GOGL - Februar 2018 #1

01.02.2018 kl 07:48

Oppretter en ny tråd da vi nå er inne i februar måned slik at alle kan legge inn nyheter m.m. de mener har relevans for GOGL. Det første innlegget er sakset fra hellenicshipping og er ikke helt rosenrødt.

Baltic index falls, capesizes mark worst month in 2 years
in Dry Bulk Market,International Shipping News 01/02/2018

The Baltic Exchange’s main sea freight index fell on Wednesday as rates fell across vessel segments with the capesize index recording its biggest monthly percentage decline in two years.

The overall index, which tracks rates for ships carrying dry bulk commodities, was down 39 points, or 3.27 percent, at 1,152 points. This represented its biggest daily percentage fall since Jan. 17.

Baltic index, which factors in rates for capesize, panamax, supramax and handysize shipping vessels, lost more than 15 percent this month, its biggest monthly percentage decline since May last year.

The capesize index fell 135 points, or 7.72 percent, to 1,613 points. It slumped 43 percent this month, most since January 2016.

Average daily earnings for capesizes, which typically transport 150,000-tonne cargoes such as iron ore and coal, were down $939 at $12,727.

The panamax index shed 39 points, or 2.69 percent – its biggest one-day percentage fall in four weeks – to 1,411 points. It gained 1.1 percent this month, after falling for the previous two months.

Average daily earnings for panamaxes, which usually carry coal or grain cargoes of about 60,000 to 70,000 tonnes, declined $313 to $11,309.

Among smaller vessels, the supramax index shed 5 points to 884 points and the handysize index lost 8 points to 558 points.

Source: Reuters (Reporting by Sumita Layek in Bengaluru; Editing by Arun Koyyur)


13.02.2018 kl 11:52

Inflasjonstall kommer i morgen fra US... ny trigger?!
13.02.2018 kl 14:25

: Baltic Dry-indeksen er ned 0,8 prosent til 1.114 poeng,

Baltic Dry -0,8%
Panamax -0,7%
Handysize -0,3%
Supramax -0,4%
13.02.2018 kl 14:39

En liten nedgang ratene i dag. Etter en kraftig økning siste uke forventer jeg ikke det helt store rykket i BCI før om et par uker. Det som også er gledelig er å se at skipsverdiene begynner å krype oppover igjen. Da blir det fort fart i aksjekursene fremover om utviklingen holder seg.
13.02.2018 kl 14:58

Lukter snart på 62-63 igjen
13.02.2018 kl 15:04

Blir i hvert fall utslagsgivende, men hvilken retning?
13.02.2018 kl 15:20

Det er jo strålende nyheter for de som ønsker rimeligere inngang:-)
13.02.2018 kl 23:17

Greit oppsummert.
14.02.2018 kl 07:28

Dry Bulkers’ Newbuilding Contracting Retreats After Recent Flurry
in Dry Bulk Market,Hellenic Shipping News 14/02/2018

As the level of newbuilding contracting will be crucial for the sustained recovery of the dry bulk segment, it’s perhaps good news that the recent flurry of activity was met with a standstill over the course of the past week. In its latest weekly report, shipbroker Allied Shipbroking said that it was “another interesting week in the Newbuilding market, with a considerable flow of new contracts coming to light. After a couple of weeks of heavy ordering being seen in the Dry Bulk sector, things changed rapidly, with new ordering falling back to minimal levels once more. Given the impressive resilience of late in the main Dry Bulk freight market, one would have assumed that interest would have held steady, though given that a fair amount of the total new orders placed thus far have mainly been attributed to a very select few players and with some relying on a more long term project backing approach. At the same time, given the fact that we are but a breath away from the start of the Chinese New Year festivities, there is an expectation that things should quieten down in the newbuilding market for all vessels types. On the Tanker side of things, there is still a relatively uninspiring level of activity being noted, inline with the subdued climate still being noted in terms of earnings. All-in-all, a balanced level of new ordering took place, with a fair amount being seen on the Containership and Gas Carrier segments as well as from more specialized segments which tend to be more project placed”, Allied said.

In a separate newbuilding report, shipbroker Clarkson Platou Hellas added that “in Dry, Clients of Seatankers Management are reported to have declared an option for two 82,000 DWT Kamsarmax Bulk Carriers at Shanhaiguan. There will be the 3rd and 4th vessel in the series and will deliver in 4Q 2019 and 1Q 2020. In the Gas sector, DSME have received an order for two 173,400 CBM LNG Carriers from BW Gas. The duo are set for delivery within 1H 2020 from Okpo. Hudong Zhonghua have signed a contract for a single 18,600 CBM LNG Bunkering Vessel with MOL for deliver in 2020. This order is against a charter to Total. Hyproc Shipping have extended their series of 13K LPG Carriers at Jiangnan by declaring an option for one additional vessel. Being the 2nd vessel in the series, this unit will be delivered within 2019.

There is one order to report in the Container market, with Samsung winning an order for eight firm 11,000 TEU Container Carriers from Taiwanese owner Evergreen. This series will start to deliver from 1Q 2020 till 2Q 2021 from Geoje, Korea. In other sectors, Scenic Cruises have announced ordering one firm 17,085 GT Cruise Ship at Uljanik Brodogradiliste in Croatia. Delivering in 2020, this vessel will be built to be Ice Class 1A. Finally, Norwegian owner Wilson have signed a contract for two firm 2,600 DWT General Cargo Vessels with Wuxue Janda in China for delivery within 2019”, Clarkson Platou Hellas said.

Meanwhile, in the second hand market, Allied said that “on the dry bulk side, it seems as though we continue to see a slightly softer picture in terms of reported activity, with limited sales reported again this week compared to the levels we have become accustomed to over the past year or so. At the same time we are still seeing the main focus still fixed on the Supramax size segment, with the majority of buyers still showing keen interest here, where they believe a fair amount of opportunity is still available. On the tanker side, there is still limited number of vessels changing hands each week. Things are still under relative pressure, largely in part to the fact that there still seems to be a considerable gap between willing sellers and willing buyers, especially on the more modern tonnage. This explains in part the higher number of older vessels changing hands, while taking a look at the reported VLCCs reported sold this week, the majority of vessels in these larger size segments tend to be around 15 years of age or even older”, the shipbroker concluded.

In a separate note, VesselsValue said this week, that in the dry bulk market, values have firmed across the sector, most notably in Handy tonnage. “An en bloc deal of two Capesize vessels, Mineral Nippon & Rubena N (203,300/203,200 DWT, Mar 2007/Apr 2006, Universal) sold to Winning Shipping for USD 46.3 mil, VV value USD 48.34 mil. Post Panamax Tansanit (92,800 DWT, Sept 2011, COSCO Zhoushan) sold to Interocean for USD 17.2 mil, VV value USD 17.69 mil. Panamax Vika (74,500 DWT, Sept 1999, Sasebo) sold for USD 8.0 mil, VV value USD 7.92 mil. Supramax Albion (58,700 DWT, Dec 2008, Tsuneishi Zhoushan) sold to Thoresen for USD 13.8 mil, VV value USD 13.33 mil. Handy Orient Sunrise (28,500 DWT, May 2001, Kanda) sold for USD 5.7 mil, VV value USD 4.99 million” VV said.
Nikos Roussanoglou, Hellenic Shipping News Worldwide

14.02.2018 kl 07:48

Et klipp fra PAS sin Shipping Daily:

"Slower for drybulk, with all indices losing ground. Holidays in Asia should mean much of the same over the coming week or so, but we find comfort in both the FFA market and the fact that spot rates are twice the level we had a year ago."
14.02.2018 kl 13:22

For de som er interessert så bunnet BCI ut 15. februar 2017 på 556 poeng. 14. mars 2017 sto BCI i 1929 poeng.

I går var BCI på 1793.......
Redigert 14.02.2018 kl 13:24 Du må logge inn for å svare
14.02.2018 kl 14:41

Baltic Dry-indeksen er ned 1,7 prosent til 1.095 poeng

Baltic Dry -1,7%
Panamax +0,3%
Handysize -0,4%
Supramax +0,7%
14.02.2018 kl 14:48

Dropp i de amerikanske futtene etter inflasjonstall..
Rød åpning
14.02.2018 kl 17:50

Q4-presentasjonen er flyttet frem til tirsdag 20. februar ifølge børsmelding.
14.02.2018 kl 22:24

Fin kveld i USA, opp med 3.09%.
14.02.2018 kl 22:40

Leser at Marine Harvest låner penger for å betale utbytte. Det skjer ikke uten at Fredriksen stiller seg 100% bak det. Kan være et godt tegn for oss som håper på utbytte i Gogl for 4. Kvartal 2017. Fredriksen vil ha cash ut der det er mulig å hente det. Et fint q4 resultat + melding om utbytte + stigende rater er en fin coctail for oss goglere 😀