Nymph's Counting the Capesize, etc Ships that are slaves to the BDI...Look at the Ships and see the Commodities

Description:

OK we have 26 shipping routes around the world that the BDI looks at. Shipping stocks are slaves to the BDI...Capesize Ships (over 100,000 tons) make up only 10% of the World Fleet but move 62% of Dry Bulk Traffic(at a given time Australia has 35/40, China 20, Brazil 40-50, S. Africa 1-7)....Panamax (60,000-80,000) make up 19% of the world fleet and move 20% of the Dry Bulk Traffic (given time Australia has 40-60, China 20-35, Brazil 3-12, S Africa 0-1)...my theory is...if I can ID most of the actual ships and keep an eye on what they are doing...I can get a handle on the global demand?? I am not going to focus on the smaller Supramax or Handysize ships for this(Australia 20-25, China 10-25, Brazil 1-10 and S. Africa 0-1)....so I wonder how many big ships are there...this portfolio should answer that...

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