Baltic Exchange Dry Index 4661 UP 18
BCI Baltic Exchange Capesize Index 8056 DOWN 187
BPI Baltic Exchange Panamax Index 4453 UP 114
BSI Baltic Exchange Supramax Index 2472 UP 49
BHSI Baltic Exchange Handysize Index 1075 UP 41
- seneste BDI udvikling > http://www.nordic-drybulk.info/?Dry_Bulk_Index
19/11 2009 18:59 fcras 0
22301 Still very decent
The Baltic Capesize Index fell on Thursday as voyage rates came off the extraordinary highs seen during the week. But still there were sums of $100,000 and above on offer.
The period market, meanwhile, was in ruder health as even $60,000 a day was on offer for a short-term fixture.
Australian cargoes continued to shape the capesize and panamax markets while there was also good movement for panamaxes in the Atlantic.
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Capesizes (Index 87.118 USD/dagen)
MOL has the 180,200-dwt Gracious Eternity (built 2009) for a front haul at $116,000 a day. Alternatively the Japanese outfit can run an Atlantic roundtrip at $90,000.
The latter is also what Rio Tinto spent on a China-Australia roundtrip with the 151,000-dwt Bosporus (built 1995), rival BHP getting the 172,500-dwt CE-Alliance (built 2001) for the same journey at $100,000.
CTM spent a whopping $60,500 a day for between six and eight months with the 172,000-dwt Tianronghai (built 2000).
Both Grand China and Goldman Sachs outfit J Aron spent $45,000 a day for 11-13 months stints, the former with the 171,000-dwt Aquabeauty (built 2003) and the latter with the 175,600-dwt Chou Shan (built 2006).
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Panamaxes (Index 35.819 USD/dagen)
NYK splashed a huge $48,000 a day for an Asian itinerary with the 92,500-dwt Chiara d?Amato (built 2009).
Daiichi will head from Asia to Australia with the 82,500-dwt Dimitris Apesakis (built 2008) at $40,750, Bocimar doing the same with the 72,700-dwt Oriental Sun (built 1998) for $41,500.
The 74,000-dwt Elly (built 1999) and the 73,000-dwt Celerina (built 1999) were both booked for straight China-Australia roundtrips at $35,000 and $39,750 a day respectively.
Cargill has the 73,300-dwt Marine Prosperity (built 2001) from Brazil to the Persian Gulf at $40,000 a day plus a bonus of $800,000.
Oldendorff put down the same bonus and $36,000 a day for the 76,600-dwt Grand Diva (built 2007) to head from the US Gulf to the Black Sea.
In the Atlantic Noble and Vitol ties up roundtrips. The former spent $38,000 on the 74,000-dwt Rodon Amarandon (built 1997) and the latter $36,000 on the 74,300-dwt Georgios S (built 2001).
There were a whole raft of charters for between four and six months with hugely varying rates. STX Pan Ocean has the 75,000-dwt Trenton at $29,000, Cargill the 74,700-dwt Topeka (both built 2001) at $30,000, an unidentified player the 76,600-dwt Wen Zhu Hai (built 2008) at $32,000, United the 72,400-dwt Fu Min at $36,500 and Kristiana Marine the 74,000-dwt Riruccia (both built 1997) at $40,000.
United and Noble each fixed units for 11 to 13 months at $26,500 a day, the former the 76,700-dwt Red Jasmine (built 2006) and the latter the 76,500-dwt Navios Aldebaran (built 2008). The Australian Wheat Board also has the 69,100-dwt Yue Dian 81 (built 1997) for the same period at $22,000.
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Supramaxes (Index 25.847 USD/dagen
Rates were very steady here if unspectacular, an exception being the $38,000 a day spent on the 52,400-dwt Great Praise (built 2006) for a trip from the Black Sea to the Far East.
The 50,300-dwt Navios Vector (built 2002) will head from India to China at $26,000, just $1,000 a day more than the 51,200-dwt Papillon (built 2001) wangled from Hanjin for an Asian itinerary.
Period rates were good, both the 47,200-dwt Honesty Ocean (built 1997) and the 46,500-dwt Glarus (built 2001) getting $27,000 a day for about five months, the former going to Oldendorff and the latter Minmetals.
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By Eoin O'Cinneide in London
Published: 13:53 GMT, 19 nov 2009 | last updated: 13:53 GMT, 19 nov 2009
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http://www.tradewinds.no/drycargo/article548344.ece
19/11 2009 19:07 fcras 022302 Torsdag 19. november 2009 kl: 06:00
De sidste 14 dage er det ledende tørlastindeks, Baltic Dry Indekset, kravlet lige så stille i vejret, og ligger nu på det højeste niveau siden nedturen. Det giver mere vind i sejlene til de store danske tørlastrederier - Norden, J. Lauritzen og Clipper.
"Jeg tror, der er mere at hente, og at raterne vil gå højere op. Det er klart indenfor tørlast, at man ser lyspunkterne lige nu, selvom containermarkedet også er blevet lidt bedre", siger aktiestrateg Stephen Rammer, Formuepleje, til dagbladet Børsen.
Tidligere på året herskede der tvivl om, hvorvidt der blot var tale om en midlertidig stigning i tørlastraterne, men Stephen Rammer mener nu, at det er et mere vedvarende opsving.
"Man skal passe på med at sige noget kategorisk, men jeg fornemmer, at det er mere end et skvulp i overfladen. Grundlæggende ser vi en større kinesisk efterspørgsel, og overordnet bevæger Kina sig også op i værdikæden og har brug for jernmalm af bedre kvalitet", siger Stephen Rammer til avisen.
Han peger på, at de kinesiske jernminer efterhånden er ved at være tømt for jernmalm af god kvalitet. Derfor importerer Kina jernmalm fra blandt andet Brasilien og Australien, og de lange transportafstande har medvirket til at drive fragtraterne op.
Kilde: Dagbladet Børsen
http://www.maritimedanmark.dk/?Id=6326
