第二条巴拿马运河
2012.11.16
一：本期头条 香港尼加拉瓜运河发展投资公司被尼加拉瓜政府邀请前往探测开辟横越该国运河之可能性. 预计费用300亿美元将由该国拥股51%其他49% 由外资参股. (图1 &2).
Chinese company to assess new cross-ocean canal for Nicaragua
The proposed new canal will compete with the Panama Canal, above. (Photo/Xinhua)
The Nicaraguan government has hired a Chinese company to conduct a feasibility study into a US$30 billion canal-building project that would link the Atlantic and Pacific oceans, reports our Chinese-language sister paper Want Daily.
On Sept. 7, Nicaragua's president, Daniel Ortega, announced that the government signed an agreement with HK Nicaragua Canal Development Investment, a company registered in Hong Kong on Aug. 20. Sources revealed that the company's chairman is Wang Jin, a 40-year-old businessman based in Beijing.
"This is an extraordinary and very important piece of news that may affect the future not only of Nicaragua, but of Central America as a whole," Ortega said.
The project's current plan involves constructing a canal with a total length of around 200km from Monkey Point on Nicaragua's Caribbean coast to Puerto Corinto on the Pacific side. The project is expected to cost US$30 billion and has a final completion date of 2025. When completed, the new canal will cut significant travel time between the Atlantic and Pacific oceans, saving up to a day for boats traveling between New York and California.
If pursued, the canal would effectively compete with the US-built Panama Canal, which remains central to commerce on either side of the Americas.
Given the project's cost, which is four times Nicaragua's gross national product, the Nicaraguan government is also aggressively seeking financing from China, Russia, Brazil, Japan and South Korea, according to Hong Kong newspaper Ming Pao. The Nicaraguan government will reportedly hold 51% of stock in the project, with the remainder owned by foreign investors.
The involvement of a Chinese company in the investment, construction and management of the canal is likely to greatly increase China's influence in Latin America, Want Daily said. In the last 10 years, the trade volume between China and South America has already increased by more than 10-fold.
Nicaragua and China do not have formal diplomatic relations because of the former's formal ties with Taiwan, although the two countries maintain economic relations.
CSCL turns in RMB991.1m Q3 profit 中海集团第三季盈利 9.911亿人民币.
Friday, 02 November 2012 | 14:02
China Shipping Container Lines (CSCL) posted a third quarter profit of RMB991.1m on revenue of RMB9.28bn as freight rates recovered somewhat and volumes improved during the period.
Meanwhile dry bulk shipper China Shipping Development Company (CSDC) still managed to turn in a RMB89.2m profit despite revenue slipping to RMB2.81bn from RMB3.1bn previously. A tax writeback of RMB347.4m helped offset weaker rates.
Source: Seatrade-Asia
Yang Ming wants to charter 10 mega ships 阳明海运将租用10条 14,000箱位船.
Wednesday, 07 November 2012 | 14:54
Taiwan's government-owned shipping firm Yang Ming Marine Transport Corp will seek offers to charter five new container ships of 14,000 TEU each, plus an option for another five.
"This will be an all charter deal, which will give us more flexbility," Yang Ming spokesman Winsor Huang told Reuters.
The new ships are expected to be delivered from May 2015, he said.
Source: Reuters
Consolidation fever grips Japanese shipping 为更好面对竞争日本船东掀起合并潮.
A tie-up between firms in JX Group is the latest example of how shipping companies in Japan are joining forces to strengthen their market position.
Japan’s traditionally static shipping community is perhaps surprisingly emerging as the clearest example in the current downturn of how recession drives consolidation.
In the latest episode, Japanese oil giant JX Group has announced that it will merge JX Tankers with JX Shipping to create a 65-vessel fleet, including nine VLCCs and four aframax tankers.
While that may sound like a Japan Inc-style internal reorganisation within the group, aimed at rationalising operations, it actually comes as the last stage in a long chain of prior consolidation that saw the disappearance of two well-established, private shipping firms.
JX Shipping was itself created out of the merger of private firms Yuyo Shipping and Nissho Steamship in April this year.
JX Tankers is the product of the consolidation of Nippon Oil into JX Group.
Survival strategy
There have been plenty of other recent examples of consolidation between major Japanese firms. The merger of Shinwa Shipping with Nippon Steel Shipping was basically a survival strategy from two companies that felt threatened by the collapse of the dry-bulk market.
The merger earlier this year of bankrupt chemical-tanker operator Dorval with Sinochem to create Dorval Sinochem Tankers came in response to its financial distress.
Similarly, bankrupt Sanko Steamship is seeking backing from an outside investor and may well attract the attention of a compatriot shipping company.
One of Japan’s leading dry-bulk operators, Daiichi Chuo Kisen, has also said a merger with its largest shareholder, Mitsui OSK Lines (MOL), is one option being considered to help the company survive its current financial difficulties.
And analysts are now asking if another merger of major Japanese importers will prompt the next round of consolidation among shipping firms.
Last month, Sumitomo Metal Industries and Nippon Steel joined forces to create Nippon Steel Sumitomo Metal (NSSM) — the world’s second-largest steel producer and Japan’s largest coal and iron-ore importer. The new combined company imports a combined 70 million tonnes of iron ore and 40 million tonnes of coal every year.
Executives have put cost cutting at the top of their list of priorities and have also added to the commercial pressure on domestic shipping firms by seriously looking at options from foreign competitors.
NSSM has already trialled the world’s largest ore carrier — Vale’s 400,000-dwt Valemax design — to deliver a Brazilian-sourced iron-ore cargo to its Oita Terminal in Kyushu. Officials have already said they want to pursue the option of using Vale’s very large ore carriers (VLOCs) to improve the efficiency of its operations.
Foreign threat
The company is also targeting the expansion of production facilities in developing countries — another potential blow to shipping firms at home.
One local broker commented: “This merger is likely to end up increasing cost pressure and reducing cargo volumes for domestic shipping firms. It will inevitably lead to further consolidation among shipping companies.”
Brokers believe one winner out of the merger is likely to be NS United Shipping in which NSSM is the majority shareholder. The company already accounts for around 30% of the steel mill’s transport requirement.
Yet a potential loser is perhaps Daiichi. Sumitomo Metals reduced its shareholding in the company prior to its merger, suggesting that it wants to dilute the relationship during Daiichi’s financial difficulties.
One analyst said: “With the emphasis at NSSM on cutting costs, it is difficult for them to be seen to be too generous to an individual company with which it has an equity relationship.
“Daiichi could find itself marginalised by this merger, with the lion’s share of cargoes going to the big Japanese players like NS United, MOL and NYK and new entrants like the Valemax bulkers. It all adds to the feeling that Daiichi will be the next in the consolidation chain.”
By Adam Corbett London adam.corbett@tradewindsnews.com
07 November 2012, 08:11 GMT
Grounded bulker dropped by class 印度货船搁浅后被印度船级社取消船级.
The allegedly substandard ‘Pratibha Cauvery’, which grounded in a storm claiming six lives, had been declassed a month before the tragedy — a factor that may have prevented it leaving the port of Chennai.
The 29,800-dwt bulker Pratibha Cauvery (built 1981) was declassed by the Indian Register a month before it was caught up in Cyclone Nilam and grounded near Chennai in an incident that claimed six lives and led to its arrest.
The bulker, owned by India’s Pratibha Shipping, was arrested following claims from families of the dead seafarers that the 31-year-old ship was “unseaworthy” and that it did not respond correctly to avoid the oncoming storm.
According to port-state-control (PSC) database Equasis, the Pratibha Cauvery had its class suspended on 2 October by the Indian Register for overdue surveys.
The suspension would likely mean that the ship is no longer in compliance with the terms of its registration under the Indian flag.
The class suspension offers the only clue as to the condition of the vessel when it ran into trouble.
It also seems to have avoided any PSC record. There is no inspection data on the vessel in either Equasis or the Tokyo MOU PSC authority. There was also no inspection data available on the vessel in the Indian Ocean MOU database.
It is not only the condition of the ship that has led to the court action but also its response to the storm. According to local reports, notification from the port and coastal authorities to move to a safe shelter were ignored. According to the reports, the Port of Chennai requested that the ship sail north or eastwards from the outer anchorage.
The vessel had discharged its cargo at the end of September but may not have been able to leave Chennai to trade because it was out of class, a factor that may have also affected its insurance cover.
Pratibha had moved its protection-and-indemnity (P&I) cover to Steamship Mutual in February this year.
Pratibha’s Sunil Pawar did not offer much detail when contacted by TradeWinds but confirmed six seafarers had died in the accident. It is understood that the men perished as they attempted to evacuate the ship in a lifeboat.
Pawar says his company is paying for the 31 surviving crew members’ hospital treatment and hotel bills.
The ship is beached near the beach of Besant Nagar Elliot near Chennai. The 120-tonne-bollard-pull (tbp) anchor-handler Malviya 21 (built 2005), owned by Mumbai-based Great Offshore, has been employed by state-owned Chennai Port Trust to help in the salvage operations, which are being carried out by Smit Salvage.
There are 3.5 tonnes of diesel and 357 tonnes of fuel oil on board.
An investigation into the accident is being conducted by the Indian Directorate of Shipping.
By Adam Corbett London adam.corbett@tradewindsnews.com Pinaki Routray New Delhi
07 November 2012, 08:14 GMT
其他新闻:
1. -为更好应对竞争德国船东们也考虑合并方案.
2. -马士基公司截至今年11月已退出34艘货箱船其中包括 5000-teu 以上船只 24艘和亚欧 AE9航线上之10艘.
3. -Mr. Steve Cotton出任 ITF新秘书长替代在位20年之 Mr. David Cockroft.
二：造船 (Shipbuilding)
1. -法国船级社 BV 为 CMA CGM公司新船 “CMA CGM Marco Polo” 16000-teu颁发船级证书. 该轮船长 396米, 宽 54米, 吃水16米.
三：港口 (Terminal)
1. -淡水河谷开始租用海岬型船从菲律宾之苏比湾 (Subic Bay) 转运40万 Valemax之货前往青岛.
2. -欧洲一些码头因政府缩减政策工人发起罢工.
3. -美国西岸煤炭码头需扩大运作量从每年 5000万吨到 7500万吨才能与新码头竞争.
4. -香港码头今年一至十月货箱运作量下降 4.4%达 1943万箱.
四：海难 (Casualty)
五：买卖/租贷 (S/P & Chartering)
1. S & P
- New-resale (2012) 179700-dwt usd 35.50M, Europen
-“Rubin Ace” (1996) 151300-dwt usd 10.50M, Greek
-“Perla Bulker” (2007) 75949-dwt usd 17.80M, unknown
-“Halo Cygnus” (1998) 73937-dwt usd 8.70M, Greek
-“CD Adventure” (2001) 46232-dwt usd 13.40M, Greek
-“Spear Flower” (2003) 27738-dwt usd 11.20M, Hong Kong
-“Rima” (1986) 26841-dwt usd 3.50M, China
-“Lubna” (1986) 26841-dwt usd 3.50M, China
2. DEMO
-“One Emerald” (1987) 261000-dwt usd 435/ldt, Pakistan
-“Bet Prince” (1995) 163554-dwt usd 427/ldt, India
-“United Star” (1992) 149562-dwt usd 437/ldt, Pakistan
-“Aonoble” (1988) 98288-dwt usd 420/ldt, China
-“Long Fin” (1988) 83000-dwt usd 443/ldt, Pakistan
-“Roger M Jones” (1992) 72389-dwt usd 438/ldt, India
-“Zhong Hang I” (1982) 61806-dwt usd 421/ldt, China
-“Maha Zeepa” (1985) 45250-dwt usd 405/ldt, Pakistan
3. 本星期远东 2002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 Pmax Handy Fmax_
吨位(万) 31 16 11 18 7..5 5 3 4000 1400 750
升降(百分比) -2.4% -0.7% -2.0% -1.9% 0.8% -2.2% -1.8% -1.0 -1.1% 0.0%
4. Daily Summary of Baltic Exchange Dry Indices 2012.11.16
Baltic Exchange Dry Index BD 1036 (+ 12)
Baltic Exchange Capesize Index BPI 2347 (- 3)
Baltic Exchange Panamax Index BPI 886 (+ 40)
Baltic Exchange Supramax Index BSI 674 (+ 10)
Baltic Exchange Handysize Index BHSI 403 ( 0)
5. TIMECHARTER
-“Kohyohshan” (2001) 172000 dwt dely Nagoya 07 Nov trip via Roberts Bank redel S’pore-Jpn range $20500 daily – Cargill
-“American” (2010) 91941 dwt dely Las Palmas spot trip via Huelva redel China $11000 daily – cnr
-“Thalassa” (2003) 76900 dwt dely US Gulf 20/25 Nov trip redel S’pore-Jpn range $14000 daily + $425000bb – KLines
-“Hong Sheng” (2010) 76546 dwt dely US Gulf prompt trip redel S’pore-Jpn range $14750 daily +$475000bb – Sinoriches
-“Powhatan” (1995) 70153 dwt dely Shanghai prompt trip via Indonesia redel S’pore-Jpn range $4750 daily – cnr
-“Rinia” (2012) 56744 dwt dely Singapore 09/11 Nov trip via Indonesia redel India $11500 daily – cnr
-“St. Gregory” (2010) 32688 dwt dely aps Norfolk prompt trip redel Hamburg option Gdynia $6750 daily – D’Amico
6. PERIOD
-“Navios Phoenix” (2009) 180000-dwt 10-15 months usd 14500/daily Classic Maritime
-“Else” (2012) 175000-dwt 12 months usd 13750/daily Classic Maritime
-“Navios Orbitter” (2004) 76000-dwt 4-7 months usd 7000/daily unknown
7. ORE
-Tbn 170000/10%, Port Hedland/青島 17/19 Nov usd 9.25 fio, sc/30000shinc -- FMG
-Tbn 190000/10%, Subic Bay/青島 13/17 Nov usd 4.90 fio. 35000shinc/30000shinc -- Vale
-“Aquabella” (1995) 160000/10%, Tubarao/青島 25/11-05/12 usd 20.70 fio. sc/30000shinc -- Oldendorff
-“Shinning Star” (2004) 170000/10%, Port Hedland/青島 25/27 Nov usd 9.05 fio, sc/30000shinc -- BHP Billiton
-“K.Happiness” (2011) 160000/10%, Dampier/青島 22/25 Nov usd 9.05 fio sc/30000shinc -- Rio Tinto
六：2012/11/16 船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 607 617 915 920
鹿特丹 586 614 ----- 915
休士顿 609 683 ----- 992
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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 annu
