世界最大的VLCC租家
2011.02.04
一：头条新闻 (Headline news)
1. Fairplay 海事新闻 2011.01.11 纽约油轮中介行 Poten & Associates说中石化子公司联合石化 (Unipec) 以 296单宗租约成为2010年世界最大之 VLCC 油轮 spot market租家, 同比上升 62%. 第二名为印度油公司 (IOC) 之113单和第三名中海油之101单.世界最大之油公司 ExxonMobil已被排出前10名. 如以每艘 VLCC 容载量为200万桶计算, 去年我国用VLCC 型油轮进口之原油共为 5亿 9200万桶.
THE WORLD’S largest oil group, ExxonMobil has crashed out of 2010’s list of top 10 spot charterers of VLCCs. “The continued reduction of westward-bound fixtures from the Arabian Gulf explains Shell’s drop-off from last year (to seventh place) as well as oil giant ExxonMobil’s departure from the top 10 VLCC charterers’ list, following BP and Chevron’s exits in 2009,” said Poten & Partners, the New York tanker broker. “Overall VLCC activity increased 11% for 2010 versus 2009 activity,” the broker added. “VLCC fixture activity was again characterised by a rapid growth in chartering giant Unipec, which easily topped the charts for a second year while handily distancing itself from the competition. Total VLCC charters for Unipec increased by 113 fixtures (or 62%) from last year’s total.” The three biggest VLCC spot charterers in 2010 were Unipec with 296 fixtures, followed by IOC at 113 and Petro China with 101.
2. 贸易风周刊01月19日 上海以50万箱位的优势超越新加坡登上世界最大港口宝座香港自从 2005年被新加坡赶上成为第二之后, 2010年排名为第三, 2011年可能会被深圳追上变为笫四.(图 1).
Shanghai grasps top port ranking
The city has won the heavyweight title from terminal rival Singapore.
Shanghai has been crowned the world’s busiest container port in 2010, knocking Singapore off the top spot. This is down to China’s trade growth and the World Expo held in the city, which together led to an increase of over 16% in box traffic.
A total of just over 29 million teu was handled by Shanghai in 2010, around 500,000 teu more than Singapore, which had to be content with growth of just 10%.
The takeover was not altogether unexpected, with Shanghai surpassing S’pore for several consecutive months in 2009..
By August, the Chinese port had already overtaken the Lion City following record volumes — yet port observers had to wait until the start of 2011 before it could be made official.
And now that it has claimed the crown, it is highly unlikely it will be handed back.
Shanghai International Port (Group) Co, China’s largest port group, laid the foundations for growth around five years ago with the opening of a new port designed to handle the increasing container throughput.
This saw the inauguration of Yangshan Deepwater Port on two islands 32 kilometres (20 miles) off Shanghai. It handles around one-third of the city’s containerised throughput, with the rest handled at Waigaoquiao terminals in the Pudong.
A strong manufacturing hinterland helped it take the title from Singapore — a position the latter had held since 2005 when it grabbed the crown from Hong Kong.
Hong Kong has grimly hung on to 3rd place, with its container throughput in 2010 est. to be slightly above 23 million teu.
However, it is steadily losing ground to Shenzhen, which is just half-a-million or so boxes behind and may leapfrog into third place by the end of this year.
1. 贸易风周刊 01月26日 因受水灾影响澳洲东北部昆士兰州2个装煤港被逼停顿, 100多条船只无货可装后果波及干散船运费市场. 波罗的海指数因此下降38%, Capesize日租已跌到每天6000元美金和租家宣布 “不可抗拒”情形之下船东们将难追讨 “滯留费” 而无法支付艮行贷款和利息.
Capesize owners in trouble as Australia-flood fallout to continue as cyclone season gears up
Owners of large capesizes face holding hugely expensive assets earning low rates as the fallout of flooding in Australia takes its toll.
German transport bank DVB warns in a new report that owners and operators expecting the disaster in Queensland to be resolved quickly may end up in financial trouble.
Force majeure declared by shippers has left bulkers waiting to load but without cargoes and demurrage, while incurring costs. The backlog of shipments will be difficult to make up.
It comes against the backdrop of 180,000-dwt bulkers this week earning as little as $6,000 per day.
DVB’s figures show that this is a fraction of what some owners need just to break even.
It says the average newbuilding-contract price for the 350-strong capesize orderbook since 2006 is around $79m.
For such a vessel, the break-even is roughly $39,000 per day assuming 100% finance over eight years at 4% cost of debt and operating expenses of $8,000 per day.
Even if the loan tenure is increased to 15 years, the figure is $27,000 per day and for 20 years some $23,000 per day.
Both owners and financiers alike face more than a challenge, says the bank.
DVB adds that between January and November 2011, a record volume of large capesizes totalling 27.6 million dwt was delivered. This year, a further 220 of 39 million dwt are expected, followed by 76 of 13.6 million dwt in 2012, subject to delays and cancellations.
Already by November 2010, there were 795 large capesizes (137.5 million dwt) in the fleet, which is forecast to reach 923 vessels (160.5 million dwt) this year and 1,021 (178 million dwt) in 2012.
DVB says only two large capesizes were scrapped in 2010 and it is difficult to envisage substantial scrapping going forward as 63% of the existing fleet is less than 10 years old. The average age is eight years.
In a report two months ago, DVB noted that over the next couple of years very large and ultra-large bulk carriers (VLBCs) of up to 400,000 dwt “will gain significant market share at the expense of large capesizes”.
On the upside, demand for both iron ore and coal, the prime cargoes, is expected to increase from around 1.8 billion tonnes in 2010 to 2.4 billion tonnes in 2014.
DVB says Australia will remain China’s largest iron-ore trading partner by volume but it is the Brazil-China trade that will drive tonne-mile demand in the dry-bulk market.
The problem, the bank has previously highlighted, is the strategy of Brazilian mining giant Vale. It has sought to seize control of cargoes bound for China and push down rates, by ordering a raft of VLOCs and controlling up to 100 other bulkers.
The fear is that independent owners dependent on the spot market could be marginalised.
其他新闻
贸易风周刊 02月04日
1. -中国银行界已开始放慢对国内外船东贷款的工作.
2. -因澳洲水灾和飓风影响波罗的海Capesize运费指數一个月来已下跌 38%.
3. -加拿大 Teekay油轮公司看好中国原油运输来沪设分公司. (图 2 and 3).
4. -香港和黄集团准备在新加坡上市融资 60亿美金.
5. -新加坡 Titan 油轮公司向挪威 Frontline 油轮公司租用 6条 VLCC 和 3条单壳之VLCC 油轮.
6. -Sin-Pacific 总裁 Simon Liang 先生进军码头建设投资,巴西矿砂石进口和研发建造 “Crown 63” 63000-dwt新型干散船等业务.
7. -在印尼执行任务之镍矿砂石独立验货师 (surveyor) 受到装货港当地人士之威胁.
8. -韩国船 “OSM Arena” (1985) 45000-dwt 因拖欠船员薪水于印度Chennai 港口被扣.
9. -船舶中介行 R.S.Platou 预测今年 Capesize型船价将每条下调 1000万美元, Panamax 型减低15%.
希腊船务日报 02月04日
1. -南京油轮以每天租金 28500美元和 5年合约,租用 2010年造 310000-dwt VLCC “Grand Sea” 号.
2. -德国拆船业者 Eckhardt Marine 陷入资金困境.
3. -世界VLCC船队目前为 550条, 今年将有 55条加入服务, 各船厂手上还有 191条新船的订单.
4. -迪拜港口集团总裁辞职原因不详.
5. -中国将于2011年超越希腊成为世界最大的二手船买家.
劳氏船务 02月04日
1. -韩国之 Korea Line船务公司因资金短缺可能宣告破产.
2. -NYK将在 2014年把 Panamax船队增加到 90艘.
3. -超強飓风 “雅斯”2月3日以每小时 290公里速度在 沃洲昆士兰州登陆帶来巨大损失. (图 4).
彭博新闻 02月04日
1. -近日埃及局势并没有影响到苏彝士运河正常运作. 2月2日共有48条船只通过, 2月3月为49艘.
2. -澳洲昆土兰州飓风过后装煤码头 Dalrymple Bay 己恢复运作.
二：造船 (Shipbuilding)
1. -河北粮油公司子公司 Rewood 向扬子讧造船厂订造 6条 76000-dwt 干散船, 每条 3600万美元, 交船期 2012/2013年.
2. -韩国造船界宣称要从中国争回干散新船制造者冠军之宝座.
3. -鉴于中国大型矿砂石运输船队的快速增大帶来的压力, 很多外国船东己开始研究对策如NYK已将2条30万吨之 VLOC 改換为3条 20万吨之 Capesize.( 图 5 and 6).
三：码头 (Cargo terminal)
1. -美西洛杉矶港去年头3季货箱运作上升 16%,第4季即较慢
四：买卖/租贷 (S/P & Chartering)
1. S & P
-“Pacific Spirit” (2011)182000-dwt. Capesize, usd 55.0M, unknown
-“Best Fortune” (1982) 63000-dwt. Panamax, usd 5.0M, China
-“Marybelle” (1987) 42000-dwt, Bulker usd 11.0M, unknown
-“Androneki” (1984) 29100-dwt. Bulker, usd 6.0M, Egypt
2. 拆船
-“Platres” 15867-ldt Tanker, usd 515/ldt
-“Eiren” 10744-ldt Bulker, usd 500/ldt
-“Han Zhong Men” 4417-ldt Bulker, usd 475/ldt
3. TIMECHARTER
-'Ocean Dragon' (1995) 151049 dwt dely Bayuquan 3/5 Feb trip via Indonesia redel China $3500 daily - Winning
-'Bao Chang' (2010) 93323 dwt dely Taiwan 12/15 Feb trip via EC Australia redel S’pore-Taiwan range $6250 daily - cnr
-'Mokara Colossus' (2006) 55781 dwt dely Xingang propmt trip via Nopac redel S’pore-Japan range $6750 daily – Oldendorff
-'Orange Truth' (2006) 83051 dwt dely Kandla 13/15 Feb trip via WC India redel China $17500 daily – Oldendorff
-'edi Firenze' (2008) 58722 dwt dely Kohsichang 20/25 Feb trip via Indonesia redel India $8500 daily – Isaphia
4. PERIOD
-“Heroic” (2010) 182000-dwt, 12 moths usd 19500/daily. Classic Maritime
-“Tai Promoton” (2004) 77800-dwt, 23-25 moths. usd 16100/daily Siba
-“Samjohn Amity” (1998) 74744-dwt, 4/6 moths. usd 16200/daily, STX Pan Ocean
-“SFL Hudson” (2009) 57000 dwt 3/5 months usd $14000/daily – cnr
5. ORE
-“Formosabulk Brave” 160000/10%, Itaquai/Qingdao 1/10 Mar usd 18.25 fio sc/30000sc – Oldendorff
-“Enterprise Star” (2000) 160000/10%, Tubarai/青島, 1/15 Feb usd 17.00 fio, sc/30000sc -- Cargill
-“Ventara” (2006) 160000/10%, Saldana Bay/青島, 5/14 Feb, usd 12.50 fio sc/30000sc -- Kumba
-“Sparta” 160000/10%, Tubarai/Qingdao 13/20 Feb usd18.95 fio sc/30000sc – Oldendorff
-“He Fu Star” (1984) 125000/10%, W.Australia/Kaohsiung 1/5 Feb usd 6.30 fio, sc/3800sc -- CSE
-“C.Winner” (2008) 160000/10%, Dampier/Qingdao 1/10 Feb usd 6.70 fio, sc/30000sc -- Rio Tinto
6. Daily Summary of Baltic Exchange Dry Indices 2011.02.04
Baltic Exchange Dry Index BDI 1043 (down 2)
Baltic Exchange Capesize Index BCI 1299 (up 1)
Baltic Exchange Panamax Index BPI 1348 (up 37)
Baltic Exchange Supramax Index BSI 1090 (down 11)
Baltic Exchange Handysize Index BHSI 643 (down 15)
五：2月04日船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 586 595 838 850
鹿特丹 542 562 ----- 859
休士顿 550 587 890 -----
洛杉矶 600 615 830 -----
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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 annum
注: 本期因春节假期而耽搁数天尚希读者们见谅.
