China’s economy to expand 9.4% in 2010, report forecasts
http://news.xinhuanet.com/english/2009-11/20/content_12507902.htm

Chinese Coking Coal Supply to Be ‘Tight’ in 2010
http://www.chinamining.org/News/2009-11-20/1258684967d31397.html

Steel Output in China May Outpace Demand
http://www.chinamining.org/News/2009-11-19/1258610577d31355.html

Zašto je Tankerska stalno izvan fokusa? Meni isto izgleda dobro sa fundamentalnog stajališta, al da je likvidnost mala usprkos jednom mirovincu (AZ) unutra stvarno mi nije jasno. Nit tko prodaje, nit kupuje…

Pa likvidnost tnpl je bila solidna do onog rasta u 6mj. Do 2400. Od tada sve je stalo. I svakom korekcijom cijene smanjuje se raspon između tnpl i atpl.
A taj mirovinac ako odlući izaći e onda će atpl i prestići tnpl.

China Metals
http://www.chinamining.org/News/2009-12-01/1259648085d31847.html

Miners Push to Raise Iron-Ore Prices
http://online.wsj.com/article/SB10001424052748703735004574573812553452776.html

The world’s largest miners are pushing for increases of 10% to 25% over this year’s contract prices for iron ore and coal, people familiar with the nascent negotiations said, which would raise costs for the steel used in cars, construction, appliances and other goods.

China, which consumes about 65% of the world’s seaborne iron ore, is trying to use its size to push for lower or flat prices on iron ore and coal—two chief ingredients in steel.

But the people familiar with the talks among steelmakers and miners BHP Billiton, Rio Tinto and Brazil’s Vale SA said steel demand is rebounding and iron-ore supplies are tightening, setting the stage for a near-certain price increase.

By the time both sides settle, probably in April, steelmakers could pay $70-$75 a metric ton for iron ore. Steelmakers have been paying about $65 a metric ton this year.

BHP Chief Executive Marius Kloppers said last week that demand is surprisingly strong from China but was still cautious about sustained recovery for the demand in commodities. “We are now seeing the usage rate climb as the first evidence that restocking in the major economies has commenced,” Mr. Kloppers told shareholders at the company’s annual general meeting in Brisbane, Australia.

The China Iron and Steel Association, the de facto leader in negotiations for ore buyers because of Chinese demand, said it is negotiating with the big miners to hammer out an agreement for next year. The organization declined to elaborate on the negotiations’ status.

An increase would reverse this year’s situation, in which the global recession pushed contract prices 35% to 40% lower than last year’s levels. Still, an increase on the high end of expectations would be a far cry from the 70% increases seen during the global commodity boom that ended late last year.

“Producers are operating at full capacity on the mining side, and now steel production is rebounding,” said Michael Widmer, a London-based mining analyst for Bank of America Merill Lynch.

He predicted iron-ore prices will rise at least 15% next year but that if the world’s economy continues to strengthen, prices could rise further still.

“I would argue that I think we are more geared at going higher than 15%,” he said.

UBS Warburg analysts estimated this week that iron ore’s contract price could increase 20%.

Gains on the spot market have worked in the miners’ favor, giving them leverage in negotiations on a set contract. BHP has been eager to sell iron ore on the spot market. Rio Tinto and Vale had been less enthusiastic but have put up less resistance of late.

Steelmakers prefer contract prices to lock in costs and insulate them from price jumps.

The average iron-ore spot price was $99.26 a metric ton last month on the steel index, about 23% higher than in October.

dobre vijesti na tržištu tankera
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Ova 2009. završava puno bolje za brodare od svih očekivanja i prognoza. JDPL i ULPL će poslovnu godinu završiti s pristojnom dobiti, TNPL vjerojatno oko pozitivne nule do milje USD gubitka (predviđanja su bila oko 10-12 milja USD gibitka) ATPL sa minusom od 4-6 milja USD (i to kao posljedica ne brodarskih aktivnosti najviše avio kompanije), LPLH također će godinu završiti s 2,5 milje USD gubitka ali s urađenim remontima na brodovima i restrukturiranom flotom (rješili se kontejneraša i prešli na suhe i rasute terete bulk-carriere). Treba istaknuti da su svi HR brodari ove godine puno investirali i iskoristili ovu krizu za povoljnu obnovu i širenje flote.

nakon dosta crvenih dana brodari u usa se danas poprilično zelene.

Koliko ja znam jdpl nije ni proširio ni povoljno obnovio flotu.( a ni lplh)

A jel to poslovanje oko 0 znak da neće biti ništa od dividende u brodara?