Golden Ocean(GOGL) - 2023 Q1 - Earnings Call Presentation

China steel production up 2% y-o-y with a solid 4.5% increase in Q3 Chinese car export up 62% y-o-y Bauxite The Guinea bauxite volumes to China... Bauxite share of cape trade (by tonne-miles) 15% 12.5% 11.1% 10% 8.4% 6.8% 5.4% 5% 0% 2019 2020 2021 2022 2023 Guinea bauxite export (* of shipments) Brazil IO vs Guinea bauxite export (million tonnes / month) Favourable supply dynamics 140% 120% 100% 80% 60% Total bulk, 8% 40% Capesize, 5% 20% 0% 5000 5051 5105 5005 500F 5015 5072 505105 5005 5005 5005 7105 200 ...