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Kesin olan birşey var ki stock marketler ile gerçek piyasalar arasında ciddi farklar oluştu...Piyasaların önünde iki yol var...Ya büyümeye oynayıp ticareti canlandıracaklar ya da stock market lere mezar kazıp onları gömecekler...Başka yolu yok..
Dry cargo destruction extends as BDI falls
Baltic Dry Index extends sequence of historic lows despite some progress in dire capesize market.
14:02 GMT by Andy Pierce
Published in DRY CARGO
Dry cargo rates extended a run of successive lows on Thursday as rises in the capesize market again failed to stop the rot.
The Baltic Dry Index (BDI) lost three more points to set another new record of 355 points.
Thursday’s benchmark means the BDI has been below 500 points for 22 days and under 400 points for seven, having never reached such numbers previously.
“It’s no surprise that the drybulk market is getting destroyed when you look at the declining steel production out of China and the weak demand for coal,†said Robert Perri of Axia Capital in a report today.
Perri describes capesize rates as dire for those who can find employment.
Today the Baltic Capesize Index moved above 200 points, with rates at $2,808 per day.
TKS was able to secure an Oldendorff Newcastlemax from Tubarao to Rotterdam at just $2.80 per tonne.
Rio Tinto has paid $2.90 per tonne for the 170,000-dwt Coral Dream (built 2014) for a Dampier to Qingdao run.
The mass oversupply of tonnage comes despite only two thirds of newbuildings scheduled for delivery in 2015 making it into the water, according to Arctic Securities.
It notes only 52% of scheduled capesize newbuildings hit their 2015 delivery slot, while 67% of handysizes were on schedule.
“Our view is that it is by no means unreasonable to assume that the current 1,520 vessel strong orderbook will turn out to be far less,†analyst Erik Nikolai Stavseth said.
“While the major factor to rebalance the dry bulk market is going to be scrapping, we argue that slippage (and preferably cancellations) will also play an important part in the equation.â€
Biraz geride kalmışız burdan yazalım...Endeks yavaş yavaş toparlamaya çalışıyor ama bu Armatörler için yeterli değil...Rekor hurda teslimine rağmen yüzde 0.8 lik tonaj büyümesinin önüne geçilemiyor...Ancak piyasalarda net gördüğüm paranın el değiştirdiği...Büyük filolar başka ellere teslim ediliyor...Mevcut seviyeler halen daha yaşanılır olmanın çok gerisinde...1000 li rakamları görmeden sağlıklı bir piyasadan bahsedemeyiz hurda teslimlerinin böyle devam etmesi durumunda 2017 için biraz daha umutlu olabiliriz...
BALTIC EXCHANGE DAILY FIXTURE/INDEX LIST 30/03/2016
BDI 414 +5
BCI 210 +3
BPI 484 +13
BSI 475 +1
BHSI 271 +1
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