jedinu ruku u vatru da neće ispod 0.

BEIJING, June 8 (Reuters) – China’s coal imports slumped 41 percent in May from a year earlier to 14.25 million tonnes and were down sharply on April despite industry expectations of a pick-up in seasonal demand, data showed on Monday.

Total imports in the first five months of the year reached 83.26 million tonnes, down 38.2 percent compared with the previous year, according to preliminary data from China’s General Administration of Customs.

May’s imports were down 28.6 percent on April, according to the data, while Reuters calculations showed that imports were down 40.6 percent compared to May 2014.

Imports normally improve over summer, but analysts said any upturn would be limited despite relatively low inventory levels at thermal power plants, with hydropower likely to meet a large share of the increase in power demand.

“Imports are constantly decreasing compared to last year due to new policies, and the use of new (renewable) energy,” said Zheng Nan, an analyst with China’s Shenyin Wanguo Securities.

The import data includes lower-grade lignite, a type of coal with lower heating value that is largely supplied by Indonesia.

In previous summers, southern coastal power plants would often turn to foreign markets because of severe transportation bottlenecks, but weaker demand and improved rail capacity means that is unlikely to be a factor this year.

With domestic coal consumption expected to fall around 5 percent this year as a result of the slowing economy, China has been trying to prop up prices by tackling oversupply.
ADVERTISING

It has urged big domestic producers to cut output and tightened quality inspections at ports with the aim of limiting low-grade foreign supplies.

Benchmark 5,500 kcal/kg spot prices at the port of Qinhuangdao SH-QHA-TRMCOAL inched up 5 yuan ($0.80) to 415 yuan per tonne last week, but they remain 20 percent lower than at the start of the year. ($1 = 6.2035 Chinese yuan) (Reporting by David Stanway and Beijing Newsroom; Editing by Tom Hogue and Richard Pullin)
http://in.reuters.com/article/2015/06/08/china-economy-trade-coal-idINL3N0YR2Z220150608

ron ore imports by China contracted in May from April and the same month a year earlier, highlighting weakening demand in the largest buyer as policy makers seek to shift the economy away from investment-led growth.

Cargoes fell 12 percent from April to 70.87 million metric tons, and were 8.4 percent lower than a year earlier, according to customs data on Monday. That’s the lowest monthly total since February. Adjusted for the number of days in the month, the imports in May were at the slowest pace since November.

“With China’s crude-steel output declining, that’s going to reduce demand for iron ore,” Wu Zhili, an analyst at Shenhua Futures Co. in Shenzhen, said by phone on Monday. “Imports will continue to grow at a slower pace this year.”

While iron ore prices posted the biggest monthly advance in almost two years in May as China’s port stockpiles fell by a record, Goldman Sachs Group Inc. is among banks predicting that the rally won’t last as global supplies are set to expand further. In many commodity markets, recently installed low-cost supply can now be stretched to meet demand, BHP Billiton Ltd. Chief Executive Officer Andrew Mackenzie said last week.

“Steel mills probably decided to hold off imports as prices rebounded, and use ports inventories instead,” Wu said.

Over the first five months, iron ore purchases were about 378 million tons, down about 1.1 percent from the same period in 2014, according to the data. China buys supplies from abroad to supplement locally mined production.
Year-to-Date Drop

Ore with 62 percent content delivered to Qingdao fell 0.5 percent to $64.45 a dry ton on Friday, according to Metal Bulletin Ltd. Prices jumped 10 percent in May following a 9.4 percent gain in April. After bottoming on April 2 at a decade-low $47.08, prices trimmed this year’s loss to 9.6 percent.

Lower prices are creating a testing environment for commodity producers, while demand is slowing to more routine levels amid the transition in China’s economy, Mackenzie said Wednesday. BHP is the world’s biggest mining company and largest iron ore producer after Rio Tinto Group and Vale SA.

Holdings at ports fell 13 percent to 85.4 million tons last month, and extended the decline in the first week of June to 83.8 million tons, according to Shanghai Steelhome Information Technology Co. That’s the lowest level since November 2013.

The rally in iron ore prices offered an opportunity to bet against the commodity, Goldman Sachs said in May. Prices will average $60 a ton in 2015 and $57 in 2016, National Australia Bank Ltd. said in monthly report last week.
http://www.bloomberg.com/news/articles/2015-06-08/iron-ore-imports-by-china-drop-to-three-month-low-customs-says

Bio svijet u euforiji ili panici BDI je uvijek u banani.
Ne može Kina rasti koliko BDI može padati

[color=#175189]Ova poruka je premještena iz teme: ATPL (Atlantska plovidba d.d.)[/color]

Kineska Nova godina počela i prema očekivanjima brodari vani uzletili. DRYS +105,28% uz promet od 163 mil., a prosječni dnevni je bio 3 mil. Do kraja tjedna i BDI na novim visinama.

Sa drysom su druge stvari u pitanju. Pogledaj ostale brodare, svi stagniraju.

Stagniraju…
Pa narasli su u prosjeku od 50-70% u zadnja dva mjeseca.. Na kojoj ti planeti zivis..
Evo od danas

http://finance.yahoo.com/quotes/DRYS,DSX,EGLE,ESEA,EXM,GNK,NM,QMAR,TBSI/view/v1

Evo malo TA by Elliott
http://stockcharts.com/public/1269446/tenpp/13

Na kraju ispod BABE…

Ajmo malo nealternativnih činjenica.
DRYS je prošli ponedjeljak imao reverse stock split 1:8 a u zadnjih godinu dana čak 4!!! reverse stock splita. Delutiranje neću brojiti (zadnje toksično financiranje prije par dana). Ovo jučer je šortskvizanje na informaciju da do daljnjeg neće biti toksičnog financiranja. Na ovom broju dionica 52w high je 2226,09$ a jučer je završna cijena bila 5,05$ uz rast preko 100% (bio je i short sell restriction). Za koji dan kad promet malo splasne bit će opet to u debelom crvenom.
Ovo fakat nije nagovor na kupnju ili prodaju domaćih brodara (ne kažem da neki neće dobro zaraditi ali to nema veze s investiranjem), samo…budimo realni…brodari vani služe za daytrading. Nema informacija da bilo koji veći/srednji igrač (solo ili fond) ulazi u bilo koju brodarsku dionicu.

S padom volumena pada i DRYS iako je i opet pod SSR, a i teško je naći shares to short.

Ti kao prodavatlj magle i znanja bi trebao znati da drys nma veze sa brodarskim dionicama i ako to nisi znao nemoj se blamirati bezveze..
Gledaj malo dsx i NM koliko su narasli zadnjih 3 mjeseca ( danna shipping i navios marittime) te možemo onda otvoriti diskusiju..
I kad smo kod ulaska ili izlaska..
Sve short pozicije su zatvorene na brodarima vani…Drys ne smatram više ni dionicom a kamo li brodarom…
Stoga ne kužim koja je poanta izlijevanja toliko tvog neznanja i neupućenosti.
Kad smo kod ulaska velikih u brodare i tu griješiš.
U zadnjih 6 mjeseci što vani što kod nas su ulazili jako veliki…ako ti je i to promaklo mogu te podsjetiti.
Ali čini mi se da je tvoje bezvezno piskaranje bez argumenata nevažno.
stoga te pozdravljam i možda se netko i uhvati na ovo tvoje palamuđenje..

Poanta mog palamuđenja nije uopće obraćanje tebi, nego opaska na post na ovoj temi da je vani opaki uzlet brodara dajući primjer DRYS +105% za jedan dan.
Ne pada mi napamet nabrajati tvoje “alternativne činjenice” kojih prosipaš svaki dan, ali me fakat zanima koliko sam ja to “alternativnih činjenica” iznio u svojoj opasci?
E da…molim te podsjeti svekoliku javnost koji su to jaaaakooo veliki institucionalni igrači ulazili u brodare?
Ja pojma nemam dal će brodari gore il’ dole, samo je nealternativna činjenica da se na nyse brodari trejdaju kao pennystocks.