航运界百强
2010.06.30
一：头条新闻
1. 贸易风周刊本月出版一份专栏介绍世界航运界100位最具影响力的人士和他们的成功史.
第一名是油轮大王挪威 Frontline公司之 John Fredriksen 先生, 第二名为中远集团的魏家福船长. 名单上共有14位东方人, 其中包括中国4名,南韩3名, 台湾2名, 香港, 印度, 日本,新加坡和马来西亚各一名,他们是:
No.2 Wei Jiafu Cosco Beijing
No.6 Yasumi Kudo NYK Tokyo
No.17 Nobu Su TMT Taipei
No.18 Hyun Jeong-eun Hyundai Group Seoul
No.19 Chang Yung-fa Evergreen Taipei
No.30 Tan Zuojun CSSC Beijing
No.35 Ho Ching Temasek Singapore
No.41 Chen Qiang Rongsheng Beijing
No.43 S.Hajara SCI India
No.52 Robert Kuok Kwok Group Malaysia
No.54 George Chao Wah Kwong Hong Kong
No.64 Kang Duk-soo STX Group Seoul
No.71 Min Keh-sik Hyundai Heavy Ind. Seoul
No.77 Li Changyin CSIC Beijing
Power 100 (图 1)
Shipping means power: from the Phoenicians to China’s Zhang He, from the Dutch East India Company to post was Greek entrepreneurs. The stories may be different but the message is the same: ships and shipping create the intoxicating allure of power.
The power is historically often associated with the political control of ships and trade. No empire could survive without control of the seas. But of course in the modern world shipping is not just about power for power sake.
It’s mostly about money and it’s from that cash that power and influence is generated.
Few modern industries have the aura that shipping still retains-the myths that tell it’s about more than just the steel. Some of that aura is exactly that: myth. Running a shipowning enterprise or operating a shipping-service company in the early 21st century is fundamentally about efficient business practice not the legend of the past. But ask anyone with any experience of the industry what makes it tick and what gives it colour and they will tell you it’s the personalities and the gambles they have taken the friendships and the rivalries.
Shipping remains a business where – to adapt a phrase – character remains a king.
That is why Tradewinds has produced this supplement – to catalogue some or the most influential figures in the industry today.
It’s not just about wealth, nor the number of ships in their fleet. It’s more than that. It’s an assessment of who has made the contemporary global shipping industry what it is today and who is making the decisions that will fashion changes in the decade to come.
The list not only includes shipowners from every corner of the globe but also key users of the industry’s transport services as well as some of those whose skills make the industry happen.
From owners in Athens to mining in Brazil, from bankers in Hamburg to oil companies in Houston the spread is wide.
With only 100 names it can hardly be comprehensive as there are likely 100 figures of some influence in each of the 10 or so major shipping countries around the world.
It’s without any shame a purely subjective list as everyone will believe there are many other names that should have been included.
If it stimulates a little late-night debate so much the better. After all it should not be taken too seriously.
Nevertheless, there is a perhaps a significant underlying message that emerges from the list, one that has resonance both within and outside the industry.
That is just how deep and extensive the skills experience and resources of today’s shipping business really are. Those at the coal-face everyday – either fixing ships or arranging loans – may sometimes lose sight of exactly how important global shipping is in helping to lift living standards globally by facilitating world trade.
Anyone reading this supplement will appreciate just how broad in scope and deeply rooted today’s shipping industry is.
2. 墨湾排油第72天. 台灣信榮航邠朴痛?lt;/span> 馳援墨灣
美聯社維吉尼亞州諾福克25日電
台灣信榮航吖?lt;/span>(TMT)擁有的全球最大撈油船，25日從諾福克出發前往受到油井溢油嚴重污染的墨西哥灣，希望每天協助清理50萬桶混合油汙的海水，雖然它能否加入清理作業還不確定。
1100呎長，10層樓高「鯨魚A號」(A-Whale)撈油船，今年才在南韓打造完工，剛剛在葡萄牙經過改裝，以在海上撈油。這艘船可以在距海岸40至50哩處作業，利用船首兩側的12個孔道汲取油水。(图 2 and 3).
信榮公司說，這種新的撈油法從未如此大規模嘗試過。
該公司計畫主管格蘭桑(Bob Grantham)說：「我們必須開始向大家顯示我們的能耐。我們正認真探究能否前往實地自行作業。但是這並非很好的做法，我們需要與別人合作。」
信榮公司仍在與美國海防隊接洽，以加入清理作業，也尚未與擁有失事油井的英國石油公司(BP)訂約協助撈油。該公司也必須獲得環保當局許可，並對美國為保護本國航呃嫠喍ǖ姆色@得豁免。
這種作業需獲聯邦環保署批准，因為經過清理重新注入墨西哥灣的海水仍有些微石油。此外，美國1920年訂定的瓊斯法案，限制懸掛外國國旗的船隻在美國沿海水域作業。
格蘭桑說，懸掛賴比瑞亞國旗的「鯨魚號」將在三天後抵達墨西哥灣，而信榮公司希望在此期間能夠獲得必要的許可。
這艘由油輪改裝的船隻，油槽可儲存200萬桶油料，可是因環保因素將只存放100萬桶。它將在海面汲取油水，把分離出來的石油轉輸到別的船上。
信榮公司發言人說，「鯨魚號」撈油的作業能量，比正參與清理作業的大多數漁船高出250倍。
該公司副總裁T.K. Ong說：「我相信這是空前的溢油事件，需要前所未有的解決辦法。」
The “A-whale” oil skimmer is sitting idle in Norfolk, VA in a sea of EPA regulatory hurdles and government red tape.
The “A-Whale” bills itself as the largest open-water oil skimmer in the world, and it’s at least very impressive. Originally an oil and ore tanker, the ship’s owners recently refitted the ship to do exactly the kind of work that the US so desperately needs in the Gulf of Mexico, and to do it on a vastly larger scale than current operations can handle.
According to the ship’s project manager, the entire American effort in 66 days has skimmed off 600,000 barrels of oil. The ship’s owners claim that A-Whale can skim 500,000 barrels a day.
So where is the A-Whale now? In the Gulf? Not yet. It’s on its way there after being tied to a dock in Norfolk, Virginia, and won’t be allowed to join the cleanup effort until the Coast Guard and the EPA figure out whether it meets their standards...
其他新闻
贸易风周刊6月30日
1. -热帶风暴 “Alex” 正在墨湾形成, 强风和高潮将把水面之污油帶进更深的美国墨湾地区. (图 4)
2. -因亚/欧航线之复苏世界各地正闹货箱荒, 虽然 CIMC货箱制造公司今年第一季经已售出新箱达102900个. 于此同时货箱价格也从每只 1900涨到 2700元美金.
2. -希腊某船东向德国 Offen 公司购买5条 2000年造的2500箱位货箱船.每条价值 2500万美金.
希腊船务日报6月30日
1. -中国于新疆天山发现3处矿砂石儲存共20亿砘, 其中有5亿万吨经己证实.
2. -丹麦政府发出通告所有通过北极航线之船舶将不许使用重油 heavy fuel.
3. -印度船级社 IRS (Indian Registry of Shipping) 经过20年的水准提高,被国际船级公会纳为正式会员.
4. -古巴因缺少外汇去年进口下降60%.
5. -处于马来西亚沙劳越州 (Sarawak) Miri市之 Shin Yang船务公司总裁 Ling Chiung Sing先生表示因该公司共有54条船只于波斯湾营业而准备在该区设立修船厂.
彭博新闻 6月30日
1. -武钢投资20亿美元与澳洲 Riverside 矿业公司于非洲之 Zambeze 开发煤矿. 武钢将拥该煤矿40%之股权和购买40%之年产.
2. -据世界21名经济学家之预测中国今年第二季之煤炭和矿砂石进口量将减到10.5%和第三季的9.6%, 因此影响到 Capesize船只之运费. 从今年一月到六月底Capesize新船共增加81条迏1031艘可说是供多需少,
3. -宝钢经已接受今年第3季矿砂石价格每吨147元或23%的上调.
4. -安钢准备于5年内, 年产提高到5000万吨, 成为中国最大的产家.
5. -澳洲总理陸克文因提议增收矿业公司40%之税金遭到商业界之强烈反对, 于26日被迫下台.
二：造船 (Shipbuilding)
1. -厦门造船厂将为国内HongXin 船务公司建造2条 57000-dwt Supramax型干散船.造价每条 2700万美元. 交船期为2012年.
2. -中国正在协助缅甸 Ahlone造船厂建造 15000吨之货轮.
3. -法国 Bourbon Offshore公司向 Sinopacific造船厂订造 62条价值10亿美金之 Supply vessel,
三：码头 (Cargo terminal)
1. -美西波特兰 (Portland)港之6号货箱码头因业务欠佳去年出口仅有 157306箱和今年第一季运作量为 34415 箱, 同比下滑17.8%, 而决定把它出租给菲律宾之 International Container Terminal Services Inc (ICTSI), 租期25年.
2. -美国 Northern Gas 公司暫停在离美西哥伦比亚河河口 Astoria 25浬之 Bradwood Landing 所策划之 LNG 接收站.
3. -长荣集团将在西班牙巴塞罗那 (Barcelona) 港兴建一座年运作 150万箱之货箱码头. 第一个泊位将于2011年年底启用.
4. -希腊法院視 Piraeus港码头工人本星期之罢工为违法.
5. -以色列 Zim Lines将上调亚/欧航线运费达每 teu 400元美金.
6. -韩国5月份煤炭进口跌到850万吨,今年1-5月共进口 4680万吨, 同比上升7.7%.
四：海难 (Casualty)
1. -2艘小型日本化油轮 “Kamako Maru #15” 和 “Kaiwa Maru” 于东京外海相撞.
2. -自卸货轮 “Sophie Oldendorff” (2000) 70,000-dwt 于美国佛州 Tampa 港卸货时船上运送帶着火.
3. -澳洲海事安全局指责国轮 “Silver Yang” 二副在撞到游艇后没有通话联系或停船进行拯救. 确实違反海上条规则.
4. -国轮 “Fu Ping Yuan” (1990) 3000-dwt 和韩国货轮 “CS Crane” (2007) 11300-dwt 相撞.
5. -台湾 TMT 公司 “A.Whale” 污油汲收轮正前往墨湾協助清理工作.
6. -国轮 “Hai Xiang” 号货轮 (1983) 1600-dwt, 于日本横滨港卸货吋货舱起火. (图5)
五：买卖/租贷 (S/P & Chartering)
1. 船舶买卖 (S & P)
The main talking point of this week has been Peter Georgiopoulos's Genco Shipping & Trading's US$ 545m acquisition of 16 modern Supramax b/c's from clients of Setaf Saget.
The 16 ship deal includes 14 units on the water and a further 2 newbuilding resales building at Dayang S.B due for delivery in 2011.
A newbuilding Cape size, Sungdong Hull No. 1073 (180,000 dwt Jan 2011 blt) is said to have been sold to Greek buyers for US$ 54m including a 10 year timecharter at US$ 24,674 per day. An older Cape size the M/V CHINA FORTUNE (152,011 dwt 1992 blt CSBC) has been concluded at US$ 20.8m; this vessel has recently passed her docking survey.
The Japanese controlled geared panamax M/V YK SENTOSA (73,625 dwt 2000 bltHashihama Zosen) has been sold for $32.6 million to Malaysian interests basis an August 2010 delivery tc free.
In the Supramax sector, the M/V SUNNY GLORY (56,057 dwt 2006 blt Mitsui) reported sold at US$ 35m.
In the Handysize sector, a modern handy size, M/V XIN DONG GUAN 6 (33,076 dwt 2008 blt Wuzhou) has been reported sold within China for US$ 22.5m.
The M/V OCEAN SUCCESS (38,455 dwt 1987 blt Japan) is sold at US$ 13m.
Log/bulkcarrier the M/V ROYAL FOREST (31,770 dwt 1998 blt Hakodate) obtained US$ 20.3m.
M/V GREAT CHANCE (28,701dwt 2004 blt Shin Kochi H.I.) has been sold basis delivery September 2010 for US$ 26.2m to undisclosed Greek interests.
The older vintage M/V PAGONA H (30,898 dwt 1984 blt Hashihama) went to Turkish buyers for US$ 7.6m.
Finally, TBS has sold the IHI Fortune type M/V SAVANNAH BELLE (22,558 dwt 1982 blt IHI Japan) to Singapore buyers for US$ 2.85m.
The M/T LIVIA (105,889 dwt 2003 blt Hyundai Samho) has now been sold to Greek interests for US$ 39.5m..
The VLCC M/T AROSA (291,381 dwt 1993 blt Hitachi) reported sold for US$ 18m to undisclosed buyers.
2. Time charter
“Navios Pollux” (2009) 181000-dwt del Bolivar 20-25/7 trip redel Continent $25000/daily Swiss Marine
“Yin Zhu Hai” (2009) 76463-dwt del Recalada 1-10/7 trip redel China $33750/daily Sinorich
“Royal Epic” (2008) 56026-dwt del Fangcheng spot redel S’pore/Jpn range $21900/daily CNR
3. Period charter
“Yuan Hui Hai” (2006) 74259-dwt del Dalian 26-28/6 redel worldwide 3-5 months trading $23000/daily Vitol
“Aqua Rosa” (2009) 57000-dwt del N.China spot redel worldwide 4-6 months trading $24000/daily HMM
4. 拆船.
“Yron” (1982) 62153-dwt Bulker usd390/ldt India
“Champion Lion” (1985) 44979-dwt Bulker usd425/ldt India
“Ghazi 1” (1976) 33715-dwt Bulker usd388/ldt Pakistan
“Amar” (1980) 14650-dwt Bulker usd330/ldt China
5. 矿砂石
Tbn 160000/10%, Tubarao/青岛, 1-15/July, $21.25, fio, sc/30000sc. Cargill
“Tian Rong Hai” (2002) 160000/10%, Saldanha/Qingdao ,2-6/7 $17.00, fio, sc/30000sc. Kumba
“Rubin Grace” 160000/10%, Dampier/Qingdao, 5-15/7 $8.80, fio, sc/30000sc Rio Tinto
“Skythia (2010) 160000/10%, Dampier/Qingdao , 1-10/7 $ 8.80, fio, sc/30000sc. GMI
“Scope (2006) 160000/105, Dampier/Qingdao, 12-20/7 $8.80, fio, sc/30000sc STX Pan Ocean
6. 煤炭:
Tbn 160000/10%, Richards BayQingdao, 5-15/7 $16.00, fio. sc/30000sc. Mercuria
7. Daily Summary of Baltic Exchange Dry Indices 6/30/2010
=========================================================
|
Baltic Exchange |
Dry |
Index |
BDI |
2406 (DOWN 41) |
|
Baltic Exchange |
Capesize |
Index |
BCI |
2711 (DOWN 2) |
|
Baltic Exchange |
Panamax |
Index |
BPI |
2748 (DOWN 127) |
|
Baltic Exchange |
Suprama |
Index |
BSI |
2066 (DOWN 30) |
|
Baltic Exchange |
Handysize |
Index |
BHSI |
1155 (DOWN 10) |
六：6月30日船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 428 437 628 633
鹿特丹 416 435 ----- 662
休士顿 422 443 660 -----
***************************************************************************************************************************
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
