BALTIC CAPESIZE-INDEKS +1,8% TIL USD 19.415/DAG
Rising coal imports by India are helping to support the dry bulk market at present as the country’s domestic production is lower than expected and its inventories are at historic lows
kina na vrhu zalih a indija na dnu e a da je naopako bilo bi pisme.
ako sadi u slidećih misec dani ne okrine priko vrha od prošle godin
to bi bija loš znak šta bi moglo slidit.prosične vozarine su fino narasle a ako ne moru priko ovog more li bit sriće na brodari?
straj radi deset posti brodi viška.bile bi vozarin x2 x3
jeli to bilo tako teško za dogorovit među brodari?
da se ne gradu novi brodi nego kupuju SH.jeli ih nima dosti?
naftaši se moru dogovorit za proizvodnju i cinu.
koji su pametni a koji su oni drugi?
u novoj krizi će se sitit da su tribali.
idu opit capeovi prima omiru priko 2 kontra pnmxi
ovi se kladu samo na capovi ima ih još šta su prodali pnmxi da kupu cape.
orderbook se napunija za capovi najviše ali se odgađaju isporuke a ne moru vično.
to se more kadi su brodogradilišta puna naruđbi za novi brodi a vako?
https://lloydslist.maritimeintelligence.informa.com/LL1124456/Seanergy-goes-allin-on-capesize-vessels
Seanergy goes all-in on capesize vessels
New York-listed dry bulk owner-operator has entered into three deals, one for the purchase of a 2010-built, 180,000 dwt capesize at $28.7m and two for selling its two supramax vessels for approximately $23m
SEANERGY WILL OWN 10 CAPESIZE VESSELS FOLLOWING THE NEW SHIP’S DELIVERY, SCHEDULED FOR LATE 2018, MAKING IT THE ONLY PURE-PLAY CAPESIZE OWNER LISTED IN US PUBLIC MARKETS.
BALTIC CAPESIZE-INDEKS +1,8% TIL USD 19.415/DAG
ostali svi u minusu…
a i ovi preko bare će danas opet završit čini se u debelom minusu…nasdaq grabi prema -3%….
sutra bdi u minusu…
dobre visti su da je cina za ore krinula prima gori.
pari se da su kinezi krenili punit zalihe.
to bi tribalo pogurat capeovi
ajmo promatrat
kako komentiraš ovo?
China imports more than 1 billion tons of iron ore a year from miners including Rio Tinto Group and BHP Billiton Ltd. The flows supplement local output, which has dropped as miners also face disruption from the environmental push. Australia’s government expects imports to shrink 1.5 percent next year and 2.1 percent in 2020 as China’s steel production peaks and scrap use rises.
Between 2009-2016, more than 140 Chinese shipbuilding enterprises have shut down, while more than 90 others have merged or been acquired.
“Today, a mere 4% of shipbuilders in China account for 64% of newbuild orders,” Ren said in an interview. “More than 1,000 shipyards are still registered as being in business in China. But those that have done deliveries or won orders in the past one year number at just slightly more than 100. In my opinion, there are really only 30-40 active yards,” he said.
http://www.seatrade-maritime.com/news/asia/tough-road-ahead-for-chinese-yards-yangzijiang.html
One of shipping’s most vocal opponents of scrubbers has aimed another barrage at exhaust gas cleaning systems. Euronav boss Paddy Rodgers has spoken at many conferences this year, giving his damning verdict on scrubbers. At this company’s third quarter results today he upped the ante, giving financial, environmental and regulatory reasons for owners to avoid installing the technology, especially open-loop versions, something described as a “loop hole” to compliance with the 2020 global sulphur cap.
Installing scrubbers requires an upfront capital investment of up to $5m today with “virtually no visibility of a return on capital”, Euronav stated in a quarterly update.
“Promoters of scrubbers have used MGO as a proxy for the price of compliant fuel. Some refiners including Sinochem have recently confirmed that they will sell clean compliant fuel at a price likely to be half the difference between dirty HFO and MGO. So the investment case now has half the returns being promoted and it is still 14 months before implementation and nothing suggests this price gap will not further narrow in that time,” the tanker giant continued.
From an environmental point of view, Euronav stated the wastewater produced from open-loop scrubbers contains a “toxic cocktail” of sulphuric acid constituents, polycyclic aromatic hydrocarbons and heavy metals which are pumped into the open ocean, essentially transferring pollution from air to sea.
“Putting sulphur back into the sea reduces its natural buffering capacity,” the release observed, leading to a likely increase in ocean acidity over time.
Euronav argued that open-loop scrubbers increase CO2 emissions as cheaper fuel will incentivise owners to speed up.
Euronav also felt scrubbers could face greater regulatory scrutiny once the general public find out how they work.
“Promoters of this technology argue that the open oceans dilute waste water, rendering it harmless. But the solution to pollution is not dilution. Like plastic contamination over the years, we don’t know what the cumulative effect of this waste water will be or how it will interact with existing seaborne pollutants, particularly in congested sea-lanes like the English Channel, Malacca Straits or Baltic Sea,” the company mused.
Concluding, Euronav stated: “Refiners and oil producers have increasingly made clear that sufficient compliant fuel will be available. Scrubbers are therefore a loop hole which makes enforcement of the sulphur ban extremely complex, difficult to enforce and likely to facilitate non-compliance.”
Rodgers argued at the Global Maritime Forum in Hong Kong earlier this momnth that vessels equipped with open-loop scrubbers could well become “the ships that died of shame” once the general public finds out how this technology actually works, something that is now finally coming into the mainstream press. Yesterday, the UK’s Guardian newspaper published a critical article on open-loop scrubbers headlined ‘Thousands of ships could dump pollutants at sea to avoid dirty fuel ban’. The introduction to the report read: “ Owners planning to install ‘emissions cheat’ systems to avoid having to buy cleaner, more expensive fuel”.
China iron ore futures hit near 8-month high as stockpiles fall
Inventories of iron ore at China’s major ports fell 150,000 tonnes from the previous week to 143.85 million tonnes on Friday, data compiled by the SteelHome consultancy showed. The port stocks have dropped 11 percent since hitting a record-high of 161.98 million tonnes in June.
“Steel production remains high and the use of iron ore is very high,” said an iron ore trader in China’s port city of Rizhao.
China iron ore futures hit near 8-month high as stockpiles fall
dobre visti su da je cina za ore krinula prima gori.
pari se da su kinezi krenili punit zalihe.
to bi tribalo pogurat capeovi
ajmo promatrat
kako komentiraš ovo?
China imports more than 1 billion tons of iron ore a year from miners including Rio Tinto Group and BHP Billiton Ltd. The flows supplement local output, which has dropped as miners also face disruption from the environmental push. Australia’s government expects imports to shrink 1.5 percent next year and 2.1 percent in 2020 as China’s steel production peaks and scrap use rises.
[/quote]
nisu dobre visti ali ja bi reka da nisu puno loše ka šta se ovdi prikaživa.
to bi bilo da se sruši jedna zgrada reciklira i od čelik izgradi nova a ja bi rika da u kini i svitu triba puno više gradit novi zgradi nego rušiti stari.
istp vridi za sve druge građevin ceste želiznicu za sve.
di je indija di se tek triba počet gradit di nima skori ništa za rušit?
a da za afriku ne gorin šta tamo tek slidi za gradit a neće ni oni vično živit u kolibami.
svaki dan u swvitu ima više ljudi i svi bi tili živit u boji uvjeti tribat će želiza ka nikad.
isto vridi i za brodi,sve se svake godin povečaje.
prije par godin bili smo na 400 a sadi smo na 800 milja.
druge godin još više za 20-30 a morebit i više.
scrap na brodi je “mrtav” zalipija san tu prije koji dan.
i dugo će ostat tu negdi jer pola brodi je ispod deset godin.
more doć nova kriza za svit ali kina indija afrika brazil će i u krizi povečavat potrošnju želiza.
kina najavljiva da će poticat domaću potrošnju
a šta moru poticat nego ceste železnicu infrastukturu stanogradnju a tu triba more železa.
ako vako nastavi ka šta je krinulo gradit će kina i ratni brodovi tenkovi pa će tribat još više želiza.
nisan uša ovdi i vinča se za brodari ovdi sam da pobignem na vrime a nebi tija ni prerano.
dobro da si to ovdi zalipija vridi pročitat.
brodolomac
to su dobre visti za ore da se troši a vidi se i po grafu sa cinama šta san zilija neki dan.
sad je to vrime pa da vidimo do kud more vozarine natirat.
ako ne more priko 30 iljada a za 2019 se orderbook dosti podeblja triba dobro razmislit.
sad slidu boja izvišća a šta slidi u 2019 to bi ja tija znat.
jasko
to šta si zalipija za brodogradilišta nisu dobre visti kako ja vidin.
ako je orderbook dosta veći a brodogradilišta nimaju posla znači da će brzo iz orderbooka
krinut gradnja brodi i da brodari nimaju vrimena da odgodu gradnju.
moradu odustat i platit penali ili gradit a mene je straj da će se gradit jer se očekiva da će vozarine gori i da će prodat ti brodi ako bi tili.
ako svi tako mislu vozarine će doli radi previše brodi.
scrap ne more više nadomistit novu gradnju puno se scrapalo šta se moglo i sadi je puno opasna prekomirna izgradnja novi brodi.
moru se samo scrapat dobri brodi a to je ludost da se kupuju novi brodi bez šoldi a scrapaju koji moru još godinami vozit.
To što brodogradilišta nemaju posla, dovoljno govori o “veličini” orderbooka.
brodolomac@
to govori o veličini prošlog orderbooka i upravo izlazu izvišća u sklada sa tim orderbookom.
to će bit dobro ili najboje za dugo godin.
ima dosti ulagača šta puno više zanimaje šta će biti u 2019 i ja bi reka da bižidu dok mi razmišljamo šta učinit.cine ronjaju priko 20 posti pa bi to bija dobar dokaz jeli tako?
ko griši?šta bi ja volija da ti ne grišiš
zalipi orderbook za 2019 jeli ni sad zadnje vrime za raspravit?
ti bi moga imat nešto najnovije.
zalipi i odgode i sve šta more učinit da stane ovi trend.
puno se zamutilo sa scruberima a to nami je zadnja šansa.
trump bi tija da se odgodi na neko vrime.
woodiron,
hoćeš reći da ne znaš kakav je orderbook, a nebrojeno puta si napisao da se “orderbook puni priko mire”?