Big Picture Welt-Wirtschaft: Wachstum des globalen Container-Handelsvolumens kommt zum Erliegen

Sehen Sie hierzu einen informativer Chart, der definitiv als Warnindikator für den globalen Handel betrachtet werden kann:

Quelle: reuters.com

China: Frachtraten im Sinkflug

Kein gutes Omen für die chinesische Wirtschaft:

Quelle: zerohedge.com

Welthandel, Schifffahrt: Baltic Dry Index (BDI) fällt auf neues Rekordtief

Der historische Kursverfall beim Baltic Dry Index (BDI) setzt sich in 2016 fort..

 

Quelle: stockcharts.com

Quelle: stockcharts.com

Welthandel, Schifffahrt: Baltic Dry Index (BDI) markiert neues Allzeittief

Der historische Kursverfall beim Baltic Dry Index (BDI) geht ungebrochen weiter..

Quelle: stockcharts.com

Quelle: stockcharts.com

Quelle: stockcharts.com

Welthandel, Frachtschiffahrt: Baltic Dry Index fällt auf neues Allzeittief - Krise in China bleibt im Fokus

Nach einer stärkeren Erholung  zur Jahresmitte bricht der Baltic Dry Index in den letzten Wochen auf ein neues Rekordtief ein.

Es ziehen damit weitere dunkle Wolken im globalen Welthandel auf. Der massive Einbruch des Verschiffungsvolumens ist gravierend.

Bis zur Nulllinie ist es beim relevanten Frachtschiffahrts-Index jetzt bereits nicht mehr weit, wodurch das Abwärtspotential mit jedem Verlusttag geringer wird..

Quelle: zerohedge.com

Welthandel im freien Fall: Container-Frachtraten von Asien nach Europa auf Crash-Kurs

Hochbrisante Entwicklungen im relevanten Welthandel (credit):

The collapse in rates is nothing short of a bloodbath: "it was the third consecutive week of falling freight rates on the world’s busiest route and rates are now nearly 60 percent lower than three weeks ago.

Freight rates on the world’s busiest shipping route have tanked this year due to overcapacity in available vessels and sluggish demand in goods to be transported. Rates generally deemed profitable for shipping companies on the route are at about $800-$1,000 per TEU. 

Other Europe-focused freight rates did even worse, with container freight rates from Asia to ports in the Mediterranean plunging 32.1%, while those to the US West and East coast slid by 7.9% and 9.9%, respectively. 

This should not come as a surprise: it was back in March when we first reported that "Global Trade Volume Tumbles Most Since 2011; Biggest Value Plunge Since Lehman."

Quelle: zerohedge.com

Quelle: zerohedge.com

Quote:

Global Trade In Freefall: Container Freight Rates From Asia To Europe Crash 60% In Three Weeks

Submitted by Tyler Durden on 08/23/2015 12:42 -0400

• Baltic Dry
 
• Central Banks
 
• China
 
• Global Economy
 
• Lehman
 
• Monetary Policy
 
• None
 
• Reality
 
• Recession
• Reuters
 
• World Trade

 

Three weeks ago, when we last looked at the collapse in trade along what may be the most trafficked route involving China, i.e., from Asia to Northern Europe, we noted that while that particular shipping freight rate Europe had crashed some 23% on just one week, there was some good news: at least the Baltic Dry index was still inexplicably rising, and at last check it was hovering just above 1,100.

That is no longer the case..

Link: http://www.zerohedge.com/news/2015-08-23/global-trade-freefall-container-freight-rates-asia-europe-crash-60-three-weeks

Welthandel und globale Handelspreise: Größter Einbruch seit 2011

Die Baisse im Rohstoff- und Minensektor ist auch beim weltweiten Handelsaufkommen deutlich ersichtlich..

Quelle: zerohedge.com

Quelle: zerohedge.com

Welthandel, Schifffahrt: Baltic Dry Index fällt auf neue Tiefstände

Der brutale Absturz im Baltic Dry Index (BDI) geht auch in 2015 weiter..

Quelle: zerohedge.com

Quelle: zerohedge.com

Rohstoffe: Düstere Aussichten für den Welthandel - Baltic Dry Index bricht weiter ein

Der Baltic Dry Index (BDI) fällt diese Woche auf den tiefsten Stand seit dem Höhepunkt der Finanzkrise in 2008..

Quelle: zerohedge.com

Quelle: zerohedge.com

Mega-Meilenstein: BHP verschifft eine Milliarde Tonnen Eisenerz nach China

Der rasante Aufstieg im Reich der Mitte spiegelt sich passend bei den Eisenerz-Importen wider. Der Rohstoffgigant und Branchenführer BHP Billiton (NYE:BHP) erreicht eine historische Marke:

BHP Billiton Ships One Billion Tonnes of Iron Ore to China

12 December 2014

BHP Billiton last night celebrated the shipment of its one billionth tonne of iron ore to China with customers, industrial associations, joint venture partners, suppliers and employees in Shanghai.

BHP Billiton’s Chief Executive Officer Andrew Mackenzie was joined by President Iron Ore Jimmy Wilson, President HSE, Marketing and Technology Mike Henry, President Coal Dean Dalla Valle and guests to reveal the commemorative plaque to mark the milestone.

Mr Mackenzie said BHP Billiton, a leading global resources company, was proud to contribute to the important trading relationship between China and Australia and to the country’s steel industry.

“China is of immense importance to BHP Billiton and to Australia,” he said.

“We always strive to develop closer ties with China and contribute to its development by providing long-term, reliable and high-quality products at a transparent market price.

“BHP Billiton is very proud of the role it has helped play in China’s remarkable economic and urban growth through the trade in iron ore and other commodities. The rate of this growth, and the demand for iron ore, has been unprecedented.

“It took nearly 30 years for BHP Billiton to ship 100 million tonnes of iron ore to China and then only 12 more years to reach the one billion tonne milestone.”

Also speaking at the celebration event, Mr Henry acknowledged China’s extraordinary development over the past two decades and the transformational role the country’s demand had played in the global iron ore market.

“Thanks to China’s tremendous achievements in manufacturing and steelmaking, part of the iron ore we export comes back to Australia as high-quality infrastructure and equipment. The resources industry now relies on bulk materials handling machines, transportable buildings and rolling stock made in China,” Mr Henry said.

BHP Billiton’s iron ore journey with China started more than 40 years ago with the first shipment of iron ore from Port Hedland to China in 1973.

“The relationship between BHP Billiton and China has evolved beyond the two-way trade in raw materials and industrial products with the launch of the physical iron ore transaction platforms in China and Singapore in partnership with steel mills, traders and producers,” Mr Henry said.

With China accounting for nearly 50 per cent of the world’s total steel production, Mr Wilson recognised the nation’s contribution to the development of the Pilbara in Western Australia.

“Chinese demand growth has supported a trebling of BHP Billiton’s iron ore production over the last two decades,” he said.

“We are grateful for our long-term and mutually beneficial partnership with China. Our iron ore has played a part in the country’s development, and in turn China’s rapid growth has transformed the Pilbara iron ore mining industry to the benefit of Australia.

“Over the past decade, we have invested US$25 billion in our Western Australian mines, rail and port infrastructure to deliver the high-quality iron ore needed by our steel-making customers in China,” Mr Wilson said..

Link: http://www.bhpbilliton.com/home/investors/news/Pages/Articles/BHP-Billiton-Ships-One-Billion-Tonnes-of-Iron-Ore-to-China.aspx?WT.mc_id=EDM_newsletter

Quelle: perthnow.com.au

Minen-Branche: Peru geht aggressiv gegen illegales Mining vor

Die etablierte Minen-Nation Peru, relevanter Produzent von zahlreichen Rohstoffen, greift bei der Bekämpfung von illegalen Minen-Aktivitäten stärker durch. Die Edelmetall-Exporte könnten dieses Jahr besonders darunter leiden. Hierzu ein aktueller Artikel von Reuters:

Peru says crackdown on illegally mined gold may cut exports 25 percent

Reuters, 12/02 01:27 CET

LIMA (Reuters) – A crackdown on illegally mined gold in Peru has nearly frozen shipments from shell companies and will likely cut overall exports of the precious metal by 25 percent this year, officials said on Tuesday..

Link: http://www.euronews.com/business-newswires/2344256-peru-says-crackdown-on-illegally-mined-gold-may-cut-exports-25-percent/

Baltic Dry Index (BDI): Massiver Einbruch

Der wichtige Verschiffungs- & Frachtraten-Preis-Index Baltic Dry (u.a. für die Verschiffung von Eisenerz, Kohle und Getreide relevant) verzeichnet in den zwei letzten Handels-Tagen einen der größten Einbrüche während der vergangenen Jahre. Der Harpex-Index (Container-Charterraten) bleibt währenddessen weiterhin relativ schwach..

Quelle: zerohedge.com

Quelle: zerohedge.com

Quelle: harperpetersen.com