Daily Journal of Dry Bulk Shipping 1010

Daily Journal of Dry Bulk Shipping Abscracts:10月9日数据显示，与10月8日相比，大海岬型船运价指数BCI继续大跌，BDI综合运价指数也继续下跌。 On Oct 9th,Compared toOct 8th, due to thethe BCI freight indexfall sharply, the BDI composite freight index continued to fall. October 10th, 2024 Daily Journal of Dry Bulk Shipping 行业信息Industry information 1、阿根廷大豆压榨产能闲置率近半，豆粕出口连续三个月下滑 2024年8月份阿根廷大豆压榨量为323万吨，较7月份下滑115万吨或环比降幅逾26%，这一大幅下降的主要原因是来自于可供应大豆数量的减少，其中来自阿根廷油厂工人罢工、阿根廷本土农民惜售以及巴拉圭大豆进口比重下降则是阿根廷油厂豆源持续紧张的重要因素。2024年前八个月阿根廷大豆累积压榨量达到2678.27万吨，而上年同期由于大豆产量重挫而降至1957万吨附近。 The soybean crushing capacity idle rate in Argentina is close to half, with soybean meal exports declining for three consecutivemonths In August 2024, Argentina's soybean crushing volume was 3.23 million tons, a decrease of 1.15 million tons or a month-on-month decrease ofover 26% compared to July. The main reason for this significant decline is the reduced availability of soybeans, which is primarily attributed tofactors such as strikes by Argentine oil mill workers, local farmers in Argentina holding back sales, and a decrease in the proportion of soybeanimports from Paraguay. The cumulative soybean crushing volume in Argentina for the first eight months of 2024 reached 26.7827 million tons,compared to around 19.57 million tons in the same period last year when soybean production plummeted. 2、2024年1-8月德国煤炭产量同比下降12.2% 据德国褐煤协会(Deutscher Braunkohlen Industrie-Verein e.V.-DEBRIV)发布的统计数据，2024年1-8月份，德国煤炭产量（全为褐煤）累计为5798.6万吨，比上年同期减少805.2万吨，同比下降12.2%。 前8个月，德国西部莱茵地区（Rheinland）煤炭产量为2771.4万吨，同比下降11.5%；东部劳齐茨地区（Lausitz）产量为2402.0万吨，同比下降12.0%；中部地区（Mitteldeutschland）产量为625.1万吨，同比下降15.9%。 In the period from January to August 2024, coal production in Germany decreased by 12.2% compared to the same period in theprevious year According to statistics released by the German Brown Coal Association (Deutscher Braunkohlen Industrie-Verein e.V.-DEBRIV), the cumulativecoal production (all lignite) in Germany from January to August 2024 amounted to 57.986 million tons. This figure represents a reduction of8.052 million tons compared to the same period in the previous year, resulting in a 12.2% year-on-year decline.During the first eight months of the year, coal production in various regions of Germany showed the following changes:In the western Rhineland region, coal production was 27.714 million tons, marking an 11.5% year-on-year decrease.In the eastern Lausitz region, coal production amounted to 24.020 million tons, reflecting a 12.0% year-on-year decline.In the central Mitteldeutschland region, coal production reached 6.251 million tons, showing a 15.9% year-on-year decrease.source：Hifleetmaritime FFA市场回顾FFA contract Overview 10月9日，海岬型船BCI 5TC FFA合约交易量减少，大灵便型船BSI 10TC FFA合约交易量增加。 October 9th, the trading volume of BCI 5TC FFA derivatives decline,BSI10TC FFAderivativesincrease. 海岬型船5TC FFA 2410合约成交615手，较10月8日减少750手；2411合约成交895手，较10月8日减少480手；2412合约成交195手，较10月8日减少115手。 The trading volume of capesize 5TC FFA 2410 contract is 615 lots, 750 lots loss than Oct 8th; the trading volume of 895 lots, 480 lots less thanOct 8th; the trading volume of 2412 contract is 195 lots, 115 lots less thanOct 8th. 超巴拿马型船4TC FFA 2410合约成交460手，较10月8日减少10手；2411合约成交1130手，较10月8日增加165手；2412合约交易150手，较10月8日减少95手。 The trading volume of Surpanama type 4TC FFA 2410 contract is 460 lots, 10 lots less thanOct 8th; the trading volume of 2411 contract is 1130lots, 165 lots more thanOct 8th; the trading volume of 2412 contract is 150 lots, 95 lots less thanOct 8th. Thetrading volume of superamax type 10TC FFA 2410 contract is 510 lots, 425 lots more thanOct 8th; the trading volume of 2411 contract is400 lots, 85 lots more thanOct 8th; the trading volume of 2412 contract is 210 lots, 155lots more thanOct 8th. 现货指数回顾Spot Market Overview 10月9日数据显示，与10月8日相比，大海岬型船运价指数BCI继续大跌，BDI综合运价指数也继续下跌。 On Oct 9th,Compared toOct 8th, due to thethe BCI freight indexfall sharply, the BDI composite freight index continued to fall. 具体去看，BDI综合运价指数收于1799点，环比下跌61点；BCI运价指数收于2786点，环比下跌203点；BPI运价指数收于1457点，环比不变；BSI运价指数收于1270点，环比上涨6点；BHSI运价指数收于716点，环比下跌1点。 Specifically, the BDI comprehensive freight index closed at 1799 points, fall 61 points compared to the previous period;the BCI freight indexclosed at 2786 points, fall 203 points compared to the previous period;the BPI freight index closed at 1457 points, unchanged from the previousperiod; the BSI freight index closed at 1270 points, rise 6 points compared to the previous period; and the BHSI freight index closed at 716points, fall 1 point compared to the previous period. 1、Blank spaces indicate that there is no data available for the corresponding date.2、Day-on-day change is calculated by comparing the data of the current day with the data of the previous day (which may not necessarily be the day before thetable date). FDI远东干散货运价指数Far east dry bulk index FDI指数全称“远东干散货运价指数”，它由上海航交所编制和发布。FDIstands for"Far East Dry Bulk Index",itwas compiled and released bytheShanghai Shipping Exchange. 10月9日，FDI综合运价指数、FDI租金指数以及FD