3/9/2015

Dry bulk newbuilding orders down 78% on year in January – broker

The number of dry bulk newbuilding orders placed in January 2015 was down 78% on the year, the latest estimates by Greek sale-and-purchase broker Golden Destiny show.
This past January saw 17 new bulk carrier orders placed at shipyards across the globe, compared with 76 orders in January 2014, the broker said in a report earlier this week.
Month-on-month the number of dry bulk carriers ordered was down 32% from 25 in December 2014.
In terms of size, 13 out of the 17 bulk carriers ordered in January 2015 were Handysize vessels and 4 were Capesize.
In December 2014, 10 out of the 24 ships ordered were Handysize, one was a Supramax, three were Ultramax, six were Kamsarmax and four were Capesize.
In January 2014, the majority of the 76 vessels ordered were Ultramax, according to Golden Destiny.
While placing two orders for LNG tankers and six for container ships, Greek shipowners placed no orders for bulk carriers this past January, compared with 14 a year earlier.
Chinese owners also ordered no bulk carriers, having ordered 12 in January 2014. Instead, they placed a single order for a tanker, two LNG carriers, three general cargo ships and three special projects units.
China remained the leading dry bulk shipbuilder, with 10 new bulk carriers ordered in Chinese yards, although this was down 32% from December and down 78% from January last year.
Seven orders were placed in Japanese yards in January, the same as in December. As in December, no orders were placed in South Korean yards, Golden Destiny’s data showed.

[platts]
http://www.shippingherald.com/Admin/ArticleDetail/ArticleDetailsShippingNews/tabid/98/ArticleID/19484/Dry-bulk-newbuilding-orders-down-78-on-year-in-January-broker.aspx

Spominjao je kašnjenje u odnosu na planirani datum isporuke ali nikakvo otkazivanje nije spominjao (usput pozivaš se na link koji sam ja stavio). Otkazivanje je zapravo u potpunosti tvoja konstrukcija. A zašto bi i otkazivali kad nam ovakav razvoj situacije odgovara. I zbog trenutnih vozarina i zbog njihovih mogućih penala. Novogradnje se ne otkazuju na svaki trzaj tržišta, nego u slučaju drastičnog pada. Kao što je bilo prije dvije godine. Rok za jehi je bio kraj 2012. a novogradnje su otkazane tek u srpnju 2013. Pitaš li se zašto?

Pad newbuilding ordera će se dobro odraziti na vozarine, tamo negdje 2017.
U međuvremenu imamo priljev novogradnji veći od scrapa. Nije neka novost, objašnjeno je još u platou reportu, ali evo da se nađe, kad se toliko ovdje govori o scrapu bez šire slike.

Low scrap price, rate rebound hopes curb bulker demolitions

According to the latest estimates by Greece-based sale-and-purchase shipbroker Golden Destiny, in January a total of 25 dry bulk carriers were demolished, comprising 10 Handysize vessels, six Ultramax and Panamaxes and nine Capesize vessels.

However, this was offset by the fact that 96 new ships were delivered in the same month, meaning that the global dry fleet ended up with an extra 71 ships, Golden Destiny said.

This pattern of more bulk carriers being delivered than demolished occurred in both 2013 and 2014.

http://www.hellenicshippingnews.com/low-scrap-price-rate-rebound-hopes-curb-bulker-demolitions/

A s obzirom da si se već nekoliko puta pozivao na “kockare iz Monaca” kao primjer uspješne procjene tržišta, evo što oni o sebi kažu:
“We are not proud to be reporting disappointing results in what has been a very challenging quarter. As I have outlined in our last earnings call three months ago, we have made mistakes in the way we have positioned ourselves last year. We have realized, we had taken some wrong decisions and since we have taken prompt corrective actions and we continue to do so. Management has taken significant steps to improve our balance sheet position but the work is not over. The market we’re facing has been the most challenging drybulk market for the past 30 years. Whilst we did not expect this, we are working hard to turn it around.”

Mannu, pa naravno da je otkazivanje moja zamisao, nigdje nisam napisao da je Kulaševa.[emo_smijeh] Tko ne bi otkazao uz ovakve vozarine i padajuće cijene brodova? Naravno, ima još vremena za to, vidjet ćemo za par mjeseci. Možda bude neki veliki obrat sa rastom vozarina i vrijednosti brodova. U to se ne bih kladio.

Glede scorpia, daleko od toga da sam ih hvalio, ali ovakav tekst sa priznanjem pogrešaka bi bilo dobro vidjeti i kod atlantske, ili izvješće na mnogo višoj razini i transparentnost s vozarinama. O tome možeš ovdje samo sanjati.[emo_palacg]

Dobro da si izvadio moj citat, a evo i tvog citata: “A s obzirom da si se već nekoliko puta pozivao na “kockare iz Monaca” kao primjer uspješne procjene tržišta”

Ne vidim gdje to hvalim njihovu “procjenu tržišta”. Govorim općenito o prednosti brodova novije gradnje, posebno ultramaxa i navodim scorpio kao primjer tvrtke koja ima puno takvih brodova naručenih. Dakleko je to od preporuke za kupnju njihovih dionica.

Ovu godinu stizu dvije novogradnje I nema govora o otkazivanju, sretna je okolnost sto brodogradilista kasne sa isporukom jer su vozarine trenutacno mizerne. Brodovi su ugovoreni po 21 miljun dolara I drzim to dobrom odlukom Uprave dugorocno naravno. Na kraju svakog tunela je svijetlo, nadam se da bi to svijetlo mogli ugledati vec krajem godine.

Oprosti, ali nisi precizirao duljinu tunela (je li uopće probušen do kraja) i krajem koje godine bi mogli ugledati svijetlo ? [emo_zloban]

PS
Imam dionice ATPL već 5 godina i prosjek mi je 540 kn [emo_ljut]

bija si napisa 740 kuna. Znaci rast od 200% te vadi iz govana,a sa 540 rast od 100%.

@ Frankie
Sunce mamino, kako si narasa lip i puno pametan ! [emo_smijesak]

U nas ti kazu pametan i oko glave za pamet oput moje. Ali solidan ti je prosjek pa se ne trebas mislit previse sad bija 540 ili jos bolje 740. Je li smanjujes prosjek??