GOGL December 2

Bassefix
GOGL 12.12.2017 kl 11:41 22255

Ny tråd

Dry Bulk FFA: Capesize Market on Positive Territory
in Dry Bulk Market,International Shipping News 12/12/2017


Capesize FFA Commentary:
It was a positive morning yesterday for cape paper as rates pushed in anticipation of the index breaching $30k. There was however some nervousness about as a quiet afternoon brought on some sharper selling interest allbeit in small volume. Despite the fact Dec may continue to push higher, many are acutely aware of the drop going into Jan and the lack of transactions at these rates which may keep a lid on rates going further out.
Panamax FFA Commentary:
We were better bid from the outset again on Panamax paper with Dec and Jan quickly adding $250 to Fridays close. Despite a midmorning lull we began to see buyers upping their ideas post index with some sharper buying eventually seeing Dec printing $13250 and Jan and Q1 trading up to $12350 and $11750 highs respectively before offers began to thin out making for a slow afternoon.
Supramax FFA Commentary:
Supramax paper witnessed a rather dull start to the new week with little early trading apart from some Q1 $9900. However after a negative index -$29 10TC and -12 derived 6TC some bid support was seen and pushed the rates up but again with limited activity.
Handysize FFA Commentary:
Quiet day on the handysize paper, however did see some action late afternoon with Cal 18 trading $8475.
Full Report
Source: Freight Investor Services (FIS)
Leveret af Google OversætOversæt

Share
inShare
Gem
Redigert 21.01.2021 kl 02:51 Du må logge inn for å svare
Sa2ri
12.12.2017 kl 12:05 13216

BULK:BALTIC CAPESIZE 4TC +0,5% TIL USD 29.411/DAG
Oslo (TDN Direkt): Baltic capesize 4TC stiger 0,5 prosent til 29.411 dollar pr dag, melder Bloomberg News tirsdag.

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
Shippingballs
12.12.2017 kl 12:16 13146

Bra. Takk skal du ha.
Kursen 0.63% opp? Det mangler litt entusiasme synes jeg.
Bassefix
12.12.2017 kl 14:34 12876

BULK:BALTIC DRY-INDEKSEN 0,9% TIL 1.743 POENG

14:04
Oslo (TDN Direkt): Baltic Dry-indeksen er opp 0,9 prosent til 1.743 poeng, ifølge Bloomberg News.



Baltic Dry +0,9%

Capesize +0,5%

Panamax +3,0%

Handysize +0,1%

Supramax +0,1%



Baltic Dry-indeksen angis i poeng. Resterende segmenter er snittrater i dollar. Baltic capesize 5TC er utregnet av 4TC med et fast påslag på 1.064 dollar.



Dato BDI Capesize Panamax Handysize Supramax

12.12.17 1.743 30.475 13.378 9.246 10.544

11.12.17 1.727 30.333 12.992 9.233 10.533




08.12.17 1.702 29.693 12.710 9.224 10.545

07.12.17 1.679 29.063 12.519 9.206 10.553

06.12.17 1.670 28.750 12.513 9.203 10.552

05.12.17 1.666 28.571 12.579 9.182 10.509

04.12.17 1.662 28.546 12.482 9.166 10.502




01.12.17 1.626 27.725 11.970 9.154 10.505

30.11.17 1.578 26.545 11.484 9.120 10.482

29.11.17 1.536 25.596 10.962 9.089 10.427

28.11.17 1.506 25.004 10.580 9.062 10.373

27.11.17 1.477 24.193 10.419 9.047 10.343




24.11.17 1.458 23.596 10.384 9.060 10.323

23.11.17 1.445 23.381 10.295 9.082 10.239

22.11.17 1.413 22.468 10.277 9.107 10.200

21.11.17 1.396 22.091 10.223 9.125 10.149

20.11.17 1.385 21.672 10.264 9.162 10.142



17.11.17 1.371 21.178 10.302 9.197 10.129

16.11.17 1.361 20.626 10.408 9.251 10.111

15.11.17 1.374 20.770 10.586 9.296 10.148

14.11.17 1.405 21.512 10.797 9.339 10.236

13.11.17 1.445 22.457 11.130 9.364 10.358



10.11.17 1.464 22.613 11.376 9.392 10.528

09.11.17 1.481 22.536 11.785 9.454 10.665

08.11.17 1.486 21.980 12.163 9.554 10.825

07.11.17 1.477 20.997 12.508 9.609 11.006
Gull i pungen
12.12.2017 kl 14:34 12849

Baltic Dry-indeksen stiger tirsdag 0,9 prosent til 1.743 poeng, melder Bloomberg News, ifølge TDN Finans. 

Panamax stiger mest, en oppgang på 3,0 prosent til 13.378. Capesize er opp 0,5 prosent til 30.475. Supramax og Handysize stiger begge 0,1 prosent til henholdsvis 10.544 og 9.246.
mdkInvest
12.12.2017 kl 14:57 13306

Sjovt at se pre åbning i US ligger der 200 aktier til salg i 8,67 - næst efter hedder det 9,14 USD med 6000 stk. :-)
KJEPET
12.12.2017 kl 15:07 13258

Det er jo helt fantastiske volumer på jernmalmen om dagen. 2018 blir rett og slett et knallår for bulk!
Sa2ri
12.12.2017 kl 15:34 13214

Da ser det ut til at Marshall er i ferd med å få nok, dette da de dekket inn ca. 100' aksjer i gårdagens handel. Hvor mange skal de dekke inn i dag?
Kbkristi
12.12.2017 kl 15:48 13188

Det hadde vært moro om kursen hadde lagt seg over kr 74, for da har de ihvertfall gått minus på shorten sin.
KJEPET
12.12.2017 kl 15:59 13102

GOGL er $3,30 etter Star Bulk i US er helt ubegripelig.

GOGL kommer til å skyte fart i US etter OSE close. Slik var det ved forrige oppgangs periode også. US dro kursen opp etter OSE slutt, dag etter dag.
Redigert 12.12.2017 kl 16:16 Du må logge inn for å svare
Sa2ri
13.12.2017 kl 09:01 12792

Fra PAS sin Shipping Daily i dag:

"Small gains continue to be seen in drybulk, with panamax momentum now the strongest – driven both by coal and grain volumes. Particularly the former should be expected to continue to be strong in the near term, with many reports of China now loosening the import bans."
KJEPET
13.12.2017 kl 09:06 12751

He, he. Selge GOGL til 70.- når du ser hva som skjer med malmen. Volumet går bananas. Når du også ser kornhøsten i Sør-Amerika, så vet du jo hvor ratene går for Panamaxene. Dette blir bare bedre og bedre. Må være mindre begavede mennesker som lemper ut GOGL på 70.- :-)
really
13.12.2017 kl 10:24 12590

Tror ikke en trenger å være mindre begavet for å selge GOGL. Innenfor den store trenden du beskriver er det mindre svingninger som det også går an å trade på. Volf har illustrert det på en utmerket måte.

Akkurat nå er det ikke så merkelig at det er litt tungt, mange tror januar får lavere rater og ønsker å være ute når det skjer.
KJEPET
13.12.2017 kl 10:33 12552

Joda really, jeg ser den. At ratene skal ned i januar er nok ganske sikkert og helt naturlig. Jeg er nok vant til å se litt lengre frem enn tre uker når jeg tar mine investeringsvalg, men har stor respekt for de som trader og som tjener store penger på svingningene.
Slettet bruker
13.12.2017 kl 10:52 12422

Capesize stiger nok igjen i dag og Vipps er vi i + igjen :) ingen får mine gogl på dette nivået
mdkInvest
13.12.2017 kl 11:03 12395

Hvordan ser FFA ud på de forskellige rater i dag ?? Er der nogen der ved det ?
KJEPET
13.12.2017 kl 11:17 12350

P_Invest - Du er jo en enda mer hysterisk hausser enn meg:-)

Ratene har, nesten uten unntak, gått nedover fra nå og til ca. 1. februar. Noe annet er heller ikke å forvente denne gangen. Det er jo naturlig når nye skip ofte blir levert rett over nyttår, stålproduksjonen avtar, og Kinesisk nyttår inntreffer. Personlig tror jeg ikke ratene stuper slik markedet når ser for seg. Blir spennende å se.
Sa2ri
13.12.2017 kl 11:25 12331

Capes pass $30,000 mark, hitting four-year highs
Dec 13, 2017 02:28 pm | Sam Chambers

Capesize freight rates crashed through the $30,000 mark yesterday, hitting highs not seen for four years. Brokers pointed to the tight supply situation in the Atlantic basin for the rapid improvement in fortunes for the cape market seen over the past week. Gas shortages in China have also sparked a notable uptick in coal imports […]

http://splash247.com/capes-pass-30000-mark-hitting-four-year-highs/
Sa2ri
13.12.2017 kl 11:28 12314

Vi kan jo ta med denne i samme slengen:

Dry Bulk FFA: Capesize Market on Positive Territory
in Dry Bulk Market,International Shipping News 12/12/2017

Capesize FFA Commentary:
It was a positive morning yesterday for cape paper as rates pushed in anticipation of the index breaching $30k. There was however some nervousness about as a quiet afternoon brought on some sharper selling interest allbeit in small volume. Despite the fact Dec may continue to push higher, many are acutely aware of the drop going into Jan and the lack of transactions at these rates which may keep a lid on rates going further out.

Panamax FFA Commentary:
We were better bid from the outset again on Panamax paper with Dec and Jan quickly adding $250 to Fridays close. Despite a midmorning lull we began to see buyers upping their ideas post index with some sharper buying eventually seeing Dec printing $13250 and Jan and Q1 trading up to $12350 and $11750 highs respectively before offers began to thin out making for a slow afternoon.

Supramax FFA Commentary:
Supramax paper witnessed a rather dull start to the new week with little early trading apart from some Q1 $9900. However after a negative index -$29 10TC and -12 derived 6TC some bid support was seen and pushed the rates up but again with limited activity.

Handysize FFA Commentary:
Quiet day on the handysize paper, however did see some action late afternoon with Cal 18 trading $8475.
Full Report

Source: Freight Investor Services (FIS)
Redigert 13.12.2017 kl 11:28 Du må logge inn for å svare
mdkInvest
13.12.2017 kl 12:04 12205

CAPE falder desværre 2,8 % i dag....
Slettet bruker
13.12.2017 kl 12:19 12090

Takk for oppdateringen! Lempa ut med fin gevinst. Får plukke opp igjen om en stund.
Sa2ri
13.12.2017 kl 14:23 11935

Dry Bulk FFA: Capesize Market Plateaus
in Dry Bulk Market,International Shipping News 13/12/2017

Capesize FFA Commentary:
An initital burst of optimism as the January contract was paid numerous times in the Asian session at 19500 – 19750. The physical market remains supported although activity was muted. The lack of physical information led to the front end of the curve retracing a little although volumes were thin. There was little conviction or interest as many traders start to draw a line under their positions for the year end. Will Dec 2017/Jan 2018 be reminiscent of Dec 2013/Jan 2014 where the Dec finished strongly only for Jan to collapse or are the fundamentals this year more in favour of owners? This is the question.

Panamax FFA Commentary:
Steady range bound day on Panamax paper with little change across the curve despite some small intra day moves. We saw decent volume committed inside these exchanges and closed with a few more offers developing right at the close. Prompt contracts were the main focus again with volume traded on Dec and Jan inside $13250-13350 and $12000-12200 ranges respectively.

Supramax FFA Commentary:
Supramax paper remained pretty flat from the close last night. The prompt eventually came off slightly with $10,000 being sold on the Smx Jan and $9900 on the Q1. The Cal 18 did see some better bids with $10200 being paid. Index was slightly back positive yesterday with $11 6TC and $35 10TC.

Handysize FFA Commentary:
A rather active day was witnessed for the handysize paper yesterday. Cal 18 was seen trading $8500 and the Cal 19 $8550.

Full Report
Source: Freight Investor Services (FIS)
Sa2ri
13.12.2017 kl 14:28 11928

"China will, however, see increased iron ore imports in 2018, as the country closes small polluting mines to improve air quality, according to Lei Pingxi, chief engineer at the Metallurgical Mines Association of China.
Source: The Central People’s Government of the People’s Republic of China"

http://www.hellenicshippingnews.com/china-to-achieve-coal-capacity-cut-target-next-year/
Sa2ri
13.12.2017 kl 16:14 11856

Nye muligheter åpner seg i fremtiden:

"EGA long-term port facility agreement with Khalifa Port
Dry Bulk, Wednesday, 13 December 2017 11:03

Emirates Global Aluminium (EGA) has signed a long-term port facility agreement with Abu Dhabi Ports to use some of the world’s largest bulk cargo vessels to import raw materials through Khalifa Port.

With this agreement, Abu Dhabi Ports will be able to develop the port to become the first in the Gulf capable of directly handling these massive ships.

Abu Dhabi Ports will fund and complete dredging and widening works to the Khalifa Port approach channel and basin including EGA’s berth. The dredging will deepen the channel to 18.5 metres and basin to 18 metres basis zero tide. EGA plans to use large dry bulk ships to import raw materials without the need to transfer all or some of the cargo to smaller vessels outside the port, reducing long-term shipping costs and improving environmental performance.

The agreement was signed at EGA’s head-quarters in Al Taweelah (KIZAD) by Captain Mohamed Juma Al Shamisi, Chief Executive Officer of Abu Dhabi Ports and Abdulla Kalban, Managing Director and Chief Executive Officer of EGA.

In alignment with Abu Dhabi Port’s strategy the partnership between the two entities supports regional development by enhancing value to customers. The company has played a pioneering role by introducing other first-time ventures in the Middle East.

The development at Khalifa Port is expected to lead to larger ships calling in to Abu Dhabi, creating new trade opportunities, supporting local industries and boosting the Emirate’s position as a global maritime trade hub.

EGA will use capsize vessels to ship bauxite ore, the feedstock for alumina refineries, from the Republic of Guinea in West Africa. Currently, EGA is constructing UAE’s first alumina refinery next to its aluminium smelter in Khalifa Industrial Zone Abu Dhabi, located adjacent to Khalifa Port, ensuring streamlined logistics. Upon achieving full-production, the Al Taweelah alumina refinery will process 5 million tpa of bauxite.

Captain Al Shamisi said: “Today’s announcement marks another first for Abu Dhabi’s maritime and trade industry, and demonstrates our commitment to ongoing innovation and expansion in response to market and customer demands. As vital trade, logistics and industrial hubs of Abu Dhabi, Khalifa Port and KIZAD play a vital role in the Emirate’s economic diversification strategy. Khalifa Port will be the first port in the region with capsize vessel handling capacity, and with EGA’s long term commitment, will give an important boost to trade and investment in KIZAD and more broadly in the region.”

Abdulla Kalban added: “Dredging Khalifa Port to allow fully-laden Capesize vessels to reach EGA’s berth will reduce our costs, simplify our bauxite supply chain, and improve our environmental performance. I am also pleased that the enhanced capabilities at Khalifa Port will enable broader trade and economic benefits for Abu Dhabi.”

Khalifa Port is located halfway between Abu Dhabi and Dubai and is one of the most efficient and technologically advanced in the world, currently serving more than 20 shipping lines. KIZAD, the region’s largest industrial zone, covers 410 km2 around Khalifa Port. EGA’s site is the biggest industrial facility at KIZAD and covers an area five times the size of Al Marayah Island in Abu Dhabi. EGA also operates an aluminium smelter at Jebel Ali in Dubai. Al Taweelah alumina refinery will produce 2 million tpy of alumina, meeting 40% of EGA’s requirements for feedstock for aluminium smelters.

Bauxite ore from Guinea will be transported to Abu Dhabi via the global shipping firm K-Line, under a separate agreement with EGA. Earlier this year Mr Kalban attended the naming ceremony for one of the vessels K-Line will use for this service. The vessel was named Cape Taweelah."

https://www.drybulkmagazine.com/ports-terminals/13122017/ega-long-term-port-facility-agreement-with-khalifa-port/
KJEPET
13.12.2017 kl 16:25 11838

Takk skal du ha Sa2ri. Du er god til å finne frem info og dele med oss andre :-)
Slettet bruker
13.12.2017 kl 17:15 11787

Slapp av og ta en middagslur heller. Opp igjen i morgen. Tåler dere ikke denne lille svingningen bør dere heller sette pengene i banken.
Kbkristi
13.12.2017 kl 18:03 11719

Ja, det er jo helt klart alt går til helvete med cape-rater på "bare" $ 29.637. Selg alt, så slipper man å tenke framover!. Utbytter blir minimale med slike rater.
bel68
13.12.2017 kl 18:29 11678

blodig mmmm gogl ned- 3,5% ikke panikk der....
Slettet bruker
13.12.2017 kl 21:55 11456

Skrangler seg opp igjen USA :) Leste at noen ganger så holder de igjen laster for å få ned ratene om de har gått mye opp fort, så kanskje Vale og de andre prøver å kaste noen kopper vann på bålet innimellom. Ser jo alltid så jævlig ut for GOGL når det er rødt :/ Kursen er jo 70 som vi har drømt om i månedsvis haha!

Kjøper meg inn på 68! (krysser fingra)
KJEPET
14.12.2017 kl 06:45 11236

Her kommer svaret på hvorfor volumet på malmen er stigende:-) Dette underbygger bare råvareboomen som er under oppseiling.

https://www.bloomberg.com/amp/news/articles/2017-12-14/china-s-home-sales-reverse-declines-for-biggest-gain-in-5-months
sipping chablis
14.12.2017 kl 07:25 11199

Shipowners active in the dry bulk market are popping champagne bottles early this year, as the “Festive” season seems to have arrived early in the form of a new surge in freight rates. In its latest weekly report, shipbroker Allied Shipbroking noted that “the Baltic Dry Index has showed a fairly bullish face lately, hitting a new high of 1,727 points, a number that we haven’t seen since early 2014. This new peak came just in time to calm fears that the much anticipated firming in the final quarter had come to an early fizzle, after a number of small downward corrections noted in weeks prior. With the Capesize T/C average breaking today the US$ 30,000 per day mark, positive attitude in the market seem to now be in abundance”.

http://www.hellenicshippingnews.com/dry-bulk-market-in-festive-mood-as-rates-reach-4-year-high/
Slettet bruker
14.12.2017 kl 07:54 11147

Da blir det tilbake på 70 tallet igjen i dag :)
Sa2ri
14.12.2017 kl 08:43 11083

Skulle tro dette bekrefter at skipsprisene vil stige kraftig i tiden fremover. Det vil også reflekteres i NAV'en til GOGL og dermed en økning i kursen:

"Korean Shipbuilders Have Much Anticipation for Hike in Ship Prices Next Year
in Shipbuilding News 14/12/2017

It is noteworthy that ship prices will rise next year with the shipbuilding industry shrinking recently due to forecasts about hundreds of billions of won in loss by Samsung Heavy Industries. This is because a rise in ship prices is highly likely to pull up prices of orders across the board and make an improvement to shipbuilders’ business performances.

According to the shipbuilding and securities industries on December 12, it was forecast that prices of Korean ships will inflate about 15% this year thanks to a strong Korean won, rising steel prices and limited competition among others.

The Clarksons Index, a lagging indicator, is expected to climb more than 10 percent in the second half of next year. “A rise in prices of orders to Korean shipbuilders started to spread from mid-sized vessels of Hyundai Mipo Dockyard to large-sized ones of Hyundai Heavy Industries,” said Park Moo-hyun, a researcher at Hana Financial Investment. “A strong Korean won and a hike in steel prices will accelerate a rise in prices of orders to Korean shipbuilders.”

Observing recent orders, some types of vessels are taking the initiative in raising vessel prices. Hyundai Heavy Industries received orders to build three very large crude carriers (VLCCs) from two shipping companies (Sinokor Merchant Marine and Hyundai Glovis) this month. In particular, it was of note that the shipbuilder received orders at prices higher than their market prices. Daewoo Shipbuilding & Marine Engineering (DSME) also landed a VLCC contract from a Greek company on December 4. It was also reported that DSME got the order for a price at the level of Hyundai Heavy Industries’s prices of the three vessels. “We now know that DSME landed the order at a price US$2 million more than US$ 81 million, the price of a VLCC,” an industry official said.

Such orders can be credited to technological quality satisfying international environmental standards. Experts say that vessel prices rose as various kinds of devices were added in order to honor Tier 3 Standards, an environmental regulation set by the International Maritime Organization (IMO).

“Although China is still continuing its offensive with low prices, the Korean shipbuilders were able to land the orders at prices higher than market prices because they adopted high-end specifications to meet tougher environmental regulations,” said an official of the shipbuilding industry.

In recent years, the Korean shipbuilding industry’s biggest concern was low prices of ships built in China. Even though Korean shipbuilders told shipping companies about the quality of ships built by Korean shipbuilders, a lot lower prices offered by Chinese shipbuilders made Korean shipbuilders helpless. Pan Ocean recently placed orders for six super large ore carriers (VLOCs) with the Chinese shipbuilding industry. The contract totaled US$444.51 million and US$74.09 million apiece. The price difference is large compared to an order amounting to about US$80 million to build a VLOC which Polaris Shipment placed with Hyundai Heavy Industries.
Source: Business Korea"

http://www.hellenicshippingnews.com/korean-shipbuilders-have-much-anticipation-for-hike-in-ship-prices-next-year/
Sa2ri
14.12.2017 kl 08:45 11093

Tar like godt med denne også da dette vil presse ratene nordover:

"Coal ship queue continues to grow
in Dry Bulk Market,Port News 14/12/2017

Up to 70 ships are now sitting off the coast of Mackay as ­Dalrymple Bay coal port continues to struggle to keep up with demand.

Two weeks ago there were 45 ships waiting for coal.

The delays have forced Stanmore Coal to downgrade its profit forecast for the December half year because the delays mean two shipments have been pushed back to January. That will cost it $3 million in underlying earnings for the December half. The current schedule has ships delayed until the middle of January.

The delays are caused by a combination of demand and the lingering impacts of Cyclone Debbie on the supply chain. And now the Department of Natural Resources and Mines is warning the industry that there could be four cyclones hitting the central coast of Queensland this summer and a 54 per cent chance of more cyclones occurring.

Queensland Resources Council CEO Ian Macfarlane said maintenance at the port was a key issue and was scheduled to coincide with the arrival of Queensland’s wet season, which seasonally would see a fall in ship arrivals, but due to the supply constraints from Debbie there is strong demand for coking coal.

“Cyclone Debbie shut down the Goonyella system for more than five weeks, yet Queensland’s coal infrastructure weathered the storm,’’ he said.

“Despite DBCT being down 5.60 million tonnes year on year at the end of May as a result of the cyclone, large volumes at the port between August and October saw total losses for the year reduced to 2.73 million tonnes. This tonnage catch-up at a time of high prices is delivering a welcome royalty bonanza to Queensland coffers.’’

McCullough Robertson strategic adviser Michael Roche said the ship queues at some coal export terminals are at their highest since the cyclone and flooding issues in the summer of 2010-11 but this time the issue is not lack of coal.

“In fact, coal exports out of the Dalrymple Bay terminal are up 6 per cent in the three months to November compared to the same period in 2016,” he said.

“Exports are higher at three of the four main (Queensland) coal export ports. The queues will hopefully ease over the summer, subject to cyclone ­impacts.”
Source: Courrier Mail"

http://www.hellenicshippingnews.com/coal-ship-queue-continues-to-grow/
mdkInvest
14.12.2017 kl 09:27 11068

tak sa2ri for opdatering - hvordan ser FA ud ??
Jeg prøver at købe lidt igen på det her niveau
6seas
14.12.2017 kl 09:32 10924

14/12/2017 08:26:00 - Nasdaq GlobeNewswire, Norway
WILS : Wilson ASA: Utbytte NOK 0,50/aksje
Styret i Wilson ASA har besluttet iht. styrefullmakt gitt av generalforsamling
11. mai 2017 å utbetale utbytte for regnskapsåret 2016 på NOK 0,50 pr aksje.
Styrets vurdering er at det er forsvarlig å utbetale et utbytte på bakgrunn av
bedret økonomisk utvikling og styrket likviditet i selskapet.

Wilson ASA

Bergen, 14. desember 2017

Denne informasjonen offentliggjøres i henhold til kravene i Løpende
forpliktelser.

This announcement is distributed by Nasdaq Corporate Solutions on behalf of Nasdaq Corporate Solutions clients.
The issuer of this announcement warrants that they are solely responsible for the content, accuracy and originality of the information contained therein.

Source: Wilson ASA via GlobeNewswire
Sa2ri
14.12.2017 kl 09:36 11048

Det har ikke kommet noen oppdatering på dette i dag som jeg har sett.