izgleda da su rio, bhp i vale ipak bili u pravu sa svojim povećanjem kapaciteta. onaj megaprojekt koji su najavili jučer je samo dio. samo da sad ne krenu narudžbe za VLOC-ove na tekućoj traci.

http://www.scmp.com/news/china/article/1758344/china-forges-ahead-yangtze-mega-city-cluster

…more progress could be on the way amid reports that similar approvals are in store for two other regions – one covering Beijing, Tianjin , and Hebei , and another taking in Chengdu and Chongqing…

The plan for the Yangtze’s mid-section is part of a bigger urbanisation scheme to create 20 mega-city clusters across the country. Five of these clusters, including the one on the Yangtze River, will have “national” status. The other four are the Yangtze Delta cluster, the Chengdu-Chongqing cluster, the Beijing-Tianjin-Hebei area and the Pearl River Delta.

Meni je najgore , kaj si ti kolega Inverter do sad imal potpuno pravo …na kaj got mi gatali …pa fuck naša predviđanja ..za sada …zaglavili smo

Atlanska i dalje tone. Na vrijeme smo upozoravali na ovo. Nije ovo kraj nažalost. S druge strane Tankerska nije zanimljiva a vrijedi trenutno nekoliko puta više nego na burzi.

pa čuj tankerska ima crudere koji još vrlo dobro zarađuju ali im je prošao vrh i bulkere koji rade gubitke i tek se čeka da im prođe dno. nije baš da ima jasnih signala za momentum u bilo kojem smjeru. i tankerska će rasti kad bulkerima krenu rasti vozarine. naravno uz pretpostavku da istovremeno ne bude šokova na tankerskim vozarinama.

WILL INDIA SAVE THE DRY BULK INDUSTRY?

Depending on whom one speaks with, dry bulk shipping today is in one of its worse periods in its history or the worst period in its history. Optimists are harder to find and hopes for immediate recovery seem foolhardy at best. While there are certainly signs that the market has reached another bottom and could be set for another bounce—notably the growth in bulker demolitions versus newbuilding deliveries in the first quarter of 2015—freight earnings continue trending at the lower end of the business cycle and the general downside of market sentiment seems to be soundly beating out the upside for the time being. A number of bulk carrier bankruptcies in recent months have certainly not helped sentiment, nor did the dubious benchmark of the BDI reaching an all-time low in February.

Meanwhile, on the global scale, China has begun sliding from its decade-long position as world’s most dependably explosive economy. At 7.4% last year, China’s economic growth remains enviable, but at the country’s lowest growth rate in nearly 25 years, the days of 10+% growth are probably long gone. In addition to the lingering wreckage in global trade left by the world financial crisis circa 2008, dry bulk volumes have come under more pressure as China’s role as the dominant driver of commodity trade recedes apace with its economy engaged in a so-called slow landing. China recently announced its growth target for 2015 was only 7.0% as it continues to focus on stability instead of volatility. China’s PMI (Purchasing Managers’ Index), a valuable indicator of manufacturing confidence, fell to an eleven-month low in March (49.2) from a seven-month high the month before (50.7), suggesting that China’s manufacturing sector, a major determinant of raw material consumption, was set for more cooling in 2015. China’s steel sector saw flat growth in 2014 (growing less than 1% YoY), while demand for the com¬modities it requires—coal especially—plummeted. China’s imports of thermal coal fell by nearly 30 Mt last year to 165.5 Mt while its coking coal imports fell by a third to 60.8 Mt (from 75.4 Mt the year before). With China’s role as top dry bulk importer in danger, the question arises—who is the new China?

India has always been the traditional answer to this question, especially in recent years, and there are good reasons to in fact believe this is the case, but the reality is more complicated, especially given that the two countries, apart from having similarly massive populations, could scarcely be more different from each other. Nonetheless, there are very good reasons to expect India to take China’s mantle as most valuable importer in just a few years. The change has almost entirely to do with coal, especially thermal coal, as India is forecast to see strong-to-very-strong growth in thermal coal imports over the near and intermediate future. Thermal coal provides some 40% of the world’s energy and, for many countries, it is the dominant energy source. India and China are among them. India, for instance, depends on thermal coal for two thirds of its electricity production. With world supplies still running ahead of demand, thermal coal prices slide by 50% last year to below US$ 70/mt, one of the things that could help en¬hance demand over the next few years, especially as coal mines wind down production in response. Late last year, India’s Supreme Court ruled that most of India’s 218 coal licenses granted since 1993 had been awarded illegally, putting pressure on India’s domestic production and necessitating a boom in thermal coal imports to India given the sudden domestic shortfall of an estimated 65 Mt. Even as the new Modi government makes noise about improving domestic output, most analysts expect India’s requirement for coal imports to continue growing over the next 10-15 years.

Indeed, say analysts at CRU, India is on track to pass up China this year already, taking the top spot as world’s biggest seaborne coal importer as its power generation needs spiral upward. Domestic thermal coal demand in India last year, CRU has determined, was equivalent to some 80% of the global seaborne market. CRU scenarios, depending on bearish, base and bullish outcomes, have India’s thermal coal imports growing by either 5.4%, 12.5% or 18.5% as a compound annual growth rate with current imports of about 160 Mt adding 136 Mt more by 2019, driven by additional new coal-fired power generation coming on stream over the next three years.

Also bullish on India’s prospects for coal imports is Wood Mackenzie, which now expects India to “drive growth in the global seaborne met coal market in 2015, importing a further 2 Mt”, partially offsetting a simultaneous contraction by 4-5 Mt in China’s thermal coal imports due to its slowing steel sector and lower coke prices. WM also notes that steel production in India, already the world’s second biggest steelmaker after China, is on track to increase by 4% this year, a rate it expects to see (4-5%) for the next five years, after which it will grow to 6-7%.

None other than Clarksons recently noted that “critically low inventories levels” of thermal coal in India combined with sub-par domestic output will undoubtedly motivate India to ramp up its imports as power stations seek to fulfil their expanding coal requirements. The brokerage expects India’s thermal coal imports to grow 8% YoY this year to 174 Mt while China’s imports decline simultaneously. India’s US$ 8 billion port investment plan will likely also improve Indian mills’ ability to import coal. While India is far from the “Next China” in many fundamental ways, India’s importance and influence will continue gaining momentum in the dry bulk trade, especially as China’s dominance recedes apace.

https://m.facebook.com/bmti.daily/posts/1119875518038465

China vessel exports up 38.5% y/y
http://www.hellenicshippingnews.com/china-vessel-exports-up-38-5-yy/

Zna li netko ima li friških promjena u prvih deset.

kad bi atlantska mogla dobiti 35 mil usd od arbitraže u londonu,zna li netko?
to je 245 milijuna kuna ili 175 kn/dionici[emo_smijeh][emo_smijeh]

nebitno. nadajmo se što kasnije, jer idu kamate na to, a brodari su svakog dana sve niže I niže već godinama pa je isplativije se suditi nego voziti.

sta je sa dugoročnim dugom