GOGL - januar 1

Slettet bruker
GOGL 01.01.2018 kl 17:28 31950

Imorra er det på an igjen. Capesize klokka 12. Fortsetter rate-grusingen?

Kjør debatt!
Redigert 21.01.2021 kl 09:25 Du må logge inn for å svare
Moribund
10.01.2018 kl 12:37 9145

Capeindeksen (BCI) for 10.1.2018 ned 143 poeng (like over 5 prosent) til 2.677 poeng.
6seas
10.01.2018 kl 14:40 8923

https://www.tradingview.com/chart/?symbol=QUANDL%3ALLOYDS%2FBCI&interval=D&style=3

Trykk compare i toppen og legg til Gogl for å se kurs mot BCI historisk. Se feks Januar 2017
Shippingballs
10.01.2018 kl 14:55 8965

Takk skal du ha 6seas. Most instructive:)
Slettet bruker
10.01.2018 kl 15:09 8871



FFA: Capes continued weaker with nearby down over 5% on decent volume PMX dipped early but buyers surfaced on dips leaving us positive from last nights close.
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Slettet bruker
10.01.2018 kl 15:19 8857

BULK: BALTIC DRY-INDEKSEN +2,1% TIL 1.366 POENG

Oslo (TDN Direkt): Baltic Dry-indeksen er opp 2,1 prosent til 1.366 poeng, ifølge Bloomberg News.

Baltic Dry +2,1% Panamax -1,7% Handysize -0,6% Supramax +1,1%

Baltic Dry-indeksen angis i poeng. Resterende segmenter er snittrater i dollar.

Dato BDI Panamax Handysize Supramax 10.01.18 1.366 11.260 8.588 10.220 09.01.18 1.395 11.451 8.637 10.111 08.01.18 1.385 11.417 8.668 10.121 05.01.18 1.371 11.223 8.748 10.123 04.01.18 1.341 10.944 8.803 10.153 03.01.18 1.262 10.683 8.847 10.250 02.01.18 1.230 10.748 8.924 10.312

HH, finans@tdn.no

TDN Direkt, +47 21 95 60 70

eriksu2
10.01.2018 kl 15:24 8896

sector denne var feil? skul være -2,1% ?
Slettet bruker
10.01.2018 kl 17:11 8725

Eriksu - ja er det mulig, de hadde lagt ut med + forran istedenfor minus... :-(
eriksu2
10.01.2018 kl 17:20 8771

Virker som det er litt press på ratene akkurat nå, klarte ikke bryte 75 forrige dag. Positivt er vell at skipsverdier øker dog mest for de eldre skipene
Slettet bruker
10.01.2018 kl 17:23 8718

Volf;

Når sksl vi inn her ?
Ser vi 65 igjen før kinesisk nyttår?

Ss
Slettet bruker
10.01.2018 kl 19:26 8572

pælma ut på morgenen idag. Krysser fingra for inngang under 70.
Sa2ri
10.01.2018 kl 20:11 8515

FFA: Capes staged a mini rally hour pre-close with levels up +500/650 but retraced at close with sellers looking for last and chasing buyers lower PMX erased AM gains after poor index SMX better across the curve as index turns positive.
KJEPET
10.01.2018 kl 20:29 8485

Ser faktisk ut som det blir kinesisk nyttår i år også. Overraskende ?
Nonnen-42
10.01.2018 kl 20:42 8466

Caper som skal losse malm i Kina etter kinesisk nyttår, må vel laste denne malmen i Brasil ca. medio januar og utover?? Ca. 40-45 dager frakttid. Det burde jo gi et oppsving i ratene nå framover?
Sa2ri
11.01.2018 kl 08:22 8270

Ships’ Demolition Prices Skyrocket on High Demand
in Dry Bulk Market,Hellenic Shipping News 11/01/2018

If you’re a ship owner looking to offload one of his older vessels, then you’re in for a treat. Shipbrokers left and right are reporting of new highs on the prices offered by scrapyards and cash buyers, leading one of the leading ones, like GMS declare these deals “truly extraordinary and downright baffling”. With fewer owners looking to decommission their older bulk carriers, as a result of the freight market’s rebound, it seems that the demolition market has reacted.

In its latest weekly report, shipbroker Clarkson Platou Hellas noted that “we have begun 2018 with the same positive momentum that ended last year as it seems each new sale, especially the larger Dry LDT units, gain more value each time. A mind blowing USD 495/ldt has been seen this week for Capesize bulkcarrier which has certainly kick-started the year and awoken everyone from the festive holidays. The reason for the surge in prices is mainly down to the lack of tonnage currently being witnessed as the Dry and Container charter markets have continued to surge from there depressed state in the first quarter last year. Coupled with steel markets globally and fundamentals such as Iron Ore rallying again to record highs that were last seen in Spring 2017, the market looks set to remain in one of the healthiest places it has seen for recent years. This current trend always brings speculation to the tables from the cash buyers and the sale of the ‘Enterprise’ is certainly being treated in this manner. Whilst price levels have pushed on from 2017, this latest sale may prove to be sending the wrong signals to Owners as many in the industry have, so far anyway, been left baffled by such a price being offered as the domestic rates in the Indian subcontinent have themselves not jumped sufficiently to justify any large positive price correction. The question now is whether the start of the first full week of 2018, tempts more Owners to consider the recycling shores after seeing the surprise rates that have been offered”.

Les hele artikkelen her: http://www.hellenicshippingnews.com/ships-demolition-prices-skyrocket-on-high-demand/
Sa2ri
11.01.2018 kl 08:24 8261

Coal exports from Australia’s Gladstone port end 2017 on a high, volumes to China surge
in Dry Bulk Market,Port News 11/01/2018

Exports of coal from the Port of Gladstone in Queensland, Australia, ended 2017 on a high, registering the strongest monthly exports for the year in December, Gladstone Ports Corporation data showed Wednesday.

It shipped 6.31 million mt of coal in December, down 11% year on year and up 17% month on month, the GPC data showed. The port’s exports typically comprise around 70% of metallurgical coal and 30% of thermal coal.

Total exports from the port for full-year 2017 was 68.29 million mt, down 2% year on year. It’s the lowest yearly total since 2013, when 62.74 million mt was exported, the data showed.

Coal exports from the Port of Gladstone come via the RG Tanna terminal, which has a nameplate capacity of 60 million mt/year, and from the Wiggins Island terminal, which can handle 8 million mt/year.

The port had been shipping coal of around 4.5 million mt/year from Barney Point until the terminal ceased operations in May 2016.

“Australian metallurgical coal production is estimated to have declined modestly in 2017, largely as a result of the impact of Cyclone Debbie in the last days of March,” the Department of Industry, Innovation and Science said earlier this week in its Resources and Energy Quarterly.

It estimated that total Australian metallurgical coal export volumes declined by 11 million-12 million mt, or 5%-6%, in 2017, to 177 million mt.

The risk of weather impact on 2018 exports has also recently been heightened, following meteorologists declaration late 2017 of a La Nina weather event, the government department said in the report.

“However, sea surface temperature patterns in the Indian Ocean and closer to Australia are not typical of a La Nina event, suggesting that it will be weaker than the strong La Nina episode of 2012, and thus there will be a reduced likelihood of widespread above-average summer rainfall,” it added.

The risks aside, Australian metallurgical coal production is expected to grow strongly in 2018 and 2019, as miners respond to high prices and the impact of some of the operational problems of 2017 fade, it said.

CHINA’S METALLURGICAL COAL DEMAND TO REMAIN STRONG

The strong coal exports from Gladstone in December were supported by surging volumes to China.

A total of 1.58 million mt of coal was exported from Gladstone to China in December, up 15% year on year and 77% higher month on month, and the largest monthly volume in 42 months, GPC data showed.

Exports to China from Gladstone totaled 12.98 million mt in 2017, up 27% year on year and the largest annual total since 2014.

China’s total metallurgical coal imports in 2017 are estimated to have risen from less than 60 million mt a year earlier to around 71 million mt, according to the Resources and Energy Quarterly report.

The rise was driven by strong demand from Chinese steel mills and constraints on domestic coal production.

Chinese imports of metallurgical coal are expected to remain relatively high in 2018 and 2019, with the possibility that China could overtake Japan as the world’s largest metallurgical coal importer during the period, the report added.

Coal shipment volumes to Japan from Gladstone in December were the second highest for the year at 2.22 million mt, having fallen 2% year on year and risen 37% month on month.

Exports to Japan from Gladstone fell 11% year on year in 2017 to 21.50 million mt, which was the lowest yearly total since 20.13 million mt in 2013.

Exports to India from Gladstone in December stood at 1.30 million mt, down 31% year on year and up 20% month on month.

Total 2017 Gladstone exports to India were also the lowest since 2013, having fallen 23% year on year to 12.03 million mt, the GPC data showed.

Source: Platts

http://www.hellenicshippingnews.com/coal-exports-from-australias-gladstone-port-end-2017-on-a-high-volumes-to-china-surge/
KJEPET
11.01.2018 kl 08:32 8252

Nonnen - Ratene stiger aldri på denne tiden av året. I et normalt/godt år så begynner ratene å tikke oppover fra uke 6-7 og utover. Om du sjekker historien så ser du mønsteret klart og tydelig. Altså skal ratene ned/holde seg minst fire uker til om historien gjentar seg. Akjsekursen derimot kan gjerne gå allerede nå, men å spå kursen i det korte bildet er ikke noe for meg. Men at kursen er høyere i desember enn dagens kurs har jeg satset pengene mine på:-)
Sa2ri
11.01.2018 kl 13:37 8124

Dry Bulk FFA: Capesize Market Recovers Lost Ground
in Dry Bulk Market,International Shipping News 11/01/2018

Capesize FFA Commentary:
An early sell off on capes looked to set the tone for the day with the index being talked down approximately -1500 in the morning session. Bids however, returned aggressively in the afternoon, pushing Jan back up from its low of 16800 to 17200, Q1 from 15100 to 15750 and cal 18 up from 16650 to 17250 albeit it in much smaller volume. The reason for the bounce remains unclear, but a combination of short covering and perhaps the feeling paper had been oversold with an index that didn’t fall as quickly as anticipated, created the short spike. Bids did retrace again towards the close leaving wide mkts in places. All eyes will be on the physical tomorrow for further indicators of how this weeek will play out.

Panamax FFA Commentary:
We slipped in early trading again yesterday on Panamax paper with Q1 sold down to $11100 before the market saw some renewed support midday. Despite a weaker than expected index we gradually saw some better buying in the afternoon session with Q1 trading back up to $11350-11400 pulling back the early losses and leaving us flat on the day.

Supramax FFA Commentary:
Supramax paper was subject to a very range bound day, in which we initially saw good bid support but lacked the momentum to move the market. Q1 continues to trade $10350 and the Cal 18 $10450-$10600 range. Index was more positive than expected with 10 TC $109 and derived 6TC $132, however we continued to sit in the same ranges. Have a good evening.

Handysize FFA Commentary:
Handy paper remained very flat with little interest down the curve. No reported trades.

Source: Freight Investor Services (FIS)

http://www.hellenicshippingnews.com/dry-bulk-ffa-capesize-market-recovers-lost-ground/
Slettet bruker
11.01.2018 kl 16:11 7906

HAHA jeg var frempå med 80kr til fredag! MEN NEIDA, solgte meg ut igår morges. Blir å plukke opp på lave 60kr!
Redigert 11.01.2018 kl 16:12 Du må logge inn for å svare
Torine
12.01.2018 kl 15:48 7524

Gogl opp 0,91% pt i USA, Scorpio Bulkers opp 7,74%.
Shippingballs
12.01.2018 kl 16:04 7485

Gogl virker imponerende sterk. Er det de lange linjene som dikterer kursutviklingen, heller enn daglige BDI-fluktueringer?
Nonnen-42
12.01.2018 kl 16:54 7423

Av Øystein Byberg 12/1-18 16:09

Bulkmarkedet har lagt bak seg en meget svak uke. Analytikerne i Clarksons Platou Securities viser ifølge Reuters til at stengte havner og svakere markeder i Stillehavet presser inntjeningen.
Baltic Dry-indeksen ramlet 6,7 prosent på ukebasis. Capesize-segmentet stupte 17,7 prosent. Snitttinntjeningen for disse skipene falt med 736 dollar til 17.118 dollar per dag.
Panamax-inntjeningen nøyde seg med et fall på 3,7 prosent. Snittinntjeningen falt med 181 dollar til 10.813 dollar per dag.
De mindre skipene, Supramax-ene og handysize-skipene, opplevde bare mindre endringer i inntjeningen.
Mollen
12.01.2018 kl 22:49 7254

Stigningen i USA i kveld skyldes antagelig mye at dollaren svekket seg markant mot NOK i natt. For å komme i paritet med sluttkurs i Norge går den nå.
Redigert 12.01.2018 kl 22:53 Du må logge inn for å svare
Slettet bruker
10.02.2018 kl 18:15 6274

Snur til uka, som hvert år...