尼加拉爪新运河
2014.07.16
一:本期头条 HKNG香港尼加拉瓜发集团本月八日与尼加拉瓜政府签署合约兴造一条从太平洋到大西洋的运河,新运河较目前正在拓宽的巴拿与马运河大上数倍可容40万吨散装船和18,000箱位的货箱船通过. 据报告工程将于今年开始需时五年, 投资额400亿美元.
Chinese company to build a $40 billion Nicaraguan canal
1. -中远和中海于今年前半年经己恢复盈利.
2. -法国继挪威和刚果成为世界第三个国家接受IMO 2009年之拆船环保和安全之公约.
3. -韩国现代集团出售其LNG业务得款 4.994亿美元.
4. -新加坡 PIL船务公司出售债务得10亿美元.
二:造船 (New Building)
三:港口(Terminal)
1. -美西长堤港货车司机从七日开始进行罢工. |
四:买卖/租贷 (S/P & Chartering)
1. SALE AND PURCHASE
Bulkers Size Built Buyer Price (Mln$)
B Whale 319 869 2010 Greek 60,00 OBO
H Whale 318 700 2011 60,00 OBO
SPP Resale S1179 50 300 2015 Greek 37,00
SPP Resale S1180 50 300 2015 37,00
Hellas Progress 46 152 1999 Undisclosed 10,50
Tankers
Silver Pioneer 172 559 2002 South Koreans 32,00
Eternal Salute 87 144 2006 Greek 21,90
Mandarin Harvest 57 000 2009 Greek 18,10
Bright Moon 56 071 2007 Thoresen Thai 20,00
A Handy 36 839 2011 Greek 18,25
B Handy 31 440 2011 18.25
2. SOLD FOR DEMOLITION
Vessel name D/W Ldt Built Buyer Price
MV Szare Szeregi 73 470 13 575 1991 Indian 465
CONT MSC Corinna 38 466 14 360 1984 Indian 490
CONT Alianca Brasil 32 984 13 503 1994 Turkish 360
MT Akti A 28 280 10 020 1996 Bangladesh 450
REEF Kashima Bay 10 664 5 754 1984 Indian 480
3. CHARTERING-Dry bulk(week #28-2014)
Handy
It is a general increase in activity in both hemispheres whereas rates have just experienced a small increase. In the Feast we see stable and further signs of improvement. Vessels open Spore can achieve around USD 11,500 for trips to India. A large unit open Thailand was trading at high 7´s for trip via Aussie back to Feast. The South African market is holding stable with rates around USD 8.5-9k + 150,000 GBB for trips to Feast. The period market has been more active and the NB Ultramaxes are able to fix at around USD 12,500 bss delivery ex yard for 1 year trading.
Panamax
The positive tone from last week continued with rates improving in both hemispheres early week. More activity and fresh requirements gave the owners room to fix above 6k for rounds in the Atlantic, 14 + 400 from USG and 13 + 300 ECSA to Far East. However, as both the Caper and the paper turned sour mid-week, the Panamax players headed for the door leaving only
silence and lower levels behind. In the Eastern Hemisphere, rates increased to hover in the 8k range early week, short period in the 9k and one year low 10k.
Capesize
The summer mood has reached the market with less cargoes and lower rates. Fh rates are dropping every day due to a lack of demand, whilst the activity in the Pacific remains ok although rates are not moving. Paper values remain week, which in turn results in few period fixtures being concluded. The state of our market can be explained by high iron ore inventories in China and inactive iron ore traders.
4. CHARTERING-Tankers
Crude-VLCC
During last week VLCC charterers moved silently off marked disguising their enquiries trying to cool off owners resistance. Owners on the other side have been holding back. Nevertheless MEG/East route is steadily firming as more demand came out for last decade of the month. About 111 fixtures are counted for so far ex MEG for July and there is still uncovered demand
which could push rates further in owners favour. Charterers have started slowly to drift in to August which also is supporting the firmer trend. The Atlantic Caribs and Wafr remained firm due to limited natural positions and steady demand. Suezmaxes rates in W.Africa had a short dip with rates dropping to w75 for UKC and Med discharge beginning of this week.
However with the present rally seen for end decade of July we are back in the w80´s. In order to maintain this level we would need the recent activity level to be maintained. The MED and Black Sea Suezmax market has been slow and rates soften somewhat, however increased appetite for Suezmaxes could be created with more Libyan ports exporting crude and the ´arb´ Med/East fully open resulting in a firmer market. For Aframaxes trading in Nsea and Baltic we have seen rates stabilizing at ws95 for cross Nsea and ws70 ex Baltic. Going forward towards end month we expect a bit more activity and rates could be under upward pressure for end month cargoes. In the Med/Bsea market activity picked up last week on the back of certain main
Libyan ports lifting their force majeure. Although it could still be some time till these Libya cargoes materializes, the psychological effect along with higher activity ex Algeria helped pushing rates up at mid ws80 levels.
Despite the tonnage list looking well balanced at the time of writing, we expect rates for 3rd decade to reach ws90 levels. In the Carib we had a scenario with quite a few cargoes entering the market at the same time beginning of this week. Combined with a very limited tonnage supply, rates moved quickly from last done at ws120 till ws152.5. Market looks topped out now and going forward the market looks more balanced in terms of supply and demand and we expect a downward pressure on rates end July.
5. Product
EAST: Another active week for the LR´s in the East has past, but still rates have remained soft for both LR1 and LR2. In the MEG both segments are looking at a somewhat tight position list in the fixing window, with LR2s slightly up at ws82.5 levels and LR1 down to ws97.5 for MEG/Japan. On positive note we have seen westbound cargoes firming this week for the LR2s, now looking at USD 2325k. The 200k increase since last week is most likely caused by the owners reluctance for going to a soft market in the West. The MR market has been mixed where SPORE/Japan has gone down 2.5 points to ws107.5, but x-MEG trading has firmed up as expected.
WEST: The tables have still been turned this week in the West. The MR backhaul market in the Atlantic is continuously outperforming fronthaul at ws135 levels USG/CONT versus ws85 levels CONT/USAC. On the Continent the position list is thinning out, so watch this space. LR1s are still also looking firm in the USG at ws100 levels for a TA voyage, but have not
so far made it past ws95 for CONT/WAFR. Eastbound activity in the LR segments is still soft with only a few fixtures registered, and we are looking at a spread of USD 50-100k between LR1 and LR2. In the Handy segment, x-med is down to familiar levels at ws122.5 and x-UKC is currently at ws120.
6. CHARTERING-GAS
We have practically nothing to report from the VLGC market last week, at the same time we cannot detect any signs of weakness or change of fundamentals for the time being in the big ships´ market. There are hardly neither any July cargoes nor vessels left in the east of Suez market, and
besides there is about one week until the August acceptances are announced
by the Middle East exporters i.e. market players can do nothing but wait before August is looked at. In the West, August is practically sorted out already hence very little spot action. The Baltic VLGC index has behaved in line with most LPG market participants´ expectations; solidly hovering around the USD 130 mark for nearly three consecutive weeks - a level
equivalent to roughly USD 100,000 per day on modern fullsize VLGCs.
五: 2014(week #28) 远东2004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 P/Pax Pmax Handy
吨位(万) 31 16 11 18 7.5 5 3 6500 4000 1400
价值(万美元) -2.1% -1.0% -0.0% -2.0% -1.8% -3.6% -7.0% 0.0% -0.0% -0.0%
六:2014/07/16船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 595 607 875 882
鹿特丹 575 595 ----- 860
休士顿 577 630 ----- 965
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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