Ich verstehe nicht![shocked]
Clip , clip….
Nisam znao da Treći maj gradi 2 Handy-ja za Tankersku – ovdje tako izvještavaju……
BPI pada brže od BSI.
Handymaxi su vrlo blizu izjednačavanju vozarina sa Panamaxima.
Iron ore demand to rise 31% by 2011
Tuesday, 18.12.2007, 12:34am (GMT)
Iron producing (in all its forms) is expected to rise from 934 million tonnes in 2006 to 1224 million tonnes in 2011 – an increase of 31%.
Dry Bulk Shipping Ready to Rally
We have been hearing a lot of bullish news from the iron ore and steel producers over the last month. Just last week Mittal (MT – commentary – Cramer’s Take – Rating) announced it would be raising steel prices in the Middle East due to strong demand.
We have also seen strong fundamentals and buyout speculation from iron-ore producers, such as Rio Tinto (RTP – commentary – Cramer’s Take) as Asian demand for steel continues to grow. We continue to see hints that global infrastructure growth in spite of any domestic slowdown that may be occurring. If the demand for steel holds the current pace, traders should take another look at the dry bulk shipping stocks, which transport iron ore, as a variation on the steel theme.
One to take a look at is DryShips (DRYS – commentary – Cramer’s Take – Rating). DryShips is a global dry-bulk shipper with over 3 million tons of capacity. The company books most of its capacity without long-term contracts and is sensitive to changes in bulk shipping rates (za one koji zele usporedjivati DRYS s ATPL koja vecinu ugovora ima long-term zar ne???). This has helped DryShips since the Baltic Dry index, which tracks bulk shipping rates, has rallied sharply since last year, but recently this index has consolidated and taken DRYS shares lower with it. The trend in shipping rates is still strong, and we expect to see another push higher in the coming weeks and months. The stock has pulled back to support at $67 and held on at that level.
Shipping News » Top Story
Rio Tinto to place up to 15 million tonnes of iron ore into the spot market in 2008
Wednesday, 19.12.2007, 12:51am (GMT)
Rio Tinto has announced plans to place up to 15 million tonnes of iron ore into the spot market in 2008.
@falco
Iron ore demand to rise 31% by 2011
Tuesday, 18.12.2007, 12:34am (GMT)
Iron ore demand to rise 31% by 2011
Tuesday, 18.12.2007, 12:34am (GMT)
Zbog ovih predviđanja i rastuče cijene svih sirovina,mislim da je vrijeme vozarina od 10-15000$ dnevno prošlo.Ciklusi viših i nižih vozarina će i dalje biti,al odvijat će se na višem nivou od ovog kojeg sam ovdje naveo.To je moje mišljenje.I treba uzeti u obzir starost flote,preko 20% brodova je starije od 26 godina.
Shipping chief warns of ‘insane’ charter rates
By Robert Wright, Transport Correspondent
Published: December 2 2007 20:09 | Last updated: December 2 2007 20:09
One of the biggest operators in the booming dry bulk shipping market has warned that conditions where charter rates for ships have nearly tripled in a year, were “insane” and “unsustainable”.
In a rare interview, Nobu Su, chief executive of family-owned Taiwan Maritime Transport, said he was concerned about the situation because it was putting pressure on the industry’s customers – such as mining companies – to pass on inflationary price increases to customers.
For dry bulk ships – which carry commodities such as coal and iron ore – have spiralled because of Chinese demand, the increasing length of voyages needed to bring cargoes to market and delays created by congestion at overstretched ports such as Newcastle in Australia, the world’s busiest coal port.
TMT has a fleet of 130 ships, about a third of which are dry bulk carriers. The fleet is a big force in the highly-fragmented dry bulk industry. TMT is also an important player in the global market for freight derivatives, accounting for about 30 per cent of global trading volume, according to its advisers.
“We believe it’s unsustainable and shipping people forget about their own business, which is providing shipping services,” Mr Su said of the market conditions, where owners of the largest, Capesize ships, can command about $180,000 a day in charter rates. “TMT has been in the shipping business for 50 years. We continue to do the basic business.”
At present, soaring shipping rates threatened to create inflation in every economy in the world, he added.
He said“I think it’s insane. It’s a very, very bad situation.”
He justified his gloom by pointing to the high level of ship orders, with ships of about 80 per cent of the current fleet’s capacity on order for delivery over the next four to five years.
“Nobody in the industry can survive with the capacity doubled in such a short time,” Mr Su said. “There will be overcapacity.”
Few shipping industry professionals share as gloomy an assessment as Mr Su. Dry bulk ship owners have struggled to find space at overstretched yards to place orders for new ships, meaning that deliveries are due to arrive relatively steadily.
Howard Bright, director of Dry Bulk at Braemar Seascope, a London-based shipbroker, said: “We’re quite convinced there’s no need to panic in the next couple of years”.
Trade publications have claimed TMT could benefit from a fall in rates because it has bet – so far unsuccessfully – on a fall in rates through its positions in the freight derivatives market. Mr Su declined to discuss his trading positions but insisted there was a general market feeling rates would have to fall.
Copyright The Financial Times Limited 2007
Tek odnedavno pratim brodare, ispričavam se ako je ovo već negdje postano. Čini mi se kao sasvim suprotna vizija od ove gore na stranici. Kretanje brodarskih indeksa u zadnje vrijeme kao da potvrđuje tezu.
Cijenio bih komentare poznavatelja branše.
malo analize
Action Han , interesantna analiza.
Djelomično su ti oproštene one vozarine iz 2000.
Ipak , zaključak je kao da ga je pisao političar , a ne ekonomist :…………”Looking ahead , we are in a position that is more poker than economics……so what happens next is very much matter of personal judgement….”
Pa , tko voli nek izvoli !
@ŠPANCIR
Što se tiče onih vozarina iz 2000,nažalost za te brodove nema novijih podataka,neznam zašto.Ak mi ne vjeruješ odi na Lloyds ukucaj gor desno pod search ime broda pa ćeš dobit rezultate od najnovijeg datuma prema starijem.Stranicu bez pretplate nemreš otvorit al datume možeš vidjet.
Inače ak netko ima ideju kak dapotražim noije ugovore nek javi.Meni je taj isto čudan,al ovi noviji mislim da su O.K.
Inače Martin je stari ziheraš[wink]
Action Han: ” Inače Martin je stari ziheraš”
..ne mogu komentirati vjerodostojnost njegovih komentara ali koliko ga pratim, čovjek ima stila
[proud]