https://www.google.com/search?q=stng&rlz=1C1PRFI_enHR868HR868&oq=stng&aqs=chrome..69i57j69i60.3505j0j4&sourceid=chrome&ie=UTF-8
Evo, kontejneraši su već počeli dizati vozarine zbog IMO-a. Moje mišljenje je da će se isto dogoditi i sa dry bulk-om. Tržišno gledano, brodarine bi morale ići gore zbog povećanih troškova, možda ne proporcionalno postotnom rastu troškova jer se dio tog troška možda bude kompenzirao globalnim usporavanjem flote, što će opet imati jednako pozitivan učinak na supply/demand pa onda posredno i na vozarine. Mali dio flote je ugradio scrubbere i ti brodovi će imati ekstra profit, barem u startu dok se cijena novog goriva ne konsolidira i opskrba ne ustali.
Kako kažu ovdje na forumu, ajmo promatrat 🙂
IMO Transition Charges Kick-In In Spot Market
http://www.shippingherald.com/imo-transition-charges-kick-in-in-spot-market/
China buys 2.6M tons of US soybeans in November
China purchased a record-breaking 2.6 million tons of soybeans from the United States in November, nearly double the amount from the previous month, the latest data revealed on Thursday, suggesting that imports of agricultural products spiked immediately after the interim trade deal between the two nations was reached. As part of the agreement, Beijing has agreed to increase farm purchases from the US by $32 billion over the next two years.
Although the imports of soybeans have boomed in the eleventh month, the US is yet to top China’s biggest supplier of the crop – Brazil – which sold 3.9 million of soybeans to China in the same month. Overall, China’s soybean imports have increased by 53.7% in the observed month on an annual scale.
The interim agreement is expected to be signed in January, as suggested by US officials on multiple occasions.
https://www.teletrader.com/china-buys-2-6m-tons-of-us-soybeans-in-november/news/details/50779205?internal=1
može netko staviti BDI te cape i pnmx? hvala
Predicts new boom by trade agreement
Shipping analyst Petter Haugen of Kepler Cheuvreux believes
that the China-US trade agreement will further boost shipping.
https://finansavisen.no/nyheter/shipping/2019/12/19/7483580/spar-ny-boom-etter-handelsavtale
P.S. Ne mogu naći brodarske indekse za danas
Baltic Exchange ne objavljuje indekse od Božića pa do Nove godine.
može netko staviti BDI te cape i pnmx? hvala
A di je preša, odmori, pomalo, nova godina je pa se sve usporeno radi,,, a i koji vrag ga gledati svaki dan
može netko staviti BDI te cape i pnmx? hvala
čim ti nitko ne odgovara, jasno je da su i dalje u minusu
Izgleda da nema objave indeksa od Bozica do Nove godine, kako pise kolega Brodolomac!
Nemamo BDI, ali imamo BDRY.
Čini mi se da smo blizu dna ovog korektivnog vala. Bullish civergencije na RSI, MACD i Momentu. Stoch RSI oversold.
Graf u prilogu.