矿砂石定价方式更变.影响极大
2010.03.31
一：头条新闻 (Headline news)
1.淡水河谷和力拓必拓同意更改矿砂石定价合同从每年一次改为每季一次,这个变动影响范围极广. 后果难料.
BHP, Vale Blow Up Iron-Ore Pricing System 03/30/10 - 09:49 AM EDT
NEW YORK (TheStreet) -- BHP Billiton(BHP) will no longer sell iron ore under an annual contract to Asian steelmakers, the company announced Tuesday, effectively bringing to an end the 40-year-old system that had governed pricing of the raw material.
BHP, the world's second-biggest miner of iron ore, came to the agreements with a "significant number" of major steelmakers in Japan and China, the company
announced Monday. The move follows word on Monday that Brazil's Vale(VALE) inked pricing deals with Japan's Nippon Steel and possibly Korea's Posco(PKX),
raising the price of iron ore to $105 a ton, about 90% more than the 2009 level. Vale, too, has persuaded steelmakers to move to a shorter-term contract.
Other reports indicate that BHP and Vale have worked out an arrangement for the current quarter to sell their ore at $110 to $120 a ton, which would be as much as double the 2009 benchmark price.
Vale is the world's largest iron ore miner. Rio Tinto, No. 3, has yet to come to a pricing agreement or to drop the annual contract, but is expected to do so soon.
The annual pricing system for iron ore had been standard operating procedure since the 1960s. At the beginning of each year, big global miners would begin negotiating with their steelmaker customers. The first pair to strike a deal set the "benchmark," and all other miners and steel companies would fall into line for the rest of the year under that price.
Lately, however, the big three ore miners, BHP in particular, have been pushing for a renovation of the annual system, arguing that shorter-term pricing would be fairer. Steelmakers, many of whom have criticized BHP and Rio Tinto especially for anti-competitive behavior, like the stability of the annual contract, arguing that it's better for the global economy, since volatile swings in the price of iron ore, steel's crucial feedstock, will inevitably effect whatever steel goes into: from autos to building materials to appliances.
The shift in the pricing regime will also impact the dry-bulk shippers that carry the ore from Australia and Brazil to Asia.
2. 中海油与澳大利亚BG Gas 公司合作开发处于Queensland之 CSG天然气. 中海油总投资 730亿美元, 为中国对澳洲之最大能源投资.
BG Group signs 20-year LNG supply contract with China’s CNOOC, said worth $73 bn
SHANGHAI — Chinese offshore oil and gas company CNOOC has signed a multibillion dollar contract to buy 3.6 million tons of liquefied natural gas per year for 20 years from an Australian energy project operated by BG Group PLC.
The deal, which formalizes a preliminary agreement reached in May 2009, is Australia's biggest single company-to-company contract ever, Australia's Resources and Energy Minister Martin Ferguson said Wednesday.
The 72 million tons of LNG is due to come from BG Group's $8 billion project on Australia's Curtis Island. Shipments are due to begin in 2014, assuming the deal gets final government approvals.
Terms weren't immediately announced, but Australian media reports said the deal could be worth up to G from the Gorgon field northwest of Australia. Britain's BG will process the LNG at the Queensland Curtis LNG Project, which is operaAustralian dollars 80 billion ($73 billion). That amount was based on the value of a AU$50 billion ($45 billion) 20-year deal signed last year between Exxon Mobil and Chinese energy giant PetroChina for 2.3 million tonnes per annum of LNted by BG's Australian subsidiary, QGC.
3. 安钢投资 650亿美元与西澳Ginbaldie Metals公司合资开采 Karara矿砂石, 每年供应安钢800万吨为期 30年. 日后该矿年产为每年3000万吨
4. 中铝与力拓将合资开发西非 Guinea Simandou 的矿砂石. 该计划共投资 120亿美元.
5. 法国 CMA CGM 货箱船公司因负债达 56亿美元正在寻找融资和重组的渠道.
其他新闻 贸易风周刊 3月31日
1. -运费市场大颠倒, 上星期因买家受到信贷问题被迫租用中型船只, 导致Panamax每天租金达 34285美元,高过 Capesize的28713美元.
2. -因中国煤炭高涨到每吨107.70美元远超出欧洲的74.40, 一些外国公司从万里之外的哥伦比亚运煤前往中国.
3. -芬兰船舶设计公司Deltamarin研发出一种叫 “B.Delta Standard Bulk Carrier” 的干散船, 可把 30000-dwt Handysize级船只的载量提高到4万. Supramax型从57000-dwt即提高到 64000-dwt.
4. -AP Moller-Maersk公司总裁宣称 2010年公司将削减开支 5亿美金.
5. -到本月19日在世界各港口等待装卸货的 Capesize共有145条, 数字较前略为减少.
6. -美国上市的 Star Bulk Carriers公司以 5350万美元从韩进造船厂买进一条 180000-dwt Capesize 干散船,交船期为 2011. 该船己由 STX Panocean 租用10年, 租金为 usd 24750/天.
希腊船务日报 3月31日
1. -西方保险公司已开始注意中国船舶保险公司的动向. 目前世界船舶保险业务约60%操在英,美,德,日公司手中, 其中伦敦占 23%.
2. -Globe Wireless 公司将于 Anglo-Eastern 船管公司属下之350条船船上安装最新的Fleetbroadband通讯设备.
3. -越南造船厂 VINASIN于 2009年亏损达 1880万美元之巨而需政府帮助和公司改组.
劳氏船务 3月31日
1. -挪威 Golden Ocean 船务公司本月25日以原价每股新币2.70元在Singapore上市,但该日成交惨淡仅7000股換手.
2. -中海集团总裁李绍德呼吁船东不要过度扩大货箱船船队.
3. -高盛公司专家预测中国矿砂石进口量于2015年将达 13亿万吨.
4. -马来西亚MMM (Malaysian Merchant Marine) 油轮公司因经济困难,经已开始辞退员工, 最近又无法支付银行121万美元贷款, 业者预测该公司将有停业的可能.
5. -日照钢铁厂 2009年净利比 2008年上升 32%.
6. -中国造船厂今年1月和2月新船订单同比上升 770%达 570万吨.
7. -上星期因各大矿砂石出口商按兵不动干散船现价市场 (spot market) 呈停顿状态.
彭博新闻 3月31日
1. -世界各国已开始减少租用单壳之 VLCC油轮. 今年前2个月仅租用33艘/次.
二：造船 (Shipbuilding)
1. -天津China Ship Fund向青岛北海(Qingdao Beihai)造船厂订造 20条 180000-dwt海岬型干散船, 总造价 30亿美元. 第一批4条将于2012年交船.
2. -中国Glory Asia Ocean Shipping 属江苏丰立集团,向讧苏 Tsuji 重工订造 6条 30000-dwt Handysize 和10条 57000-dwt Supramax 型干散船, 前者造价每条 2300美元后者 3000万美元. 据说该集团即将接管已破产的中国 Tsuji 重工.
3. -中海油和英国 (BG)煤气公司将合资向沪东订造2条 15-17万立方米之 LNG 船. 新船公司中海油占70% 股杈.
4. -希腊 Ocean Frieght 公司向外高桥造船厂订造3条 30万吨之 VLOC, 造价 20400万美元交船期为2012/2013年.
三：码头 (Cargo terminal)
1. -辽宁葫芦岛将建每年可装运5000万吨煤炭之大型码头. 新码头离内蒙煤矿仅300公里.2012年开始运作后对我国船队有重大的益处.
2. -本月初澳大利亚装煤港 Hay Point 因台风Ului过境损坏严重, 需关闭6个星期整修.
四：海难 (Casualty)
1. - “LNG Edo” (1980) 126530 cbm 于本月1日因船上压舱水处理失误导致船身左倾达15度.( 图 1).
2. -日本船 “Nisshin Maru” (1990) 700-dwt, 本月26日于日本之 Naruto海峡与 “Outsailig 9” 货船 (2009) 4200-dwt相撞. 前者二名船员失踪.
3. -油轮 “Mire” (1994) 96000-dwt本月27日过苏彝士运河时因舵机失灵撞上岸边.
4. -德国 Vogemann集团的 “Vogetrader” (1996) 72200-dwt上月于夏威夷之 Barber Point harbour入口处搁浅. (图 2).
五：买卖/租贷 (S/P & Chartering)
1. S & P
- “China Venture” (2005)178000-dwt. Capesize, usd 54.5M, China
-“Mineral Capeasia” (2005)170000-dwt. Capesize, usd 54.5M, China
-“Philippine Express” (2008) 82800-dwt. Panamax, usd 44.0M, China
-“Stella Mermaid” (1990) 48000-dwt, Woodchip usd 10.7M, China
-“Makiki” (1997) 73000-dwt. Bulker, usd 27.0M, China
-“Ocean Beauty” (1998) 28600-dwt. Bulker, usd 17.2M, unknown
-“Lister” (1995) 27800-dwt. Tanker, usd 7.0M, Swiss
-“Armelle” (1984) 26600-dwt. Bulke usd 5.3M. unknown
2. 拆船
-“Hesnes” (1990) 68157-dwt. Tanker, usd 465/ldt, Bangladesh
-“MSC Toba ” (1982) 53765-dwt. Container, usd 425/ldt, India
-“Holy Light” (1977) 37680-dwt. Bulker, usd 418/ldt, Bangladesh
3. Daily Summary of Baltic Exchange Dry Indices 2010/03/30
=======================================
Baltic Exchange Dry Index BDI 2982 (DOWN 39)
Baltic Exchange Capesize Index BCI 3301 (UP 56)
Baltic Exchange Panamax Index BPI 3688 (DOWN 118)
Baltic Exchange Supramax Index BSI 2473 (DOWN 69)
Baltic Exchange Handysize Index BHSI 1399 (DOWN 25)
4. Fixture Report 2010.03.31
TIMECHARTER
'Ocean Vanguard' 1994 206528 dwt dely aps Tubarao 24 Apr/5 May trip redel Continent $25000 daily + $720000 bb - Cargill
'Princess Katherine' 1986 164100 dwt dely Shanghai 3/5 Apr trip via Richards Bay redel Far East approx $24750 daily - cnr
'Iron Fuzeyya' 2006 82769 dwt dely Tianjin ppt trip via Gladstone redel Skaw-Cape Passero $19000 daily - Classic Maritime
'Clare' 2005 74759 dwt dely PMO 6/8 Apr trip via EC South America redel Singapore-Japan rge $33000 daily - Bunge
'Tian Tong Feng' 2001 74275 dwt dely Jinzhou 30/31 Mar trip via EC South America redel Singapore-Japan rge $29125 daily - cnr
'Kalypso' Vitol relet 1997 73762 dwt dely Bayuquan 4/8 Apr trip via EC South America & Egypt redel Cape Passero $28000 daily - STX Pan Ocean
'Miden Max' 1993 73515 dwt dely Cape Passero 1/5 Apr trip via Black Sea & Saudi Arabia redel Port Said $32500 daily - Transgrain
'Xin Run' 1998 73326 dwt dely Shekou 4/6 Apr trip via Indonesia redel Singapore-Japan rge $28000 daily - cnr
'Pole' 1997 73049 dwt dely Lumut 8/10 Apr trip via EC South America redel Singapore-Japan rge $31000 daily - Louis Dreyfus
'Marbella' Rizzo Bottiglieri De Carlini Armatori Spa 2000 72561 dwt dely Mizushima in d/c 3/5 Apr trip via NoPac redel S.China $28250 daily - Marubeni
'Hanjin Tacoma' 1994 70347 dwt dely Kojeong 2/5 Apr trip via Dalrymple Bay redel Malaysia $25500 daily - Grand China Shipping
'Genco Knight' 1999 70000 dwt dely Lianyungang 3/5 Apr trip via Indonesia redel Philippines $21000 daily - Oldendorff
'Jin Pu Hai' 1996 69963 dwt dely Mailiao in d./c 4/6 Apr trip via Indonesia redel Philippines $22000 daily - Oldendorff
'Bosco Dawn' 1983 69001 dwt dely CJK 12/20 Apr trip via Indonesia redel China $19000 daily - cnr
'Jin Jun' 2009 57000 dwt dely Jintang spot trip via Indonesia redel India $14250 daily - cnr
'Theresa Shandong' 2009 57000 dwt dely Hachinhoe spot trip via Indonesia redel India $12500 daily - cnr
'Delvina' 2007 53629 dwt dely Xingang spot trip via Indonesia redel India approx $13000 daily - cnr
'Gem of Kilakarai' 2005 53299 dwt dely retro Rizhao 30 March trip via India redel China $20000 daily - Uniwell
'Tai Hua Hai' 1991 47337 dwt dely Lattakia spot trip via Black Sea redel PG $36000 daily - MSA Dubai -
'SH Bright' 2006 29828 dwt dely Tokyo Bay 8/12 April trip via Nopac redel Singapore-Japan approx $17000 daily - Clipper
'Arosa' 2002 20001 dwt dely dop Rijeka 6/9 Apr trip via Port Harcourt int bulk cement $12900 daily - NOM (UK) Ltd
PERIOD
'Cape Providence' newbuilding 180000 dwt dely ex yard Daehan 10/20 Apr 35/37 months trading redel worldwide $31000 daily - Cosbulk
'Giuseppe Mauro Rizzo' 2010 87000 dwt dely N.China mid Apr 5/7 months trading redel worldwide $28500 daily - Cobelfret
'RBD Think Positive' Minmetals relet 2010 81200 dwt dely Maizuru 12/16 Apr 5/7 months trading redel worldwide $30000 daily - Shinwa
'Pearl Seas' 2006 74473 dwt dely retro Shanghai 20 Mar 4/6 months trading redel worldwide $28250 daily - cnr
'Great Intelligence' 2000 74293 dwt dely Dalian 16/27 Apr 5/7 months trading redel worldwide $28500 daily - Norden
'Riruccia' 1997 74002 dwt dely Huangpu 10/25 Apr 4/6 months trading redel worldwide $29000 daily - Farenco
'Syros' 1981 63325 dwt dely N.China early May 12 months trading redel worldwide $15000 daily - DHL (Danzas)
'Delos Ranger' 2008 53800 dwt dely Xingang 1/3 April 5/7 months trading redel worldwide approx $23250 daily - GMI
ORE
'Mineral Antwerpen' 2003 170000/10 Port Hedland/Qingdao 18/30 Apr $10.25 fio scale/30000sc - FMG
'Ce-Alliance' 1996 160000/10 Dampier/Qingdao 9/14 Apr $9.90 fio scale/30000sc - Rio Tinto
'Golden Feng' 2009 160000/10 Dampier/Qingdao 7/12 Apr $9.99 fio scale/30000sc - Rio Tinto
'TBN' 160000/10 Ponta Da Madeira/Qingdao 16/25 Apr $27.00 fio scale/30000sc - Oldendorff
'TBN' 70000/10 Port Cartier/Hansaport 15/30 Apr $16.85 fio 48000sc/25000sc - ArcelorMittal
COAL
'Hanjin TBN' 159000/10 Dalrymple Bay/Pohang 20/30 Apr $14.93 fio scale/45000sc - POSCO
'MOSK TBN' 150000/10 Roberts Bank/Pohang 17/26 Apr $16.53 fio scale/45000sc - POSCO
'TBN' 130000/10 Hampton Roads/Redcar & Immingham 10/17 Apr $13.85 fio 7 days sc - Corus
'Norden TBN' 70000/5 Newport News/Visakhapatnam 20/30 Apr $55.50 fio 35000sc/30000sc - SAIL
六：3月31日船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 463 474 654 667
鹿特丹 449 471 609 690
休士顿 460 485 665 -----
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备注: tbn = to be named ldt = light d/weight ton
usd = u.s.dollar mtpa = million ton per annum
cbm =cubic meter tpa =million metric ton per annum
