新VLCC油轮公司
2014.09.16
一：本期头条 中外运长航和招商轮船本月5日宣布合组一家中国能源货运公司, 登记资本为11亿美元经营和建造大型VLCC 油轮业务. 合并之后新公司将佣有 26艘 30万载重吨之 VLCC油轮, 在不久的将来当新船加入服务后船队数目将提升到 38艘而成为世界最大之 VLCC油轮经营者.
1. Sinotrans, China Merchants to form major oil tanker company
in International Shipping News 13/09/2014
China’s state-run shipping company, Sinotrans & CSC Holdings, and China Merchants Group, also a state-owned enterprise, signed an agreement in Beijing on Sept. 5 under which they will set up a very large crude carrier (VLCC) tanker joint venture, a Sinotrans senior executive told Guangzhou’s 21st Century Business Herald on condition of anonymity.
China Merchants will hold a 51% stake in the joint venture, to be called China Energy Shipment Company, while Sinotrans will own the remaining 49%. The registered capital of the new company will be US$1.1 billion, according to the Sinotrans source.
The registration procedure is still underway in Hong Kong and is expected to be complete by the end of September, the source added.
Once the joint venture takes off, it will qualify as the largest oil tanker company in China, with its long-term shipment capacity expected to be among the world’s top three.
The joint venture was announced after China’s State Council published its “opinions on how to promote the development of the marine shipping sector in a healthy manner” on Sept. 3. In its “opinions,” the State Council suggested shipment enterprises speed up mergers and the reform process so that they can raise their risk-resistance capacity and international competitiveness.
Whether this kind of “stock cooperation” between Sinotrans and Merchants Group will be beneficial for other shipment companies suffering from financial woes has drawn mixed reactions in the sector, with some senior executives at shipment companies interpreting the new venture as the start of more frequent collaborations between state-owned enterprises.
According to the joint venture framework agreement published by Merchants Groups on Sept. 11, the new tanker company will have a seven-member board of directors. The chair position of will be taken up by a board member from Merchants Group, while Sinotrans will offer someone to serve as vice chair.
If the joint venture is able to integrate the fleets of the two companies as scheduled, it will own a total of 26 VLCCs in the short term, totaling 7.8 million tons in terms of deadweight tonnage (DWT).
In the long run, the new company will have 38 VLCCs and 11.7 million tons in DWT, according to Hai Tong Securities analyst Jiang Ming.
Source: Want China Times
Is Beijing about to create the world’s largest VLCC operator?
Lloyds List 9-15-2014
2. Vale and Cosco sign cooperation agreement on VLOCs 淡水河谷和中远签署14艘40万吨 VLOC 合约, 其中 4艘现成船只将交给中远而由淡水河谷租回经营25年, 其余10艘将由中方承造. 劳氏船报指出此举是否对政府禁止40万吨船进入中国港口命令有所抵触.
in International Shipping News 13/09/2014
Vale and the China Ocean Shipping Company (Cosco), the largest dry bulk carrier in China and one of the largest dry bulk shipping operators worldwide, signed today, in Beijing, a framework agreement for strategic cooperation in iron ore shipping. The document was signed by Mr Murilo Ferreira, CEO of Vale, and Mr Ye Weilong, Chairman of Cosco Bulk, and witnessed by Mr Ma Zehua, Chairman of the Board of Cosco Group, and Mr. Li Yunpeng, Director of Board and President of Cosco Group.
This agreement brings together a strategic cooperation between Vale and Cosco. Four existing very large ore carriers of 400,000 tons deadweight owned and currently operated by Vale will be transferred to Cosco and chartered by Vale on a long term basis for 25 years. The transaction value will be released after its closing. In addition, Vale and Cosco shall enter into a similar long term contract of affreightment which will be serviced by ten very large ore carriers of similar deadweight to be built by Cosco for the transportation of the world’s best iron ore from Brazil.
Valemax
The Valemax are the largest ore carriers in operation in the world, with the capacity to transport 400,000 metric tons. So far, the Valemax vessels have performed 422 berthing and un-berthing operations in different ports around the world.The current fleet of 31 Valemax ships have called at Ponta da Madeira and Tubarão (Brazil), Rotterdam (Netherlands), Taranto (Italy), Oita, Kimitsu and Kashima (Japan), Villanueva (Philippines), Gwangyang and Dangjin (Korea), Sohar (Oman), Vale’s Teluk Rubiah distribution center (Malaysia) as well as the ports of Dalian and Lianyungang (China). They have also called at Vale’s two floating transfer stations in Subic Bay, in the Philippines. Vale has already exported 74 million tons of iron ore through these vessels.
This type of ship is considered eco-friendly as its carbon dioxide emissions per ton of ore transported are 35% less than those of conventional ships with around 200,000 metric tons of capacity. This is because of the use of more modern equipment that consumes less diesel. Valemax ore carriers adhere to strict safety standards and will contribute to reductions in the cost of seaborne transportation of iron ore to steel companies.
Source: Vale SA
Vale and Cosco’s 14-carrier deal casts doubt over Beijing ban on valemaxes
Lloyds List 9-15-2014 (40万吨 VLOC)
3. CMA CGM signs agreements on the biggest maritime trades with China Shipping
Container Lines and United Arab Shipping Company 法国 CMA CGM, 中海和联合阿拉伯合组成 ’Ocean 3’ 抗衡马土基和地中海之 ‘M-2’ 货箱船联盟.
in International Shipping News 09/09/2014
The CMA CGM Group, the world’s third largest container shipping company, is pleased to announce the signature of three major agreements with CSCL and UASC.
Under the name of OCEAN THREE, the agreements concern the following maritime trades: Asia-Europe, Asia-Mediterranean, Transpacific and Asia-United States East Coast.
The agreements (a combination of Vessel Sharing Agreements, Slot Exchange Agreements and Slot Charter Agreements) will complete the CMA CGM offering on the biggest global maritime markets:
On the Asia-Europe trade: 4 weekly services, which complete the 2 existing services, thereby offering 6 departures per week
On the Asia-Mediterranean trade: 4 weekly services, 2 to the Mediterranean, 1 to the Adriatic and 1 to the Black Sea the only one on this market
On the Transpacific: 4 weekly services to California and 1 service to the Pacific Northwest (United States and Canada)
On the Asia-US East Coast trade: 1 service via the Suez Canal and 1 service dedicated to the Gulf of Mexico.
The agreements on the Transatlantic trade are being finalized and will soon be announced.
This new offering will combine both speed and reliability. Rotations will be optimized with calls in all the biggest Asian, European and North American ports, using transshipment hubs common to the three partners.
The number of weekly calls proposed and the transit times will be among the best on the market, thereby responding to the expectations of our clients.
Rodolphe Saadé, CMA CGM Vice Chairman, declares:
“We are very pleased to have signed these three agreements with such reputable partners, whom we both know and appreciate. This will allow us to propose to our clients a high quality and reliable alternative to existing services on the market. CMA CGM will continue its global development.”
These agreements are pending authorization from the FMC (Federal Maritime Commission).
Source: CMA CGM
4. MSC to rule the waves?MSC 公司目前新船订单为 61万箱位高过马士基18.2万加上在大宇订造之3条 19,000箱位新船, 到 2016年 该公司有可能称霸海上.
in International Shipping News 09/09/2014
Mediterranean Shipping Co (MSC) has the potential to bypass Maersk Line and grab the title as the world’s largest container shipping company by 2016, according to global shipping analysts Alphaliner.
During recent years, Maersk Line has been content with its massive triple-E class ships which can haul over 18,000 TEU, however, MSC is currently undertaking a massive capacity expansion itself.
Current orders from MSC are reported to be a collective 610,000 TEU compared to Maersk’s 182,000 TEU, and recently MSC has been linked to an order for three 19,000 TUE box-ships to be built by Daewoo Shipbuilding & Marine Engineering (DSME), by China’s Bank of Communications Financial Leasing Company.
With the Panama Canal expansion soon to be completed, MSC is rumoured to have around 34 8,000-9,400 TEU new-Panamax ships set for delivery in 2015 and 2016.
This could see MSC’s fleet increase from 2.5 million TEU, to 3 million TEU by late 2016.
In other shipping news, CMA CGM has signed an agreement with China Shipping and United Arab Shipping Co (referred to as ‘OCEAN THREE’) to solidify a combination of vessel sharing agreements, slot exchange agreements and slot charter agreements.
Source: Port Technology International
其他新闻 (Other News)
1. -今年第15号台风’ 海鸥’ 经于今早 9:40 a.m. 在海南徐闻和广东湛江登陆.
二：造船(New Building)
Hudong-Zhonghua to double LNG carrier output by 2018 沪东中华到 2018年建造 LNG 船的能量将加倍. 该厂目前有14艘新船订单占全球百分之十.
By Vincent Wee from Hong Kong
Hudong-Zhonghua Shipbuilding is planning to boost its capacity so it can more than double its annual production capacity of of 海南LNG carriers, reports said.
China’s only large-scale LNG shipyard will be capable of constructing seven to eight 174,000 cu m tankers every year by 2018 up from two to three at present, Song Wei, section chief of ship machinery research and development at Hudong-Zhonghua was quoted as saying.
The Shanghai-based shipyard has 14 LNG carriers on its order books, which is 10% of the global market share, said Song. Rising demand for LNG carriers is fuelling order growth, while Chinese design and technology needed to build such vessels is maturing, he added.
Hudong-Zhonghua is developing 220,000 cu m capacity carriers that are more suitable for voyages longer than 4,000 nm, Song said, perhaps with an eye on US shale gas exports. The company is also developing FSRUs with capacity of up to 270,000 cu m and FPSOs with capacity of 220,000 cu m , while looking into the market for ship-to-ship LNG bunkering.
Hudong-Zhonghua is set to face competition in the LNG newbuilding sector from other Chinese yards and last week Daian Shipbuilding Industry Corp (DSIC) got Approval in Principle from Lloyd's Register for a gas turbine LNG carrier design developed jointly with GE Marine.
Published inAsia, Shipbuilding & Shipyards, Tankers
三：港口 (Terminals)
-广西钦州和马来西亚东岸之 Kuantan (观旦) 结成姐妹港重建海上丝绸之路.
四：买卖/租贷 (S/P & Chartering)
1. SALE AND PURCHASE
Bulkers Size Built Buyer Price (Mln$)
Port Elizabeth 55 701 2009 Apollo Fund 19,80
Port Maubert 53 828 2008 18,80
Port Menier 53 807 2007 17,80
Port Nelson 53 553 2001 12,70
Port Kelang 53 542 2008 18,80
Port Mouton 53 299 2005 15,00
Port Melbourne 53 260 2005 15,00
Sea Lily 52 471 2004 European 15,70
Happy Success 42 203 1991 Undisclosed 5,90
Bosne 26 530 1985 Syria 3.30
2. SOLD FOR DEMOLITION
Vessel name D/W Ldt Built Buyer Price
MT Overseas Eliane 94 813 17 080 1994 Pakistani 515
MV Oryx M 42 838 7 778 1984 Pakistani 505
CONT Akritas 39 579 14 700 1987 Indian 508
GC Atlantic Trader 17 850 8 920 1989 Bangladeshi 505
GC Atlantic Nyala 17 565 9 210 1990 Indian 500
GC Soleil 6 765 2 420 1983 Pakistan 453NG
3. CHARTERING- Dry bulk (week #37-2014)
Handy
We have experienced more activity in both hemispheres this week. We see rates coming up for all trades. More cargo out of NCSA and USG is helping rates to edge up in the Atlantic. TA ́s are now paying in region of Usd 10k while USG/Cont is getting fixed at ard Usd 15k.In the Feast it is a firm sentiment with vsls in Spore getting fixed at ard Usd 11k for India rounds. The nickel ore rounds via Philippines to China are being fixed at ard Usd 8, 500. NoPac rounds achieving levels at ard Usd 11k while the period market is back in play.
Short periods for Umaxes are being concluded in the mid 12 ́s while the smaller segments are seeing levels ard Usd 11-11,500.
Panamax
After last week ́s rate increase in both hemispheres it seems that the mrkt is taking a breather. We noticed last week that the list of available tonnage in the Atlantic is growing and we see that coming into affect now with TA rates coming off ard Usd 1,600 w-o-w. At the beginning of the week we experienced a slow down much due to holidays in the Feast, but fresh cargoes were entering the mrkt. However the list of available tonnage is simply outnumbering the cargoes and causing rates to slip. The healthy levels achieved for Fhauls last week has come down this week when more ows are willing to go that direction.
In the Pacific we see rates edging up as more Aussie rounds are being fixed and also India in urgent need for coal with a shortage at almost every power plant across the country. Pac rounds are now paying ard Usd 7,700 up Usd 1,700 w-o-w.
The period market is regaining some activity and strong rates are being seen for longer periods at ard 5 years with options attached. A kma
Capesize
The market is hoping to start the 4th quarter rally early, and the Pacific rates started to push upwards at the end of last week. The Australian miners continued to resist the upturn and have, so far, succeeded in capping the West Australian market at just under usd9.00 despite healthy volumes. There are, perhaps, two main reasons for the lack of upward movement in these rate. The first being The low activity volume in the Atlantic, and the second being the owners faith in a 4th quarter rally prompting them to prefer a short duration Pacific round voyage in order to keep their ships still in 4th quarter game. Although the Atlantic volumes from Brazil to China are low, there has been some increased activity and rate increase in the transatlantic trade, with time charter numbers reaching the upper teens.
Period has remained slow, though the supply of tonnage willing to commit to periods just under a year has increased, this again to take advantage of a near term healthier market.
4. CHARTERING-Tankers
Crude VLCC
At the start of the week rates in the Meg started to firm, particularly Meg/East , but after a number of fixtures got fixed at w43 the market simply lost its momentum. Activity dwindled and we have had some very quiet days in the Meg, most likely also due to the holidays in the East. The monthly count is still lagging behind normal tempo as we have only counted some 83 for Sept for the time being. Therefore still quite some left to do , but with a tonnage list that seems to grow daily , charterers are in no rush whatsoever. The few that have been out there fixing the last couple of days have had a large selection of ships to choose from and rates have softened again down to w40 level for Meg/East and to very low 20 ́s for Meg/West , depending on
routing and likely to remain under downward pressure. Wafr/East has remained relatively stable, activity-wise, but rates have also dropped and likely to be shaved from last done at w46 Wafr/East. Caribbean/east is still very much the place to be, though with a slower tempo than we have had lately and rates here as well may have a correction down.
Activity for Suezmaxes in the West, particularly from West Africa picked up during the past week. However, with a long position list and the majority of e Owners with vessels and dates In play preferred cargoes to stay in the west, rates have stayed stable. Rates from Bsea/Med for short destinations was under pressure for the same reason as in West Africa. With the arb open for fuel oil from West to East, we still see this trade active and with less owners willing To end up in the East we have seen rates improve over the last couple of days.
Aframaxes in The Nsea and Baltic didn ́t see much change last week. Cargoes are still being fixed at bottom levels in the Baltic with a surplus of tonnage to choose from. In the Med there was not enough activity last week to change the already weak momentum that has been present in this area for Some time now. Caribs Aframax market continued in the same pace as last week with a small downwards pressure on rates which produced a decline of 2.5 World Scale points.
Product EAST Since last week activity has come down somewhat on the LR2 ́s in the gulf. The majority of the owners are no longer ballasting from the far east, but fixing backhauls Out of SKorea to Singapore as normal. One week ahead it is still looking tight, but further out It looks more open and unless activity picks up we might see a slight dip on the rates. The LR1 market has remained active, but rates have been as low as ws115 for MEG/JPN during The last week. Currently the activity is showing results with rates climbing again. At time of Writing activity is really picking up pace and so far we have seen ws122.5 going on subs.
The MR market is somewhat unchanged since last week, still trading at ws115 levels for SPORE/JPN. WEST Rates have taken a dive since last week for the LR2 ́s. There has been much uncertainty with regards to firm positions and possible cargoes, but now after a USD400k drop in rates we have seen several cargoes appear and going on subs. albeit quietly..
The LR1 market has behaved much like last week, where most ships have been fixed down to WAF at ws100 levels. As we saw the MR market coming out of its coma on the continent last week, rates have remained somewhat steady at ws115 for a TA cargo out of the Continent this
week. In the USG, sentiment has not changed much and we are still looking at pudgy position list and rates at ws70 levels. In the Mediterranean the market has come down some 2.5 points again and a med cargo is currently trading at ws120.
5. CHARTERING-GAS
The spot activity has improved further and cargoes are talked both from Algeria and MEG. The Baltic index moving north again and vessels for October loading, now concluded above the levels obtained in September. Some talks about cargoes from Algeria too and charterers facing nearly 10% higher numbers from owners than done last week. The western Market is still strong with charterers facing a challenge to find available tonnage for fairly prompt cargoes and some of the dominating owners need to program more vessel the long way from the Far East to the Western hemisphere.
五： 2014(week #37) 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) -0.8% +0.3% +0.4% 0.0% -0.6% -2.2% 0.0% 0.0% 0.8% 0.0%
六：2014/09/16船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 565 575 812 822
鹿特丹 539 564 ----- 865
休士顿 556 660 ----- 930
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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
