based on the above, the researcher concluded that the net fleet will increase by 10% or 84 million dwt during 2012 and 7% (56 million dwt) in 2013. This scenario assumes no new contracting taking place with scheduled delivery before the end of 2013.
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@Malibu
Zaključak. Ovi su izračunali da će svjetska flota 2012. godine, uza sva rezanja starih (preko 20 milijuna DWT), i uza sve odgode odnosno otkazivanja novih brodova, porasti za 10% odnosno za 84 milijuna DWT. Sljedeće godine još 7% odnosno 56 milijuna DWT.

Vjerujem da će svjetska trgovinska razmjena robe putem mora porasti u ovoj godini za 2 do max.3%, a od postojeće flote 5% će u staro željezo, što bi trebalo biti dovoljno za zaustavljanje daljnjeg pada vozarina. Za rast vozarina morati će se čekati i porast trgovinske razmjene na app.4-5%, pa u najboljem slučaju dobre vijesti za brodare možemo očekivati 2014.

Vjerujem da će svjetska trgovinska razmjena robe putem mora porasti u ovoj godini za 2 do max.3%, a od postojeće flote 5% će u staro željezo, što bi trebalo biti dovoljno za zaustavljanje daljnjeg pada vozarina. Za rast vozarina morati će se čekati i porast trgovinske razmjene na app.4-5%, pa u najboljem slučaju dobre vijesti za brodare možemo očekivati 2014.
[/quote]
Zaključaj je dobar,sve ovisi koliko će se svjetsko gospodarstvo oporavljati,jer sve do 7% rasta flote godišnje nije strašno jer se računa da toliko raste potražnja za prevozom robe,evo još malo iz istog izvješća

10% FLEET GROWTH IN 2012
Taking the estimated levels of scrapping, postponements and cancellations into account we estimate that the net fleet will increase 10% (84 million dwt) in 2012 and 7% (56 million dwt) in 2013. This scenario assumes no new contracting taking place with scheduled delivery before the end of 2013.

SEABORNE TRADE VOLUMES EXPECTED TO EXPAND 8% IN 2012
Seaborne Dry Bulk trade is expected to remain strong in 2012 and 2013. Total Dry Bulk trade is expected to expand by 8% and 9% in 2012 and 2013 respectively. The main driver behind the growth is once again the iron ore and coal trades, while trade in other commodities is expected to decline in 2012. China is projected to be the largest and fastest growing importer in the years ahead. Taking the current level of uncertainty in the global economy into account, trade growth may fall short of the current forecast if uncertainty transforms into an economic slowdown.

CHINESE DRY BULK IMPORTS EXPECTED TO INCREASE 11% IN 2012
Chinese Dry Bulk imports are expected to grow by 11% in 2012. Australia will remain the largest supplier of Dry Bulk commodities to the Chinese market with projected exports to China of 426 million dwt in 2012. However, although Australian exports to China are expected to grow by a healthy 9%, emerging markets are expected to increase their market share in 2012. Latin America and the
Caribbean countries are expected to grow their exports to China by 13% mainly driven by Brazilian iron ore exports. African exports to China are projected to increase 12%. The low freight rates will continue to support imports of raw materials at the expense of domestic suppliers. This will support Chinese coal imports from Indonesia and as a result, imports from Asia are expected to rise by 11%.

Rate($/Day) Change
BCI Average of the T/C routes $4886 (UP 5)
BPI Average of the T/C routes $8125 (UP 88)
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BHSI Average of the T/C routes $8043 (UP 128)

čak i BCI up 🙂

Baltic Dry Index (BDI) +12 896

Pozeban pozdrav jesusu

strašilo uspjeva….
950 kom po 398kn

Ako je strasilo, slobodno ga skini. [smiley]