BALTIC CAPESIZE-INDEKS -3,1% TIL USD 26.439/DAG
nisu pnmxi tili podržat pa slidi pad.
koji će više ronjat?
ni još vrime za ono šta bi mi tili priko 2 iljade.
za misec dani bi tribalo bit.
ajmo promatrat.
ja ću bez komentari da se odmoru ovi šta san ih izmorija.
ne triba falit.
😀
Ovo su normalne oscilacije. Dobro se drzi BDI, a cape-ovi rasturaju.
H2 je tradicionalno bolji od H1 i tako ce biti i ove godine.
Po svemo sudeci ugljen ce gurati vozarine u H2 jer je u kini proizvodnja struje iz hidrocentrala puno manja ove godine i moraju pojacati proizvodnju iz termocentrala. To ce potaknutni uvoz ugljena, a pogotovo sto se njihova vlastita proizvodnja smanjuje.
Zeljezna ruda ce biti standardno dobra, pogotovo iz Brazila u H2
imamo sve preduvjete da vozarine budu jos bolje nego sada, a i sada su super.
ono sto zabrinjava da iako su vozarine dosta bolje nego prosle godine, cijene dionica to ne prate, ima puno primjera gdje su cijene manje nego prije 5 kvartala…a to ne moze jos dugo tako…taj gap se mora zatvoriti
[/quote]
Heavy rainfall across China is contributing to coal’s losses as it lowers temperatures and adds to competing hydropower supply, according to a note from Morgan Stanley received Monday. Prices are forecast to drop 5 percent this year, analysts including Simon H. Y. Lee said.
Ovo su normalne oscilacije. Dobro se drzi BDI, a cape-ovi rasturaju.
H2 je tradicionalno bolji od H1 i tako ce biti i ove godine.
Po svemo sudeci ugljen ce gurati vozarine u H2 jer je u kini proizvodnja struje iz hidrocentrala puno manja ove godine i moraju pojacati proizvodnju iz termocentrala. To ce potaknutni uvoz ugljena, a pogotovo sto se njihova vlastita proizvodnja smanjuje.
Zeljezna ruda ce biti standardno dobra, pogotovo iz Brazila u H2
imamo sve preduvjete da vozarine budu jos bolje nego sada, a i sada su super.
ono sto zabrinjava da iako su vozarine dosta bolje nego prosle godine, cijene dionica to ne prate, ima puno primjera gdje su cijene manje nego prije 5 kvartala…a to ne moze jos dugo tako…taj gap se mora zatvoriti
[/quote]
Heavy rainfall across China is contributing to coal’s losses as it lowers temperatures and adds to competing hydropower supply, according to a note from Morgan Stanley received Monday. Prices are forecast to drop 5 percent this year, analysts including Simon H. Y. Lee said.
[/quote]
mene manje brine cijena….mislim da su bitnije kolicine…
ovo je neki danasnji update…
hydropower has disappointed and other renewables come from a low base… YTD hydro-generated electricity production growth has been a measly 0.1%, and its share in the total energy mix has declined from 17% last year to 14% YTD. Although other renewable sources have posted 24.2% YTD growth (albeit from a small base), the renewables are struggling to keep up with the rapid rise in electricity demand.
…which leaves the energy source of last resort – coal. Thermal electricity generation (mainly coal) has been making up the slack in production and increased its share in the energy mix from 73% of 2017 production to 75% YTD. At the same time, China has reduced its coal production by 1.8% YTD (which accounts for more than 90% of domestic consumption), boosting YTD imports by 9.2% and lifting YTD freight rates.
BULK:BALTIC CAPESIZE-INDEKS -2,3% TIL USD 25.842/DAG
English News >> Investment Guru India >> topstories
Wednesday, 08 Aug, 9.33 am
China July coal imports rise to highest since January 2014 amid heatwave
BEIJING – China increased its coal imports in July by 14 percent to their highest in 4-1/2 years, official data showed on Wednesday as rising temperatures boosted demand for coal-fired power to run air conditioners in the world’s top buyer of the fuel.
Arrivals came in at 29.01 million tonnes last month, the General Administration of Customs said. That is the highest since January 2014.
Imports rose 23.9 percent from the 25.47 million tonnes in June and climbed 49.1 percent from the 19.46 million tonnes in July 2017.
https://m.dailyhunt.in/news/india/english/investment+guru+india-epaper-invgur/china+july+coal+imports+rise+to+highest+since+january+2014+amid+heatwave-newsid-94148864
https://www.hegnar.no/Nyheter/Boers-finans/2018/08/Pilene-ned-for-Baltic-Dry2
Baltic Dry-indeksen er ifølge The Baltic Exchange ned 0,2 prosent til 1.691 poeng, skriver TDN Direkt.
Capesize trekker ned 0,2 prosent til 25.621 mens Panamax daler 0,7 prosent til 10.724.
Handysize er ned 0,3 prosent til 7.916 mens Supramax stiger 0,4 prosent til 11.201.
BULK:BALTIC CAPESIZE-INDEKS +1,7% TIL USD 26.059/DAG
Vrlo vjerojatno BDI u idućem krugu preko 2000 bodova…
Pitanje je valorizacije Panamaxa na toj vrijednosti BDI-a. Ako bismo participirali sa >1500 $, ide naša ATPL u svemir….
Ako se na varam obično BDI najviše raste pred kraj godine, pa negdje do praznika u Kini i kineske nove godine..
https://www.hegnar.no/Nyheter/Boers-finans/2018/08/Baltic-Dry-stiger
Baltic Dry-indeksen er ifølge The Baltic Exchange opp 0,9 prosent til 1.725 poeng, skriver TDN Direkt.
Capesize stiger 0,9 prosent til 26.299 mens Panamax legger på seg 1,8 prosent til 10.915.
Handysize er ned 0,1 prosent til 7.921 mens Supramax stiger 0,3 prosent til 11.242
BDI?