kinezi gladni za željezom, cape Aus- Chn /ton naraslo za cca 50% od veljače :
With China undertaking work on roads and other infrastructure, steel production is likely to remain strong in that country. As a result, there is a strong appetite for iron ore imports from Australia and Brazil. Freight rates on the Australia-China route were around $6 a ton in early March, a more than 50% jump from mid-February.
…. a pnmx rasturaju sa sojom (od Bra i Arg ) i ugljenom ( za Tha, Ind )
Charter rates for Panamax vessels, which primarily transport grain and coal, are averaging around $8,700 a day, 20% higher than a month ago. In addition to rising demand for Brazilian and Argentinian soybeans, there are reportedly strong inquiries for coal destined for Thailand and India.
vani totalna euforija sa cape-ovima :
Capesize FFA Commentary:
Capes pushed higher today across most of the curve with most of the gains seen on the front months out to Q3. Q4 and CAL 18 were little changed as traders looked for fast gains on the front months. C5 physical was far quieter today than Friday with no reported fixtures partly due to Holidays although C3 was rumoured to have fixed $13.85 levels. Some traders suggested we may well be seeing higher levels in the coming days.
@ Belupo
sta je s vama?
dajte uzmite neku tabliticu iz Belupo portfelja da se umirite.
nije vam dobro, a niti nece kad pogledate ovo ispod.
1033 danas BDI
+54 tj +5,5%
panicno sam jutros udarao po ASKu na ATPL.
evo razloga.
http://www.dryships.com/pages/report.php [dryships.com]
@belupo, prenosim ono što čitam ,trenutnu situaciju , stanje tereta i vozarina , te buduće predikcije i sentiment brod. sektora.
toliko je toga bilo da je i najveći laik mogao shvatiti u kojem smjeru ide ovaj sektor.
(a dokaz tome je i cijena , pogotovo kod atpl).
naravno, kada dođu i neg. informacije da će biti fer prenesene .
također te molim ako imaš neku bitnu info za ovaj sektor,a ne neka prepucavanja, rado bi da nam to podijeliš .
sve lijepo stoji, a posebno Q4 2017:
http://www.hellenicshippingnews.com/wp-content/uploads/2017/02/capepmxreport170217.pdf
Ponovo malo usporedjujem ovaj report.bili su preoprezni.q3 i 4 cebiti ludjacki.
…. i ovo treba pratit jer je vrlo bitno , zadnja 2 tjedna u oporavku:
Bulker: Panamax values have firmed this week. All other Bulker values have remained stable with a firming in older tonnage due to increased scrap rates.
United Prestige (81,900 DWT, Nov 2014, Tsuneishi Zosen) sold for USD 22.3 mil, VV value USD 20.45 mil. A high number of interested parties were bidding, increasing sale price.
4 vessels sold in en bloc deal from Nisshin Shipping to Star Bulk Carriers.
Kapetan Trader I, II and III and Canon Trader II (81,700 DWT, 2013, Jiangsu New Yangzijiang) sold en bloc for USD 60.8 mil, VV value USD 64.4 mil.
Supramax values have also remained stable.
Admiral Schmidt (55,300 DWT, Feb 2007, Oshima) sold for USD 9.75 mil, VV value USD 9.38 mil.
[color=#175189]Ova poruka je premještena iz teme: JDPL (Jadroplov d.d.)[/color]
Uz restrukturiranje, kresanje troškova, sada već izvjestan rast vozarina i moguću privatizaciju, ovdje bi moglo biti jako veselo 🙂
[color=#175189]Ova poruka je premještena iz teme: JDPL (Jadroplov d.d.)[/color]
[color=#175189]Ova poruka je premještena iz teme: JDPL (Jadroplov d.d.)[/color]
Kad je i cnbc počeo pisati o oporavku, a što reći više…
ono što je zanimljivo :
……”What we’re looking at going forward are the new production projects that are coming on from Brazil and Australia on the iron ore front which will increase volumes not only this year but also significantly next year as well -…..
.
[color=#175189]Ova poruka je premještena iz teme: ATPL (Atlantska plovidba d.d.)[/color]
Ovdje piše “da se 5-ogodišnji ugovori trenutno za Panamaxe ugovaraju po cijeni od 9.250 $ po danu i za Atlantik i za Pacifik.”
Vaš link …