Pmx: holding…May/June 76250 unch q3 73750 +250
q34 72500 unch cal09 54250 +250
Capes: firmer…May/Jun 168500 +2k q3 149 +1k
q34 147500 +1k cal09 103k unch

tc avg: $76010 2756 Bid: ask
May/Jun 76,500 76,750
q34 08 72,375 72,750
q3 08 73,750 74,250
q4 08 71,000 71,250
q1 09 62,000 63,000
q12 09 59,500 60,250
12mos (jan09) 54,000 54,500
12mos (jan10) 38,000 39,000
12mos (jan11) 28,500 30,500

2a $98138 3313
May 96,000 98,000
Jun 90,000 92,000

3a: $61952 2166
May 67,250 67,750
Jun 64,000 66,000

FIS Supramax Curve
AVG TC
May-june 60,750 61,500
Q3 08 57,750 58,500
Q4 08 56,750 57,500
Q34 08 57,250 58,000
Q1 09 50,750 51,500
Q12 09 49,000 50,000
Cal 09 42,000 43,000
Cal 10 30,000 31,500

FIS Handy Curve
May-June 41,000 42,500
Q3 08 38,250 39,000
Q4 08 37,250 38,500
Q1 09 34,500 35,500
Cal 09 28,500 29,750
Cal 10 20,000 21,500

Cape TC Average
May+June 168,250 169,000
Q3 08 147,000 150,000
Q4 08 144,000 148,000
Q34 08 146,500 148,000
Q1 09 123,000 126,000
Q12 09 118,000 122,000
Cal 09 101,000 105,000
Cal 10 67,000 72,500
Cal 11 48,000 54,000

C 4 Richards Bay/Rotterdam
May-08 44.25 46.50
June-08 43.00 44.50
Q3-08 40.50 41.50
Q34-08 39.50 40.50
Cal-09 31.00 31.75
Cal 10 24.50 25.50
Cal 11 19.50 20.50
Cal 12 16.75 18.50

FFA’s holding…BDI between +150 to 200

To znači da bi već danas bili preko 10,000.
Ne vjerujem , ali ako dođe , dobro dođe…..

Raste cijena čelika, raste cijena nafte, pa rastu i vozarine.
[thumbsup]

Neka smo danas u minusu ali definitivno ga ne zaslužujemo!

Prevelik rast cijene čelika niej dobar ja za to ne bi drukao [shocked]

Donekle se slazem ali mislim da bi flota Atlantske svejedno mogla odlicno proci ako cijene jos vise skoce. Iron ore se vecinom prevozi cape i VLOC bulkerima dok je flota ATPLa manja i flexibilnija. Time je puno povoljnija za terete “buducnosti” : grains, zitarice, ostale (skuplje) rudace, fertilizeri itd…
Povecanjem cijena celika ce skociti i NAV. Najveca korist bi bila katastrofa new building marketa koje se i sada opasno ljulja… broj bulk novogradnji bi se barem privremeno srozao usljed povecanja cijene celika a to bi produljilo ove astronomske vozarine
[thumbsup][thumbsup]

BDI 10104 [rolleyes]

Probili smo 10,000 !!!

BDI 10104 (UP 249)

Daily Summary of Baltic Exchange Dry Indices
7 May 2008

[color=blue][color=blue]Baltic Exchange Dry Index TM 10104 (UP 249)
Baltic Exchange Capesize Index TM 15553 (UP 420)
Baltic Exchange Panamax Index TM 9695 (UP 231)
Baltic Exchange Supramax Index TM 5663 (UP 104)
Baltic Exchange Handysize Index TM 2976 (UP 77)

Daily Summary of the Baltic Exchange Time Charter Routes
Rate($/Day) Change
BCI
Average of the T/C routes $187737 (UP 4613)
BPI
Average of the T/C routes $77861 (UP 1851)
BSI
Average of the T/C routes $59217 (UP 1091)
BHSI
Average of the T/C routes $43171 (UP 1111) [/color]

Baltic Exchange Capesize Index 15553 (UP 420)

Route
Number Description Weighting Average Movement
C2 160000lt Tubarao -Rotterdam 10 52.750 0.682
C3 150000mt Tubarao – Beilun/Baoshan 15 95.271 1.021
C4 150000mt Richards Bay – Rotterdam 5 47.295 2.295
C5 150000mt W Australia – Beilun/Baoshan 15 35.159 1.614
C7 150000mt Bolivar – Rotterdam 5 54.682 0.764
C8_03 172000mt Gibraltar/Hamburg trans Atlantic RV 10 212364 2728
C9_03 172000mt Continent/Mediterranean trip Far East 5 250615 1730
C10_03 172000mt Pacific RV 20 166385 8077
C11_03 172000mt China/Japan trip Mediterranean/Cont 5 121583 5916
C12 150000mt Gladstone – Rotterdam 10 59.364 1.696
Average of the T/C Routes 187737 4613

Baltic Exchange Panamax Index 9695 (UP 231)

Route
Number Description Weighting Average Movement
P1A_03 74000mt Transatlantic RV 25 94463 2345
P2A_03 74000mt SKAW-GIB/FAR EAST 25 100288 2150
P3A_03 74000mt Japan-SK/Pacific/RV 25 63625 1673
P4_03 74000mt FAR EAST/NOPAC/SK-PASS 25 53068 1239
Average of the T/C Routes 77861 1851

Baltic Exchange Supramax Index 5663 (UP 104)

Route
Number Description Weighting Average Movement
S1A Antwerp – Skaw Trip Far East 12.5 75470 939
S1B Canakkale Trip Far East 12.5 73295 1257
S2 Japan – SK / NOPAC or Australia rv 25 48915 102
S3 Japan – SK Trip Gib – Skaw range 25 39100 -206
S4A US Gulf – Skaw-Passero 12.5 107490 6110
S4B Skaw-Passero – US Gulf 12.5 41450 630
Average of the T/C Routes 59217 1091

The route(s) below do not form part of the index calculation
S5 W.Africa via ECSA to FarEast 0 83120 1531
S6 Jpn-SK trip via Aus/India 0 47077 277
S7 EC India – China 0 60404 1354

Baltic Exchange Handysize Index 2976 (UP 77)

Route
Number Description Weighting Average Movement
HS1 Skaw – Passero trip Recalada – Rio de Janeiro 12.5 35921 657
HS2 Skaw – Passero trip Boston – Galveston 12.5 36579 600
HS3 Recalada – Rio de Janeiro trip Skaw – Passero. 12.5 69389 2858
HS4 US Gulf trip via US Gulf or NCSA to Skaw – Passero 12.5 67550 3300
HS5 SE Asia trip via Australia to Singapore – Japan 25 34336 353
HS6 S Korea – Japan via NOPAC to Singapore-Japan 25 33629 383
Average of the T/C Routes 43171 1111

Strašne cifre !
Atlantske rute panamaxa prosječno skoro 100,000 !!

Dahlman Rose analyst Omar Notka said strong recent activity in the market has pushed rates for Capesize vessels — the largest drybulk ships on the seas — to year-to-date highs. Weekly rates for the carriers jumped 10 percent in the last week to reach $183,124, which is less than $10,000 under their all-time high in November.

Notka said that drybulk vessel rates will continue to climb as steel prices continue their upward trend throughout this year.
[[thumbsup]