Nye fald ryster tørlastmarkedet

Rygter om et sammenbrud i forhandlingerne mellem kineserne og de brasilianske jernmalm eksportører, slog fredag bunden ud af tørlastmarkedet. Markedet oplevede det største fald i raterne nogensinde. Investorerne flygter ud af markedet.

The Baltic Dry Index, som måler fragtraterne på 40 ruter over hele verden, faldt fredag 417 point til indeks 3.746, svarende til et fald på10 procent, det største fald i løbet af en enkelt dag siden indekset blev skabt. Fredagens fald var det femte store fald på lige så mange dage i træk. Sammenlagt er indekset faldet 25 ud af de sidste 30 handelsdage.

De brasilianske malmeksportører kræver at malmprisen skal stige omkring 11 procent - vel at mærke ud over de 65 - 70 procent store stigninger, der allerede lå i kortene. Men så meget er kineserne altså ikke indstillet på at betale. Jernmalm kontrakter forhandles typisk en gang om året.

Kilde: Forbes

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