GOGL - Januar #2
Lager en ny tråd da den andre begynner å bli uoversiktlig. Klipper inn en oppsummering etter gårdagens handel, hvor det ser ut til at det kan bli litt mer positive takter kommende uke:
Dry Bulk FFA: Capesize Market in Thin Trading
in Dry Bulk Market,International Shipping News 13/01/2018
Capesize FFA Commentary:
A very thin day for the paper market in terms of volume transacting but rates picked up as Cyclone Joyce was downgraded to a mere gusty breeze. This gave buyers confidence and with the Australian miners back in the market and c5 fixing back up at 6.10 pmt, the FFA market had a welcome adrenalin shot with the curve liftting. However, with sellers as rare as hens teeth there was not much activity with buyers not prepared to chase for offers ahead of the weekend.
Panamax FFA Commentary:
The week closed on a positive note with early gains across the curve as sellers were happy to wait. Q2 and Q3 were the main focus seeing buyers at $12800 and $11400, +250 on Thursdays close before sellers showed their hand. A quiet afternoon led to little change but seeing bid support in the close.
Supramax FFA Commentary:
After a very active week was witnessed on the Supramax paper, we ended with a dull and uneventful Friday. We continued to see the curve supported from the bid side but really lacked any activity.
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-in-thin-trading-2/
Dry Bulk FFA: Capesize Market in Thin Trading
in Dry Bulk Market,International Shipping News 13/01/2018
Capesize FFA Commentary:
A very thin day for the paper market in terms of volume transacting but rates picked up as Cyclone Joyce was downgraded to a mere gusty breeze. This gave buyers confidence and with the Australian miners back in the market and c5 fixing back up at 6.10 pmt, the FFA market had a welcome adrenalin shot with the curve liftting. However, with sellers as rare as hens teeth there was not much activity with buyers not prepared to chase for offers ahead of the weekend.
Panamax FFA Commentary:
The week closed on a positive note with early gains across the curve as sellers were happy to wait. Q2 and Q3 were the main focus seeing buyers at $12800 and $11400, +250 on Thursdays close before sellers showed their hand. A quiet afternoon led to little change but seeing bid support in the close.
Supramax FFA Commentary:
After a very active week was witnessed on the Supramax paper, we ended with a dull and uneventful Friday. We continued to see the curve supported from the bid side but really lacked any activity.
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-in-thin-trading-2/
Redigert 21.01.2021 kl 09:26
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pappacharlie
23.01.2018 kl 16:35
13751
Hvorfor er Capesize-indeksen blitt så sjelden vare i nyere tid? Ingen rapporterer den; kun Panamax, Supramax og Handysize.
farmern
23.01.2018 kl 17:04
13180
Fins hos Reuters:
Jan 23 (Reuters) - The Baltic Exchange’s main sea freight index marked its strongest daily percentage gain in nearly three weeks on Tuesday as the capesize segment rebounded from its two weeks of declines, and the panamax rates climbed further.
SPONSORED
* The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels that ferry dry bulk commodities, climbed 28 points, or 2.48 percent, to 1,157 points.
* The capesize index rose for the first time in 11 sessions and was up 80 points, or 5.54 percent, to 1,525 points.
* “Capesize earnings have ticked up ... driven in part by an increase in activity levels in the Far East,” said analysts at shipbroker Clarksons Platou Securities.
* Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, rose $690 to $12,148.
* The panamax index gained 42 points, or 3.08 percent to 1,404 points.
* Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, were up $342 to $11,262.
* Among smaller vessels, the supramax index shed 2 points up to 911 points, while the handysize index climbed 1 point to 586 points. (Reporting by Sumita Layek in Bengaluru; Editing by Supriya Kurane)
Jan 23 (Reuters) - The Baltic Exchange’s main sea freight index marked its strongest daily percentage gain in nearly three weeks on Tuesday as the capesize segment rebounded from its two weeks of declines, and the panamax rates climbed further.
SPONSORED
* The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels that ferry dry bulk commodities, climbed 28 points, or 2.48 percent, to 1,157 points.
* The capesize index rose for the first time in 11 sessions and was up 80 points, or 5.54 percent, to 1,525 points.
* “Capesize earnings have ticked up ... driven in part by an increase in activity levels in the Far East,” said analysts at shipbroker Clarksons Platou Securities.
* Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, rose $690 to $12,148.
* The panamax index gained 42 points, or 3.08 percent to 1,404 points.
* Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, were up $342 to $11,262.
* Among smaller vessels, the supramax index shed 2 points up to 911 points, while the handysize index climbed 1 point to 586 points. (Reporting by Sumita Layek in Bengaluru; Editing by Supriya Kurane)
Kbkristi
23.01.2018 kl 18:43
13304
Artig at en farmer drar til sjøs også :) Flott info der.
Er den Reuterlinken noe du kan dele?
Nå må vi bare ikke få høydeskrekk, så tror jeg det går oss vel i 2018. Opp og ned vil det gå, men jeg er blitt dårlig til å forutse topper og bunner.
Legger til Bullsen fra i går, som ventet gikk de over til KJØP!
Last Signal:BUY
Last Close:72,55 Change:+2,55 Percent change+3,64% Signal Update Our system’s recommendation today is to BUY. The pattern finally received a confirmation because the prices crossed above the confirmation level which was at 70,00, and our valid average buying price stands now at 70,10. The previous SELL signal was issued on 05.01.2018, 17 days ago, when the stock price was 71,43. Since then GOGL.OL has fallen by -1,86%.Market Outlook Let’s jump on our white horses and go for a bullish ride. The bullish pattern that was previously identified is finally confirmed and a BUY signal is generated. The market is telling you about a new profit. Do not miss this bullish opportunity. more...
Er den Reuterlinken noe du kan dele?
Nå må vi bare ikke få høydeskrekk, så tror jeg det går oss vel i 2018. Opp og ned vil det gå, men jeg er blitt dårlig til å forutse topper og bunner.
Legger til Bullsen fra i går, som ventet gikk de over til KJØP!
Last Signal:BUY
Last Close:72,55 Change:+2,55 Percent change+3,64% Signal Update Our system’s recommendation today is to BUY. The pattern finally received a confirmation because the prices crossed above the confirmation level which was at 70,00, and our valid average buying price stands now at 70,10. The previous SELL signal was issued on 05.01.2018, 17 days ago, when the stock price was 71,43. Since then GOGL.OL has fallen by -1,86%.Market Outlook Let’s jump on our white horses and go for a bullish ride. The bullish pattern that was previously identified is finally confirmed and a BUY signal is generated. The market is telling you about a new profit. Do not miss this bullish opportunity. more...
Sa2ri
23.01.2018 kl 21:21
12895
FFA: Cape buyers returned last hour hour before close with highs printing across the curve on good volume, PMX similar to capes with good buying at the close.
Forventer vekst i verdensøkonomien med 3.9% 2018 og 2019 er godt nytt for GOGL (og oljeprisen).
......
Oljeprisen over 70 dollar fatet
Oljeprisen fortsatte å klatre tirsdag ettermiddag.
Ved 22-tiden kostet et fat Brent 1. posisjon 70,17 dollar, opp 1,12 prosent.
Prisoppgangen kom etter at IMF-rapporten ble offentliggjort - en positiv rapport som viser vekst i verdensøkonomien med 3,9 prosent både i 2018 og 2019. Dette er bedre enn ventet.
......
Oljeprisen over 70 dollar fatet
Oljeprisen fortsatte å klatre tirsdag ettermiddag.
Ved 22-tiden kostet et fat Brent 1. posisjon 70,17 dollar, opp 1,12 prosent.
Prisoppgangen kom etter at IMF-rapporten ble offentliggjort - en positiv rapport som viser vekst i verdensøkonomien med 3,9 prosent både i 2018 og 2019. Dette er bedre enn ventet.
Redigert 23.01.2018 kl 22:22
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farmern
23.01.2018 kl 23:06
12725
farmern
24.01.2018 kl 12:08
12480
24/01/2018
Capesize FFA Commentary:
Cape paper continued to push up whilst the physical appears to be improving in both basins. There was talk of more Waussie cargoes but there was very little fresh business concluded. The Atlantic, on the other hand, saw $14.95 fixing although the index failed to make the jump yesterday. We closed the day at the highs leaving the outlook bullish for the rest of the week.
Kbkristi
24.01.2018 kl 12:11
12713
Takk farmer, trivelig kursutvikling i dag også.
legger til gårdagens fra Bulls.
Last Signal:STAY LONG
Last Close:71,55 Change:-1,0000 Percent change-1,38% Signal Update Our system’s recommendation today is to STAY LONG. The previous BUY signal was issued on 22.01.2018, 1 day ago, when the stock price was 70,10. Since then GOGL.OL has risen by +2,07%.Market Outlook You may relax since our STAY LONG position is secure. The market action does not cast a serious doubt on the wisdom of going long. more...
.
legger til gårdagens fra Bulls.
Last Signal:STAY LONG
Last Close:71,55 Change:-1,0000 Percent change-1,38% Signal Update Our system’s recommendation today is to STAY LONG. The previous BUY signal was issued on 22.01.2018, 1 day ago, when the stock price was 70,10. Since then GOGL.OL has risen by +2,07%.Market Outlook You may relax since our STAY LONG position is secure. The market action does not cast a serious doubt on the wisdom of going long. more...
.
KJEPET
24.01.2018 kl 12:14
12466
Tipper ratene vil vake litt opp og ned 3-4 uker til. Etter det blir det virkelig morsomt å være i bulk fremover. Kjøpersiden bygger seg sakte men sikkert opp i aksjen og volumbalansen er helt perfekt :-). Jeg forventer at kursen vil gå i forkant av Q4, men alltid vanskelig å tippe kursen i et så kort bilde.
EDIT: Denne på Twitter underbygger også slik jeg tror utviklingen går nå.
#Atlantic Capesize market weak for 1H February, while deals for more forward dates negotiated at higher rates https://goo.gl/HxNrDD #drybulk
EDIT: Denne på Twitter underbygger også slik jeg tror utviklingen går nå.
#Atlantic Capesize market weak for 1H February, while deals for more forward dates negotiated at higher rates https://goo.gl/HxNrDD #drybulk
Redigert 24.01.2018 kl 12:29
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Sa2ri
24.01.2018 kl 12:58
12361
Fra Twitter akkurat nå:
FFA: Capes hitting new highs across the curve with fair amount of buying early Asian time and continued very firm European open PMX and SMX both showing good support at current levels.
FFA: Capes hitting new highs across the curve with fair amount of buying early Asian time and continued very firm European open PMX and SMX both showing good support at current levels.
Sa2ri
24.01.2018 kl 13:34
12293
Dry Bulk FFA: Capesize Market Improves
in Dry Bulk Market,International Shipping News 24/01/2018
Capesize FFA Commentary:
Cape paper continued to push up whilst the physical appears to be improving in both basins. There was talk of more Waussie cargoes but there was very little fresh business concluded. The Atlantic, on the other hand, saw $14.95 fixing although the index failed to make the jump yesterday. We closed the day at the highs leaving the outlook bullish for the rest of the week.
Panamax FFA Commentary:
We opened supported on prompt periods with feb and march the main focus trading up to $12100 and $13250 respectively. With q2 running into some resistance around 13250 the spread tightened yet again yesterday between march and q2 trading from -100 to flat in some size. We witnessed a slight dip in rates pre index as buying ran out of steam but after another positive index (+342) we closed well bid with buyers looking to repeat the highs and Feb pushing up to $12250.
Supramax FFA Commentary:
Supramax paper opened the day on a slightly softer note particularly in the prompt months with Feb trading $10400-$10300 and the March $11400-$11300. However in the afternoon session we saw bid support back in with Q3 trading $11,000 and the Q234 trading $11300.
Handysize FFA Commentary:
Another quiet day for the handysize paper, rates ticked up slightly but with minimal activity.
Source: Freight Investor Services
http://www.hellenicshippingnews.com/dry-bulk-ffa-capesize-market-improves/
in Dry Bulk Market,International Shipping News 24/01/2018
Capesize FFA Commentary:
Cape paper continued to push up whilst the physical appears to be improving in both basins. There was talk of more Waussie cargoes but there was very little fresh business concluded. The Atlantic, on the other hand, saw $14.95 fixing although the index failed to make the jump yesterday. We closed the day at the highs leaving the outlook bullish for the rest of the week.
Panamax FFA Commentary:
We opened supported on prompt periods with feb and march the main focus trading up to $12100 and $13250 respectively. With q2 running into some resistance around 13250 the spread tightened yet again yesterday between march and q2 trading from -100 to flat in some size. We witnessed a slight dip in rates pre index as buying ran out of steam but after another positive index (+342) we closed well bid with buyers looking to repeat the highs and Feb pushing up to $12250.
Supramax FFA Commentary:
Supramax paper opened the day on a slightly softer note particularly in the prompt months with Feb trading $10400-$10300 and the March $11400-$11300. However in the afternoon session we saw bid support back in with Q3 trading $11,000 and the Q234 trading $11300.
Handysize FFA Commentary:
Another quiet day for the handysize paper, rates ticked up slightly but with minimal activity.
Source: Freight Investor Services
http://www.hellenicshippingnews.com/dry-bulk-ffa-capesize-market-improves/
Sa2ri
24.01.2018 kl 14:11
12235
BULK: BALTIC DRY-INDEKSEN +3,7% TIL 1.200 POENG
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 3,7 prosent til 1.200 poeng, ifølge Bloomberg News onsdag.
Baltic Dry +3,7%
Panamax +3,6%
Handysize -0,2%
Supramax -0,7%
Baltic Dry-indeksen angis i poeng. Resterende segmenter er snittrater i dollar.
Dato BDI Panamax Handysize Supramax
24.01.18 1.200 11.669 8.523 10.333
23.01.18 1.157 11.262 8.544 10.404
22.01.18 1.129 10.920 8.517 10.437
19.01.18 1.125 10.693 8.504 10.447
18.01.18 1.139 10.517 8.459 10.475
17.01.18 1.164 10.565 8.475 10.473
16.01.18 1.221 10.658 8.502 10.439
15.01.18 1.264 10.747 8.521 10.380
12.01.18 1.279 10.813 8.555 10.344
11.01.18 1.303 10.994 8.562 10.270
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
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 3,7 prosent til 1.200 poeng, ifølge Bloomberg News onsdag.
Baltic Dry +3,7%
Panamax +3,6%
Handysize -0,2%
Supramax -0,7%
Baltic Dry-indeksen angis i poeng. Resterende segmenter er snittrater i dollar.
Dato BDI Panamax Handysize Supramax
24.01.18 1.200 11.669 8.523 10.333
23.01.18 1.157 11.262 8.544 10.404
22.01.18 1.129 10.920 8.517 10.437
19.01.18 1.125 10.693 8.504 10.447
18.01.18 1.139 10.517 8.459 10.475
17.01.18 1.164 10.565 8.475 10.473
16.01.18 1.221 10.658 8.502 10.439
15.01.18 1.264 10.747 8.521 10.380
12.01.18 1.279 10.813 8.555 10.344
11.01.18 1.303 10.994 8.562 10.270
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
Sa2ri
24.01.2018 kl 18:06
12008
FFA: Up up and away... big index on Capes & Pmx helping to keep levels very well supported. SMX/Handy are fairly steady so far.
Sa2ri
24.01.2018 kl 18:22
11999
FFA: Sharp Cape sell-off at close despite much better than expected index seeing Feb trading from a high of 14250 to close at 13k. PMX saw same aggressive selling and weaker into close - SMX solid as a rock.
ConInvest
24.01.2018 kl 18:40
11967
hvorfor er GOGL ned i disse dage, hvor Capesize er op,op, op ???
KJEPET
24.01.2018 kl 19:36
11891
Synes det har vært en fin oppgang siste uken. Skulle Gogl fulgt BCI slavisk skulle vi hatt en mye større nedgang den siste måneden. Gogl kommer men i aksjemarkedet må man være langsiktig og tålmodig:-)
Hittil i år har BCI sunket 34% (til og med 23. januar). I samme periode har GOGL steget 7,4%. Så i det korte bildet er det ikke ikke direkte korrelasjon mellom rater og kurser. Det samme tilfellet hadde vi før jul, når ratene steg til himmels, men kursen nærmest sto stille. Hadde kursen beveget seg i takt med BCI hadde nervene våre for meget tynnslitte tror jeg:-)
Hittil i år har BCI sunket 34% (til og med 23. januar). I samme periode har GOGL steget 7,4%. Så i det korte bildet er det ikke ikke direkte korrelasjon mellom rater og kurser. Det samme tilfellet hadde vi før jul, når ratene steg til himmels, men kursen nærmest sto stille. Hadde kursen beveget seg i takt med BCI hadde nervene våre for meget tynnslitte tror jeg:-)
Redigert 24.01.2018 kl 21:30
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Shippingballs
24.01.2018 kl 20:41
12067
Fytterakker'n, du har virkelig fingeren på shippingpulsen Sa2ri! Takk skal du ha for dine oppdateringer:)
Sa2ri
25.01.2018 kl 08:17
11643
Strong capesize, panamax rates push Baltic index higher
in Dry Bulk Market 25/01/2018
The Baltic Exchange’s main sea freight index rose on Wednesday for the third straight session, supported by firmer rates for capesize and panamax vessels.
The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, gained 43 points, or 3.72 percent, at 1,200 points.
The capesize index climbed 151 points, or 9.9 percent, at 1,676 points.
Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, were up $1,273 to $13,421.
The panamax index rose 52 points, or 3.7 percent, at 1,456 points.
Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, increased $407 to $11,669.
Among smaller vessels, the supramax index was down 3 points to 908 points, while the handysize index also fell 2 points to 584 points.
Source: Reuters (Reporting by Karen Rodrigues in Bengaluru; Editing by Anil D‘Silva)
http://www.hellenicshippingnews.com/strong-capesize-panamax-rates-push-baltic-index-higher/
in Dry Bulk Market 25/01/2018
The Baltic Exchange’s main sea freight index rose on Wednesday for the third straight session, supported by firmer rates for capesize and panamax vessels.
The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, gained 43 points, or 3.72 percent, at 1,200 points.
The capesize index climbed 151 points, or 9.9 percent, at 1,676 points.
Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, were up $1,273 to $13,421.
The panamax index rose 52 points, or 3.7 percent, at 1,456 points.
Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, increased $407 to $11,669.
Among smaller vessels, the supramax index was down 3 points to 908 points, while the handysize index also fell 2 points to 584 points.
Source: Reuters (Reporting by Karen Rodrigues in Bengaluru; Editing by Anil D‘Silva)
http://www.hellenicshippingnews.com/strong-capesize-panamax-rates-push-baltic-index-higher/
Sa2ri
25.01.2018 kl 08:52
11591
Fra PAS sin Shipping Daily:
"Capesize rates increased again yesterday, with good movement for panamaxes as well. Too early to tell whether the market has turned, but at least brokers are seeing good activity."
"Capesize rates increased again yesterday, with good movement for panamaxes as well. Too early to tell whether the market has turned, but at least brokers are seeing good activity."
Sa2ri
25.01.2018 kl 09:55
11743
BULK:ØKT OPTIMISME FOR CAPESIZE-MARKEDET -FEARNLEYS
Oslo (TDN Finans): Det er økt optimisme i capesize-markedet igjen for store skip, som følge av økt slutningsaktivitet.
Det fremgår av skipsmeglerforetaket Fearnleys ukerapport onsdag ettermiddag.
Panamax-markedet har vært aktivt den seneste uken etter å ha startet året med fallende rater og lav aktivitet.
RATER (USD/DAG, USD/TONN):
DENNE FORRIGE
CAPESIZE UKE UKE LAV/HØY 2018
==============================================================
TCT Cont/Fjern-Østen 25.600 26.500 25.600/37.000
--------------------------------------------------------------
Tubarao/Rotterdam (jernmalm) 8,00 8,00 8,00/10,00
--------------------------------------------------------------
Richards Bay/Rotterdam (kull) 7,00 8,00 7,00/10,00
==============================================================
DENNE FORRIGE
PANAMAX UKE UKE LAV/HØY 2018
==============================================================
Atlanterhavet rundreise 12.750 10.500 10.500/12.750
--------------------------------------------------------------
TC Kontinentet/Østen 19.000 17.500 17.250/19.000
--------------------------------------------------------------
TC Østen/Kontinentet 4.750 4.400 4.400/4.750
--------------------------------------------------------------
TC Østen, rundreise 10.750 9.250 9.250/10.750
==============================================================
DENNE FORRIGE
SUPRAMAX UKE UKE LAV/HØY 2018
==============================================================
Atlanterhavet, rundreise 16.000 15.250 14.600/16.000
--------------------------------------------------------------
Stillehavet, rundreise 9.750 9.750 8.000/9.750
--------------------------------------------------------------
TC Kontinentet/Østen 19.500 17.500 16.000/19.500
==============================================================
DENNE FORRIGE
1 ÅR TIMECHARTER UKE UKE LAV/HØY 2018
==============================================================
Capesize 180' dwt 19.000 18.500 17.000/19.000
--------------------------------------------------------------
Capesize 170' dwt 16.250 16.000 16.000/16.500
--------------------------------------------------------------
Panamax 75' dwt 12.000 11.250 11.250/12.000
--------------------------------------------------------------
Supramax 53' dwt 11.250 11.000 10.000/11.250
==============================================================
HH, finans@tdn.no
TDN Direkt, +47 21 95 60 70
Oslo (TDN Finans): Det er økt optimisme i capesize-markedet igjen for store skip, som følge av økt slutningsaktivitet.
Det fremgår av skipsmeglerforetaket Fearnleys ukerapport onsdag ettermiddag.
Panamax-markedet har vært aktivt den seneste uken etter å ha startet året med fallende rater og lav aktivitet.
RATER (USD/DAG, USD/TONN):
DENNE FORRIGE
CAPESIZE UKE UKE LAV/HØY 2018
==============================================================
TCT Cont/Fjern-Østen 25.600 26.500 25.600/37.000
--------------------------------------------------------------
Tubarao/Rotterdam (jernmalm) 8,00 8,00 8,00/10,00
--------------------------------------------------------------
Richards Bay/Rotterdam (kull) 7,00 8,00 7,00/10,00
==============================================================
DENNE FORRIGE
PANAMAX UKE UKE LAV/HØY 2018
==============================================================
Atlanterhavet rundreise 12.750 10.500 10.500/12.750
--------------------------------------------------------------
TC Kontinentet/Østen 19.000 17.500 17.250/19.000
--------------------------------------------------------------
TC Østen/Kontinentet 4.750 4.400 4.400/4.750
--------------------------------------------------------------
TC Østen, rundreise 10.750 9.250 9.250/10.750
==============================================================
DENNE FORRIGE
SUPRAMAX UKE UKE LAV/HØY 2018
==============================================================
Atlanterhavet, rundreise 16.000 15.250 14.600/16.000
--------------------------------------------------------------
Stillehavet, rundreise 9.750 9.750 8.000/9.750
--------------------------------------------------------------
TC Kontinentet/Østen 19.500 17.500 16.000/19.500
==============================================================
DENNE FORRIGE
1 ÅR TIMECHARTER UKE UKE LAV/HØY 2018
==============================================================
Capesize 180' dwt 19.000 18.500 17.000/19.000
--------------------------------------------------------------
Capesize 170' dwt 16.250 16.000 16.000/16.500
--------------------------------------------------------------
Panamax 75' dwt 12.000 11.250 11.250/12.000
--------------------------------------------------------------
Supramax 53' dwt 11.250 11.000 10.000/11.250
==============================================================
HH, finans@tdn.no
TDN Direkt, +47 21 95 60 70
eriksu2
25.01.2018 kl 11:53
11846
Er oppgangen begynt igjen? http://www.hellenicshippingnews.com/dry-bulk-ffa-capesize-market-continues-positive-momentum/
Er tiden kommet for å kjøpe igjen? Dollar å kinesisk nyttår er imot. Men må vell begynne se mot q2 å videre snart?
Er tiden kommet for å kjøpe igjen? Dollar å kinesisk nyttår er imot. Men må vell begynne se mot q2 å videre snart?
KJEPET
25.01.2018 kl 12:09
11583
Om oppgangen begynner i dag eller om noen uker er vanskelig å si. Men nå ligger BCI ca. 15% høyere enn på samme tid som i fjor. Når vi i tillegg vet at forholdet mellom supply/demand er spådd enda bedre i år, så er det ikke lenge til kursen går. Volumbalansen er jo ekstremt god nå (volumbalansen er et av mine viktigste parametre). Volumet er nå så lite på små nedganger at det er umulig å komme seg inn i GOGL med større beholdninger uten at kursen må jekkes opp noen hakk.
Sa2ri
25.01.2018 kl 12:23
11567
Ratene rapporteres opp med 3,8% (cape) i følge min megler, og er nesten $14' nå.
Sa2ri
25.01.2018 kl 12:43
11526
Dry Bulk FFA: Capesize Market Continues Positive Momentum
in Dry Bulk Market,International Shipping News 25/01/2018
Capesize FFA Commentary:
A positive day for the larger ladies yesterday as rates improved in both oceans. Those in the paper market experienced a rough ride. From the open rates were on the up with the Feb trading to a high of 14250 (+750 from the close), March to 16500 (+500) with the Q2 following and hitting a peak of $17500 (+500). Despite a positive index, some nerves crept into the market as the weight of the ballasters to Brazil put the skids under the market and we closed with Feb retracing to $13000, March to 15400 and the Q2 down to 16800.
Panamax FFA Commentary:
We held a steady range through most of the morning session on Panamax paper with Feb and Mar initially firmer trading up to $12400 and $13500 highs respectively while Q2 printed $13400 high. Despite the strong index we began to see the curve come under pressure in the afternoon session as buyers seemed to run out of bullets and some toppy talk along with a softer cape market saw sellers sharpening their ideas. By the close Feb and Mar slipped back down to $12k and $13k support respectively while Q2 broke $13k to print $12900 low with sellers present to the close.
Supramax FFA Commentary:
Supramax paper opened the day on a stronger note with rates ticking up as we saw Feb paid $10450 and the Q2 was paid $11700. Index was a little disappointing as 10tc was -$59 and derived 6tc -$71, this led to another afternoon slip off the highs with Feb being sold $10350.
Handysize FFA Commentary:
Another quiet day for the handysize paper, rates ticked up slightly but with minimal activity.
Source: Freight Investor Services
http://www.hellenicshippingnews.com/dry-bulk-ffa-capesize-market-continues-positive-momentum/
in Dry Bulk Market,International Shipping News 25/01/2018
Capesize FFA Commentary:
A positive day for the larger ladies yesterday as rates improved in both oceans. Those in the paper market experienced a rough ride. From the open rates were on the up with the Feb trading to a high of 14250 (+750 from the close), March to 16500 (+500) with the Q2 following and hitting a peak of $17500 (+500). Despite a positive index, some nerves crept into the market as the weight of the ballasters to Brazil put the skids under the market and we closed with Feb retracing to $13000, March to 15400 and the Q2 down to 16800.
Panamax FFA Commentary:
We held a steady range through most of the morning session on Panamax paper with Feb and Mar initially firmer trading up to $12400 and $13500 highs respectively while Q2 printed $13400 high. Despite the strong index we began to see the curve come under pressure in the afternoon session as buyers seemed to run out of bullets and some toppy talk along with a softer cape market saw sellers sharpening their ideas. By the close Feb and Mar slipped back down to $12k and $13k support respectively while Q2 broke $13k to print $12900 low with sellers present to the close.
Supramax FFA Commentary:
Supramax paper opened the day on a stronger note with rates ticking up as we saw Feb paid $10450 and the Q2 was paid $11700. Index was a little disappointing as 10tc was -$59 and derived 6tc -$71, this led to another afternoon slip off the highs with Feb being sold $10350.
Handysize FFA Commentary:
Another quiet day for the handysize paper, rates ticked up slightly but with minimal activity.
Source: Freight Investor Services
http://www.hellenicshippingnews.com/dry-bulk-ffa-capesize-market-continues-positive-momentum/
Gull i pungen
25.01.2018 kl 12:55
11495
Golden Ocean takes extra cover with D’Amico deal
Kasarmax is the latest ship in Golden Ocean stable to be fixed out on period contract.
John Fredriksen’s Golden Ocean Group has locked a kasarmax bulker into a one year contract with Italian operator D’Amico.
The charterer has taken the 81,000-dwt Golden Ginger (built 2012) at $13,650 per day. Chief executive officer Birgitte Vartdal confirms the charter when contacted by TradeWinds.
She says the company largely employs its tonnage on the spot market, but has taken some coverage while the terms are attractive.
Golden Ginger comes off a nine months charter to Jaldhi at $12,000 per day.
Golden Ocean bought the ship as Prime Ginger for $31m in January 2014.
Sakset fra dagens TradeWinds
Kasarmax is the latest ship in Golden Ocean stable to be fixed out on period contract.
John Fredriksen’s Golden Ocean Group has locked a kasarmax bulker into a one year contract with Italian operator D’Amico.
The charterer has taken the 81,000-dwt Golden Ginger (built 2012) at $13,650 per day. Chief executive officer Birgitte Vartdal confirms the charter when contacted by TradeWinds.
She says the company largely employs its tonnage on the spot market, but has taken some coverage while the terms are attractive.
Golden Ginger comes off a nine months charter to Jaldhi at $12,000 per day.
Golden Ocean bought the ship as Prime Ginger for $31m in January 2014.
Sakset fra dagens TradeWinds
Sa2ri
25.01.2018 kl 14:31
11369
BULK: BALTIC DRY-INDEKSEN +1,4% TIL 1.217 POENG
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 1,4 prosent til 1.217 poeng, ifølge Bloomberg News onsdag.
Baltic Dry +1,4%
Panamax +1,7%
Handysize -0,5%
Supramax -0,6%
Baltic Dry-indeksen angis i poeng. Resterende segmenter er snittrater i dollar.
Dato BDI Panamax Handysize Supramax
25.01.18 1.217 11.871 8.479 10.274
24.01.18 1.200 11.669 8.523 10.333
23.01.18 1.157 11.262 8.544 10.404
22.01.18 1.129 10.920 8.517 10.437
19.01.18 1.125 10.693 8.504 10.447
18.01.18 1.139 10.517 8.459 10.475
17.01.18 1.164 10.565 8.475 10.473
16.01.18 1.221 10.658 8.502 10.439
15.01.18 1.264 10.747 8.521 10.380
12.01.18 1.279 10.813 8.555 10.344
11.01.18 1.303 10.994 8.562 10.270
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
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 1,4 prosent til 1.217 poeng, ifølge Bloomberg News onsdag.
Baltic Dry +1,4%
Panamax +1,7%
Handysize -0,5%
Supramax -0,6%
Baltic Dry-indeksen angis i poeng. Resterende segmenter er snittrater i dollar.
Dato BDI Panamax Handysize Supramax
25.01.18 1.217 11.871 8.479 10.274
24.01.18 1.200 11.669 8.523 10.333
23.01.18 1.157 11.262 8.544 10.404
22.01.18 1.129 10.920 8.517 10.437
19.01.18 1.125 10.693 8.504 10.447
18.01.18 1.139 10.517 8.459 10.475
17.01.18 1.164 10.565 8.475 10.473
16.01.18 1.221 10.658 8.502 10.439
15.01.18 1.264 10.747 8.521 10.380
12.01.18 1.279 10.813 8.555 10.344
11.01.18 1.303 10.994 8.562 10.270
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
farmern
25.01.2018 kl 14:41
11553
Kan noen med kunnskap forklare hvordan de kan få $28.025/day for Golden Eclipse? (også Kamsamax). Ref hjemmesiden.
Sa2ri
25.01.2018 kl 16:01
11221
FFA: Capes traded back up early with Feb printing several times at 13500 where it is seeing good support. PMX and SMX down a touch.
Sa2ri
25.01.2018 kl 19:59
11042
FFA: Capes once again dipped post-index trading Feb at 13k support before bouncing back to mid 13s at close…thin PM volume. PMX much weaker across the curve with continued selling pressure to Cal20 but above average volume.
Sa2ri
26.01.2018 kl 07:44
11122
Baltic index rises on stronger rates for larger vessels
in Dry Bulk Market 26/01/2018
The Baltic Exchange’s main sea freight index, which tracks rates for ships carrying dry bulk commodities, rose on Thursday on higher rates for capesizes and panamax vessels.
The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, was up 17 points, or 1.42 percent, at 1,217 points.
The capesize index gained 76 points, or 4.53 percent, at 1,752 points.
“Capesize rates are edging higher yet again … as the Pacific market continues to come alive,” said analysts at shipbroker Clarksons Platou Securities.
Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, rose $515 to $13,936.
The panamax index rose 25 points, or 1.72 percent, at 1,481 points, its highest level since Dec. 20 last year.
Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, increased $202 to $11,871.
Among smaller vessels, the supramax index shed 4 points to 904 points, while the handysize index lost 3 points to 581 points.
Source: Reuters (Reporting by Sumita Layek in Bengaluru)
http://www.hellenicshippingnews.com/baltic-index-rises-on-stronger-rates-for-larger-vessels-2/
in Dry Bulk Market 26/01/2018
The Baltic Exchange’s main sea freight index, which tracks rates for ships carrying dry bulk commodities, rose on Thursday on higher rates for capesizes and panamax vessels.
The overall index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, was up 17 points, or 1.42 percent, at 1,217 points.
The capesize index gained 76 points, or 4.53 percent, at 1,752 points.
“Capesize rates are edging higher yet again … as the Pacific market continues to come alive,” said analysts at shipbroker Clarksons Platou Securities.
Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, rose $515 to $13,936.
The panamax index rose 25 points, or 1.72 percent, at 1,481 points, its highest level since Dec. 20 last year.
Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, increased $202 to $11,871.
Among smaller vessels, the supramax index shed 4 points to 904 points, while the handysize index lost 3 points to 581 points.
Source: Reuters (Reporting by Sumita Layek in Bengaluru)
http://www.hellenicshippingnews.com/baltic-index-rises-on-stronger-rates-for-larger-vessels-2/
Stor takk for alle dine oppdateringer Sa2ri! :-)
Sa2ri
26.01.2018 kl 12:24
11081
Hadde vært hyggelig om andre hadde bidratt litt også på GOGL-trådene. Ser jo ut som jeg er nesten helt alene her inne ;-)
Maddux
26.01.2018 kl 13:11
10802
Takk for all info her. Interessant å følg med selv om jeg ikke bidrar selv. Ble litt kjedelig etter at longsit forvant. Han skiftet jo mening om hvilken retning vi skulle opptil flere ganger om dagen :-) Det virker som det er bred konsensus om at GOGL skal opp i løpet av våren / etter China New Year er over. Ser anbefalinger fra diverse meglerhus varierer fra ca 80-100 som target. Kan noen av dere 'regulars' si noe om hva dere har som target både på kort sikt (6mnd), og på 2 års sikt?
utaskjærs
26.01.2018 kl 13:47
10753
Savner også longsit, mye rart men også mye smart med ham. Liv og leven. Ellers takk til sa2ri for alt han kommer med.