集大院长护航归来
2011.05.16
一：头条新闻 (Headline news)
1. 集美校友双月刊178期 集大航海学院邵哲平院长船长博士参加海军第六批 (2010年6月30日至2011年1月7日)亚丁湾护航舰队载誉归来.6个月的漫漫征程, 给邵哲平留下的最深刻印象还是飘扬在商船上的 “祖国万岁”等标语. 邵哲平说, 护航舰队的护航令不少商船上的中国船员备感骄傲,认为是祖国强大了,才能派出海军千里护航,当护航般队经过时,船员们全聚集到甲板上,举着”祖国万岁”之类横幅向护航舰队呼喊.( 图 1)
2. 贸易风周刊 05月04日 近日航运市场帶来消息喜忧各半,令人难以预测. 但在运费低迷之际如智利 CSAV 公司今年笫一季亏损 1.86亿美元和日本 K Line总裁因业务下滑而辞职, Zodiac 公司竞然投资12亿美元订造新船. 干散船方面因船只过多船价和运费均日趨下降, 海岬型每天租金已降到每天6500块美元, 加上油价上升,因而导致 Korea Lines 等公司的破产. 造船界也因贷款收缩订单减少, 一些中小造船厂处于难境.
Where do we go from here?
It’s hard to know if we’re heading for boom or bust in these days of mixed signals.
These are rollercoaster days for the maritime industry, reflecting uncertainty about exactly where the freight markets are going. This can be seen as a symbol of wider concerns about the deeper health of the global economy and its future direction.
The latest spending by Sammy Ofer’s Zodiac Maritime Agencies on a second $1.2bn tranche of giant boxships suggests great optimism.
Chilean carrier CSAV, now the seventh-largest of its kind in the world, underlined some of the difficulties by reporting this week a $186m loss in the first quarter.
Companies are being badly hit by rocketing bunker costs as oil hits $124 per barrel but rates have also hit 12-month lows.
The financial figures from tanker operator Overseas Shipholding Group (OSG) also make depressing reading with the Morten Arntzen business running up its eight successive quarterly loss.
Liner operators are particularly frustrated that the key westbound trades out of the Far East have performed below expectations.
Certainly, South Korea has been at the forefront of some of the worst corporate carnage, which reflects pessimism among the banks and other lenders there.
We had already witnessed the very messy collapse of Korea Line Corp and now we have deep problems at chemical tanker owner Samho Shipping.
The difficulties at Samho can at least be partly attributed to overoptimistic vessel ordering in the past.
Cancellations of orders has caused havoc at local shipyards, none more so than at Seko Heavy Industries, which has decided to pull out of shipbuilding completely.
No one issue can be blamed for any of these individual corporate failures and many can be traced back to the 2008 banking crisis and the sudden plunge in wider shipping confidence.
CRS estimates that a massive 42 out of 55 contracts signed for boxships over the past 12 months have gone to Korea.
Hanjin Shipping has won a large slug of the latest contracts from Zodiac with others going to Daewoo Shipbuilding & Marine Engineering-run yards in Romania.
The previously unstoppable Chinese, in contrast, have been struggling with only 11 newbuilding contracts of any kind being signed at their yards last month.
That compares with an average of 85 on average per four-week period last year. CRS puts the latest reverse down to the slump in dry-bulk ordering.
It’s an up-and-down world out there whichever region you are looking at, and it’s hard to predict where we go from here.
3. “速度放慢” 终会被接纳. VLCC 如放慢速度在空船时每天可节省油费2万美元.
这个方法还可减排和令更多油轮得到雇用.
“Slow steaming “ is here to stay
Mersk Tankers is hoping others will follow suit after saving some $20,000 per day on ballast legs.
Slow steaming is set to become a permanent feature in shipping, says Maersk Tankers senior director Tommy Thomassen. “I think it is here to stay,” he said.
Maersk Tankers is saving around $20,000 per day by the selective slow steaming on ballast legs of its 300,000-dwt Nautilus-class VLCCs. It also claims to be spearheading super-slow steaming for the tanker industry with main-engine load feasible as low as 10%.
Thomassen says Maersk Tankers, which has benefitted from work carried out by container giant Maersk Line, says slow steaming will be necessary for tankers generally to achieve carbon-dioxide (CO2)-emissions targets.
“The industry will have no choice but to go there,” said Thomassen.
Savings of slightly under 40 tonnes per day in ballast could be achieved by reducing the engine load by 75%. “It is a lot of money,” he said.
Tanker rates will remain where they are as long as there is a surplus of ships. It is a fact of life, says Thomassen, who adds that various uncertainties mean the market has become harder to predict.
5. 贸易风周刊 05月11日 新加坡上市之扬子江造船厂宣称将在国内兴造一个中国最大的旱坞, 543x147米, 较鎔盛造船厂4号旱塢之 530x135米更为巨大. 业界对此极表关切, 恐国内造船泊位(berth)将因此变为过剩.
Yangzijiang project fires fear of excess yard capacity
Yangzijiang Shipbuilding (Holdings) is set to own the largest dry dock in China.
Informed sources say the Singapore-listed company, which holds a 60% stake in Yangzi Xinfu Shipbuilding, is building a 543-metre-by-147-metre dock that will be ready from 2013.
Industry watchers says the new dock will overtake Hong Kong-listed Rongsheng Heavy Industries’s No 4 dry dock, which measures 530 metres by 135 metres and is currently the largest of its kind in the country.
The move has raised concerns that it will further aggravate the excess capacity the Chinese shipbuilding industry is currently facing.
However, some market players reckon it is necessary for Yangzijiang to own a large dock in order to exercise flexibility and adapt to market changes.
TradeWinds is told that Yangzijiang will be using the dock to construct the 10,000-teu containerships that Seaspan Corp is intending to book. In March, the Canadian owner was said to have inked a letter of intent (LOI) at Yangzijiang for up to 22 newbuildings costing more than $2bn for delivery from January 2014 onward.
其他新闻
贸易风周刊 05月01-15
1.-资深船舶中介Mr. Richard Rivlin研发一套网上船舶评价和计算方式, 较艮行贷款所用方式更快更准. 冈址www.vesselvalue.com.
2. -日本 K Lines总裁因公司今年业绩欠佳而辞职, 空缺由副总裁升上.
3. -挪威船舶中介行 R.S.Platou将在 Oslo奧斯陆上市. 该公司去年营业额达 1.82亿美元.
4. -亚洲船东仍然看好二手船, “Paradise Island” (2001) 46,500-dwt 曾被15批不同买家检验过便是一例.
5. -利比亚局势导致希腊20条 8000-15000-dwt 水泥运输船停业.
6. -4年来 Panamax 型干散船价值下滑 50%, 例如日本船东之 “New Champion” (1996) 70,300-dwt以1920万美元售给中国买家. 该公司于 2007年以 3800万美元买进. 另一家印度公司之 “Maritime Queen”(1994) 73,000-dwt 以 1900万美元卖出, 该船于2007年买进价钱为 3500万美元.
7. -5月11日刊登货船每天租金之spot market :
Capesize $6,500
Panamax $13,200
Supramax $ l 4,300
8. -世界用纸之增加帶动木屑船 (woodchip carrier) 之运输. (图 2 ).
日本和中国为世界最大纸张消费国. 日本之 MOL 和 NYK 拥有最大之船队, 中国目前并无此类船只但相信很快就会追上.
9. -国际船舶管理公司 V.ships 与中海集团所签之9600 teu管理合约将包括 VLCC 船队.
劳氏船务 05月01-15日
1. -中国船舶中介业者预测政府将支持私人造船厂以便保持人民就业和国家经济的繁荣.
2. -意大利船东鉴于运费下跌而呼吁业界采取拆一船进一船政策去避免新船过剩现象.
3. -希腊船东 Tsakos 公司 之“Spyros K.” (2011) 158,000-dwt Suezmax 型新油轮以每天 23,000美元和10年合约租出.
4. -A.P.Moller 公司决定退出已经营40年之 LNG 市场.
5. -因国营银行收缩船只贷款预料中国金融公司将大举进入此项业务.
6. -船东 Costamare 公司最近上市之后宣布将投资 10亿美元订购新船.
二：造船 (Shipbuilding)
1. -因瑞典 Stena 油轮公司与三星造船厂在价钱上的纠纷, 广州造船厂将得到 10条 38,000-dwt成品油轮之订单.
2. -香港鸿翔航运公司向扬帆造船厂订造 2+3条 205,000-dwt 干散船, 交船期为2012-2013年.
3. -广州龙穴造船厂将开始建造笫一条 115,000-dwt Aframax 型油轮. 买主为上海 North Shipping 公司.
4. -Zhoushan 某造船厂最近有一艘 57,000吨新船举行下水典礼时, 发現贵宾所抛之香槟酒竞然没有繫上和船上所挂之旗幟全部颠倒,和船只下水时船只不能下滑之尷尬事件.
5. -挪威 Sea-Cargo 于 2006年向印度 Bharati 造船厂所订造之 12条 5000-dwt 特別用途船因船厂工程担搁迄今仅交 4条, Sea-Cargo 因此提出控告而获赔 810万美元. 其他8条订单作废.
6. -巴西造船厂总裁因50亿美元政府油轮新船建造工程延迟而被辞退.
三：海难 (Casualty)
1. -继上月 “CMA CGM Christophe Colombo” 货轮 2名法国高员 (Officers) 于操练救生艇喪生后, IMO 将即颁布新法例避免类似意外之发生.
四：买卖/租贷 (S/P & Chartering)
1. S & P
-“Eagle Hope” (2008) 105000-dwt. Tanker usd 40.00M, Unknown
-“Lowlands Sumida” (1998) 72000-dwt. Bulker usd 20.50M, Unknown
-“Heron” (2001) 52000-dwt, Bulker usd 23.00M, Unknown
-“Paradise Island” (2001) 46500-dwt. Bulker usd 21.50M, Taiwan
-“Dora” (1982) 30000-dwt. Bulker usd 3.85M, Unknown
-“Zenith Explorer” (2008) 28300-dwt. Bulker usd 25.50M,Unknown
2. 拆船
-“Alstar N.” (1988) 305000-dwt Tanker, usd 510/ldt, Bangladesh
-“Falkonera” (1991) 264000-dwt Tanker, usd 540/ldt, Bangladesh
-“Tina M.” (1982) 63000-dwt Bulker, usd 535/ldt, Unknown
-“Minos” (1975) 54000-dwt Bulker, usd 507/ldt, India
-“Ocean Camar” (1988) 54000-dwt Bulker, usd 507/ldt, Unknown
-“Minos” (1975) 54000-dwt Bulker, usd 507/ldt, India
3. TIMECHARTER
-“Pacific Resource” (2010) 188090 dwt dely Hamburg 03-10 May trip via Brazil redel China $17750 daily – Classic Maritimne
-“Yue Shan” (2009) 177799 dwt dely Gijon spot trip via Brazil redel China $17500 daily – Louis Dreyfus
-“Andros Warrior” (1990) 171931 dwt dely Appr S’pore spot trip via Indonesia redel China $9500 daily - Winning -“Yasa Pioneer” (2006) 82849 dwt dely Richards Bay 23-27 May trip via Maputo redel China $17000 daily – Oldendorff
-“Yue Dian 81” (1997) 69091 dwt dely Paradip 05/11 May trip via India redel China $12000 daily –cnr -“An Ning” (2009) 55526 dwt dely Canakkale spot trip via Black sea, int. ore, redel China $21000 daily – CMN
-“Slavnik” (1998) 46570 dwt dely Zhoushan spot trip via Nopac redel Taiwan. Int. grain $13250 daily –STX PanOcean
4. PERIOD
-“Trinity Star” (2011) 180000-dwt, 11 - 13 months usd 13500/daily EdF
-“Marinicki” (2005) 76629-dwt, 4 - 6 months. usd 14500/daily Cargill
-“Sheng Xing Hai” (2009) 57291-dwt, 4 - 6 months usd 15400/daily Island View Shpg
-“JOSCO Taizhou” (2005) 55561-dwt, 3 - 5 months. usd 16000/daily North China Shpg
5. ORE
-“Bulk Europe” (2001) 170000/10%, Port Hedland/青島, 25-30 May usd 7.40 fio, sc/30000sc -- FMG
-“Flecha” (2004) 160000/10%, Dampier/青島, 18-20 May usd 7.80 fio sc/30000sc -- Cargill
- Tbn 160000/10%, Tabarao/Qingdao, mid June usd 19.10 fio, sc/60000sc-- Cargill
-“Divinus” (2010) 160000/10%, Saldanha/青島, 22-25 May usd 14.25 fio, sc/30000sc -- Kumba
6. Daily Summary of Baltic Exchange Dry Indices 2011.05.16
Baltic Exchange Dry Index BDI 1291 (down 15)
Baltic Exchange Capesize Index BCI 1475 (down 19)
Baltic Exchange Panamax Index BPI 1675 (down 45)
Baltic Exchange Supramax Index BSI 1393 (up 1)
Baltic Exchange Handysize Index BHSI 788 (no change)
五：2011/05/16 船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 626 636 915 925
鹿特丹 611 635 ----- 922
休士顿 625 660 930 -----
洛杉矶 655 690 1010 -----
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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 annu
