The Energy Shock

Energy, major dry bulk commodities and freight trading enthusiast.

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

⚠️ 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

[The Energy Shock @TheEnergyShock]

💡 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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

🚨 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

[The Energy Shock @TheEnergyShock]

🔥 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

[The Energy Shock @TheEnergyShock]

@freightbull1 @ImNotChenny What about March? 🧸

[The Energy Shock @TheEnergyShock]

🚨 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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

@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:

[The Energy Shock @TheEnergyShock]

#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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

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

[The Energy Shock @TheEnergyShock]

🚨 #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