AFO #77 - 进口费用提高应多加造船 2014.08.02

2014-08-04 10:17  浏览次数 13



大型运油船 VLCC 之租金已升至到每天 22,000美元, 同比上升3.1%, 为减低或菅控运费专家认为应扩大船队.

Increased Oil Imports ‘Spur Rise in Shipping Costs, Plans to Build More Ships’

China’s increase in crude oil imports has caused the price of shipping using the large ocean-going vessels that transport oil to rise and prompted Chinese shipping companies to sail ahead with plans to build more very large crude carriers (VLCCs), industry sources say.

The China Import Oil Tanker Freight Index for June was 1,025.44, up 45 percent compared to May, data from the Shanghai Shipping Exchange (SSE) show.

The cost of renting a 265,000-ton VLCC from Ras Tanura in Saudi Arabia to Ningbo, in the eastern province of Zhejiang, was US$ 22,000 per day on July 10, up 3.1 percent from a month earlier.

Crude oil shipping demand from China and South Korea is supporting the increase in VLCC shipping costs, an SSE analyst said.

This follows a rise in demand for oil amid economic recovery around the globe, Jonathan Chappell, a researcher from the U.S. investment company Evercore Partners Inc., said in a report.

The price increase was also the result of slipping VLCC capacity, he said. Capacity would decline 13.8 million tons next year, compared to 2014, because fewer new vessels were being built and older vessels were being dismantled. This, in turn, was prompting Chinese shipping companies to have more VLCCs built.

China Shipping Tanker Co. Ltd. said at the end of June that it was seeking domestic ship makers to build at least two and as many as four VLCCs. China Merchants Energy Shipping Co. Ltd. said its subsidiary will borrow US$ 510 million over 10 years from the Export-Import Bank of China to build 10 VLCCs.

Landbridge Group, a private company in the eastern province of Shandong that focuses on trading and real estate, said it ordered three VLCCs at the beginning of this year. The vessels are to be ready in 2016.

Rising demand for VLCC shipping was not the sole reason Chinese companies were building VLCCs on a large scale, said Jiang Ming, a researcher with Haitong International Securities Group Ltd.

The building of a strong fleet of VLCCs is mostly inspired by government strategy, a source at China Shipping Tanker said.

The government wanted domestic shipping companies to transport 85 percent of its imported oil from 2011 to 2015, but the figure was only 40 percent of 282 million tons of oil in 2013, customs data show.

Domestic shippers got a few orders to transport imported oil because foreign companies controlling oilfields chose a shipping company themselves, industry insiders say.

But the country’s two oil giants, China Petroleum & Chemical Corp. (Sinopec) and China National Petroleum Corp. (CNPC), have joined many overseas projects in recent years.

CNPC was involved in oil sands projects in Canada and in East Africa, its website says. Sinopec has invested in oil projects in Canada and Australia.
Source: Caixin

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