Dried bull city mentality is overwhelming
- Author:BESSON
- Release Date:2021-07-02
In the first half of the year, the demand for bulk and bulk goods proved to grow brutality. In the second half of the year, it should also be strong, and some sectors will also be better than others.
In the first five months, this year, this year, this year, the ship order is expected to be water, and the iron ore delivery is expected to be better, especially from Brazil. As well as cereals, Xiaong dry bulk trade will continue to strengthen, so, the freight freight rate is expected to be profitable, causing any potential black swan events.
According to BIMCO report, 30 million new ship orders in January-May have achieved 16 million load-bearing tons, and it is expected that year-on-year capacity increased by 2.4% (dismantling 16 million loaded tons, the third low since the last 11 years), substantially below 4% growth rate last year. At present, the overall level of the market is $ 24,000 / day, each participant is making money, which has not yet risen to the sky, nor the super cycle.
Bull City confidence comes from the lowest capacity growth in decades, as well as big rising demand, global GDP strong recovery to 5.5%, and this predominantly may even last 2022, it is a prosperous cycle since 2003-2008.
Maritime Strategy International is expected to rise in the third quarter to the highest year, and the good corner vessel rent will have an average of $ 35,000 / day and fall back to $ 29,000 / day in the fourth quarter. Correspondingly, Panama's vessel rent will be 23000 and $ 19,000 / day, respectively. Super Spirit ship rents $ 22600,18,000 / day; small low-end vessel rental 20000,17,000 US dollars / day.
Cleaves Securities conducted a large-scale bulk carrier in the second half of the year, and the VLOC was expected to have an average of $ 43,000 / day / day, a four-quarter of $ 50000 / day, a good angle ship 33,000 US dollars / day, $ 38,000 / day. Panama boat rent may decline.
Braemar ACM: Branch stimulus of countries will drive small-acting dried bulk, cereal trade continues to strengthen this year, global cereals have exceeded 2671 million tons, which increased by 11% year-on-year, including 58.7 million tons, mostly from the United States, Canada , Australia, Brazil, Argentina. The decline in soy exports in the second half of the year may be unfavorable to Panama ship freight, but will not affect the flying ship (will benefit from wheat and corn export seasonal).
In 2023, the new ship has increased a lot, even if the manufacturing and infrastructure of all countries, the freight rate of the donor freight can still be maintained.
In the first five months, this year, this year, this year, the ship order is expected to be water, and the iron ore delivery is expected to be better, especially from Brazil. As well as cereals, Xiaong dry bulk trade will continue to strengthen, so, the freight freight rate is expected to be profitable, causing any potential black swan events.
According to BIMCO report, 30 million new ship orders in January-May have achieved 16 million load-bearing tons, and it is expected that year-on-year capacity increased by 2.4% (dismantling 16 million loaded tons, the third low since the last 11 years), substantially below 4% growth rate last year. At present, the overall level of the market is $ 24,000 / day, each participant is making money, which has not yet risen to the sky, nor the super cycle.
Bull City confidence comes from the lowest capacity growth in decades, as well as big rising demand, global GDP strong recovery to 5.5%, and this predominantly may even last 2022, it is a prosperous cycle since 2003-2008.
Maritime Strategy International is expected to rise in the third quarter to the highest year, and the good corner vessel rent will have an average of $ 35,000 / day and fall back to $ 29,000 / day in the fourth quarter. Correspondingly, Panama's vessel rent will be 23000 and $ 19,000 / day, respectively. Super Spirit ship rents $ 22600,18,000 / day; small low-end vessel rental 20000,17,000 US dollars / day.
Cleaves Securities conducted a large-scale bulk carrier in the second half of the year, and the VLOC was expected to have an average of $ 43,000 / day / day, a four-quarter of $ 50000 / day, a good angle ship 33,000 US dollars / day, $ 38,000 / day. Panama boat rent may decline.
Braemar ACM: Branch stimulus of countries will drive small-acting dried bulk, cereal trade continues to strengthen this year, global cereals have exceeded 2671 million tons, which increased by 11% year-on-year, including 58.7 million tons, mostly from the United States, Canada , Australia, Brazil, Argentina. The decline in soy exports in the second half of the year may be unfavorable to Panama ship freight, but will not affect the flying ship (will benefit from wheat and corn export seasonal).
In 2023, the new ship has increased a lot, even if the manufacturing and infrastructure of all countries, the freight rate of the donor freight can still be maintained.