The Energy Shock

🤔 #pmax ton-miles on the verge of collapse...? No 🇺🇸 grains to 🇨🇳, no party!! #drybulk #freight #panamax #shipping

🚨FFA #Capesize Nov25 contract... Define it in one word! 🤔 #drybulk #freight #shipping

⚠️ With freight inquiries emerging for Capesize #coal cargoes from 🇨🇴 Colombia to ARA and 🇿🇦 RBCT to ARA for September laycan, and coal demand in 🇪🇺 on its knees, it's no surprise that the Oct DES ARA contract is now being offered below the $100 threshold. 📉 #drybulk #gas #ttf

💡 Undoubtedly interesting "food for thought" OR just rubbish? What do you think? 🤔 It could be really valuable to backtest previously published #BalticExchange indices against next-day reported fixtures to evaluate potential lag or pricing bias... #drybulk #shipping

On July 25, Wang Bohua, chairman of the 🇨🇳 #China Photovoltaic Industry Association, announced global forecast for new photovoltaic installations was raised from 531-583GW to 570-630GW; in China alone it was raised from 215-255GW to 270-300GW.🚀 #coal #drybulk #gas #lng #shipping

🚨 Major flooding has already been reported in Northeast #Pilbara region 🇦🇺. Tomorrow Tropical Cyclone #Zelia might cross directly towards the main #ironore mines. 🤞 #drybulk #freight #shipping

🔥 A conveyor belt caught fire overnight in Praia Mole (next to #Tubarao terminal), major #cokingcoal and #coke discharging terminal in #Brazil 🇧🇷. #coal #drybulk #freight #panamax #shipping

@freightbull1 @ImNotChenny What about March? 🧸

@ImNotChenny Fixed it

Gm, today I'm my own kwant

🚨 A fire broke out at #Rumo's main #grain terminal in MT 🇧🇷 early this morning local time. The stockyard/rail terminal has a 70 kt/day capacity and loads trains to Santos. $BDRY #agro #freight #panamax #shipping #soybeans

Obviously 🙄 she was “in ballast mode” on the way to Juruti…

Meanwhile, MV White Whale, after loading #bauxite in #Juruti, is being escorted by "safety personnel" 😂 through the #Amazon River... #drybulk #freight #panamax $BDRY $DSX $GNK $GOGL $NMM $SB $SBLK

Meanwhile #Westshore #Coal Terminal at Delta Port is on fire 🔥. Nothing like 2.5-3 Mt/month outage to start the year... 😭 #drybulk #freight #shipping #steel $BDRY $DSX $GNK $GOGL $NMM $SB $SBLK $SHIP

When you miss the pre-winter bull markets in #energy #commodities... #coal #gas #power #ttf

@Echochamberguru Sure thing! So please find herein below, for your convenience, the list of vessels loaded in October, where you can see there were no shipments for the last 10 days. Hope it helps:

@TheEnergyShock 10 days without any shipments? Did you check your sources though?

#Capesize Nov contract both yest. and today lost ground following index release, as it came lower than expected. Yest., though, after falling $1000 post index release, it recovered most of it before close. 🤡 #drybulk #shipping #shiptwit $BDRY $DSX $GNK $GOGL $NMM $SB $SBLK $SHIP

At mid-Oct LY #Brazil 🇧🇷 #corn exports have recorded 45 Mt vs. 30.2 this year. There isn’t much more to go, reason why the surplus vessel tonnage in ECSA is weighing on #panamax #freight rates. #agro #drybulk #grains #shipping #shiptwit $BDRY $DSX $GNK $GOGL $NMM $SB $SBLK $SHIP

Money’s pouring into the ‘Land of the Dragon’, but it ain’t getting splashed on the real economy. Folks know exactly where to chuck it… #coal #drybulk #freight #ironore #shipping #shiptwit $BDRY $DSX $GNK $GOGL $NMM $SB $SBLK $SHIP

🚨 Stimulus, what stimulus...!? 🤷 #drybulk #freight #shipping #shiptwit $BDRY $DSX $GNK $GOGL $NMM $SB $SBLK $SHIP

No doubt the market wasn’t impressed by the MoF’s press conference on Saturday... 🙄 #drybulk #freight #shipping #shiptwit $BDRY $DSX $GNK $GOGL $NMM $SB $SBLK $SHIP

🚨 #Emirates Global #Aluminium (#EGA) said #bauxite exports from its subsidiary #Guinea #Alumina Corporation (GAC) had been suspended by customs. #drybulk #freight #shipping #shiptwit $BDRY $DSX $GNK $GOGL $NMM $SB $SBLK $SHIP