中海油收购尼克森
2013.02.16
一：本期头条 中海油收购尼克森 - 中国最大海外并购
发布时间: 2013-02-14 06:23 来源: 荆楚网 进入电子报
湖北日报讯 北京时间2月12日晚间消息，加拿大石油和天然气供应商尼克森公司周二宣布，中国国有的中海油对公司151亿美元的收购交易已经获得了美国外国投资委员会的批准，这也是这笔交易完成所需的最后一组监管许可，意味着这一亚洲国家有史以来最大规模海外并购交易面对的最后障碍已经被消除。
February 12, 2013 5:06 pm
US approves $18bn Cnooc bid for Nexen
By David Gelles in New York
A worker on a Cnooc oil drilling platform in the South China Sea
Cnooc’s $18bn bid for Canada’s Nexen won approval from US officials, paving the way for the completion of China’s largest foreign acquisition.
Tuesday’s approval from the Committee on Foreign Investment in the US, a multi-agency body that reviews large deals that could affect US security, gives Nexen “all of the requisite approvals to proceed to close”, the company said in a statement.
(Reuters) - U.S. regulators have approved the $15.1 billion takeover of Canadian oil and gas company Nexen Inc by China's state-owned CNOOC Ltd, removing the final obstacle to the Asian country's largest-ever foreign takeover.
The deal to buy Calgary, Alberta-based Nexen had already passed regulatory muster in Canada and Europe. But approval from the Committee on Foreign Investment in the United States (CFIUS) was also needed because Nexen has U.S. interests.
The U.S. approval came even though widespread distrust of U.S. investments by Chinese companies has lingered since CNOOC's 2005 attempt to buy Unocal Corp for $18.5 billion, a deal that foundered on U.S. national security concerns.
The Canadian government declined to comment on the U.S. approval. "That's a U.S. decision," Energy Minister Joe Oliver told reporters. "That company will, I'm sure, conduct themselves as good corporate citizens in Canada."
OIL SANDS RESERVES
The Nexen acquisition gives CNOOC new offshore production in the North Sea, the Gulf of Mexico and off western Africa, as well as producing properties in the Middle East and Canada.
In Canada, CNOOC gains control of Nexen's Long Lake oil sands project in the oil-rich province of Alberta, as well as billions of barrels of reserves in the world's third-largest crude storehouse.
Canada approved the takeover late last year even though some members of the governing Conservative Party had misgivings about China's human rights record.
But the federal government also insisted that CNOOC-Nexen was the last deal of its kind that it would approve, drawing a line in the sand against state-controlled companies taking majority stakes in Alberta's strategic oil sands.
U.S. approvals took longer as legislators examined whether the deal would threaten U.S. national security.
The United States has traditionally been more wary than Canada of Chinese investment, prompting some speculation that Washington might want Nexen to dispose of the U.S. assets.
Nexen released the news on a day when Washington was focused on President Barack Obama's State of the Union address, a nuclear test by North Korea, and deliberations in the Senate Armed Service Committee about a vote on Obama's pick for Secretary of Defense. In China, lunar New Year celebrations were in full swing.
Technical Cooperation Inked between CCS and Wartsila 中国船级社与瓦锡兰达成支术合作发展二用 (油和天然气) 船用主机.
Wednesday, 13 February 2013 | 16:30
Recently, China Classification Society (CCS) and Wärtsilä Services (Shanghai) Co., Limited signed a framework agreement for technical cooperation in Shanghai.
Both sides will carry out a comprehensive cooperation in such areas as ship design, ship power (including propulsion system), ship automation, environmental protection and energy saving technologies. The cooperation projects will mainly cover approval of new products, ship type design and development, development of rules and standards, cooperation on research projects, exchange of technical information, and cooperation on market. Both sides will prioritize the cooperation on research and development of LNG dual-fuelled ship types as well as development of technical standards for LNG dual-fuel engines and system arrangement.
Mr. Sun Feng, CCS Vice President, and Mr. Qiu Yi, Strategic Account General Manager of Wärtsilä China signed the agreement on behalf of the two organizations. Mr. Chen Shi, CCS Deputy Chief Engineer, Mr. Li Hua, General Manager of CCS Shanghai Branch, Mr. Han Jianfeng, President of Wärtsilä China, and a number of other guests attended the signing ceremony.
Source: CCS
Tanker overcapacity to gradually ease after 2013 油轮供应将于2013年后逐渐减少… Tuesday, 12 February 2013 | 00:00
Another tough year is on the horizon for tanker owners as the market continues to struggle under the pressure of overcapacity. Global oil consumption only managed a timid growth in the fourth quarter of 2012, with global crude oil loadings increasing by 0.6%. OECD consumption shrank by 1.0%, despite US Gulf Coast refiners increasing imports of heavy crude from the Middle East Gulf by 2%. This contrasted with a 2.7% increase in non-OECD countries as weak US demand for light crude forced West African producers to export to eastern markets.
Tonnage demand in the tanker market increased 0.6% to 325 million dwt in the fourth quarter, and Drewry expects this to increase by 2.6% to 330 million dwt in 2013. However, 26.4 million dwt of fresh tonnage is due for delivery in 2013. The last quarter of 2012 saw the tanker fleet expand by 4.3 million dwt to reach over 412 million dwt.
Capacity expansion in the dirty tanker segment was faster than for clean tankers, at 3.4% compared with 2.5%. In both categories, almost all the additions took place in larger vessels segments such as VLCC, Suezmax and LR2. The fleet of smaller vessels shrank, suggesting that owners are being attracted to the economies of scale offered by larger vessels. Deliveries continue to outpace strong demolitions, which reached their second highest level for five years with over 11 million dwt demolished.
The orderbook has now shrunk to a mere 12% of the existing fleet, which suggests that the pace of supply growth will lose some steam after 2013. With less than 13 million dwt of tanker tonnage ordered in 2012, Drewry expects the tanker fleet to grow at relatively slower pace of about 3% CAGR during 2013-17, to 487 million dwt. This is down from 14.9 million dwt and 36 million dwt in 2011 and 2010 respectively.
A good recovery in tonnage demand is anticipated from 2014 onwards with a gradual improvement in the global economy and a corresponding increase in oil demand, particularly in Asia, the Middle East and Latin America. A gradual increase in average voyage length due to the shift in trading patterns should also result in higher tonnage demand for oil tankers.
Demand is forecast to rise steadily at about 5% a year through 2013-17, to about 405 million dwt. Tanker utilisation is thus expected to improve after 2013 as demand growth gathers steam and supply growth slackens, which should translate into improved earnings for owners.
Source: Drewry Maritime Research
其他新闻:
1. -中国春节期间的假期导致世界运费的下跌到:
Capesize 每天租金 usd 7,243 Panamax 每天租金 usd 5,864
Suprasize 每天租金 usd 6,959 Handysize 每天租金 usd 6,241
2. -马士基公司亚欧航线从每天一班改为每周 5班.
3. -因亚欧航线有复苏现象 OOCL 准备从3月15日开始提高运费每箱700块美元.
4. -专家预测今年亚欧航线业务上升有限但中国和东盟国家之贸易全面看好.
5.-希腊 Tamasos 公司获中国发展艮行贷款在广州订造油轮.
6. -韩国 Hanjin公司从马士基手中接过世界最可靠之船务公司宝座.
7. -2012年中国船用燃料油量达1,100万吨同比上升5%.
8. -挪威政府批准商船通过索马里时可雇用武装护卫人员.
9. -马来西亚船队雇用外国海员达60%, 政府呼吁年青人从事海上工作.
10. -ITF 主管批评国际安全人员在救生艇设备的失误导致船员的死亡为不负责任.
11. -2012年英国共有 24,100人从事船上工作.
12. -越南的 Vinashinlines船公司巳宣告破产. 其子公司多达40家.
二：造船 (Shipbuilding)
1. -广州造船厂接 Frontline 公司 2条 115,000-dwt Aframax 型油轮订单, 造价每条 4,200万美元, 交 船期为2014年年底.
2. -Hanjin于苏比湾之造船厂接 Technomar 2+2条 6,900-teu货箱船订单, 每条造价为 6,900万美元, 交船期为 2015年. 这娄新船主机为 MAN B&W G-type long stroke , 据说可节省 5-7% 之燃料油.
三：海难 (Casualty)
1. -‘Emma Maersk’ 13,537-teu本月4日经苏彝土运河前往亚洲时因船尾推进器 (stern thrusters)进水导致机舱汛滥而当机. 该轮已被拖往附近码头将船上 6,425货箱转载他轮后拖回欧洲修理.
2. - ‘Thomas Majesty’ 客轮本月10日停靠于大西洋 Canary 郡岛时举行救生艇操练时因钢缆断掉, 救生艇垂直跌掉进水中导致5名船员死亡.
3. -‘Carnival Triumph’ 客轮载有 3,143名乘客本月10日于墨西湾海面发生火警导致主机当机, 在海上漂流二天后被拖往 Mobile, Alabama修理.
四：港口 (Terminal)
1. -巴基斯坦于波斯湾入口处之 Gwadar 港管理和经营杈己于上月底从新加坡PSA 转移给China Overseas Port Holding.
五：买卖/租贷 (S/P & Chartering)
1. S & P
-“Dong-A Saturn” (1994) 149396-dwt usd 7.50M,
-“East Bravery” (2001) 74117-dwt usd 16.80M,
-“Thalasinni Axia” (2010) 58608-dwt usd 18.50M,
-“Sky Mariner” (2005) 53459-dwt usd 15.75M,
-New ship-resale (2013) 31570-dwt usd 20.50M,
-“Front Pride” (1993) 149686-dwt usd 12.10M,
-“Navigo” (1992) 16775-dwt usd 6.50M
2. DEMO
-“Hebei Genius” (1990) 148779-dwt usd 438/ldt, Bangladesh
-“Alma Ata” (1999) 76008-dwt usd 440/ldt, India
-“Taskent” (2003) 75839-dwt usd 400/ldt, China
-“Ocean Triumph” (1986) 45470-dwt usd 422/ldt, India
3. 2013.02.14远东 2003年造二手船平均价值:
种类 油轮 干散货轮 集装箱轮 (teu)_
船型 VLCC Suezmax Aframax Cape Pmax Supramax Handy Pmax Handy Fmax_
吨位(万) 31 16 11 18 7..5 5 3 4000 1400 750
升降(百分比) -0.3% -0.4% 0.0% 0.0% -1.5% -0.7% -0.9% 0.0% 0.0% 0.0%
六：2013/02/14 船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 655 665 972 982
鹿特丹 643 666 ----- 995
休士顿 653 725 ----- 1055
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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
