GOGL -Petter Haugen tror på 100 000 dollar i Cape 2021
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01.10.2021 kl 16:08
Spår mangedobling i capesizeratene
Shippinganalytiker Petter Haugen mener at det er gode muligheter for at capesizeratene vil stige til over 100.000 dollar dagen i 2021. I dag ligger ratene på 12.000 dollar dagen
https://finansavisen.no/nyheter/shipping/2021/03/04/7637135/spar-mangedobling-i-capesizeratene
Det tror ikke jeg vi ser, 50k holder langt å lenge til å få Gøggen opp i 100 kr
Shippinganalytiker Petter Haugen mener at det er gode muligheter for at capesizeratene vil stige til over 100.000 dollar dagen i 2021. I dag ligger ratene på 12.000 dollar dagen
https://finansavisen.no/nyheter/shipping/2021/03/04/7637135/spar-mangedobling-i-capesizeratene
Det tror ikke jeg vi ser, 50k holder langt å lenge til å få Gøggen opp i 100 kr
Redigert 04.03.2021 kl 19:44
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nman
05.09.2021 kl 21:26
9719
Bassefix
06.09.2021 kl 10:06
9188
KAP
Sep
39375
-1700
Okt
37750
-1500
Q4
33750
-1042
Cal22
23750
-225
Sep
39375
-1700
Okt
37750
-1500
Q4
33750
-1042
Cal22
23750
-225
Sonatrach
06.09.2021 kl 11:29
8960
Kullfrakt er opp 7% (i tonn) iflg 2020 CEO'en. Positivt for Cape markedet. Dette skyldes grisedyre alternative energikilder (LNG). Miljøaspektet trumfer altså fortsatt ikke tilgang på billig energi.
Redigert 06.09.2021 kl 11:30
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vulkan
06.09.2021 kl 13:15
8651
per idag ja, men det var en mulig hypotese på hvorfor nybygg aktiviteten er så lav. Det jobbes politisk hardt med incentiver som vil/kan gjøre billig energi dyrere.
Om Kina gjør som de sier skal kullfrakten opp frem til 2030, deretter flatt og ned.
Om Kina gjør som de sier skal kullfrakten opp frem til 2030, deretter flatt og ned.
Redigert 06.09.2021 kl 13:22
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Sonatrach
06.09.2021 kl 14:28
8466
i 2030 er jeg så rik at jeg ikke lenger behøver å bekymre meg for hva som skjer etterpå.
Nybyggingsaktiviteten (i bulk/tank) er lav av 3 hovedgrunner:
1) Manglende verftskapasitet.
2) Rederne greier ikke å bestemme seg for hva som er "next" innen propulsion.
3) Stål og skipsprisene begynner å bli ubehagelig høye.
Nybyggingsaktiviteten (i bulk/tank) er lav av 3 hovedgrunner:
1) Manglende verftskapasitet.
2) Rederne greier ikke å bestemme seg for hva som er "next" innen propulsion.
3) Stål og skipsprisene begynner å bli ubehagelig høye.
cheezy
06.09.2021 kl 16:22
8272
Dessuten er det risiko for at fraktvolum skal gå ned innen bulk og tank pga grønt skifte. Jeg tror at dette vil gjøre at rederene kalkulerer inn høyere risikopåslag når det skal bestemme seg for å bestille nybygg.
Ling
06.09.2021 kl 16:51
8237
kodenavn
07.09.2021 kl 09:15
7325
KINA: Jernmalmimport 97,49 M tonn i august, mot 88,51 i juli.
Det er en økning på 10 %
Det er en økning på 10 %
Golden Goat
07.09.2021 kl 09:47
7185
Cape 1yr TC opp 10,1% fra 29 750USD /d til 32 750 /d [1]. Betydelig oppside på NAV, spesielt om man ser dette i sammenheng med S&Ps de 2+ siste ukene. Det er lav omsetning på tørrbåter, dette er mye av grunnen til at NAV henger etter og dette vil nok fortsette på godt og vondt. GOGL-caset forbedrer seg sterkere og sterkere fundamentalt for hver uke. Vi ser NB-ordre av stykkgodsbåter med levering 2025. Når kjøpe-kraft (og -vilje) kommer tilbake til tørrbulk, så kan det godt tenkes at alle premium-yards er fullbooket ut til og med 2027 dersom bestillingstrykket i de øvrige segmenter vedvarer. Geita forblir stålbull.
1: https://www.hyqfocus.com/resource/report/1630977243437/report.pdf
1: https://www.hyqfocus.com/resource/report/1630977243437/report.pdf
KJEPET
07.09.2021 kl 10:01
7302
Ja, det er som utspiller seg i NB markedet nå er fullstendig bull for de store tørrlast-damene.
Her er en ny bestilling (tank denne gangen) til svært høye priser som igjen vil legge beslag på enda mer verftskapasitet.
https://twitter.com/ed_fin/status/1435118201575247872
(Måtte bare legge ved denne også som viser hvor lavt GOGL er priset i forhold til utbyttekapasiteten. https://twitter.com/nielsen_dag/status/1434973702953869314)
Her er en ny bestilling (tank denne gangen) til svært høye priser som igjen vil legge beslag på enda mer verftskapasitet.
https://twitter.com/ed_fin/status/1435118201575247872
(Måtte bare legge ved denne også som viser hvor lavt GOGL er priset i forhold til utbyttekapasiteten. https://twitter.com/nielsen_dag/status/1434973702953869314)
Redigert 07.09.2021 kl 10:03
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KJEPET
07.09.2021 kl 11:10
7136
Noen CEO'er er mer frempå enn andre.....
Denne gjelder selvsagt også i høyeste grad drybulk sectoren. Og vi er bare et drøyt år unna :-)
https://twitter.com/OKalleklev/status/1435154223092621317
Denne gjelder selvsagt også i høyeste grad drybulk sectoren. Og vi er bare et drøyt år unna :-)
https://twitter.com/OKalleklev/status/1435154223092621317
vulkan
07.09.2021 kl 11:25
7225
ups, kina minus ca. 10% på caperater idag..
Blir spennende hva BDI klarer å levere idag da.
Blir spennende hva BDI klarer å levere idag da.
Golden Goat
07.09.2021 kl 12:08
7062
BCI 5TC 42220 -2245
5% nedgang på indeks. Er spent på å se hvor vi når bunnen for denne gang. Vi er fremdeles over 40k og dagens fall er omtrent like stort som gårsdagens.
5% nedgang på indeks. Er spent på å se hvor vi når bunnen for denne gang. Vi er fremdeles over 40k og dagens fall er omtrent like stort som gårsdagens.
Redigert 07.09.2021 kl 12:13
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Golden Goat
07.09.2021 kl 12:27
6964
Selv om det mest sannsynlig ikke blir noe av for oss, så var det veldig positivt at Ulrik nevnte containere ved kvartalspresentasjonen. Sagaen fortsetter:
Swire Bulk is one of the first proven dry bulk ship owners to actively use its dedicated bulk fleet to transport containers, and many well-known companies in the industry are also seeking to follow suit.
“Loading containers on bulk carriers is obviously inefficient, but it can provide critical supply chain support for shippers with urgent needs,” said Rob Aarvold, general manager of Swire Bulk Carriers.
A source in Hong Kong told the media that another Asian shipowner, Pacific Basin, is now also providing some container freight services.
At the same time, Ulrik Andersen, CEO of Oslo-based Golden Ocean Group, confirmed in an interview with the media yesterday that his company is considering using part of the company's 83 ships to transport containers.
Andersen said that Golden Ocean is studying to use it as a new source of income, that is, containers as return cargo, but it is more interesting to combine iron ore or coal cargo with containers on deck, but this research is still in the early stages.
The Golden Ocean fleet consists of 48 Capesize ships, 33 Panamax ships and two very large ships.
Some dry bulk ship owners are actively adjusting their stacking plans to meet the demand for high-priced containers and enter the container market.
According to Alphaliner, the largest bulk carrier carrying containers so far is the 70,000-dwt "CAST Beaver" operated by Bermuda Shipping Company CAST, which was merged into CP Ships in 1995 and operated between Northern Europe and Montreal until In the early 1990s. CAST ships can carry up to 1463 TEUs.
In recent weeks, many P&I clubs have issued guidance to owners of dry bulk carriers considering shipping containers.
Swire Bulk is one of the first proven dry bulk ship owners to actively use its dedicated bulk fleet to transport containers, and many well-known companies in the industry are also seeking to follow suit.
“Loading containers on bulk carriers is obviously inefficient, but it can provide critical supply chain support for shippers with urgent needs,” said Rob Aarvold, general manager of Swire Bulk Carriers.
A source in Hong Kong told the media that another Asian shipowner, Pacific Basin, is now also providing some container freight services.
At the same time, Ulrik Andersen, CEO of Oslo-based Golden Ocean Group, confirmed in an interview with the media yesterday that his company is considering using part of the company's 83 ships to transport containers.
Andersen said that Golden Ocean is studying to use it as a new source of income, that is, containers as return cargo, but it is more interesting to combine iron ore or coal cargo with containers on deck, but this research is still in the early stages.
The Golden Ocean fleet consists of 48 Capesize ships, 33 Panamax ships and two very large ships.
Some dry bulk ship owners are actively adjusting their stacking plans to meet the demand for high-priced containers and enter the container market.
According to Alphaliner, the largest bulk carrier carrying containers so far is the 70,000-dwt "CAST Beaver" operated by Bermuda Shipping Company CAST, which was merged into CP Ships in 1995 and operated between Northern Europe and Montreal until In the early 1990s. CAST ships can carry up to 1463 TEUs.
In recent weeks, many P&I clubs have issued guidance to owners of dry bulk carriers considering shipping containers.
Redigert 07.09.2021 kl 12:29
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Golden Goat
07.09.2021 kl 12:28
6971
The Northern P&I Association recommends: “Shipowners should first contact insurers, classification societies and flag states to seek their guidance and suggestions to determine what modifications need to be made to meet their requirements.”
The association also added: “For a bulk carrier, if the fixed installation of the cargo is not modified and strengthened, the bulk carrier will be equipped with appropriate accessories, equipment and straps to fulfill this obligation, which is unusual. . Additional equipment may be required, and additional strength and stability assessments are required, and crew capabilities should also be assessed."
The British P&I Club recently informed customers that if containers are loaded on bulk carriers, they should pay attention to the stowage rules. In addition, the existing strength calculations for decks and hatch covers of modern bulk carriers usually only consider the so-called green sea load, not the weight of the cargo. However, the allowable load density can be increased by strengthening, depending on the approval of the ship class. Likewise, any tank top loading requires special consideration and approval.
Most importantly, bulk carrier owners who wish to accept some high-charge containers will need to consider updated stability analysis. Now that there are so many fires caused by containers, insurance companies have advised shipowners to purchase additional firefighting equipment.
The lack of cellular container tonnage in the chartering market has also forced many companies to use the multi-purpose (MPP) and open bulk carrier market to meet their needs this year, which has brought MPP rates to record levels.
The association also added: “For a bulk carrier, if the fixed installation of the cargo is not modified and strengthened, the bulk carrier will be equipped with appropriate accessories, equipment and straps to fulfill this obligation, which is unusual. . Additional equipment may be required, and additional strength and stability assessments are required, and crew capabilities should also be assessed."
The British P&I Club recently informed customers that if containers are loaded on bulk carriers, they should pay attention to the stowage rules. In addition, the existing strength calculations for decks and hatch covers of modern bulk carriers usually only consider the so-called green sea load, not the weight of the cargo. However, the allowable load density can be increased by strengthening, depending on the approval of the ship class. Likewise, any tank top loading requires special consideration and approval.
Most importantly, bulk carrier owners who wish to accept some high-charge containers will need to consider updated stability analysis. Now that there are so many fires caused by containers, insurance companies have advised shipowners to purchase additional firefighting equipment.
The lack of cellular container tonnage in the chartering market has also forced many companies to use the multi-purpose (MPP) and open bulk carrier market to meet their needs this year, which has brought MPP rates to record levels.
qmanager
07.09.2021 kl 13:56
6727
vulkan
07.09.2021 kl 14:47
6619
Smilefjes??, er ikke dette en midlertidig sort svane. Redusert stålproduksjon betyr redusert malmtransport, som betyr reduserte rater?
Shippingballs
07.09.2021 kl 15:02
6558
Vil ikke det bety at Kina vil importere mindre jernmalm?
Er dette en god nyhet?
Er dette en god nyhet?
KJEPET
07.09.2021 kl 15:07
6532
Nei, men dette er en gladnyhet :-)
"while there are also market talks of increased usage of higher-grade fines.".
Husk at det er et spill der ute. Ingen vil betale mer enn de må, heller ikke China. Må ikke innbille meg at China vil strupe igjen stålindustrien sin fordi noen skandinaver skal gå på ski i 14 dager under OL.
https://twitter.com/freightinvestor/status/1435224372491468805
"while there are also market talks of increased usage of higher-grade fines.".
Husk at det er et spill der ute. Ingen vil betale mer enn de må, heller ikke China. Må ikke innbille meg at China vil strupe igjen stålindustrien sin fordi noen skandinaver skal gå på ski i 14 dager under OL.
https://twitter.com/freightinvestor/status/1435224372491468805
Sonatrach
07.09.2021 kl 16:37
6253
Kina stengte ned det meste av landet under forige mesterskap. Men det betyr vel at de må produsere som bare rakker'n etter 15 Mars. Da må de jo fylle opp råvare lagrene først. Det kan de jo gjøre fremover.
thypoon
07.09.2021 kl 17:24
6074
Herlighet, hvorfor tror dere Gogl avsluttet dagen rett opp!!
Hvis dette stemmer må Kina importere betydelig mengder malm av høyere gradering. Superbull for cape
Hvis dette stemmer må Kina importere betydelig mengder malm av høyere gradering. Superbull for cape
bankersen
08.09.2021 kl 05:14
5258
Som forventet kraftig hopp i skipsverdiene til Golden Ocean denne uken - https://www.hellenicshippingnews.com/weekly-vessel-valuations-report-august-31-2021/
KJEPET
08.09.2021 kl 06:29
5233
Ja (men dette er «gamle» verdier. Av en eller annen grunn er de ikke oppdatert med siste ukes tall ennå).
Men ingen trenger å lure på om skipsverdiene stiger bratt om dagen. https://twitter.com/henryhimmler1/status/1435432971356491779
Men ingen trenger å lure på om skipsverdiene stiger bratt om dagen. https://twitter.com/henryhimmler1/status/1435432971356491779
Redigert 08.09.2021 kl 06:34
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thypoon
08.09.2021 kl 07:41
5101
Dette er så bull.
Whoever the buyer is, the willingness to pay for a resale at a premium over a newbuilding order shows owners’ desire for available dry bulkers amid a strong upcycle expected to last, said industry experts.
The hull number B85k-9 vessel is scheduled for delivery in mid-2022 compared with end-2023 for a new ship ordered now, according to Wang Qijun, chief analyst of Shipbid.
“Optimism is growing in dry bulk shipping, so the buyer might want to catch up with the market boom,” he said, adding auction activity over the past month has attracted the interest of more than 10 buyers from China, Greece and Turkey, among other countries.
Acquiring a quality ship on the secondhand market nowadays is no easy task, said a Hong Kong-based sales and purchase broker.
“The sector has turned into a sellers’ market and they are not keen to sell at the current freight rate levels, unless the price is extremely attractive,” he said.
Dry bulker tonnage is already being sold at double the price since the beginning of the year, with expectations of strong upside in freight earnings for the coming quarters.
The Baltic S&P assessments show that secondhand prices for a five-year-old capesize vessels have surged by 38.1% year on year to $27.6m, with panamax up 41.4% to $30m and handysize rising 52% to $22.29m.”
A Singapore-based shipbroker expected the uptrend to continue at least into 2022, despite some possible corrections.
Considering the $36m price tag for the auctioned vessel was “conservative”, he said there was an upsurge of interest in resale candidates that will drive up transactions in the coming weeks.
Whoever the buyer is, the willingness to pay for a resale at a premium over a newbuilding order shows owners’ desire for available dry bulkers amid a strong upcycle expected to last, said industry experts.
The hull number B85k-9 vessel is scheduled for delivery in mid-2022 compared with end-2023 for a new ship ordered now, according to Wang Qijun, chief analyst of Shipbid.
“Optimism is growing in dry bulk shipping, so the buyer might want to catch up with the market boom,” he said, adding auction activity over the past month has attracted the interest of more than 10 buyers from China, Greece and Turkey, among other countries.
Acquiring a quality ship on the secondhand market nowadays is no easy task, said a Hong Kong-based sales and purchase broker.
“The sector has turned into a sellers’ market and they are not keen to sell at the current freight rate levels, unless the price is extremely attractive,” he said.
Dry bulker tonnage is already being sold at double the price since the beginning of the year, with expectations of strong upside in freight earnings for the coming quarters.
The Baltic S&P assessments show that secondhand prices for a five-year-old capesize vessels have surged by 38.1% year on year to $27.6m, with panamax up 41.4% to $30m and handysize rising 52% to $22.29m.”
A Singapore-based shipbroker expected the uptrend to continue at least into 2022, despite some possible corrections.
Considering the $36m price tag for the auctioned vessel was “conservative”, he said there was an upsurge of interest in resale candidates that will drive up transactions in the coming weeks.
qmanager
08.09.2021 kl 08:16
4982
Og vår neste deltaker på Global Supply Chain Disruption Tour er Typhoon #Chanthu .
https://twitter.com/a_mccauley/status/1435386481955074051?s=20
https://twitter.com/a_mccauley/status/1435386481955074051?s=20
qmanager
08.09.2021 kl 08:42
4919
Ikke så enkelt å holde containere stabile
Container fraktene bulkskip Great Beauty seilte tilbake til Kina i slutten av juli etter at containere flyttet seg i lasterommene
https://twitter.com/michellewb_/status/1435260392306102272?s=21
Container fraktene bulkskip Great Beauty seilte tilbake til Kina i slutten av juli etter at containere flyttet seg i lasterommene
https://twitter.com/michellewb_/status/1435260392306102272?s=21
Mollen
08.09.2021 kl 10:50
4529
Ser 2020 B øker utbytte for august. Nå ligger utbyttet der hittil i Q3 13 % over de tilsvarende 2 første månedene i Q2. Regner med dette styrker seg ytterligere når vi er ferdige med september. Skal bli spennende å se hvordan GOGL kommer ut for samme periode. Med full utnyttelse av nye baljer fom Q3, en vesentlig større spoteksonering og ratene vi ser nå blir jeg forundret om vi ikke ser EPS og dividende på ca 70 Cent
Redigert 08.09.2021 kl 11:21
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Schenk
08.09.2021 kl 11:21
4441
Ja, neste utbytte faller sammen med innkjøp jule-akevitten ca 20. desember. Får heve kvaliteten i år!
Golden Goat
08.09.2021 kl 12:07
4300
BCI 5TC 40518 -1702
Avtagende nedgang på BCI. Sterkt at vi fremdeles er på 40-tallet. Cash akkumuleres for hver dag. GOGL har i snitt godt over 1 slutning pr dag.
Avtagende nedgang på BCI. Sterkt at vi fremdeles er på 40-tallet. Cash akkumuleres for hver dag. GOGL har i snitt godt over 1 slutning pr dag.
The Godfather
08.09.2021 kl 12:08
4372
Baltic Capesize-indeksen er ned 4,0 prosent til 40.518 dollar pr dag, ifølge The Baltic Exchange.
Shippingballs
08.09.2021 kl 12:21
4301
Bør vel låse de fast i en kraftig stålramme enten de plasseres over eller under dekk.
KJEPET
08.09.2021 kl 15:57
3835
Ryktene forteller at CSN pushet ratene opp 10% fra index på C3 nå nettopp med done på $32.75 :-)
https://twitter.com/Eleven_V/status/1435599282405613569
https://twitter.com/Eleven_V/status/1435599282405613569
Alejandreuta
08.09.2021 kl 16:16
3800
Kan du forklare dette? Sjekket tweeten og forstod ikke helt! Ta utgangspunkt i at jeg er helt hjernedød!?