Uvoz ugljena u EU iz Atlantskog oceana:
-USEC
-ECSA
-Kolumbija
-Otočje Svalbard ispod sjevernog pola
Upravo se opet nasukao brod u Sueskom kanalu. 🙃
Vec su rijesili ovaj problem u Sueskom kanalu.
5TC 3887 1382 + 55,17%
Newcastle coal futures, the benchmark for top consuming region Asia, were trading above the $400-per-tonne mark and just shy of a record peak touched in early March amid robust demand and persistent supply disruptions exacerbated by the war in Eastern Europe. The International Energy Agency sees coal consumption in Europe rising by 7% in 2022 on top of last year’s 14% surge, with the continent now turning to seaborne coal from South Africa, Indonesia, and even as far away as Australia as it halts imports from Russia. Demand for coal in India, the world’s second-biggest coal importer behind China, is expected to rise almost 10% in 2022 as the country’s economy expands and electricity use increases. Markets were tight even before the invasion as soaring natural gas prices in Europe and Asia in late 2021 intensified gas-to-coal switching in many countries.
5TC 6076$ +56%
BCI 5 T/C routes 180000 6076 2189
BPI 5 T/C routes 82500 11442 373
BSI 10 T/C routes 58328 16658 -489
BHSI 7 T/C routes 38200 15650 -196
BDI INDEX 1086 +84
Freight futures am update
Capesize up ~7%
Panamax up ~9%
Freight futures am update Capesize up ~5% Panamax up ~10%
Ovdje je teško predvidjeti bilo što u nadolazećim danima…
Novi val optimizma, od crnjacenja do zelenila. Indija, Kina, EU glad za ugljenom i zitom izgleda da se budi na zadnjem kvartalu kako smo spominjali. Nadamo se da ce potrajati po predviđanju do kraja godine. Nece se Kinezi predati tek tako pred izbore… Cape +8% pana +7%
Cape iskace iz kolosijeka mozda preskoci prethodne vrhove🤔🙃 tko to danas moze predvidjeti? Ajmo vidjeti do kraja godine nove najvise razine…
Može li netko staviti spot vozarine za sve 4 klase?
BDI 1.256 +3,54%
BCI 756 +12,50%
BPI 1.922 +3,06%
BSI 1.473 -0,14%
BHSI 874 +0,11%
BDRY u pred trgovanju u plusu vise od 10%
+14%
BCI 5 T/C routes 180000 16540 3941 BPI 5 T/C routes 82500 18206 293 BSI 10 T/C routes 58328 17382 325 BHSI 7 T/C routes 38200 16576 295 BDI INDEX 1729 +176
Cape. up 15%
Pana. up 11%
Dokud će rasti samo tehničari znaju 🤔🙃📈
Mintzmyer je danas objavio zanimljiv clanak, kaze da su brodari trenutno jako dobra kupnja.
Cak ide toliko daleko da hrabro izjavljuje da je trenutno setup najbolji koji je on ikada vidio u svojoj cijeloj karijeri.
“Obviously the global macro environment is challenging, but this is already fully-priced into these stocks, and then some…”
.
“While no future returns can be guaranteed, and shipping stocks will likely remain very volatile for the near- to mid-term future, I believe the risk/reward setup for many of these names is among the best I have seen in my career.”
.
https://seekingalpha.com/article/4543109-excellent-time-to-overweight-shipping-positions;