2020 Bulkers is an independent dry bulk owner listed on the Oslo Stock Exchange, operating six scrubber fitted 208,000 DWT Newcastlemax dry bulk carriers.
Today: 28,071 +5,855
MTD avg 20,736
YTD avg 14,507
'23 bal 22K
No one understands how and why, but the party is on๐๐๐ฅโ๏ธ๐ฅณ
Enjoy the weekend
#dividends
#drybulk
#capesize
#2020bulkers
Today: 41,796 +7,140
MTD avg 22,923
YTD avg 14,786
'23 bal 29K
Look at December, and look at today!๐๐ฅ๐
Atlantic basin is smoking hot, and sentiment is pushing.
Pmax and Handy also pushing, which indicates good general fundamentals.
#dividends
#drybulk
#capesize
#2020bulkers
Bulk Sandefjord fresh out of 5 year planned dry dock, time flies.
Greasing some bolts, a few layers of the best Jotun has to offer, and she's ready for 5 more years at top performance๐ฆโ๏ธ๐งโ๐จ๐
#shipping
#maritime
#drydock
#2020bulkers
#capesize
Today: 54,584 +2,857
MTD avg 53,156
YTD avg 15,248
'23 bal 40K
Key takeaways from last week. Cape is unpredictable, insurance is used for securing a floor and the mkt will be potent in the years to come.
Trade flow shifts to Brazil
#dividends
#drybulk
#capesize
#2020bulkers
Today: 69,013 +5,983
MTD avg 52,294
YTD avg 29,855 vs 2020 YTD 11,689
FFA '21 balance 50,798
The market is still real, assuming many of you have seen the rocket emoji in use today.
#2020bulkers
index vessels making 90,000+ USD/day
#dividends
#drybulk
#ironore
No index since Dec 24th, but there are reports of healthy fixtures on the last day of the year. We expect Covid related delays in China and icy weather. Looking forward to Monday to see how it plays out.
Happy new year๐
#dividends
#drybulk
#2020bulkers
#ironore
#capesize
Today: 74,786 +5,773
MTD avg 53,365
YTD avg 30,094 vs 2020 YTD 11,754
FFA '21 balance 52,269
#capesize
is in a historical squeeze these days, and Owners are not shy on offers. The
#drybulk
party continues.
#2020bulkers
index vessels making 100,000+ USD/day
#dividends
#ironore
Today: 31,671 +3,600
MTD avg 21,312
YTD avg 14,582
'23 bal 23K
Happy Monday. This is how it looks when Atlant cargo outruns tonnage (Wafr+Braz), and rumors of strong C5 fix tday as well may keep it from being shortlived๐
#dividends
#drybulk
#capesize
#2020bulkers
Today: 34,656 +2,985
MTD avg 21,979
YTD avg 14,669
'23 bal 23K
We allow ourselves to continue using the rocket emoji๐, although FFA may sense a ceiling for now.
Brazil cargo vol up 20% w-o-w, 6% y-o-y
#dividends
#drybulk
#capesize
#2020bulkers
Today: 51,727 +5,046
MTD avg 51,727
YTD avg 15,080
'23 bal 39K
Santa came early this year, and challenging to keep the cool. This proves the mkt still has the ability to spark, the future of Capes looks good considering the orderbook๐๐
#dividends
#drybulk
#capesize
#2020bulkers
Today: 16,540 +3,941
MTD avg 8,488
YTD avg 16,561
'22 bal FFA 17K
๐ฅConfidence is back and we're finally seeing significant effects on the market, even without Vale. FFA is also following suit.
We're carefully looking forward to October
#dividends
#drybulk
#capesize
#2020bulkers
Bulk Sao Paulo is currently loading 200,000 tons of Bauxite in Guinea. Due to vessel size, the cargo is transshipped off-shore by crane and barges.
Bautixe is used in aluminium production, and has a red-brown colorโ๏ธ๐๏ธโ๏ธ
#2020bulkers
#drybulk
#shipping
#capesize
Today: 28,901 +1,456
MTD avg 24,823
YTD avg 13,003
'23 FFA 21K
Both main routes C3 and C5 keep the pressure up in Owners favor. Nuke TCE at these levels pushing 40,000/day
#dividends
#drybulk
#capesize
#2020bulkers
Today: 27,445 +2,718
MTD avg 24,008
YTD avg 12,921
'23 FFA 21K
YTD high, and we believe it's appropriate to dig out the rocket๐
Difficult to know how the story will play out, but it looks like fundam. support a few more weeks of this
#dividends
#drybulk
#capesize
#2020bulkers
Today: 18,293 +2,293
MTD avg 10,087
YTD avg 16,568
'22 bal FFA 18K
After a moody FFA yesterday, most are surprised by the gain today. The ballaster vs Vale requirement balance is starting to look more promising. Happy Friday
#dividends
#drybulk
#capesize
#2020bulkers
Today: 86,870 +5,993
MTD avg 79,993
YTD avg 31,375 vs 2020 YTD 12,144
FFA Q4 63,800
The extreme tightness continues, while commodities are flowing. Have you seen this symbol ๐lately?
#dividends
#ironore
#capesize
#drybulk
#2020bulkers
Today: 22,996 +1,351
MTD avg 22,321
YTD avg 12,729
'23 FFA 20K
Happy days are back in this moody business, with C3 approaching $25 and fuel spread $170.
Good to see some empiricism is still valid, after a disappointing Q3.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 41,324 +2,354
MTD avg 38,603
YTD avg 33,581 vs 2020 YTD 13,046
Dec 39K
Santa is coming early for
#capesize
this year๐
Congestion is on the rise again, activity is good and tonnage is tight. January is also starting to look good
#dividends
#drybulk
#2020bulkers
#ironore
Today: 26,412 +2,410
MTD avg 22,004
YTD avg 15,005 vs '21 YTD 21,230
'22 bal FFA 35K
Spring rush seems to have made foothold, and a 10% Monday gain is more than welcome.
India has communicated a three year coal import strategy.
#dividends
#drybulk
#2020bulkers
#capesize
Today: 12,977 +4,025
MTD avg 6,762
YTD avg 16,600
'22 bal FFA 17K
And we're back! Difficult to define the drivers atm, however the seasonal uptick seems to arrive, helped by reduced avail tng, gd cargo enqry and bad weather๐ช๏ธ
C3+10%
#dividends
#drybulk
#capesize
#2020bulkers
Today: 28,177 +305
MTD avg 37,333
YTD avg 16,363
Jan FFA 20K
That's what 2023 last index looks like, and it only remains to wish all our Shareholders, Charterers, Suppliers and colleagues at sea a Merry Christmas and Happy New Year๐ ๐ซ
#dividends
#drybulk
#capesize
#2020bulkers
Last three years return and gain for the 2020 share:
104% gain on stock price
220% adjusted for dividends reinvested
Last 12 months:
33%
46% adjusted for dividends reinvested
#dividends
#drybulk
#capesize
#2020bulkers
Dec23,
#2020bulkers
achieved avrg TCE of approx $37,700/day.
The BCI averaged $37,333.
The Board has approved a dividend of US$0.21 per share for Dec 2023.
~20% annualized yield based on yday closing price.
#dividends
#capesize
#drybulk
Today: 75,190 +1,014
MTD avg 75,190
YTD avg 30,563 vs 2020 YTD 11,918
FFA Q4 51,500
North Atlantic paves the way for further increase to the index today with FH at 105K, while C3 + C5 is quiet.
Happy weekend and Golden Week.
#dividends
#ironore
#capesize
#drybulk
#2020bulkers
Today: 24,209 +3,834
MTD avg 19,220
YTD avg 18,182 vs '21 YTD 24,456
'22 bal FFA 28K
The biggest single day gain of the year, and happy Friday. August FFA climbs above 30K. Finally some relief, and time will show how long it lasts
#dividends
#drybulk
#2020bulkers
#capesize
Today: 14,293 +1,017
MTD avg 13,325
YTD avg 16,078
'22 bal FFA 13K
This is why we never lose faith in the Cape market, even when all the bears are out roaring. FFA also looks like a X-mas tree, even as far out as Easter๐ ๐ฃ๐
#dividends
#drybulk
#capesize
#2020bulkers
Today: 21,175 +2,564
MTD avg 18,903
YTD avg 16,622
'22 bal FFA 19K
Finally enjoying the pleasures of Cape with rather big jumps in rates. With China bank holidays Golden week, no news from that part of the world until next week๐
#dividends
#drybulk
#capesize
#2020bulkers
Today: 80,877 +3,842
MTD avg 77,701
YTD avg 31,067 vs 2020 YTD 12,144
FFA Q4 63,000
Another remarkable day for Capes, with strong gains all accross, and FFA flying away.
Very short tonnage list for Brazil cargoes, C3 47,6 USD
#dividends
#ironore
#capesize
#drybulk
#2020bulkers
Nov23,
#2020bulkers
achieved avrg TCE of approx $35,400/day.
The BCI averaged $24,003.
The Board has approved a cash distribution of US$0.18 per share for Nov 2023.
~20% annualized yield based on yday closing price.
#dividends
#capesize
#drybulk
Today: 17,374 +3,081
MTD avg 13,693
YTD avg 16,083
'22 bal FFA 15K
๐จSanta comes early this year, and the X-mas rally is on (recall saying the same last year). Tonnage is tight out West, so we have fastened our seatbelts๐ ๐
#dividends
#drybulk
#capesize
#2020bulkers
Today: 61,309 -374
MTD avg 50,769
YTD avg 29,464 vs 2020 YTD 11,558
FFA '21 balance 41,783
At these levels a stand off is not an unexpected result. Tonnage is tight, time will show who has to cave in.
#2020bulkers
index vessels making +83K/day
Happy weekend
#dividends
#drybulk
Today: 38,082 +1,607
MTD avg 42,894
YTD avg 15,851
'23 bal 35K
Australia-China C5 is very strong, while bid/offer spreads for C3 reveals less confidence in the Atlantic.
FFA keeps pushing
#dividends
#drybulk
#capesize
#2020bulkers
Today: 4,754 +1,519
MTD avg 3,404
YTD avg 6,533
'23 FFA 16K
Cape is experiencing a small rally today. Especially the FFA deserves attention, and confidence once again knocks on the door. Ballaster list shrinking.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 22,569 +3,334
MTD avg 19,869
YTD avg 14,765 vs '21 YTD 20,737
'22 bal FFA 34K
A classic Cape move, and tonnage seems to be in squeeze. C3 close to 30 $/ton. Fuel prices continues up
#dividends
#drybulk
#2020bulkers
#capesize
Today: 34,531 +1,777
MTD avg 27,947
YTD avg 16,285 vs '21 YTD 22,413
'22 bal FFA 35K
Another jump for Capes, and Brazil is traded at 37$/MT.
June FFA 42,000.
China steel demand outlook is positive.
๐๐๏ธ
#dividends
#drybulk
#2020bulkers
#capesize
Today: 36,368 +1,837
MTD avg 28,594
YTD avg 16,496 vs '21 YTD 22,508
'22 bal FFA 34K
Still plenty of cargo to go around, and rates are pushed further up. It's a basic supply and demand situation. Atlantic has more potential it seems
#dividends
#drybulk
#2020bulkers
#capesize
BCI today: 29,599 +703
MTD 29,248
YTD 29,248
'24 balance 20K
2023: Iron ore shipments grew 3.5% to 1,575mt, following a previous decline of 1.5% in 2022. Brazilian iron ore shipments rose by 7.9% y/y, totaling 378mt.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 36,475 +1,155
MTD avg 43,581
YTD avg 15,758
'23 bal 34K
Stormy season is around in N China which is creating inefficiencies. Every day in green is another testimony that fundamentals are solid.
#dividends
#drybulk
#capesize
#2020bulkers
#2020Bulkers
has converted the index-linked charter for Bulk Shanghai into a fixed rate at US$30,905/day, gross, for the period from Feb 1, 2022, until Dec 31, 2022. Scrubber premium comes in addition
#dividends
#drybulk
#capesize
#ironore
Today: 12,285 +915
MTD avg 12,648
YTD avg 14,459 vs '21 YTD 17,847
'22 bal FFA 30K
Rush of cargo in Pac prior long weekend, and a small comeback both physical and paper. All routes in green.
Happy Easter๐ฃ
#dividends
#drybulk
#2020bulkers
#capesize
Today: 20,807 +1,039
MTD avg 19,590
YTD avg 11,148
'23 FFA 21K
A boost to the market after the long weekend. Sentiment is good, and if we could get Brazil cargo moving soon, we might see some fireworks.
#dividends
#drybulk
#capesize
#2020bulkers
Oct23,
#2020bulkers
achieved avrg TCE of approx $36,300/day.
The BCI averaged $25,557.
The Board has approved a cash distribution of US$0.2 per share for October 2023.
#dividends
#capesize
#drybulk
Today: 21,364 +1,509
MTD avg 13,427
YTD avg 12,543
'23 FFA 18K
Riding the wave. Fairly simple mechanism of supply and demand squeeze. C5 has a strong TCE, while Wafr and Brazil needs more carrying capacity pt.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 12,201 +1,175
MTD avg 9,827
YTD avg 6,837
'23 FFA 18K
Questions on China growth ambitions and seems paper reached a temp top. But cargo is flowing and the rest of the spring looks decent.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 19,855 +2,045
MTD avg 12,986
YTD avg 12,495
'23 FFA 19K
Q4 suddenly looks allot better. As anticipated, entertainment is back to the Cape market, with the correct sign this time๐
#dividends
#drybulk
#capesize
#2020bulkers
Today: 37,538 +1,170
MTD avg 29,233
YTD avg 16,715 vs '21 YTD 22,603
'22 bal FFA 35K
Busy days fort Capes, with higher fleet speed as a sure sign. Happy Friday.
#dividends
#drybulk
#2020bulkers
#capesize
Today: 11,026 +1,116
MTD avg 9,234
YTD avg 6,718
'23 FFA 19K
Reports of cargo volumes ex Brazil picking up, and the weeks starts with positive sentiment both physical and paper. C3 pays above 19 USD/MT
#dividends
#drybulk
#capesize
#2020bulkers
Today: 22,216 +2,187
MTD avg 20,305
YTD avg 14,448
'23 bal 20K
Balance of the year up 3K, Jan at 14K, Q1 at 11K+ and C3 Brazil on fire๐ฅ๐
Capes are full of surprises as usual
#dividends
#drybulk
#capesize
#2020bulkers
Today: 31,089 +741
MTD avg 26,867
YTD avg 13,544
'23 FFA 21K
Braz YTD volumes 279mt, 5.4% higher than the same period last year.
Aus YTD volumes 685mt, 1.6% higher than the same period last year.
FFA in sales mood though.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 18,312 +938
MTD avg 14,078
YTD avg 16,092
'22 bal FFA 15K
Macro shows us markets are still nervous, no surprise. However it doesn't change the fact that there are not enough vessels west of Spore.
I.ore $ 110
F.spread $ 200
#dividends
#drybulk
#capesize
#2020bulkers
Today: 5,815 +544
MTD avg 3,629
YTD avg 6,483
'23 FFA 16K
March FFA reads 8,500. We're preparing for iron ore season to kick off, and seeing the bottom in rear view.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 7,703 +1,661
MTD avg 7,703
YTD avg 6,502
'23 FFA 18K
It felt good to let Feb go. '23 balance climbs.
Welcome March, welcome spring and eventually welcome iron ore from Brazil
#dividends
#drybulk
#capesize
#2020bulkers
Today: 6,042 +227
MTD avg 3,749
YTD avg 6,442
'23 FFA 17K
Seems the number of laden vessels are picking up, and we should have reasons to hope for steady recovery.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 13,237 +694
MTD avg 12,878
YTD avg 12,878
'23 bal FFA 15K
Who would have thought, only a week into the new year and we have already seen one bottom. Sentiment continues to be positive, mixed from China and physical ok for now.
#dividends
#drybulk
#capesize
#2020bulkers
BCI today: 28,896 +719
MTD 28,896
YTD 28,896
'24 balance 20K
Happy new year!๐
Not often we start January at these levels, and even C3 trades in owners favor. Sentiment is good, although FFA corrects after a hot x-mas holiday.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 28,348 +757
MTD avg 26,167
YTD avg 13,372
'23 FFA 21K
Reports of a quiet morning in the market on a Monday, but rates tells a story of continued tightness. FFA probably get's help from Chinas ambitious stimuli news๐๐ฐ
#dividends
#drybulk
#capesize
#2020bulkers
Today: 46,172 +5,021
MTD avg 44,446
YTD avg 27,958 vs 2020 YTD 11,254
FFA '21 balance 39,715
Happy Friday and BCI up 12%. What a way to end the week. All routes in green with few available vessels, and few signs of slowing ahead.
#2020bulkers
#dividends
#drybulk
$bdry
Today: 22,913 +817
MTD avg 19,926
YTD avg 14,321
'23 bal 19K
If Iron ore and steel prices are a gauge for demand these days we can assume current Cape sentiment to be fundamental. Happy weekend.
#dividends
#drybulk
#capesize
#2020bulkers
Today: 35,320 +466
MTD avg 44,766
YTD avg 15,672
'23 bal 33K
What goes up must come down, and then up again. A little twist to the law of physics today, and balance is restored at Owners benefit. Happy Friday
#dividends
#drybulk
#capesize
#2020bulkers
Today: 32,885 +1,734
MTD avg 25,345
YTD avg 15,535 vs '21 YTD 21,894
'22 bal FFA 34K
Pacific is becoming very tight, and it's positive to see a strong Atlantic despite more potential still left in Brazil.
#dividends
#drybulk
#2020bulkers
#capesize
Today: 24,776 +2,365
MTD avg 21,370
YTD avg 17,916 vs '21 YTD 23,324
'22 bal FFA 32K
No prophecies today, but it rumors Brazil might wake up. In any case, 26% gain from last week is welcome, and FFA is also in a happy place.
#Friday
#dividends
#drybulk
#2020bulkers
#capesize
Today: 29,938 +2,905
MTD avg 29,531
YTD avg 33,479 vs 2020 YTD 13,087
Nov+Dec 30,000
A classic Cape-week with mixed directions. Ends on a happy note and looking forward to next week with positive indicators on supply. Enjoy the weekend
#dividends
#capesize
#drybulk
#2020bulkers
Today: 15,299 +1,728
MTD avg 12,699
YTD avg 14,374 vs '21 YTD 18,809
'22 bal FFA 31K
No one knows where the bunny jumps, but we are fairly confident the average will fare well going forward.
Tonnage situation slightly more positive tday
#dividends
#drybulk
#2020bulkers
#capesize
BCI today: 30,282 +683
MTD 29,592
YTD 29,592
'24 balance 20K
The good sentiment continues, and even FFA seems to adjust to the physical reality.
Iron price is at a multi year high, and tonnage balance is supportive for continued mkt up๐
#dividends
#drybulk
#capesize
#2020bulkers
Today: 28,703 +2,291
MTD avg 23,121 FFA 30K
YTD avg 15,160 vs '21 YTD 21,230
'22 bal FFA 35K
Fuel spread jumps from USD 90 last week to USD 150 this week, and the Cape-comeback continues.
#dividends
#drybulk
#2020bulkers
#capesize
BCI today: 31,496 +1,215
MTD 30,069
YTD 30,069
'24 balance 20K
Happy weekend!
C5 resist further downward pressure tday, and while the few ballasters left head west, we enjoy a 30K avrge for the first week of Jan '24๐
#dividends
#drybulk
#capesize
#2020bulkers
Today: 27,591 +406
MTD avg 25,949
YTD avg 13,297
'23 FFA 20K
Continued upside in the Atlc as previously communicated. Waiting times up, congestion up, speed low, high utilization and plenty of cargo. It's usually a success formulaโ๏ธโ๏ธ
#dividends
#drybulk
#capesize
#2020bulkers