December GOGL 1

Bassefix
GOGL 06.12.2017 kl 17:23 21622

Det er hvis tid til en ny tråd

GOGL: NOTIFICATION GOLDEN OCEAN FOR HEMEN HOLDING

17:03




Hemen Holding Limited, which is indirectly controlled by
trusts established by John Fredriksen for the benefit
of his immediate family, has settled a TRS agreement
(Total Return Swap) underlying 4,500,000 shares in Golden Ocean Group Limited
(Golden Ocean)expiring December 6th 2017. Hemen Holding Limited has
subsequently entered into a new TRS agreement with exposure to the same number
of underlying shares. New expiry date is March 6th, 2018, and the new TRS price
is NOK 67.2814 per share. Hemen Holding Limiteds affiliated ownership in Golden
Ocean Group Limited is after this unchanged 47,326,353 shares, equal to 33.3% of
issued shares and votes in the company. In addition, Hemen Holding holds TRS
agreements with underlying exposure to 4,500,000 shares in Golden Ocean Ltd.
Further, Hemen Holding holds in aggregate USD 124.4 million in the Golden Ocean
14/19 3.07% USD 200m Convertible Bond, convertible into 1,411,230 shares in the
Company, equaling approximately 1.0% of the shares and votes in the Company.


Source Url: http://www.newsweb.no/index.jsp?messageId=440217
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Slettet bruker
08.12.2017 kl 08:39 11496

Ja jeg trodde 80 innen fredag men over 70 blir det iallfall i dag :) ha en fin fin GOGL dag alle sammen! Husk ikke bli fristet til å ta gevinst på dette nivået.
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mdkInvest
08.12.2017 kl 08:55 11464

GOGL er vanvittig undervurderet hernede....

https://invst.ly/616v0

Og det ender med en kraftig stigning lige pludselig.
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Sa2ri
08.12.2017 kl 08:58 11449

Fra PAS sin Shipping Daily I dag:

"Cape-activity still positive, with all dry indexes posting smaller gains yesterday. FFAs were fairly flat yesterday."

"Drybulk – Coal-noise potentially a positive for the drybulk market
- Reports emerged yesterday that the government might “loosen” the coal import ban it has imposed in certain southern ports in China. Limited information though
- What is a fact though, is that the coal burn at some major power plants has been increasing this week due to cold weather, inventories have come under further pressue. Also noteworthy is how the coastal coal freight rates have risen further and now are at the highest level in several years
- Coal production is also expected to be coming under increased pressure, with more accidents in mines reported last week, with one report now counting 20 coal mine accidents with casualties of “at least 107 workers”. This always results in halting production and investigations
- A decline in Chinese coal production is very positive for drybulk, with production still being some 12-13x higher than overall imports"
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6seas
08.12.2017 kl 09:22 11377

08/12/2017 09:21:04 67.1 540 ALGO LB,CT,ALGO
08/12/2017 09:20:37 67.05 800 ALGO LB,CT,ALGO
08/12/2017 09:20:37 67.05 160 ALGO LB,CT,ALGO
08/12/2017 09:20:37 67.1 1000 ALGO LB,CT,ALGO
08/12/2017 09:20:37 67.1 60 ALGO LB,CT,ALGO
08/12/2017 09:19:56 67.2 1250 HID LB,CT,D
08/12/2017 09:19:56 67.2 1000 LB,CT
08/12/2017 09:18:13 67.2 720 ALGO LB,CT,ALGO
08/12/2017 09:18:13 67.2 500 LB,CT
08/12/2017 09:17:26 67.15 1000 ALGO LB,CT,ALGO
08/12/2017 09:16:14 67.25 467 ALGO LB,CT,ALGO
08/12/2017 09:16:14 67.25 3 ALGO LB,CT,ALGO
08/12/2017 09:16:14 67.25 382 ALGO LB,CT,ALGO
08/12/2017 09:16:14 67.2 1000 ALGO LB,CT,ALGO
08/12/2017 09:16:14 67.25 113 ALGO LB,CT,ALGO
08/12/2017 09:13:03 67.2 1000 ALGO LB,CT,ALGO
08/12/2017 09:12:47 67.35 490 ALGO LB,CT,ALGO
08/12/2017 09:12:46 67.3 677 ALGO LB,CT,ALGO
08/12/2017 09:12:21 67.3 300 ALGO LB,CT,D,ALGO
08/12/2017 09:12:21 67.3 1000 ALGO LB,CT,ALGO
08/12/2017 09:12:21 67.3 1000 ALGO LB,CT,ALGO
08/12/2017 09:11:42 67.4 459 LB,CT
08/12/2017 09:11:29 67.4 14 LB,CT
08/12/2017 09:11:01 67.35 985 ALGO LB,CT,ALGO
08/12/2017 09:11:01 67.35 15 ALGO LB,CT,ALGO
08/12/2017 09:10:43 67.45 1000 ALGO LB,CT,ALGO
08/12/2017 09:10:30 67.4 90 ALGO LB,CT,ALGO
08/12/2017 09:10:30 67.55 1000 ALGO LB,CT,ALGO
08/12/2017 09:10:28 67.6 177 LB,CT
08/12/2017 09:10:28 67.55 323 LB,CT
08/12/2017 09:10:28 67.55 1000 ALGO LB,CT,ALGO
08/12/2017 09:09:22 67.45 1000 ALGO LB,CT,ALGO
08/12/2017 09:08:58 67.5 1000 LB,CT
08/12/2017 09:08:57 67.55 350 LB,CT
08/12/2017 09:08:50 67.7 300 LB,CT
08/12/2017 09:05:49 67.7 100 LB,CT
08/12/2017 09:05:24 67.65 1000 ALGO LB,CT,ALGO
08/12/2017 09:05:23 67.75 1000 ALGO LB,CT,ALGO
08/12/2017 09:05:23 67.7 116 ALGO LB,CT,ALGO
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Sa2ri
08.12.2017 kl 09:51 11428

Og hva skulle dette belyse?
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6seas
08.12.2017 kl 09:53 11305

Asia Dry Bulk-Capesize rates hit 3-year high, to remain firm on ship shortage
in Dry Bulk Market,International Shipping News 08/12/2017


Freight rates for large dry cargo ships on key Asian routes, which hit three-year highs this week, could stay around the current levels or nudge slightly higher if shortage of vessels for prompt hire continued, brokers said.
“It’s a good lead up to Christmas for the capesize market,” a Singapore-based capesize broker said on Thursday.
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mdkInvest
08.12.2017 kl 10:00 11274

Vi køre nu.... På vej imod 72 NOK igen.... har selv suppleret yderligere idag ved lukning af gab 67,05 NOK til morgen. Og har købte med arme og ben de andre to dage også.

Fuldstændig vanvittigt, at den kan ligge hernede - men måske OBX har været ganske trist det sidste stykke tid, også har noget at sige. Men GOGL skal IKKE ligge hernede :-)
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KJEPET
08.12.2017 kl 10:07 11255

Ikke uvanlig med gevinstsikring i desember på aksjer som har gått bra inneværende år. GOGL har jo steget over 60% i år.
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Bassefix
08.12.2017 kl 12:24 11066

Dry Bulk FFA: Capesize Market Regains Some Ground
in Dry Bulk Market,International Shipping News 08/12/2017


Capesize FFA Commentary:
Cape paper regained some ground early trading but the promise of a tighter Atl market and C5 fixing flat didn’t bring much change to the FFAs. With an index approaching 30k there seem to be a lag in prompt month rates. All eyes on the physical for the last day of the week!
Panamax FFA Commentary:
Pmx paper was gradually bid up throughout the morning session as optimism on a better ATL market fueled the buying which saw Dec and Jan trading up to $12900 and $11350 highs respectively. This was quickly reversed after the index which saw sellers step back in ultimately leaving us flat on the day. Selling was still cautious however and by the close we had once again found seem good support.
Supramax FFA Commentary:
Despite a reltively muted start Supramax paper sprung to life midmorning with some suprisingly sharp buying largely generated by pmx smx spreads which saw Dec printing $10850 and spurring on Q12 to print $10100. However post index sellers returned leaving us flat on the days opening.
Handysize FFA Commentary:
Quiet day on the handysize paper, no reported trades.
Full Report
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mdkInvest
08.12.2017 kl 12:39 10542

Vi skal lige over 68,50 NOK - så tænker jeg den begynder at sprælle i nettet igen :-)
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KJEPET
08.12.2017 kl 12:47 10643

Husk at stigende rater betyr nedgang i kursen:-)
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Bassefix
08.12.2017 kl 12:54 10494

Må sku da håbe at den snart flyver op over 70kr. Kan man tænke at Gogl melder noget ud om at man opjusterer for 4Q hvis rater bliver ved med at gå op. Eller gør de ikke det.
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mdkInvest
08.12.2017 kl 13:50 10498

Haha - ja når raterne stiger, tænker folk - så falder de nok snart igen :0)
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mdkInvest
08.12.2017 kl 13:52 10493

Men lige igennem 68,50 NOK med lidt volumen, så tror jeg tingende ændrer sig lidt. Men måske vi skal vente til i næste uge med de 70 NOK - men kunne vi ende oppe omkring 69 NOK ville det være super efter min mening.
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Sa2ri
08.12.2017 kl 14:42 10274

Johooooooo, her går det unna. Gjett hva dette vil si for ratene på mandag:-)

FFA: Capes flying again testing once again resistance at 28k, index better than expected, PMX much better too with Dec printing few times low 13s index indicating market north of 13250 for balance of month.
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mdkInvest
08.12.2017 kl 14:45 10386

Hehe - ja det er bare om at stige ombord - der er masser af plads :-)
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KJEPET
08.12.2017 kl 15:40 10128

Da feier vi over $30.000 på mandag, herlig driv i malmen på bra volum selv på en fredag. Kina viste styrke i importen i november, og etter "krakket" i går (som bare var en korreksjon på en drøy time), så er trenden klar og tydelig. Ser det blir verre og verre å komme seg inn i GOGL uten drive kursen opp nå. Når vi til uka får flere som nå plutselig ser lyset i tunnelen, så blir den umulig å holde igjen. Ser det fortsatt er snaut 4 millioner aksjer som er short. Ikke så mye, men kan nok bidra til at kursen ligger på et annet nivå rundt juletider.

God helg!
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Sa2ri
08.12.2017 kl 16:42 10031

Sluttet på HOD, hvilket lover bra for kommende uke. Ønsker alle en riktig god helg:-)
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Slettet bruker
08.12.2017 kl 18:58 9898

Riktig god helg herfra også, bare å glede seg til mandag :-)
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farmern
08.12.2017 kl 23:01 10375

Slutta på USD 8,27 over dammen. Men etter stengetid ser det ut for at den har gått rett til værs til 8,74?? Som med en kurs på 8,30 vil si kr 72,50..hva skjer!!
Redigert 20.01.2021 kl 23:28 Du må logge inn for å svare
Slettet bruker
08.12.2017 kl 23:01 10248

72.50 NOK i afterhours USA nå. Rally på Mandag i alt av bulk!
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Slettet bruker
08.12.2017 kl 23:04 10244

Ja, gikk kraftig opp med 5.68% i etterhandelen i USA i kveld :-)
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eriksu2
08.12.2017 kl 23:17 10362

omsetning etterhandel?
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KJEPET
08.12.2017 kl 23:53 10330

Drøyt 2000 aksjer til 8.50 og 300 aksjer opp til 8,74 for så 700 aksjer ned til 8,70. Altså bare lommerusk, men artig lell:-)
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Slettet bruker
09.12.2017 kl 00:01 10334

MEN Gogl styres nøyaktig av pre-trade som og er lavt volum, hvorfor ikke afterhours?
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Bassefix
09.12.2017 kl 07:17 10085

Dry Bulk FFA: Panamax Index Looking Bearish
in Dry Bulk Market,International Shipping News 09/12/2017


Panamax Index- Technically bearish below USD 12,579 as we approach the Bollinger band after 10 consecutive up days on an overbought stochastic suggesting momentum could be weakening. However a close above USD 12,579 would put the index back into bullish territory (if not overbought) and increase the probability of a higher low forming on a market pullback.
• Dec – This technical is pretty dangerous. Upside moves would be counter trend based on the MA’s and suggest upside is limited, meanwhile a fresh low would create a bullish divergence. Caution.
• Q1 – Technically bullish, the recent aggressive sell off is a concern for market longs. Caution on upside moves from here.
• Cal 18 – A near identical technical to the Q1 futures. Two day of downward price action covered seven days of upward movement. Technically bullish but the market is suggesting longs should be cautious.
Panamax Index Weekly

Support – 10,223, 10,022, 9,538
Resistance – 12,579, 13,265, 13,877
Stochastic at 98
As highlighted on the last report the index although technically bearish the Index was on a support zone, after 11 consecutive down days, resulting in a 23% rally. Technically the index remains in a bearish below the USD 12,579 resistance level. Above this level the probability of a higher low forming increases, and with it a bullish trending environment.
The stochastic is now in overbought territory, and stalling near a previous resistance level, and the Bollinger band.
Not a sell signal, the 10 consecutive up days would suggest that market longs should now act with caution, as there are signs that the index is exhausting.
Caution on a close below USD 12,412 as this could be an early sign that a corrective wave has begun.

Panamax Dec 17 Daily

Support – 11,100, 10,995
Resistance –11,285, 12,520
Stochastic at 47
The Dec futures remain technically bearish, however we have seen little downside follow through due to the mean reversion gap mentioned last week.
Upside moves above the USD 11,285 resistance would have bullish connotations. However, with price action below the longer term means this could be just a reversal within the bull trend ,and those entering fresh longs need to pay attention to the 34 period EMA as this could act as a technical resistance.
Downside moves also come with a degree of risk as the stochastic has the potential to produce a bullish divergence, suggesting this may be a market to avoid at this point.

Panamax Q1 18 Daily

Support – 10,538, 9,720, 9,447
Resistance – 11,057, 11,577
Stochastic at 74
Technically a bullish trend that is making higher high and higher lows, whilst above medium period moving, averages.
Technically a close above USD 11,057 would suggest that we could see continued buying interest, looking to target the recent high of USD 11,577, and potentially higher.
However a sell off of USD 1,000 in two days does warn that buying power is weakening at these levels, and although technically bullish the aggressive move down suggests sellers are willing to defend this area.
A close below the recent low of USD 10,538 would alert technical sellers of the potential for further downside. It’s worth noting that a technical sell signal would come fro above the 50 period MA which is a natural support, and often defines the longer term directional movement within the trend.

Panamax Cal 18 Daily

Support – 10,506, 10,314
Resistance – 10,866, 11,279
Stochastic at 83
Like the Q1 futures, the Cal 18 continues to remain in a bullish trending environment, above longer term averages and making higher highs and higher lows.
A close above USD 10,866 has bullish connotations from a \technical perspective, as it would put price action above the shorter period averages. However, the recent 2 day sell off covered 7 days of upward price movement, and this would suggest buyers need to act with caution at these levels.
A close below the USD 10,506 support would suggest further downside and be regarded as technically bearish, signalled a possible reversion back to the 50 period mean.

Source: FIS (Freight Investor Services)
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KJEPET
10.12.2017 kl 11:38 9985

Pretrader følger alltid OSE. I after-trade har det skjedde et par-tre ganger de siste tre årene har tastet feil/handlet vilt på "best". Da kan slike store utslag som vi så om fredagen skje. Kan virke veldig snodig for de som ikke ser på volumet og vet hvordan dette henger sammen. Med når man ser at volumet som løftet kursen kraftig i aftertrade så kan man tenke seg selv at GOGL neppe ble verdt en halv milliard NOK bare fordi noen kjøpe under 3000 aksjer. Dette er ikke for å virke negativ på noen måte (sitter selv tungt i GOGL), men er ren realisme.

At bulk og GOGL skal videre opp i 2018 er jeg overbevist om. Videre argumentasjon om hvorfor får vi ta i en annen tråd og nærmere jul:-)
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Slettet bruker
10.12.2017 kl 12:11 9977

Sier ikke at Gogl skal åpne 8.70 USD Mandag, men heller at jeg tror det kan ha en effekt på videre kursutvikling samt hvilken retning vi åpner Mandag. Siste indikasjoner tilsier jo også at Capes presset videre nord Fredag. Tror neste uke blir hyggelig i bulk!
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KJEPET
10.12.2017 kl 12:41 9962

Enig, tror også GOGL går bra kommende uke. Men du spurte om hvorfor kursen ikke følger afterhours, og det var det jeg forsøkte å svare på.
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farmern
10.12.2017 kl 23:45 9491

Dry Bulk FFA: Capesize Market Looking Promising Moving Forward

in Dry Bulk Market,International Shipping News11/12/2017

Capesize FFA Commentary:
Another very promising day for the big ships as rates continued to firm in both oceans and the paper market ate into the backwardation. Buyers gobbled up the nearby contracts like a ravenous teenager with the entire curve seeing considerable gains. The December v January spread is still trading around $10,000 suggesting that should the physical hold up here that further rises could very well be on the cards.

Panamax FFA Commentary:
Active close to the week on Panamax paper with levels gradually improving throughout the day as the ATL continues to benefit from improved activity. As a result we saw Dec trading up to $13100 and Q1 printed $11400 high. We closed the week well supported just off the days highs.

Supramax FFA Commentary
It was a flat range bound close to an active week on Supramax paper with the curve looking well supported at current levels.

Handysize FFA Commentary
Quiet day on the handysize paper, no reported trades.

Source: Freight Investor Services (FIS)

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mdkInvest
11.12.2017 kl 09:06 9428

Spændende om vi ryger over 71 NOK i dag, og det tegner jo til at blive en dag hvor BCI stiger igen.

D. 12.09-2017 lå GOGL i Kurs 75 NOK - og BCI lå i 19.942 USD



D. 08.12-2017 Ligger GOGL i Kurs 68,80 NOK - og BCI ligger i 29.693 USD



Altså en diff på lige knap 10.000 USD og en kurs diff på minus 6,2 NOK



Det skriger da til himmelen :-)

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Sa2ri
11.12.2017 kl 09:37 9238

Her er et par klipp fra hhv PAS sin Shipping Daily og en morgenrapport fra SB1M:

SB1M:
"DRY BULK: Market comment. Capesize spot rates rose 4% last week to $34k/day, this is 3 years high. Q1 FFA also on the rise and reached $15k/day. Also 1yr TC rates up 3% to $19k/day. Stable ship values. We reiterate our bullish stance to dry bulk (re-IOC in progress), and note that the sector is still lagging recent spike in 1Y T/C rates. There has been a concern related to 1q18 rates, but note that 1q18 FFAs are up to USD 15kpd (10kpd in Oct). Stocks to consider buying incl GOGL NO, SBLK US, DSX US."

PAS:
"Dry bulk on the other hand had another good run last week. Capesizes up ~7.5% w/w with tonnage being particularly tight in the Atlantic."

"Dry bulk – Capsize rates holding up amid lower Chinese spot cargoes
- Although the overall Chinese spot volumes fell some last week, with 103 cargoes compared to 139 the week before, capesize rates were still able to find support
- There are also reports of higher shipping activity along the Chinese coast – which historically has been seen in periods positive for general dry bulk activity – and coastal freight rates were quoted 13% higher than last week
- Also in China; steel inventories continued to fall, and coupled with comments from the government that coal will be used to ‘ensure a warm winter for the public’, we see continued support for capes going forward

Research focus: GOGL presentation at our MM
- CEO of Golden Ocean, Birgitte Vartdal and CFO Per Heiberg attended our morning meeting today to give an overview of the company’s strategy going forward and its view on the dry bulk market in general.
- In light of the recent dry bulk rate development, the company has started to take some coverage and has now 7-8 capesize equivalents secured. Although the last years in dry bulk have highlighted the importance of securing at least a minimum level of cash flow, the company want to retain much of the upside and potential further coverage will be done gradually if the market improves further.
- GOGL highlighted China as the biggest uncertainty factor going into 2018, with the impact of new environmental regulations being unknown. Though, with healthy demand growth also outside of China and very limited fleet growth, the company expects 2018 to be better than 2017 in general – a view we share
- We have a BUY-rating TP USD 11 on GOGL"


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mdkInvest
11.12.2017 kl 11:00 9189

Ser fint ud til at kunne blive en af de rigtig gode dage i dag, og en af de rigtig gode uger også :-)

FFA + TA peger i den helt rigtige retning, og der bliver købt rigtig godt op.

https://invst.ly/61wt4
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Sa2ri
11.12.2017 kl 12:02 8929

Og så spratt ratene litt til gitt:

BULK:BALTIC CAPESIZE 4TC +2,2% TIL USD 29.269/DAG
Oslo (TDN Direkt): Baltic capesize 4TC stiger 2,2 prosent til 29.269 dollar pr dag, melder Bloomberg News mandag.

Baltic capesize 4TC rapporteres til en fast differanse som er 1.064 dollar lavere enn den nyere Baltic capesize 5TC-indeksen, som inngår i Baltic Dry-indeksen.

HH, finans@tdn.no
TDN Direkt, +47 21 95 60 70
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Bassefix
11.12.2017 kl 14:14 8725

Baltic Dry-indekset stiger mandag med 1,5 pct. til 1727 point. Alle tiders laveste niveau i 290 point blev nået den 10. og 11. februar i 2016. Alle tiders højeste niveau blev nået 20. maj 2008, hvor indekset nåede 11.793 point.

Raterne på Panamax-skibe stiger 2,2 pct. til 12.992 dollar per dag. Antalsmæssigt udgør Supramax det største antal hos D/S Norden, og her blev det til et fald på 0,1 pct. til 10.533 dollar per dag. Raterne på de store Capesize-skibe, der især fragter jernmalm, stiger 2,2 pct. til 29.269 dollar per dag og raterne på de små Handysize-skibe løftes 0,1 pct. til 9.233 dollar per dag.
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Sa2ri
11.12.2017 kl 15:17 8603

China Nov iron ore imports soar to one of highest levels on record
in Dry Bulk Market,Freight News 11/12/2017

China’s iron ore imports rebounded in November to one of the highest levels on record, with appetite in the world’s top buyer remaining strong even as Beijing forced steel mills to slash output as part of its war on winter smog.

Shipments of the steelmaking material rose 18.9 percent to 94.54 million tonnes in November from the previous month and were up 2.8 percent from a year ago, data from the General Customs of Administration showed on Friday. That was the fifth highest on record.

Total arrivals for the first 11 months climbed 6 percent to 990.73 million tonnes from 935.08 million tonnes a year ago. That puts the country on track to top last year’s import record of 1.02 billion tonnes.

Output cuts by Chinese steelmakers have led to tighter supplies, pushing steel prices to multi-year highs and driving up prices of iron ore as mills and trades restock in anticipation for steel production recovery after March.

“This was partly driven by increased exports from Brazil because there’s a production ramp-up there from Vale’s mines,” said Helen Lau, an analyst with Argonaut Securities in Hong Kong.

“Given that iron ore prices have been recovering, you should expect Brazil to take advantage and export as much as they can,” she said. She said traders may also have started to accumulate inventory while prices were falling in anticipation of a ramp-up in demand once mills resume full operations after the stringent winter restrictions across the north are lifted in March.

Shanghai steel futures rose 9.7 percent in November, while iron ore prices surged 16.5 percent over the month.

China’s iron ore demand is expected to climb 1.3 percent in 2017 to 1.122 billion tonnes, but dip 0.2 percent to 1.12 billion tonnes in 2018, according to a report published by China Metallurgical Industry Planning and Research Institute (MPI) on Monday. China’s crude steel output is expected to grow 3 percent to 832 million tonnes this year, and by a further 0.7 percent in 2018.

China’s steel exports fell sharply to 5.35 million tonnes in November from 8.12 million tonnes a year ago. Year-to-date exports fell 30.7 percent to 69.83 million tonnes on-year, customs data showed.

Steel imports rose to 1.14 million tonnes from 0.95 million tonnes in October, but total January-November imports stood almost steady at 12.1 million tonnes compared with 12.02 million tonnes a year ago.

Source: Reuters (Reporting by Ruby Lian in SHANGHAI and Manolo Serapio Jr in MANILA; Editing by Joseph Radford)

http://www.hellenicshippingnews.com/china-nov-iron-ore-imports-soar-to-one-of-highest-levels-on-record/
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Sa2ri
11.12.2017 kl 15:39 8574

Det ser bra ut for ratene i morgen også:

FFA: Levels pushed up early, led by Capes as physical chatter remains bullish. PMX is supported with another good index but SMX/Handy are lagging in line with TC average.
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Slettet bruker
11.12.2017 kl 15:47 8539

Kanskje vi får betalt for tålmodigheten før jul?
Redigert 20.01.2021 kl 23:28 Du må logge inn for å svare