Koliki je spot 12.12. za panamax i supramax?
neka greška je na panamax-imahttps://finansavisen.no/nyheter/bors/2019/12/13/7481985/baltic-dry-synker-oppgang-for-torrbulkaksjene-pa-oslo-bors
Panamax 11.749$
China confirms phase one trade agreement with US
Chinese Vice Minister of Commerce Wang Shouwen confirmed on Friday that Beijing reached an agreement with the United States on the text of the phase one trade deal. As part of the agreement, Washington will begin removing tariffs on Chinese goods phase by phase, he said.
https://www.teletrader.com/china-confirms-phase-one-trade-agreement-with-us/news/details/50654462?internal=1
Trump: ‘Phase two’ negotiations before 2020 election
United States President Donald Trump announced on Friday that the negotiations on the phase two trade deal with Beijing will begin “immediately,” and not after the 2020 US presidential election. He also confirmed the “amazing” phase one deal and provided several details of the agreement.
“We have agreed to a very large Phase One Deal with China. They have agreed to many structural changes and massive purchases of Agricultural Product, Energy, and Manufactured Goods, plus much more. The 25% Tariffs will remain as is, with 7 1/2% put on much of the remainder. The Penalty Tariffs set for December 15th will not be charged because of the fact that we made the deal. We will begin negotiations on the Phase Two Deal immediately, rather than waiting until after the 2020 Election. This is an amazing deal for all. Thank you!”, Trump tweeted.
https://www.teletrader.com/trump-phase-two-negotiations-before-2020-election/news/details/50654877?internal=1
Lighthizer: Trade accord ‘likely’ to be signed in January
Talking to reporters on Friday, US Trade Representative Robert Lighthizer said that the trade deal struck earlier with China will “likely” be signed in January 2020 by “trade principals,” noting that he does not expect the agreement to be signed at the presidential level.
Trump’s top economic adviser stressed that the agreement would increase US trade with China by $200 billion over the next two years, hoping the phase one accord will yield “further phases” and further “reductions in tariffs.” He stated that Beijing has agreed to “make best efforts” to increase purchases of US farm goods to $50 billion.
On levies, Lighthizer stressed that lower tariffs will take effect 30 days after the agreement is signed, adding that he does not expect Washington to further raise tariffs on China “outside the enforcement process.”
https://www.teletrader.com/lighthizer-trade-accord-likely-to-be-signed-in-january/news/details/50656963?internal=1
“Dogovorili smo vrlo široku fazu jedan sporazuma s Kinom”, tvitao je Trump u petak
Kineski dužnosnici “pristali su na mnoge strukturne promjene i masovnu nabavu poljoprivrednih proizvoda, energetike, proizvedene robe i još mnogo toga”, naveo je Trump
Kina će uvoziti više američke pšenice i kukuruza, rekao je zamjenik kineskog ministra poljoprivrede.
SAD pritišće Peking da se obveže na nabavu poljoprivrednih proizvoda u vrijednosti 50 milijardi dolara u 2020., što su kineski dužnosnici ranije pokušavali spriječiti
https://www.tportal.hr/vijesti/clanak/sad-i-kina-dogovorili-prvu-fazu-trgovinskog-sporazuma-20191213
Vezano za fazu 1 pregovora, citao sam jucer negdje (ne mogu to sada pronaci) kako ce Kini biti logisticki tesko uvesti toliko poljoprivrednih proizvoda iz SADa u tako kratkom periodu. Navodno je ta dogovorena kolicina zitarica bitno veca nego sto je Kina inace uvozila. Ovo ce znaciti veliku potraznju za Panamaxima i Supramaxima, sto ce se pogodite kako odraziti na vozarine, a isto zato mislim da nas u Q1 koji je inace slabiji kvartal ocekuje ugodno iznenadjenje. Vjerujem da sljedece godine nece toliko biti naglasena sezonalnost brodara.
Amerima je problem velika zaliha žitarica koje nisu uspjeli plasirati zato i daju veliki naglasak u pregovorima na to. Ukoliko bi nerješavanje pregovora potrajalo još pola godine ameri će imati ozbiljnih problema jer će im doći sljedeća žetva a i izbori su krajem godine. Trampu gori pod petama da postigne sporazum što prije.
Kako je u predhodnom komentaru napisano, nije moguće zbog ograničenih kapaciteta u kratkom vremenu prevesti toliku količinu žitarica pa bi se to pozitivno moglo odraziti na porast vozarina u narednih 6 mjeseci.
I ovaj zadnji kvartal bi trebao dati dobre rezultate. Vozarine su u pozitivnom području što se tiče profitabilnosti i brodari bi u segmentu rasutog tereta trebali iskazati pozitivne rezultate.
Trade deal consensus to benefit global economy – China’s official
https://www.teletrader.com/trade-deal-consensus-to-benefit-global-economy-chinas-official/news/details/50659737?internal=1
Mnuchin: Phase one trade deal to help global growth
https://www.teletrader.com/mnuchin-phase-one-trade-deal-to-help-global-growth/news/details/50661935?internal=1
Vezano za fazu 1 pregovora, citao sam jucer negdje (ne mogu to sada pronaci) kako ce Kini biti logisticki tesko uvesti toliko poljoprivrednih proizvoda iz SADa u tako kratkom periodu. Navodno je ta dogovorena kolicina zitarica bitno veca nego sto je Kina inace uvozila. Ovo ce znaciti veliku potraznju za Panamaxima i Supramaxima, sto ce se pogodite kako odraziti na vozarine, a isto zato mislim da nas u Q1 koji je inace slabiji kvartal ocekuje ugodno iznenadjenje. Vjerujem da sljedece godine nece toliko biti naglasena sezonalnost brodara.
Ovo je moja teorija takodjer, Q1 neće biti tradicionalno katastrofalan kao inače, a pored ovoga tu je i ugradnja scrubbera u capove što će opet podići potražnju za panamaxima i drugim brodovima. Mislim da će 2020 biti godina brodara
Mogli bi Panamaxi i Supramaxi sada skociti zbog dobrih vijesti oko postizanja prve faze sporazuma… I povecanog prijevoza zitarica i soje iz USA u Kinu… U stvari Panamaxi vec neko vrijeme rastu, a u BDI indexu samo Capeovi padaju
Trump – Kina – pozitivan novi tjedan .