well, if this demand destruction is for real, or at least
majority of players think of it as real, then shippers will be
deemed as not having a lot to ship.
The key to all of this commodity thing is two folds,
1. Baltic Dry Index has to start climbing
2. Chinaese Market (SSEC) should show signs of a bottom
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well, if this demand destruction
drys, exm, gnk
Posted by dallahoo on 2nd of Sep 2008 at 12:46 pm
well, if this demand destruction is for real, or at least majority of players think of it as real, then shippers will be deemed as not having a lot to ship.
The key to all of this commodity thing is two folds,
1. Baltic Dry Index has to start climbing
2. Chinaese Market (SSEC) should show signs of a bottom