百艘油轮奔中国
2014.11.16
一：本期头条 世界原油价格巳从10月份的每吨120美元跌到今天的 77美元, 东南亚各国包括中国都大量的购进. 在过去的三个月中国已进口3,500万桶补充战略储备. 油价的下跌世界船队可每年节省 200亿美元的油费, 于此同时 VLCC油轮每天租金也上涨到 28,000美元.
Oil Tankers Stream Toward China as Price Drop Sparks Boom
14/11/2014
Add oil shippers to the list of winners from this year’s collapse in crude.
The price plunge has spurred China, the world’s second-biggest importer after the U.S., to accelerate bookings of oil cargoes. It will also shave almost $20 billion a year in fuel costs across the maritime industry if prices that dropped 18 percent since last November hold around current levels, according to data compiled by Bloomberg.
The number of supertankers sailing toward China’s ports matched a record on Oct. 17 and is still close to that level now. The country added 35 million barrels to its inventories in the past three months as the nation fills its strategic petroleum reserves, OPEC said yesterday.
Active Traders
Brent crude has plunged amid speculation that Saudi Arabia and other members of the Organization of Petroleum Exporting Countries won’t respond to a global surplus by making the necessary supply cuts. The contract traded below $80 a barrel yesterday for the first time in four years, and is at $79.68 today, down from a 2014 peak of $115.06.
China National United Oil Co., a unit of the country’s biggest energy company, bought a record of about 21 million barrels of Middle East oil in October, according to data compiled by Bloomberg from a pricing window organized by Platts, a unit of McGraw Hill Financial Inc.
Rates Rise
The biggest tankers earned an average of about $28,000 last month shipping Middle East oil to Asia, Baltic Exchange data show. The last time they made more during October was in 2008. Rates averaged almost $20,000 since the start of January, heading for the best year since 2010.
Source: Bloomberg
O.W. Bunker’s U.S. Units File for Bankruptcy Protection 挪威OW Bunker船用油供应商因其子公司最近在新加坡亏空 1.25亿美元而申报破产保护.
14/11/2014
Denmark’s O.W. Bunker AS placed its U.S. subsidiaries in Chapter 11 bankruptcy, just days after the shipping fuel supplier said it had discovered a $125 million fraud committed by senior employees at its Singapore unit.
The Danish company put the subsidiaries—O.W. Bunker Holding North America Inc., O.W. Bunker North America Inc. and O.W. Bunker USA Inc.—into Chapter 11 in U.S. Bankruptcy Court in Bridgeport, Conn.
OW Bunker AS roiled the shipping industry last week after it said it had uncovered fraud at its Singapore subsidiary, Dynamic Oil Trading, as well as separate losses caused by the recent plunge in oil prices and the failure of internal risk-management systems. The company filed for bankruptcy protection in Denmark on Friday.
Small buyers and sellers of shipping fuel, also known as bunker fuel, are expected to be hurt the most in Singapore, where the industry is worth $20 billion to $25 billion in sales a year. The scare has also led to higher fuel prices and panic buying in other Asian ports and the Middle East.
Source: OW Bunker
厦门大学将建造海洋科考船
据悉，厦大将建设一艘3000吨级海洋科学综合考察船。根据计划，该船将在2015年10月下水，2016年4月建造完工。
据了解，该船总长77.70米，水线长75.20米，型宽16.24米，型深8米，设计吃水5米，设计排水量3432吨，最高航速14节，续航力10000海里，自持力50天，定员54人（船员18人，科学家36人），工作甲 板面积432平方米，实验室面积375平方米。
今年年初，厦大为这艘海洋科考船征名，“嘉庚号”获 得最多选票。这艘科考船虽然比5000吨级的雪龙号小，但是所有冰区之外的深海大洋它都能到达。据介绍，无论从科考装备的全面性和先进性，还是从船上实验室的通用性和灵活性，科考船都将达到世界同级别船只的先进水平。它不仅将结束厦大租船科考历史，而且在未来10至20年内，还将成为我国深远海科学考察的 主力船之一。
该船可承担多学科海上综合考察任务，在所有无冰洋区开展海洋学研究和教学实习；当它全 电力推进，进行海洋观测时，动力定位精度高，设备收放、操控能力突出；配备高性能声学设备，可开展水文、化学、生物、地质地球物理、大气和相关交叉学科的实时、同步观测和现场科学实验研究、支持远程信息高速传输等。
其他新闻(Other News)
二：造船 (New Building) 中国研制的32万吨VLCC船处女航 续航力2.2万海里
11月5日，由我国自主研发、自行设计建造的最大油船——32万吨超大型油船（VLCC）“凯桂”号（见图），从中船龙穴造船基地起航，前往中东开启处女航。
“凯桂”号由广州广船国际股份有限公司与中国船舶工业集团公司第七○八研究所共同研发，拥有自主知识产权，由广船国际为招商局能源运输股份有限公司建造， 总长333米，型宽60米，船高70多米，型深30.5米，设计吃水20.5米，航速16.7节，续航力达22000海里，甲板面设有直升机升降平台。据 悉，其甲板面积有4个足球场大，货舱深达27米，舱容不少于36万立方米，装载量相当于150列40节的火车。
值得一提的是，“凯桂”号虽个头大但不笨拙，其自动化程度非常高。该船主机为电喷式，操作简单，绿色环保。船上配有当前最为先进的自动控制系统及船 舶管理系统，可实现无人机舱、自动导航，即便在远隔千里的地面办公室，也可随时监控船舶的设备运行数据及船舶动态。全船设有专门的防海盗舱室，可在35秒 内通过船舶保安警报系统，以传真或短信的方式迅速向船舶公司或主管机构发出报警。此外，该船还配有先进的淡水造水系统，每天可通过海水淡化产生30吨生活 用水，能满足船员每天的生活用水需要。
据悉，第二艘同型船将于本月底完工交付。两艘自主知识产权的VLCC相继投入使用，对于确保我国能源和资源运输安全、维护我国国民经济健康持续发展有着十分重要的意义。
China’s largest oil tanker put into use
05/11/2014
China’s largest oil tanker, with vessel displacement 7 times that of the country’s only aircraft carrier “Liaoning”, was delivered Wednesday in south China’s Guangzhou City.
The 333-meter tanker “Kaigui” was built by Guangzhou Shipyard International Co. Ltd. for the China Merchants Energy Shipping Co. Ltd., which is China’s largest offshore oil shipping firm.
The vessel, with a dead weight of 320,000 tonnes, can circle the equator without refueling. It can accommodate helicopter take-off and landing and is equipped with automatic control system, which can enable unmanned navigation.
Source: Xinhua
三：港口 (Terminals)
UK's new shipping minister tours of Felixstowe port 英国新任航运大臣日前访问香港长黄集团于英国 Felixstowe 货箱码头和登上长荣公司之 ‘Ever Lambent‘号货箱船.
Last week the UK’s new shipping and transport minister, John Hayes, paid a visit to the Port of Felixstowe, and boarded a container vessel for the first time.
While at the port, Hayes also took a walk aboard the Ever Lambert, one of Evergreen’s UK-flagged vessels, docked there. “Evergreen is proud that a number of its ships fly the UK flag,” said Evergreen’s vice group chairman, Marcel Chang, who was first to welcome the minister aboard:
”Clemence Cheng, ceo of Hutchison Ports UK and owner of the Port of Felixstowe, added: “We welcome the visit of The Rt Hon John Hayes, Shipping and Transport Minister, to the Port of Felixstowe. It is an honour that the minister has chosen Port of Felixstowe to board his first container vessel, which is owned and operated by our long term customer and partner, Evergreen. “We are delighted to show the Minister our facilities, where more than 40% of UK container trade passes through our port, showing him how our workforce works seamlessly with our customers and other port users to ensure efficient movement of UK trade."
Wednesday, 05 November 2014 10:13
四：买卖/租贷 (S/P & Chartering)
1. SALE AND PURCHASE
Name Size Built Buyer Price (Mln$)
DS Valentino 308491 2000 Undisclosed 30.00
OS Breeze 134441 1996 Undisclosed 13.60
Montenero 40157 2006 Greek 16.75
Cape Blanc 33540 1998 Undisclosed 9.20
Liquid Fortune 11747 2000 Undisclosed 6.70
Cape Stork 171036 1996 Chinese 15.20
Fiskardo 83448 2010 Greek 22.70
Marina 75122 2000 Greek 11.70
Tetien Trader 73910 2001 Greek 12.50
Oinoussian Lion 71162 1996 Greek 7.30
Li Lian 24838 1999 Chinese 6.60
2. SOLD FOR DEMOLITION
Name Size Ldt Built Buyer Price(per ldt)
Gandhar 147564 22257 1994 India 445
Anthea 49370 13453 1996 Bangladesh 470
Jimilta II 42583 8412 1985 Pakistan 477
Mare Doro 42628 7339 1985 Bangladesh 480
Cap Roca 42200 17346 1990 India 488
Gold Fountain 40688 7400 1984 Bangladesh 450
Amira Diana 37611 7635 1984 Pakistan 475
MSC Elena 36887 12714 1994 India 485
Sophia 35466 9900 1999 India 485
Maron 14587 5780 1996 Undisclosed 460
3. CHARTERING- Dry bulk (week #46-2014)
Handy
We are experiencing an oversupply of tonnage in the Atlantic which is outnumbering the amount of cargoes. TA's are down almos Usd 500 w-o-w and the slow down in USG cargoes is not helping the average Atlantic rates. A transatlantic round is now beirg fixed in region of Usd 8,700 while the USG Fhauls are seeing ard Us 16k. The Feast market seems to have bottomed out for now. SE Asia rounds paying around 7,500 8K. NOPAC, vessel open N.China can get arnd 9K + 300BB. For trips back to Spore / Japan rge. Supras open Singapore got fixed at arnd mid 10K fro trips via Indo To India. For Philippine Nickel Ore rounds to China vessels got fixed at arnd 6K. The period market is slow, but Ultras can achieve around mid 11K for short period where smaller units fixing at arnd 10K.
Panamax
Slower and lower has been the trend in both hemispheres since end of last week. The sliding. tendency is perhaps more obvious within the Atlantic where activity is low and the list of tonnage is growing. Typical T/A rounds falling from around 9.000. Fronthaul is about -15 + 500 bss APS USG or just above 43 pmt to China. North Atlantic fronthaul giving Owners a nice premium. In the Far East Nopac rounds pay about 11.000-12.000 for good units, Aussie or Indo rounds a bit less. Trips to India paying a premium although with the same falling tendency both for levels and for activity. Owners have secured short period in the 10.000 to 11.000 range for efficient spec's in good positions. Otherwise sentiment is a bit softer from the weakening forward curve.
Capesize
Since last week the Capesize market began to lose its strength and the market is presently correcting, despite quite heavy trading volumes in both basins. As the Brazil/China market has come down from a high of usd 25.00 's to todays usd 22.00 level the Pacific correction has been less severe.There the West Australia market has returned to a usd 9.00 level, after never seriously threatening the usd 10.00 marker. The forward paper has been wobbly at best and seems to lack any confidence, with the curve dropping sharply once we .get into January 2015. The question going forward is if the transatlantic market can sustain another drive before the end of the year. There have been a number of vessels which have fixed out to the east thus reducing the available tonnage to perform transatlantic cargos, and this can put pressure on the rates. Period has been quiet and closely following the paper curve but with few owners willing to fix at those levels. Last one fixed was at the end of last week.
4. CHARTERING-Tankers
Crude VLCC
Charterers demand in the VLCC market ex MEG eased off by the end of last week and from then up to time of writing they have been drip-feeding their requirements for 3rd decade of November slowly to the market much to owners frustration. Charterers moved primarily under the radar trying to avoid best possibly not to boost owners ideas but rather break their resistance hence lower numbers have been seen. fn the Atlantic, Nsea and Caribs remain firm with limited natural position while levels ex Wafr drifted off a touch as ballasters from the east accepted lower numbers then recently seen.
Rates for Suezmax especially from Wafr remained stable during the past week. Market levels ex Wafr could firm up all depending on continued weather delay in this region combined with further demand for tonnage. Rates from Bsea into Med are also holding., as charterers need to reach out to secure tonnage to protect for weather deiays in the Turkish straights, but also due to high activity for east voyages pulling tonnage out of the region. Baltic aframax's moved into the 100's last week due to active FO market. We are expecting cross Nsea to firm up a few points as a result of the strong Baltic market. The 3rd decade is looking fairly busy on the cargo side and rates should move sideways steering dead ahead towards December.
In the Med and Blsea rates have ped to w120 during the last week, but as activity has been high the last couple of days, especially in the Blsea, owners are fighting to push rates back up.
The Carib market has remained stable at very high levels. No imminent change is expected in this load area as both charterers and owners seem be accepting the w165 level for the time being.
CHARTERING-GAS
There is not much to report from the VLGC spot market, activity level was below par and spot rates were talked lower than last week. The fleet supply and demand balance remained rather tight with some length in the West only, the problem of lack of enthusiasm in the market comes from weak CFR prices in the East and the missing spread between FOB and CFR at current spot freights. November seems to be done with as far as spot chartering Is concerned, therefore we may see some November tonnage overhang into December. Shipyards are trying to tempt owners with available VLGC slots for 2nd half 2016 delivery at just under USD 80 Mill, but we understand owners are rather hesitant to add to the current orderbook (80 vessels to launch in 2015/16). A rumour suggests that one owner is about to or have signed LOI for a series of PanaMaxes (current restrictions) of a new design VLGCs- to be delivered in 2017 onwards, but this can not be confirmed as of yet.
五： 2014(week #46) 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) -0.7% +0.6% -0.4% -4.5% +2.8% +0.0% -0.8% +0.0% -0.8% +5.1%
六：2014/11/14船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 475 485 710 720
鹿特丹 430 450 ----- 700
休士顿 430 525 ----- 815
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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
