https://www.argusmedia.com/en/blog/2021/august/18/weight-of-freight-weighing-the-past-to-understand-the-future-dry-bulk-outlook-2h-2021;

”….Freight rates for dry bulk segments are expected to be sustained for the rest of 2021, as countries increase their Covid-19 vaccination rates and reopen their borders in a boost to their economies.”

https://www.bimco.org/news/market_analysis/2021/20210903-dry-bulk—profits-surge-to-multi-year-highs-as-pandemic-related-demand-and-disruptions-linger;

As we approach what is seasonally the strongest part of the year for dry bulk, the market is looking promising, and operators have already been recording solid profits so far this year.

While countries enforce quarantine and testing requirements, and ports face sudden disruptions due to local and regional outbreaks, the congestion that is draining the market of capacity will continue to support earnings in the dry bulk market. The market is expected to stay strong into 2022 until the factors that are currently beneficial to the market such as congestion and pandemic related delays, spill-over from the red hot container market, stimulus driven demand and strong growth in the manufacturing sector become less so.

The revenge of the old economy

Danas je BCI zaronio dodatnih 12,3 % (jučer 11 %), što znači da će i BDI malo kasnije danas biti minus blizu 10 %. BPI i BSI nešto manje, ali ipak budu u minusu.

kako sada pada tako će i rasti jer nije problem potražnje koja je i dalje enormna nego su luke postale uska grla gdje se brodove ne stigne iskrcavati na vrijeme pa stoje…problem bi bio da nema potražnje za prijevozom, to bi bilo zabrinjavajuće, a ovo sada je nešto sasvim drugo…

trial, 03.11.2021. u 12:47

Danas je BCI zaronio dodatnih 12,3 % (jučer 11 %), što znači da će i BDI malo kasnije danas biti minus blizu 10 %. BPI i BSI nešto manje, ali ipak budu u minusu.

kakvo je danas stanje?

zorangutan, 04.11.2021. u 15:10

 

trial, 03.11.2021. u 12:47

 

Danas je BCI zaronio dodatnih 12,3 % (jučer 11 %), što znači da će i BDI malo kasnije danas biti minus blizu 10 %. BPI i BSI nešto manje, ali ipak budu u minusu.

 

 

kakvo je danas stanje?

https://tradingeconomics.com/commodity/baltic

nkobe, 05.11.2021. u 11:59

 

zorangutan, 04.11.2021. u 15:10

 

 

trial, 03.11.2021. u 12:47

 

 

Danas je BCI zaronio dodatnih 12,3 % (jučer 11 %), što znači da će i BDI malo kasnije danas biti minus blizu 10 %. BPI i BSI nešto manje, ali ipak budu u minusu.

 

 

 

kakvo je danas stanje?

 

 

https://tradingeconomics.com/commodity/baltic

Danas je BCI narastao 3 %, ali će BPI i BSI biti u daljnjem padu, pa sve skupa niti BDI neće zeleniti.

trial, 08.11.2021. u 13:15

 

 

Danas je BCI narastao 3 %, ali će BPI i BSI biti u daljnjem padu, pa sve skupa niti BDI neće zeleniti.

s capeovima je počeo pad, s capeovima će početi preokret i rast tako da nije bitno što će bpi i bsi još danas biti u manjem minusu jer će već sutra/prekosutra i oni okreniti u zeleno a onda je jasno da slijedi jači oporavak cijene atpl koja je bez razloga srušena oko -30%

mišljenja  sam da se situacija mjenja i idemo dalje

Index u ozbiljnom rastu

https://www.investing.com/indices/baltic-clean-tanker

I ovaj u ozbiljnom rastu.

https://www.investing.com/indices/baltic-dirty-tanker

Dionica TPNG ni makac.

Svi gledaju samo ATPL, koja je očito odradila što je imala.

Freight futures am update Capesize down ~3% Panamax down ~3%