WH: Progress being made on phase-one trade deal
https://www.teletrader.com/wh-progress-being-made-on-phase-one-trade-deal/news/details/50378569?internal=1
Liu ‘cautiously optimistic’ about US trade deal
https://www.teletrader.com/liu-cautiously-optimistic-about-us-trade-deal/news/details/50381720?internal=1
China invites Mnuchin, Lighthizer to continue talks – report
https://www.teletrader.com/china-invites-mnuchin-lighthizer-to-continue-talks-report/news/details/50387794?internal=1
vidi clean tankers up over 700 …
danas je ekipa propustila staviti ovaj link pa cu ja:
Ups, I did it again…raste trava zelenaaa…
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Hvala za link, pad je minimalan!
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Evo opet linka, danas brodari vani rastu:
Postoje različite definicije – panamaxi su uobičajeno klasa od 60.000-80.000 DWT, post-panamax je nešto veći, oko 80.000-100.000 DWT. Često se u ovoj kategoriji spominje i Kamsarmax, oni su nešto više od 80.000 DWT.
APTL ima panamaxe koji su od 75-80.000 DWT. Ovaj post-panamax kojeg se spominje vezano za DSX ima 98.000 DWT.
Why are Capesize dry bulk shipping rates still sliding?
“In the spot market, we see ships on the Australia-China route being fixed constantly, every day, but we see a lack of volume on the Brazil-China route,” she continued, noting that this “should reduce the number of vessels that are willing to ballast toward Brazil.” In other words, after Capesizes unload iron ore or coal in Asia, they should be less willing to sail empty all the way back to the Atlantic, which should eventually reduce bulker capacity in that basin and bolster rates.”
“Smaller ships are not installing as many scrubbers, so they will have to use more expensive fuel, which he expects will induce more slow steaming by these vessels and reduce their effective capacity. Larger ships will be “more economical” and will see higher demand, he predicted.”
“One explanation is that Capesize (scrubber) installations have been pushed back in the queue, with container ships getting served first. If true, the dry bulk supply reductions would increase going forward. In other words, the tailwind for rates is still coming. It hasn’t yet been fully felt.”
“I expect a bounce up in December as more Capes go off-hire for scrubbers, other vessels stop to clean out fuel tanks in preparation for the switch [to 0.5% fuel] and iron-ore cargoes ramp up from both Brazil and Australia. I wouldn’t be surprised if Capes exceed $25,000 a day and even touch $30,000 a day at some point in the next six weeks.”
“Pappas sees Capesize scrubber installations extending well into the first quarter, “which is good because the first quarter is always the slowest quarter and this time it should be much better compared to previous years.”
“Meanwhile, more ships are vying for spot contracts because there are fewer vessels on time charters. As previously reported by FreightWaves, the IMO 2020 rule is causing pushback in the time-charter market. In a spot contract, the vessel operator pays for fuel; in a time-charter contract, the charterer does. Because the post-Jan. 1 fuel price is so uncertain, charterers are waiting on the sidelines to see what happens.”
Čini se da se stabilizirala situacija.
U Kini danas svi indeksi u malom porastu.
BALTIC CAPESIZE-INDEKS +3,2% TIL USD 18.930/DAG
panamax?
Baš me zanima kako će ostali indeksi danas popratiti ovaj rast Cape-ova
Baltic Dry Index Rises 2.31% to 1,284 in London
•Capesize +3.16% to $18,930
•Panamax +0.02% to $9,068
•Supramax 58k tons +2.37% to $8,497
•Handysize -0.21% to $7,178
Ovo je već 4 uzastopna dana rasta spot vozarina panamaxa i supramaxa.
Izgleda da je počeo preokret.
Freight futures am update
Capesize up ~5%
Panamax up ~2%