中哥建铁路贯通两洋

2011.02.18

一：头条新闻 (Headline news)

 

1.       Financial Time 经济时报 2011.02.13          中国与哥伦比亚国(Columbia)正在商谈由中国投资76亿美元建设和管理一条位于巴拿马运河之南,从太平洋 Buenaventura港到大西洋之铁路, 此铁路建成之后将成为巴拿马运河的竞争对手,因它仅有220公里之长, 加上火车快速, 对货家来说是时间和费用的节省. 于此同时哥伦比亚也可利用这条铁路向中国输出大量的煤炭( 图 1 and 2 ).

China in talks over Panama Canal rival

By John Paul Rathbone and Naomi Mapstone in Bogotá

Published: February 13 2011 21:54 | Last updated: February 13 2011 21:54

China is in talks to build an alternative to the Panama Canal that would link Colombia’s Atlantic and Pacific coasts by rail.

“It’s a real proposal  ... and it is quite advanced,” Juan Manuel Santos, Colombia’s president, told the Financial Times. “The studies [the Chinese] have made on the costs of transporting per tonne, the cost of investment, they all work out.”  

The mooted rail link is the latest example of China’s increasingly aggressive lending to the developing world, as evidenced by Chinese banks having lent more to developing countries over the past two years than the World Bank.

The 220km “dry canal” would run from the Pacific to a new city near Cartagena where imported Chinese goods would be assembled for re-export throughout the Americas. Colombia-sourced raw materials would make the return journey to China.

“I don’t want to create exaggerated expectations, but it makes a lot of sense,” Mr Santos said. “Asia is the new motor of the world economy.”

Bilateral Sino-Colombian trade has meanwhile soared from $10m in 1980 to more than $5bn in 2010, making China Colombia’s second-biggest trade partner, after the US. “Colombia has a very important strategic position, and we view the country as a port to the rest of Latin America,” said Gao Zhengyue, China’s ambassador to Colombia.

In documents seen by the FT, the project is just one of a series of Chinese proposals that would boost transport links with Asia and improve Colombia’s creaking infrastructure – a priority of Mr Santos’ administration.

Chinese and Colombian officials say talks are most advanced over a 791km railway and expansion of the Pacific port of Buenaventura. The $7.6bn project, funded by the Chinese Development Bank and operated by China Railway Group, would move up to 40m tonnes of cargo a year from Colombia’s economic heartland to the Pacific. Priority would be given to coal destined for China.

Colombia is the world’s fifth-largest coal producer, but most is exported via Atlantic ports even as demand is growing fastest across the Pacific.

Reporting by Geoff Dyer in Beijing and Robert Wright in London

其他新闻

贸易风周刊 02月18日

1. -2011年将有 50艘超过 10,000箱位的新船加入已经拥挤的市场,其中 MSC 15条, Maersk 和 CMA CGM 各8条, COSCO 4条,其他5家公司约每家 2-3条. 消息传来引起航运业者极大的担忧, 因这些新船将替代 8-9000箱位船的航线, 而这批 8-9000箱位船即需另找航线.

2. -因需求上升所有去年停航 (laid up) 之运汽车船 (PCTC) 均已复出.

3. -因目前所有的新船设计仍然是20年前所研发, 欧洲正在研发一种较环保, 减排和省油的船型.

4. -上月份全球共有42条新的 Capesize海岬型加入服务这是 200年来最高的记录.

5. -中国上季因减产而需进口 1000万吨的小麦.

6. -巴拿马旗船舶占权宜船注册之22.63%, 但因种种原因将被利比利亚和马绍尔島快速追上.

7. -日本公司已开始启用巴拿马国航海学校 UMIP (International Maritime University of Panama) 之毕业生到船上见习.

希腊船务日报 02月18日

1. -截至今年2月15日地中海船公司(MSC) 以运载184.84万箱的成绩超越Maersk Line成为世界最大之集装箱船务公司.

2. -香港航运协会2月17-20日于展览中心宣传和鼓厉年青人从事海上工作.

3. -中海集团去年运载货物达165.79万吨, 同比上升10.6%,公司净利也提升 60%.

4. -小型 156米长x22.7米宽, 载量 15,600立方米之LNG轮于未来5年将极有所为.

5. -新加坡之 NOL公司2010年净利为4.61亿美元, 该公司2009年亏损 7.41亿美元.

6. -韩国KCL (Korea Line) 船务公司因拖欠大量租金而宣告破产和要求重组.

7. -干散货船市场略有好转, 一月份共有65条  Capesize被租用运送原料前往中国,去年12月仅有54条.

劳埃氏船务 02月18日

1. -中国造船业之兴起和成熟简接帶动上下游企业的成功.

2. -二手53,000-dwt Supramax 型干散船价值因 Korea Line 破产之影响将下跌三分之一.

3. -Hanjin 于釜山之造船厂因跟工会发生纠纷而暂停.

4. -英国一些货箱码头因业务恢复欠佳而暫停扩建计划.

5. -因英政府财政开支之减少将影响到 PSC 之检查人员和次数.

6. -日本 PSC上月份共扣留28条不符合规则的船只.

彭博新闻 02月18日

1. -上星期全世界共有152条capesize船在等待装或卸货,其中包括52条在中国之各大煤炭和矿砂码头.

2. -处于美国明州Hoyt Lakes, Minnesota之Masabi range 公司经己开始提炼100% 纯质之铁矿块. (iron nuggets),如成功的话它将改变铁矿砂之运输和钢铁板之制造方法.该厂预测明年产量可达 50万吨. (图  3).

 

二：造船 (Shipbuilding)

         1. -香港 Guo Yun船务公司向厦门造船厂订造 4条 82,000-dwt 干散船, 造价每条 3400万美元, 交船期为 2013年6月. 厦门造船厂准备于今年开始兴建一个18万吨旱塢, 2013年完工.

         2. -2010年中国投资 110亿美元成为世界最大之新船投资者, 希腊 108亿美元排名第二.

         3. -中石化子公司 International Far East Leasing公司以 7400万美元向台湾台塑公司买进 ”Formosapetro Emphire” (2004) 300,000-dwt VLCC油轮.

         4. -上海大马船务公司 (Greathorse) 向山海关造船厂订造8条82,000-dwt干散船, 同时也向南通订造3条 115,000-dwt 和 青島北海 4条 180,000-dwt capesize干散船. 大马于 1997年在香港由 Tiger集团成立, 据说该集团也是加拿大 Seaspan公司之最大投资者.

        5. -Maersk Line有意以 40亿美元向韩国大宇造船厂订造 10+20艘 18,000箱位之巨大型货箱船.

三：码头       (Cargo terminal)

         1. -因水深关系当 “CMA CGM Figaro” (2000) 8500-teu抵达美东沙凡纳港时船上仅有一半货箱. 除了诺福港 (Norfolk, Virginia) 水深15米之外美国所有港口均须挖深方能容纳 14,000-teu巨大型货箱船.

         2. -美西洛杉矶和长堤港口1月份货箱运作上升 13%.

四：海难       (Casualty)

         1. -Wilhelmsen公司运车船 “Tombarra” (2006) 6400-ceu上星期于英国 Bristol港举行救生艇操练时发生意外导致一名海员喪生.

五：买卖/租贷         (S/P & Chartering)

1. S & P

-“Afroliti”                           (2011)167000-dwt. Tanker               usd 67.0M  USA

-“Dong Shen Ocean”     (1982)  60000-dwt. Bulker                usd   5.2M  unknown

-“Triumph”                       (1978)  27400-dwt Bulker                 usd   4.4M  Malaysia    

-“OOCL Xiamen”            (2003)    2750-teu  Container           usd 27.0M  Greek 

2. 拆船                     

                             -“Good Trade”                     6727-ldt  Bulker,                               usd 445/ldt        China

                             -“Theodosia”                      12478-ldt  OBO,                               usd 485/ldt        China

                             -“Thor Champion”                7900-ldt  Bulker,                            usd 465/ldt        China

                             - “Madura Jaya”                 15488-ldt  FPSO                          usd 420/ldt        Pakistan

                             -“Overseas Puget Sound”  11105-ldt Tanker                         usd 492/ldt           India

3. TIMECHARTER
 

-“Dong-Hermes” (1992) 146115 dwt  dely Yonghung 25/28 Feb  trip via Indonesia redel China $4500 daily – Winning

-“Epson Trader” (2009)   82000 dwt  dely Rizhao   10/19 Feb  trip via Indonesia  redel Japan $9000 daily - Daiichi

-“Jin Star”           (2006)   79386 dwt  dely Nadahama 19/21 Feb  trip via EC Australia redel China $12250 daily – cnr

-“Yong Jia”         (2001)   74500 dwt  dely Haldia 17/19 Feb  trip via Geraldton redel China $13000 daily – cnr

-“Lotus”              (2001)   52416 dwt  dely Zhoushan spot  trip via Indonesia redel China $10500 daily – PCL

4. PERIOD

-“Lowland Phoenix”           (2004)          177000-dwt, 12 moths              usd 17,000/daily. Cosbulk

-“Cape Island”                 (2004)          171000-dwt, 12 moths.             usd 18,500/daily  Cosbulk

-“Christianna”                  (2010)          82176-dwt,  4/6 moths.              usd 17,000/daily, Cargill

-“Tai Prosperity”              (2005)          77747 dwt   4/6 months             usd 19,000 daily,  Beibu

-“Clipper Endeavour”        (2004)          52483- dwt  12  months          usd 14,750/daily,  Dreyfus

 
5. ORE
-“Bulk India   ” (2004)                160000/10%, Dampier/Qingdao   25/27 Feb  usd 6.45  fio    sc/30000sc --   Rio Tinto

-“Aquabeauty” (2003)       170000/10%, Port Hedland/青島  20/28 Feb  usd 6.35 fio,    sc/30000sc --   BHP Billiton

-“S.Cope” (2009)              150000/10%, Saldanha/青島,          end Feb, usd 13.20 fio   sc/30000sc --   Kumba

-“Chrismir” (1997)             160000/10%, Tubarao/Qingdao  1/10 Mar     usd18.10  fio    sc/30000sc –   Oldendorff

6. COAL

-“C.Marsh” (1995)            150000/10%, Richards Bay/Qingdao 20/28 Feb  usd 13.45 fio, sc/30000sc   --   RGL

6. Daily Summary of Baltic Exchange Dry Indices 2011.02.18

Baltic Exchange Dry              Index      BDI     1301 (up         9)
Baltic Exchange Capesize    Index      BCI     1442 (down   13)
Baltic Exchange Panamax    Index      BPI     2004 (up          7)
Baltic Exchange Supramax  Index      BSI     1267 (up        34)
Baltic Exchange Handysize  Index     BHSI     670 (up          6)

 

六：2月18日船用燃油价格(每吨/usd)

来源: Bunkerworld

                                IFO 380           __IFO 180              MDO           MGO   

新加坡                       605                     613                     860            870

鹿特丹                       563                     582                     -----             870

            休士顿                        579                     607                     888             -----

        洛杉矶                       600                     612                     820             -----

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

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.