VFB #91 - 我国对澳洲最大的能源投资 2010.02.15

2010-02-17 18:01  浏览次数 31

我国对澳洲最大的能源投资       

2010.02.15 

:头条新闻 (Headline news)

         1. -本月8日澳洲昆士兰州 (Queensland) 州长和 Resourceland 公司董事长前后发表与 CPI中国电力国际签署一份价值 600亿美元, 为期 20年的合同. 澳方每年供应中方3000万吨煤炭.

UPI 通讯社28日新闻如下:

CANBERRA, Australia, Feb. 8 (UPI) -- Australian mining company Resourcehouse announced Saturday it reached a record $60 billion coal supply agreement with Chinese power stations. Under the deal, Resourcehouse will supply 30 million tons of coal annually over 20 years to China Power International Development Ltd., a unit of major power producer China Power Investment Corp.

"This deal with CPI is Australia's biggest ever export contract," said Clive Palmer, an Australian billionaire and chairman of Resourcehouse, the Financial Times reports. The project will include a large thermal coalmine in the Galilee Basin, as well as four underground mines, two surface mines and associated coal handling and processing facilities.

While the Export-Import Bank of China has agreed to contribute $5.6 billion for the construction plan, Palmer emphasized that the project is 100-percent Australian owned. But Chinese companies are expected to carry out most of the work, which is projected to begin later this year. Metallurgical Corp. of China, under a contract worth more than $8 billion, will build the mines and associated export infrastructure, including a new port near Bowen, Queensland, and a new 500-kilometer rail link. Sino Coal International Engineering, China Communications Construction and China Railway Group will be subcontractors.  Li Xiao Lin, chairwoman of China Power International Development, said the China First Project would open up a "massive new coal resource and the CPI Group of companies are pleased to be involved," the Financial Times reports.

Resourcehouse also aims to become Australia's fourth-largest iron ore producer after Rio, BHP and Fortescue. The company has rights to mine an estimated 10 billion tons of iron ore in the Pilbara, according to the Financial Times.

贸易风周刊 215

1. -世界第一艘 LNG/LPG/Ethylene “Norgas Innovation” 号由浙江泰州造船厂承造, 并已交船给新加坡 Singco Gas 公司. 该轮长 137 , 19.8, 容载量 1万立方米, 可同时装载二种不同的气体.

2. -中国出入口银行贷款 17000万美元给挪威 Torm 公司在广州订造 6 53000-dwt (MR) 型油轮.

3. -日内瓦已成国际租船主要市场之一, 2007 22% 的干散货租约源于此地. 该地亦是世界第二大货箱船公司 MSC 总公司所在地.

4. -挪威上市之 BW Gas 公司以 7000万美元出售2 VLGC , “BW Challenge” (1992) 79000-cbm “BW Clipper” (1991) 79000 cbm 给新加坡之 Pacific Carriers公司. 买方将2 条船租给印尼国油Pertamina公司, 每条每天租金 35000美元, 为期5.

5. -迪拜国际为减轻 260亿美元之债务, 7亿美元出售 Inchcape Shipping Services, Inchcape共有245处环球分公司和 3800名职员.

6. -韩国现代造船厂因订单不多今年准备裁减20%产量.

7. -韩国各造船厂多年來仅接超大型订单,但最近因业务欠佳开始进军中小型船只市场.

8. -俄罗斯最大的货箱船公司 FESCO (Far East Shipping Co.) 正以取消新船订单和拆掉旧船方式减少公司之货箱船船队.

希腊船务日报 215

1. - 2009年共有 800条大小船只被解体. 今年1月份再创新高数目为87条其中干散船13, 油轮38条和货箱船25.

2. -土耳其政l府为避免海难和排油事件的发生, 开始限制 Bosphorus 海峡的 traffic. 据统计2007年共有 10000条船通过, 2009年为 18866, 这些船带来海难67件但无排油发生.

劳氏船务 215

1. -中国造船业在政府刺激经济方案之下, 2010年业务可看到10%以上的订单. 2009111月订单提升 8.3%.

2. -Hanjin Shipping 2009年营业同比下滑 34.5% 或亏损 11亿美元. 

二:新船合同 (New buildings)

1. -中海从沪东中华接收第5 8530 teu, 10240-dwt 新货箱船新大洋洲. 该轮长 335x 42.8米宽. 主机为 MAN/B&W 12K98MC-C, , 时速达25.        

                 2. -沪东中华接到来自中远和招商局的一条 147000立方米 LNG 船订单.

                 3. -希腊Iolcos Hellenic 公司所订购8 87000-dwt Post-panamax 干散船中之第一条 “Yannis Gorgios” 号已从沪东中华交船.

三:码头       (Cargo terminal)

                  1. -大连港 1月份货物运作达 2585万吨, 货箱提升9% 42.3万箱.

  2. -俄罗斯太平洋油轮港口 Kozmino 上月开始运作, 每年可装 1500万吨原油. 该港之第一批货运往香港.

                  3. -Vale将在马来西亚西岸之 Teluk Rubiah港兴建一座矿砂石分配码头. 预计 2014年完工.

                  4. -新加坡码头1月份货箱运作同比上升18%.

四:买卖/租贷         (S/P & Chartering)

1. S & P

“Ermis”                            (1984)  64000-dwt, Bulker,           usd   8.0M, unknown

“Medi Dubai”                   (2001)  52000-dwt, Bulker,            usd 25.7M, unknown

“Dynamic Express”        (1993)  42000-dwt, Tanker,           usd   9.0M, unknown

“Chemstar Eagle”           (2000)  19400-dwt, Tanker,           usd 15.2M, USA

                                “MOL Bright”                  (1998)     1028-teu, Container,        usd   6.8M. China

2. Scrapping

                   “Luke”                 (1984)  52000-dwt, bulker,          usd 345/ldt, Indian

                   “OOCL Fortune”  (1985)    3161-teu,  container,     usd 330/ldt, China

Summary of Baltic Exchange Dry Indices 2010/02/12
Baltic Exchange Dry            Index      BDI      2571 (DOWN 4)
Baltic Exchange
Capesize   Index      BCI      3259 (UP 35)
Baltic Exchange
Panamax   Index     BPI       3028 (DOWN 17)
Baltic Exchange
Supramax  Index     BSI       2048 (DOWN 28)
Baltic Exchange
Handysize  Index     BHSI    1038 (DOWN 7)

Daily Fixtures  - 2010- 02-11

3.  TIMECHARTER
'Ocean Lady' 2009 180000 dwt dely retro Qingdao 3 Feb trip via options of Indonesia, Richards Bay, Australia redel Skaw-Cape Passero $8888 daily 1st 55 days balance BCI route as of 9 Feb - Classic Maritime                              'Golden Venture' 2009 176000 dwt dely Zhoushan 10/14 Feb trip via West Australia redel China $28000 daily - Seawin
'Ocean Compass' 2005 174142 dwt dely Fangcheng 13/15 Feb trip via Brazil redel S’pore-Jpn rge $29500 daily - Cargill
'Bulk Prosperity' 2001 172589 dwt dely Xingang 16/23 Feb trip via Australia redel China $28000 daily - Seawin -
'United Treasure' 2006 82906 dwt dely Dunkirk 14/18 Dec trip via Colombia redel UKC $26000 daily - Swiss Marine
'Atlas Island' 2009 76554 dwt dely aps EC Australia 1/10 Mar redel China $24000 daily + $450000 bb - BHP Billiton
'Pansolar' 2005 76343 dwt dely Le Havre 10/15 Feb trip via Baltic or US redel Singapore-Japan rge $35000 daily - cnr
'Prabhu Yuvika' 2004 76310 dwt dely Kosichang 20/24 Feb trip via Santos redel China $27000 daily - Eastern Ocean
'Mining Star' 2005 76225 dwt dely Haili 18/20 Feb trip via EC Australia redel Singapore-Japan rge $25000 daily - cnr
'Austin' 1995 75229 dwt dely retro Reihoku 7 Feb trip via NoPac redel China sulphur $27000 daily - Eitzen
'Protefs' 2004 73630 dwt dely Itaquai 19/21 Feb trip redel Full Med $23000 daily + $350000 bb - Windrose
'Pole' 1997 73049 dwt dely retro Zhanjiang 4 Feb trip via EC Australia redel China $26000 daily - Sinoeast
'Coal Age' Deiulemar relet 1997 72824 dwt dely US Gulf mid Feb trip redel Malaysia $35000 daily + $780000 bb - cnr
'S.D. Nova' 1996 70108 dwt dely Taichung 18/20 Feb trip via Indonesia redel Singapore-Japan rge $23000 daily - cnr
'Mass Enterprise' 1993 69555 dwt dely Upriver 23/25 Feb trip redel full Med $23000 daily + $400000 bb - Windrose
'Tenko Maru' 2009 58732 dwt dely Beilun spot trip via India redel Singapore-Japan approx $17000 daily - cnr
'Davakis G' 2008 53800 dwt dely Durban 11/13 February trip via E.C Coast South Am. redel Cont $21000 daily - Eitzen
'Inta' 2009 53100 dwt dely North China spot trip via Indonesia redel India $10000 daily - Isaphia
'Yasa H Mulla' 2002 52383 dwt dely USGulf spot trip redel East Med $32000 daily - Windrose
'Pacific Mercury' 1996 49016 dwt dely PMO 17/20 February trip via India redel China $26000 daily - Seawin
'Moon Sea' 1984 38313 dwt 13 on 23 dely Safi 12/14 Feb trip via UK/Continent redel Turkey $24000 daily - Norton
'Hanjin Istanbul' 1997 27369 dwt dely Singapore 20/25 Feb trip via Australia redel China approx $13000 daily - cnr

4. PERIOD
'Shining Star' 2004 177662 dwt dely Oita 19/21 Feb 3/5 months trading redel worldwide $32000 daily - Swiss Marine
'Baytur' 2001 52261 dwt dely Guangzhou 18/22 February 4/6 months trading redel worldwide approx $20250 daily - cnr
'Gnco Wisdom' 1997 47000 dwt dely Nantong spot about 3/5 months trading redel worldwide $18750 daily - Norden
‘Golden Fortune’ 2010 175000 dwt dely ex yard 3 years trading, $33000 daily – Cosco

5. ORE                                                                                                                                                                                    -“C.Blossom” (2009) 160000/10%,      Tubarao/Rotterdam, 5-19/3,   $14.25,  fio,  7 days sc.   TKS
-“TBN'                       160000/10%,      Tubarao/Qingdao,  10-19/3,    $25.00, fio,  sc/30000sc. Noble

6. COAL
-“Dias” (1988)  12500/10, Newcastle/Younghung                 1-10/3,  $11.83,  fio, sc/30000sc.  KEPCO

-“Tian Bao Hai” (2004) 150000/10%, Dalrymple Bay/China, 15-25/2, $12.00, fio, sc/30000sc,. Rio Tinto

215日船用燃油价格(每吨/usd)

来源: Bunkerworld

                                  IFO 380           __IFO 180              MDO              MGO   

新加坡                        455                       465                    604                614

鹿特丹                        438                       452                    560                598

                休士顿                        431                       443                    625                -----

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

备注:        tbn         = to be named                                 ldt             = light d/weight ton

usd        = u.s.dollar                                      mtpa         = million ton per annum             

cbm       =cubic meter                                    mmtpa      =million metric ton per annum

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