VFB #179 - 世界最大进油国 2013.10.16

2013-10-16 23:28  浏览次数 17

世界最大进油        

2013.10.16

一:本期头条 中国上个月超过美国成为世界最大的净进油. 这是另外一件世界第一的纪录,但它是国家领导所不想看到的事. 据报导:

                      中国           美国___
每天用油              1090万桶       1860万桶
每天国内生产           460万桶       1250万桶
每天净进口             630万桶       410万桶
每天需进口油轮        2.5条 VLCC     1.7条 VLCC

China Passes U.S. As World's Biggest Oil Importer

By JOE McDONALD 10/10/13 05:33 AM ET EDT

BEIJING -- BEIJING (AP) — China has achieved another world-beating status its leaders don't want: Biggest oil importer.

China passed the United States in September as the world's biggest net oil importer, driven by faster economic growth and strong auto sales, according to U.S. government data released this week.

Chinese oil consumption outstripped production by 6.3 million barrels per day, which indicates the country had to import that much to fill the gap, the Energy Information Administration said this week.

"China's steady growth in oil demand has led it to become the world's largest net oil importer, exceeding the United States in September 2013,'" the agency said in a report. "EIA forecasts this trend to continue through 2014."

China's economic boom has raised incomes and increased its global influence. But it also has spurred demand for imported oil and gas, which communist leaders see as a strategic weakness.

Rising auto ownership has left China's cities choking on smog and added to pressure on Beijing from its own public to curb pollution and from other nations to rein in surging greenhouse gas emissions.

The United States, with a population about one-third the size of China's, still consumes far more oil per person than China does.

In September, Americans used 18.6 million barrels per day of oil and other liquid fossil fuels, while China used 10.9 million, according to the EIA's Short-Term Energy Outlook. U.S. production was 12.5 million barrels per day, while that of China was 4.6 million.

China's economy, the world's second-largest, is cooling but still is forecast to grow by nearly 8 percent this year, well above forecasts for the U.S.

The Chinese auto market, the biggest by number of vehicles sold, also is cooling but sales still rose by 11 percent in August.

Beijing is encouraging development of wind and solar power and use of autos powered by batteries or natural gas. But gasoline is expected to remain the country's main vehicle fuel in coming decades.

The government has launched initiatives to improve China's energy intensity, or the energy consumed for each unit of economic output. It has reported progress but still is far behind developed economies.

Until the late 1990s, China supplied its oil needs from domestic sources including the vast Daqing field in the northeast. But the economic boom outstripped its production capacity while output from existing sources is forecast to decline.

That has forced China to rely more heavily on imports, especially from Saudi Arabia and Iran. Communist leaders see that as a strategic weakness because of possible instability in the Gulf and Iran's political isolation.

EIA noted that China's domestic oil production was hampered over the past two months by summer flooding.

State-owned oil companies and their foreign partners are spending heavily to look for new oil sources in China and to develop alternatives such as methane from coal beds. But they have yet to find new deposits that match the size of Daqing.

Abroad, Chinese state-owned oil companies have invested billions of dollars to develop oil and gas sources in Iraq, Central Asia and Africa. Some of that is meant for export to China but much of it is sold in other markets.

At the same time, U.S. import demand has weakened as hydraulic fracturing and other technologies open up new domestic sources of supply.

American demand for oil and other liquid fuels rose by about 110,000 barrels per day, or just 0.6 percent, in the first nine months of this year, due partly to improved engine efficiency, the EIA said. It said consumption is forecast to fall by 0.4 percent next year.

Overall, the United States still should be the biggest oil consumer next year at about 18.7 million barrels per day, down from its peak of 20.8 million in 2005, according to the EIA. It said China's consumption next should be about 11 million barrels per day.

Costa Concordia to be Piggy-backed Away     有被打捞起来之客轮和话谐号 将用浮船塢运走.

Thursday, October 10, 2013

Dockwise, a wholly-owned subsidiary of Royal Boskalis Westminster N.V. (Boskalis) has been awarded the contract to load and transport the lifted 'Costa Concordia' wreck from Isola del Giglio onboard the 'Dockwise Vanguard'. The contract was awarded by Costa Crociere S.p.A.

In a unique operation the Costa Concordia can be loaded as a whole onto the Dockwise Vanguard and safely transported to a location where she can be scrapped. The client has yet to make a decision in agreement with the local authorities on the final destination. Alternatives under review include scrapping the vessel in Italy.
As part of the contract, certain modifications will be made to the Dockwise Vanguard
to accommodate the loading of the Concordia in her current state. The operation is planned to take place around mid-2014 and contract value of the work scope as described amounts to approximately USD 30 million.
The Dockwise Vanguard
is the world's largest semi-submersible ship uniquely positioned to lift and transport extremely heavy cargoes in a dry and safe manner. The ship was initially designed to transport offshore oil and gas structures, but can also carry other vessels and act as an offshore dry dock facility.
Once the Dockwise Vanguard
is semi-submersed, the floating Costa Concordia will be brought in position above the deck and as the transport ship empties its ballast tanks, the entire ship including the wrecked cruise liner will be brought above the water line allowing transport of the wreck for breaking up elsewhere.

其他新闻:    

              -中国将禁止外国船只川走中国沿岸港口, 有如美国之 Jones Act 法例.

              -超强台风菲林’ (cyclone Phailin) 101221:00于印度孟加拉湾东岸 Orissa登陆.

                -中国原油进口提高,帶动 VLCC (30-dwt) 每天租金升至 17,000美元.

-韩国 STX PanOcean船务公司被法院判赔印尼某矿业公司官司 9000万美元.

-世界航务高峰会议从 11 6-8日在宁波举行.

-马士基公司自从 18,000-teu加入服务后己陆续退还租用之较小船只, 此举令船东们措手不及.

二:造船 (New Building)

       -明德重工获欧州船东订造 724,000-dwt不锈钢化品油轮.

       -印尼国企油轮公司 Pertamina拨款24.6亿美元订造 11条新船, 其中5 85,000-dwt将向国外订购. 该公司共有200条大小油轮, 其中59条属公司所有.

       -加拿大 Seaspan 向扬子江造船厂订造 5x10,000-teu新船.

       -法国船级社 Bureau Veritas class 法国 CMA CGM公司向外高桥船厂订造之中国第一艘 18,000-teu新船.

       -德国发展艮行将拍卖 STX Europe船厂在欧洲之资产. 韩国 STX 集团2008年因扩大业务购进挪威 Aker船厂但业务不振一直亏本, 最终导致集团破产.

三:买卖/租贷  (S/P & Chartering)          

1. Dry bulker (one year) charter rate (2013 week #40):

Type     Deadweight tons  This week(usd)  Last week  Low 2013  High 2013

Capesize   150,000      15,000       15,500    7,600    17,500

Capesize   170,000      19,500       20,000    9,100    22,500

Panamax    75,000      13,500       12,000    7,000    13,500

Handysize   53,000       11,550       11,000    8,300    11,500

2. S & P

Bulker: - Japan resale  (2014)  82000-dwt   usd    31.00M,

-“Oriental Sun” (1998)   72651-dwt   usd    10.80M,

-“Go Friendship”(1994)   44390-dwt   usd     6.20M,

-“Sailing Star” (2010)  32911-dwt   usd    11.30M,

-“Pacific Bulker”(1998)  27865-dwt   usd     8.10M,

Tanker: -“Genmar Agammemmon” (1995) 96213-dwt  usd     7.50M,

-“Unique Sunshine”  (2001) 47087-dwt  usd    12.00M,

3. DEMO

-“Glorious Rena”   (1987)  66337-dwt usd   420/ldt, Bangladesh

                -“Nyk Kai”         (1993)  49658-dwt usd   444/ldt, India

                -“Welly I”         (1982)  45508-dwt usd   365/ldt, China

-“Murat Kiran”     (1985)  38888-dwt usd   405/ldt, India

. 2013/10/11    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    P/Pax    Pmax    Handy   

吨位()             31          16           11          18         7.5            5           3         6500     4000      1400  

价值(万美元)    +2.7%    -0.4%     +0.0%    +3.7%     +0.0%    -3.7%     -1.6%    -1.5%   -1.8%    +2.5% 

五:2013/10/11船用燃油价格(每吨/usd)

来源: Bunkerworld

                                IFO 380           __IFO 180            MDO           MGO   

新加坡                       612                     620                   925              932

鹿特丹                       592                     614                   -----              918

            休士顿                        610                     650                   -----              997

*****************************************************************************************************         

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

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