外资船管进军上海自贸区
2014.09.01
一：本期头条 去年年底己有三家外资船务管理公司于上海自贸区登记. 目前又有6家来自德国,新加坡和香港的船管公司在登记和注册其中包括龙头马士基和伦敦航运. 这对国内悬挂权宜国国旗之VLCC 和LNG船队高级船员难找的问题将得到解决.
Shanghai FTZ attracts ship management companies
in International Shipping News 29/08/2014
The Shanghai Pilot Free Trade Zone has attracted its first ship management companies, achieving early success in one of its main goals of boosting shipping business in the port city.
As the FTZ approaches the end of its first year of operation, three wholly foreign-funded ship management companies have settled in the zone, said FTZ authorities. The three include a consulting firm under international shipping giant Maersk.
Another six ship management companies from Germany, Singapore and Hong Kong have applied to set up in the zone and their businesses are currently being registered, according to the shipping management office of Shanghai Pudong New District, where the FTZ is located.
“Two hundred years ago, the international shipping center was London. It moved to New York last century. And now, it is transferring to Asia,” said Zhang Binghua, Greater China representative of Maritime London, which represents UK-based businesses involved in maritime services.
Shanghai has great potentials due to its location and the favorable policies offered in the FTZ, and Maritime London is planning to bring premium shipping services to the city, Zhang said. 一
Shanghai is aiming to become an international finance and shipping center by creating a pilot zone and industry base, said Lin Weijun, deputy director of the Shanghai Municipal Commission of Economy and Informationization.
By the end of August, about 1,000 companies and institutions in the shipping industry had registered in the Yangjing International Shipping Experimental Area in Pudong, according to Lin.
Source: Xinhua
Drewry: Reefer Box Capacity to Grow 22% 据报导冷冻货箱的运输在未来的5年中将增加22%或190万箱.
marinelink.com
Tuesday, August 12, 2014
Reefer capacity on the containership fleet is expected to increase by 22% over the next five years, at the expense of a declining specialized reefer fleet, according to Drewry's latest Reefer Shipping Market Annual Review & Forecast.
Reefer box capacity is expected to grow from 1.6 million 40ft slots in 2013 to 1.9 million slots in 2018. However, this fleet growth is not expected to adversely impact vessel utilization levels thanks to strong cargo growth.
Reefer container volumes are forecast to rise by 20.5 million tonnes over this period, 16.5 million tonnes by organic growth and 4 million tonnes at the expense of the shrinking specialised reefer industry. Overall seaborne perishable reefer trade will increase by 17% between 2013 and 2018, providing an additional 16.5 million tonnes of cargo.
“As a result of the expected cargo growth, reefer container slot utilization levels will be unchanged in 2015 and only marginally lower thereafter,” said Kevin Harding, the report editor. “Meanwhile, the specialized reefer sector is forecast to shrink further as a result of scrapping and a virtually empty order book.”
The specialized sector’s continuing market share decline was reinforced by leading operator Seatrade’s recent order for two 500 feu container vessels. However, it is worth noting that although the specialised reefer fleet provided little more than 7% of overall reefer capacity, it carried almost 28% of the estimated perishable reefer cargo in 2013.
“The specialized reefer operators peaked some years ago, in terms of cargo volumes, and now face continued falling volumes and market shares,” remarked Harding. “However, this does not necessarily affect their profitability. In fact, from the limited number of public companies reporting financial returns, profitability is indeed achievable. Specialised reefer companies are now looking to reinvent themselves to protect their undoubted expertise in their field.”
Drewry estimates that the worldwide seaborne perishable reefer trade rose at an annual rate of 3.2% in the 10 years to 2013, reaching 98 million tonnes last year. Sectors driving this growth have been meat and exotic fruit, with the latter rising as much as 9.3% each year over the period.
Kuwait to Boost Oil Exports to China 中东固惠持国家与中石油签署一份10年合约于3年内每天向中国输出 50万桶原油.
Posted by Joseph R. Fonseca
Saturday, August 23, 2014
On Monday, Kuwait concluded a new 10-year deal with a China's Sinopec Corp to nearly double its supplies by offering to ship the oil and sell it on a more competitive cost-and-freight basis.
"With new and mutual cooperation between the two parties, there is a good sign of increasing the volume of our crude oil exports to China up to 500,000 bpd in the next three years," Nasser Al-Mudhaf, KPC's Managing Director of International Marketing told Kuwait's News Agency (KUNA).
Under the deal signed this week, KPC will initially export 300,000 barrels per day (bpd) of crude oil, which would amount to 15 percent of Kuwaiti petroleum exports and estimated to be worth $120 billion.
According to Al-Mudhaf, the contract is not related to an ongoing joint project between KPC and Sinopec for the construction of a 300,000 bpd refinery. Feedstock for the plant will be also supplied by KPC when it goes on-stream.
"If the joint venture materializes, China-bound shipments may hit 800,000 bpd," he added.
State news agency KUNA, quoting government data, reported in July that Kuwait's crude oil exports to China in the first half of this year stood at 3.87 million tonnes, equivalent to around 157,000 bpd.
Most of Kuwait's exports go to Asia. The Gulf Arab state pumped 2.81 million bpd in July, according to a Reuters survey.
(Reporting by Amena Bakr; Editing by Rosalind Russell)
Plans in Place for New Suez Canal 苏彝士运将开建与原航道平行的第二条航道实现双向运作.
By Eric Haun
Wednesday, August 06, 2014
A containership transits the Suez Canal (Photo courtesy of the Suez Canal Authority)
Egypt has unveiled its plan to build a new Suez Canal alongside the existing 145-year-old waterway, and digging is already underway, GAC reported in its daily Hot Port News report.
The project will see the creation of a new canal parallel to the old one, with the same depth and width, creating a two-way waterway. The existing Canal is already double-sided in some parts, and the new project will extend this to allow the transit of ships in both directions.
其他新闻 (Other News)
1. -招商艮行贷款49亿美元给中远.
2. -ABS船级社于北京开设办事处.
3. -全世界最昂贵的船为 Qatar Gas Transport之 ‘Zarga’ (2010) 266,433 cbm,LOA 340米之 LNG, 船东开价 2.218亿美元
4. -马士基公司第三条 Triple-E, 18,270-teu新船 ‘Mary Maersk’ 上月30日从西班牙之 Algeciras港开往马来西亚Tanjung Pelepas 和中国之盐田港, 船上装有 17,603个货箱破世界单船纪录.
5. -矿砂石价钱跌到2009年来最低价位每吨 87.3美元. 据报导中国钢铁成品22/8库存为 1,523万吨. 摩根大通预测世界今年矿砂石出产过剩达7,900万吨, 明年为1.58亿吨.
二：造船 (New Building)
1. -上海船厂接到 Scorpio公司6条 82,000-dwt Kamarsarmax型新船订单.
2. -纽约上市的Star Bulk 公司将于今年增加34艘船只, 其中包括 6条 Capesize, 14条 Kamarsarmax, 12条 Panamax 和2条建造中之 Handymax.
3. -因美国出口gas的增加己引起船东们开始订造 VLGC (very large gas carrier)新船.
三:港口 (Terminals)
Bringing women into the port world at London Gateway DP世界之伦敦码头将雇用50名女性吊杆和车辆人员.
By Marcus Hand from Singapore
Operating cranes and vehicles in ports is generally seen as a male dominated world but it is something that DP World London Gateway wants to change as it advertises for 50 new “terminal operatives”.
While applications for the new positions are invited equally from men London Gateway wants women to take a fresh look at what port can offer in terms of a career.
“It’s really important to us to have as diverse a workforce as possible bringing many benefits to all in the workplace.” said Simon Moore, ceo of DP World London Gateway. “We have a number of women in our team, but not as many as we would like – and the stereotypical view of what a port is like, couldn't be further from the truth.”
Former beautician Nicki Allabush, from Stanford-Le-Hope, has been working as a terminal operative for 18 months.
“I absolutely love the challenge that this job offers,” said Nicki “When I first heard about the role I was so excited that DP World London Gateway were employing women to drive the cranes and couldn‟t resist applying. I thought if men can do it, women can too.
“I also like the shift work and the pay is good, plus I feel valued as part of a friendly team. There are great facilities, including a fantastic gym, canteen and lots of fun social activities.”
Wednesday, 06 August 2014 09:03
四：海难 (Casualty)
Bulk carrier Garima Prem grounding, China 巴拿马货轮’Garima Prem’上月18日于连云港搁浅, 19日高潮时脱险. 船身没有明显的损坏.
Posted on August 22, 2014, 12:54 am
At 2050 LT Aug 18 Lianyungang Maritime Safety Agency was informed about the grounding of bulk carrier Garima Prem off Lianyungang with 72555 tons of iron ore on board. Vessel was refloated at 0050 Aug 19 with high tide, assisted by tugs, and moved to safe depth to anchorage. No visible damages reported, vessel was to undergo survey. at 0400 UTC Aug 22 vessel was at anchor off Lianyugang.
Bulk carrier Garima Prem, IMO 9349320, dwt 74456, built 2007, flag Panama, manager MERCATOR LINES SINGAPORE LTD.
五：买卖/租贷 (S/P & Chartering)
1. SALE AND PURCHASE
Bulkers Size Built Buyer Price (Mln$)
Ulriken 309 996 1998 Greek 26,00
Moscow 106 553 1998 Russian 12,00
D.T. Providence 104 255 2008 Olympic 33,50
Enrica Lexie 104 255 2008 undisclosed 33,50
SPP Resale S5126 50 300 2014 Scorpio 37,10
Nord Fast 40 083 2008 undisclosed 20.40
Fortune Frontier 29 738 2002 Greek 10,50
2. SOLD FOR DEMOLITION
Vessel name D/W Ldt Built Buyer Price
MV Princess Vanya 70 329 9 074 1989 Undisclosed 514
MT Jag Prachi 28 610 9 680 1991 Indian 484
MV G. Inebolu 18 466 5 258 1983 Indian 490
GC Meratus Spirit 2 13 226 5 422 1989 Bangladesh 479ING
3. CHARTERING- Dry bulk (week #34-2014)
Handy
The activity has increased in both hemispheres this week and we see rates edging up on all trades.
TA ́s are now paying around 8k which is up about USD 1k w-o-w. It is still good flow of available ships but also fresh cargoes entering the market. Also in the Feast we see the market improving with Fresh cargoes in the market.
Smaxes open Spore are trading at around USD8.5-9k for trips via Indonesia to India and it is also rumoured that one Smax managed to fix 10k for an Aussie/India round. The South African market is Also improving with levels at around USD8-9k +150k GBB. The period market is also proving to be More active with shorter periods being done at around USD 10k.
Panamax The week started off in same pace as last ended, more activity especially in Atlantic but also Pacific basin improved. More coal and also iron ore and lack of very prompt tonnage forced charterers to pay up. In general it seems that owners are more resistant these days and dear to say no and hold their ships back. Predictions from various shippers and mining industry for 2nd half year and especially q4 is positive. Atlantic improved from 4-5k and upto 7-8.5k last week, depending duration and delivery /redelivery range. Pacific round paying around 5-5.5k. Fronthaul rates kicked off and some clamed 18k was fixed end of last week, up from 12-13k. But this was a strong single fixture, we believe fronthaul rates should be more like 15-15.5k this week.
Period market started to move again after a slow summer. Some claims 10k obtainable for 1 year for modern p/kmax.
Capesize
Improving across the board, coming in 38% up w-o-w to an average daily USD16500. Main drivers are the major iron ore miners, particularly ex Australia where rates are up USD1pmt on Dampier to Qingdao adding some USD6k per day in earnings. Fronthaul iron ore activity is also up whilst number of ballasters keep falling, jacking Tubarao/Qingdao conference trade rates up some USD2.5 pmt and corresponding China-Brazil-China round voyage levels up to USD 18k. Paper levels presently follow suit, and further gains are expected on period even though an element of bouncing curves should be factored in.
CHARTERING-Tankers
Crude-VLCC
A week starting with brisk activity for the VLCCs with more August stems than most had expected and a thinning tonnage list in the MEG. The sentiment changed and rates started pushing up combined with an early start of the September program in the MEG. Rates MEG/East came up to about w55 level and at the same time brisk activity ex West Africa to east pushing these rates up in tandem to w57 level. The later part of the week has been quite a different story with charterers patiently holding back. Additional tonnage has also appeared including relets and tonnage availability again increasing, giving the charterers more reason to bide their time in an attempt to cool things down. Rates therefore seem to have peaked both in MEG and West Africa and look softer as we reach the mid-week-point. The Caribbean remains a different world with rates still at record levels as tonnage is still thin, even down the line.
During the past week activity level for Suezmaxes in West Africa has been slow and only a limited amount of fresh cargoes being worked. In combination with a soft MEG/West market this has resulted in more vessels ballasting towards an already overpopulated tonnage list in West Africa giving charterers an increasing number of ships to choose from.In Bsea/Med rates have dropped as well due to limited activity and plenty of tonnage available including prompt vessels. Unless we see a sharp increase in demand for prompt Suezmaxes from Libya we expect rates in the near term to stay low.
Last week Baltic crude Aframaxes bottomed out At ws85-90 level depending on discharge options needed. After a bit of an activity on Friday the Tonnage list started to look tight for end/early month cargoes. On the back of this North Sea and Baltic is at time of writing firm and should move well into the ws100 ́s by the end of this week. Aframax owners trading in the Med and Black Sea are currently experiencing a two tier market as Libyan cargoes pays a premium compared to other load areas in this area. Owners fixing ex Libya have managed to push rates up to ws130 levels for cargoes loading in the end of the 3rd decade. While Cargoes ex East Med and Black Sea pays around ws105 off similar dates. Going forward into the September program we don ́t expect the activity to cool off much Also, with more Libyan oil expected Into the market in September, rates will remain firm despite charterers numerous attempts to ease the current situation. In the Caribs the high returns for Aframax owners seem to be over for now as rates are back to low ws90 levels after a period with good earnings. We expect rates for the normal up coast Route to stay around ws90 for the near future as supply and demand looking quite balanced going forward.
Product EAST: Yet another week has passed in the East and still owners have had difficulties breaking The ws115 mark, despite an active marketplace and a thin position. At time of writing we is on the other hand seeing ws115 being broken and we believe ws120 to be just around the bend. Notably, cargoes are being fixed well in advanced at the moment and owners are ballasting all the way from the Far East to capitalize on this current bull market we are seeing in the Gulf. The LR1 ́s have been active this week also, and we have seen rates go up some 2.5 points to ws127.5. Here too, we believe there is Potential as activity is steadily chipping away on the position list. Westbound cargoes have not moved much since last week, but we will most likely see rates move here as well. MRs trading SPORE/Japan Are up slightly and now looking at ws112.5 levels. WEST: The LR2 market on the Continent is still looking tight, and rates have moved even further up during the last week. Currently we are assessing the market at USD2.9mill for Japan discharge, with STS loading. Ships keep disappearing of the list and there is a lot of secrecy around. As for the LR1s, the situation is pretty much the same now as it was.
Last week with a thin position list and steady rates. The MR market has dropped a few more points over the last week, as the excess tonnage is standing in the way of the market bouncing back Backhaul Is now paying around ws75-77.5 and fronthaul out of the Continent is not helping much with rates around ws87.5. The Mediterranean market is still ws115 for an x-MED cargo, and Flexies trading on the Continent have not moved either at ws160 levels.
CHARTERING-GAS
The VLGC week can at best be described as average as far as activity level is concerned, a couple of Confirmed fixtures as well as a couple of sub-fixtures are the only to report. The more than four weeks Daily decline of the Baltic VLGC index taking the index down some 28% from the 18th of July high (USD143.50) to low USD100 ́s may seem disappointing for those who have followed the VLGC market short-term only. For others it is a logical consequense of the sharp decline in LPG demand we have seen in the eastern market since early this summer. The weak demand has resulted in lower price ideas which in turn have reduced the FOB/CFR delta to well below the prevailing freight market.
This scenario may carry on for a few more weeks, or it may change much sooner-hard to say. The tonnage supply outlook into September in the East seems to be rather moderate, i.e. there is not much in the fleet balance that indicates the freight market should go much down in this cycle.
六： 2014(week #34) 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) -0.2% +1.3% -0.8% -0.3% 0.0% -0.5% 0.0% 0.0% 0.0% 0.0%
七：2014/09/01船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 594 605 862 872
鹿特丹 572 595 ----- 843
休士顿 575 645 ----- 960
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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
