美西码头复工
2015.02.28
一：头条新闻
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1.Tentative deal reached at West Coast ports 时历9个月的美西码头工人劳资二方合约谈判经劳工部长的介入已于本月20日达成协议复工, 但累积下来的船只和货箱需时数月方能清理完毕. The International Longshore and Warehouse Union (ILWU) and port operators along the U.S. West Coast have finally reached a tentative agreement on a new labor contract following months of talks. The labor contract between the ILWU and the Pacific Maritime Association (PMA) expired on June 30, 2014. Contentious talks have been ongoing since, and industry leaders have expressed concern, as a strike or other labor disruption would have a significant impact to the North American economy and to global trade. The Pacific Maritime Association operates ports in California, Oregon and Washington that clear 68 per cent of all container shipments into the U.S. The ILWU represents 13,600 dock workers on the West Coast. Livingston’s regulatory experts are monitoring the situation and keeping a close eye on labor negotiations, which began on May 12, 2014. Last updated: February 23, 2015
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3.Ushering in the Year of the Goat 新加坡航运界迎接羊年的到来.
Over 500 shipping executives gathered at Singapore's Raffles City Convention Centre on Tuesday to celebrate the start of the Year of the Goat. Guests of honour at the event were Singapore Transport Minister Lui Tuck Yew and Senior Minister of State, Josephine Teo. |
其他新闻 (Other News)
1. China’s changing tanker patterns 中国当局油轮贸易模式有所改变. 目前中国各公司新船订单共有VLCC30条, 从2015起每年接收10条.
London: UK broker Gibson has filed a report on the changing nature of Chinese tanker trades with a greater willingness for Chinese tanker owners to trade more internationally.
Currently the number of VLCCs on order from Chinese controlled companies stands at around 30, with delivery spread between now and 2017 at around 10 units per annum.
“There seems to be a gradual relaxation of state control in some areas,” Gibson noted helping explain a recent swathe of VLCCs being fixed out in the international market.
“It appears that there is a desire to expand their trading partners rather than relying exclusively on Chinese charterers. This is also reflected in the refining sectors with licences being granted to independent refiners allowing for the import of crude oil, with ChemChina being granted a licence to import 200,000 b/d,” Gibson added.
The broker also touched upon press speculation that that a merger may be on the cards between CNOOC and Sinochem, and CNPC and Sinopec.
Concluding, Gibson stated: “An expanding strategic petroleum reserve, more crude heading into commercial inventories and rising refining capacity will significantly lift crude imports, at least in the near term.” [23/02/15]
2. China Jan coal imports from Australia down 47.3 pct 正月份中国从沃洲煤炭进口同比减少47.3%.
28/02/2015
China imported 5.08 million tonnes of coal from top supplier Australia in January, down 47.3 percent from a year earlier, with shipments disrupted by quality inspections at Chinese ports as well as falling demand.
Imports from Indonesia, China’s second biggest supplier, fell 56.6 percent to 3.2 million tonnes, data from the General Administration of Customs showed on Friday.
Total imports, excluding lower quality lignite, fell 51 percent in January to 13.6 million tonnes, according to the data. Earlier figures, which included lignite, put total shipments at 16.78 million tonnes, down 38.4 percent on the month.
Source: Reuters
二：造船(New Building)
ClassNK 联合研究超级大型集装箱船设计
2月19日，日本海事协会（ClassNK）表示，ClassNK将进行为提高超大型集装箱船结构信任度的联合研究项目。ClassNK考虑到未来建造20000TEU级集装箱船，把此次研究项目的目标制定了在船舶的舱口围板(hatch coaming)、上甲板(upper deck)等上使用的特厚板(extremely thick steel plates)功能实现明确化。
曾 在2013年1月，国际船级社协会（IACS）在提高大型集装箱船安全性的目标下，制定过有关“脆性裂纹止裂（Brittle Crack Arrest，BCA）”设计的统一规定（Unified Requirements for Use of Extremely Thick Steel Plates）。根据本次研究计划，还将确立IACS统一规定的统一评价方案。
该项目在“根据业界要求的 ClassNK 联合研究制度（ClassNK Joint R&D for Industry Program）”扶持下，与日本溶接协会（JWES）、日本钢铁公司、造船企业等展开合作。其安排在2016年中旬完成。
Ulstein Verft Delivers 'Blue Queen’ 荷兰造船厂新造之油井供应船.
Thursday, February 26, 2015, 5:59 AM
Blue Queen is delivered from Ulstein Verft. (Photo Per Eide Studio)
On 24 February 2015, ‘Blue Queen’ a platform supply vessel of the PX121 design, was delivered to Blue Ship Invest from Ulstein Verft. This vessel is the first of two for which Norway-based Golden Energy offshore is awarded the ship management contract.
In total, 30 vessels of this design have been contracted by different ship owners for construction at various shipyards world-wide. 'Blue Queen' is the ninth being constructed at Ulstein Verft. Excellent feedback is received from the crews on the vessels in operation, including praises for user-friendly solutions, high comfort and accommodation standards, as well as the operability even in adverse weather conditions.
“Golden Energy Offshore is a fully integrated ship owning company located in Ålesund, Norway with all management functions in-house and we look forward to working with Blue Ship Invest in providing full management for these vessels for the benefit and success of both parties,” says Per Ivar Fagervoll, CEO in Golden Energy Offshore.
MAIN PARTICULARS YNO 305 (BLUE QUEEN)/306 (BLUE KING)
Length over all approx. 83.4 m Length between p.p. 76,5 m
Breadth moulded 18.0 m Depth to main deck 8.0 m
Deck area 850 m2 Deadweight 4,065 t
Maybulk to build five more ships 马来西亚散庄船公司将增造5条新船.
26/02/2015
Malaysian Bulk Carriers Bhd (Maybulk) is building five new ships to expand its fleet size to 27 vessels by 2018, even as plunging charter rates slashed the company’s net profit by 72% to RM12.2mil in the year ended Dec 31, 2014.
The group has set aside some RM400mil for capital expenditure in the next three years for expansion.
The expansion will increase the group’s capacity to ship iron ore, fertiliser and coal to 1.5 million deadweight tonnes (dwt) from 1.2 million dwt.
Dry bulk operators like Maybulk are struggling with weak charter rates, which have fallen to levels last seen in 1986. The Baltic Dry Index, a measure of rates for the industry, fell to 509 points on Feb 18 amid a sharp drop in iron ore shipment and coal.
Kuok said the average time charter equivalent for its dry bulk and tanker fleet, measuring the average daily revenue of a vessel, had dropped to about US$9,400 a day.
The group’s performance during the year was also affected by lower contributions from associate PACC Offshore Services Holdings Ltd.
Source: The Star Malaysia
三：港口和引航 (Terminal/Pilotage)
1. Captain fined for illegal GreatBarrier Reef transit 台钢公司船长因通过沃洲大礁时没有引航员而被罚.
Sydney: The master of a Taiwanese bulker has been fined several thousand dollars, after entering a no go zone in the Great Barrier Reef without a pilot on board.
Newcastle Court heard Chih-Ming Lu was at the helm of the ‘China Steel Developer’ when it entered a compulsory pilotage area in the Great Barrier Reef Marine Park on January 1.
Lu was fined A$8,000. [18/02/15]
Taipei: The Australian Federal Police have arrested the captain of a Taiwanese vessel carrying coal for sailing through part of Australia’s Great Barrier Reef Marine Park without a pilot. The captain faces a fine of up to A$85,000.
A court case has started in Newcastle today. On January 1, allegedly the ‘China Steel Developer’ sailed through Hydrographers Passage, a deepwater channel near Creal Reef off Mackay, without a pilot as required under law. [16/02/15]
2. Greek government seeks to reassure Chinese Premier Li 希腊政府再次向李总理解释……..
As Greece’s bailout talks with it European Union counterparts collapse the country’s new government has also been seeking to shore up relations with partners in other parts of the world. Greece’s Prime Minister Alexis Tsipras, last week was on the telephone reassuring Chinese Premier Li Keqiang Greece is a reliable commercial partner.
China’s Cosco Pacific manages Piraeus port’s container terminals II and III under a 35-year concession agreement signed in 2009 and under the previous government's privatisation plans Cosco was shortlisted, along with four other suitors, as a potential buyer of a government's 67% stake in the port.
The Tsipras government has confirmed it will halt the sale of Greece's two biggest ports, Piraeus and Thessaloniki. This is something the Greek Finance Ministry is not completely happy with. Local media quoted a Finance ministry source, 9 February, as saying: “We are in favour of the privatisation of Piraeus Port Authority. We must encourage its privatisation.” The Wall Street Journal also reported a similar reaction from the Finance Ministry.
The Tsipras-led Syriza party came to power on pledges to throw out EU-imposed economic austerity measures and his government has sent mixed signals about whether it will go ahead with sales of state assets.
Another Chinese backed privatisation project under threat is the $1.2bn development of the old Athens coastal airport plot.
Shipowner, banker and businessman Spiros Latsis' real estatedeveloper, Lamda Development, backed by China's Fosun International, the largest private-owned conglomerate in China, and Abu Dhabi-based property firm Al Maabar, was officially chosen to develop the prime seaside property in March, 2014, a project which could lead to the creation of up to 70,000 jobs in the long term.
Tuesday, 17 February 2015 05:43
3. Sri Lankan PM vows to solve Chinese port riddle 斯里兰加首相誓约解决中国投资港口城传闻.
Colombo: The new Sri Lankan government has tried to make China’s port construction plans more clear. Following last month’s elections, China’s bid to build a new port in the capital has come under scrutiny.
Prime Minister Ranil Wickremesinghe on Wednesday in Parliament tried to set the record straight yet again with regard to the biggest-ever foreign-funded project – the $ 1.5bn Port City – saying no go-ahead as yet had been given but two separate committees were studying it.
Seeking parliament’s support and patience, the prime minister said: “I have appointed a committee to investigate the Colombo Port City project from all possible angles including every tiny detail… Their report will be further examined by a Cabinet Sub-committee headed by me, making it easy to take necessary action.
“After coming into power, we started looking at all these aspects. On the face of it, it seems that there is serious suspicion regarding this transaction. It became clear that the previous Government had hidden from this House all the facts and reports pertaining to the Colombo Port City project. Additionally, many false facts had been placed before this House,” Wickremesinghe alleged.
The Port City is planned on 233 ha of reclaimed land in Colombo. [19/02/15]
4. China’s LNG terminals underutilized 中国之天然气接收站没有全部长运用.
Shanghai: Despite all the bluster surrounding China’s LNG demand, a study by Russian newswire Interfax shows that China used just over half its LNG regasification capacity in 2014, as tariff hikes and cheaper competing fuels hit gas demand growth.
Ten of China’s 12 operational LNG terminals were online for the full year and they used an average of 55% of their capacity, based on total imports of 19.5 mt. China’s regasification capacity is around 35 mtpa. The figures were down on 2013 when the then seven operational terminals had a 67.2% utilisation rate.
CNOOC had both the busiest and the most idle terminals. The least used were Zhuhai and the Tianjin FSRU, both of which had utilisation rates of only 10% in 2014. The busiest terminal in 2014 was CNOOC’s 3 mtpa Shanghai LNG facility. It received 2.94 mt, a utilisation rate of 98%.
Despite the overall sluggish utilisation rates, BP’s latest energy outlook for 2035 paints a very bullish picture of Chinese LNG demand. The report released on Tuesday, stated: “Chinese demand growth requires a rapid expansion of imports (7.6 per cent) via both LNG and pipelines. LNG overtakes pipeline supplies as the dominant form of Chinese gas imports by the 2030s". [20/02/15]
四：买卖/租贷 2015-02-27 (S/P & Chartering)
1. SALE AND PURCHASE
Name Size Built Buyer Price (Mln$)
STI Heritage 73956 2008 Prime Marine 31.00
STI Harmony 73919 2007 -do- 29.00
Gold Express 47410 2009 Maersk Tankers 23.00
Silver Express 47401 2009 -do- 23.00
C.Prosperity 175700 2011 Undisclosed 30.00
Flora Island 81305 2012 Alpha Tankers 18.40
Copper Queen 46762 2001 Ho Feng Shipping 7.30
2. SOLE FOR DEMOLATION
Name Dwt Ldt Built Buyer Price (per ldt usd)
Myron N. 70424 10762 1990 Indian 391
Bulk Cajun 66916 11462 1984 Pakistan 417
Zahranos 40478 7912 1985 Indian 385
Tradewind 12752 3628 1986 Indian 420
3. CHARTERING- Dry bulk (2015-02-27)
Handy
The Handy/ Supra market has not yet returned at full pace after the Chinese holidays. Owners do expect the rates to pick up in both hemispheres with the Chinese back in the market and simply refusing to rate forward business. They would rather sit back and wait to fix their vsls spot. TA's are now paying ard Usd 5,700 while Fhauls are able to achieve somewhere ard Usd 7,700. In The Pacific we see Indo rounds with China redelivery trading ard Usd 4,5-5k while cargoes destined for India are paying ard 6k. The NoPac rounds are being done at Usd 7k+Usd 90k GBB. The period market has been quiet since last week with little emerging.
Panamax
Atlantic fairly flat, we see some more cargoes and the activity is somewhat higher. However rates remain still very poor. Coal cargoes from Usg to east med/Black sea covered at usd 11 pmt which equal to low 4000 per day. China is back and we see more order and cargoes coming out. Pacific round being fixed in the 4000 range, tic higher, but not much change from last week. Indonesia/India rounds paying arnd 5000 per day. Limited fronthaul activity reported but some grain from South America covered arnd 11500 + 150k range also marginally up from last week. Period deals not much done on these levels, but decent kamsarmaxes fixed at 7500 for 6/8 months. Despite some more activity in both hemispheres and especially pacific, it has shown little impact on the rates so far, but we do hope the increased activity and china back to normal speed it will push the rates further up.
Capesize
Despite the Chinese善 New year celebrations coming to an end, there is not much enthusiasm around. Rates are pretty much unchanged in the Pacific as well as in the Atlantic, and with record low levels (at least in modern times) it is becoming easier for owners to make the decision to ballast into the Atlantic from the pacific. Or to simply idle and wait.
4. CHARTERING-Tankers
Crude- VLCC
Another slow week in the VLCC market in the Meg. The March program remains thin with only some 40 deals done and a very thin first decade cargoes. Part of it may be a number of the ships previously taken on period/ storage have loaded or will load in the early part of March which eats into the normal volumes.
There has been an increasing uneasiness among owners as the month really never really got off at the pace many had expected (or hoped) and tonnage has steadily. built up adding pressure on the rates. Rates are therefore under pressure in the meg., both East and West and with a Wafr/East remaining flat as well it looks softer in the region. We have however seen tonnage , including Chinese ballasting toward Caribbean from the East which has put a dampening effect on even that market which has been a safe haven for quite some time. As expected last week activity in West Africa did increase due to 2nd decade stems coming into play and so did the rates..
With the strong Caribs/Up market (around usd 90,000 Jodpr on a round trip voyage) these vessel will be absorbed locally, therefore less tonnage. available for West Africa . We have even seen tonnage ballasting from Gibraltar towards Caribs in order to seek employment locally. In Med/ Bsea rates also improved, it will however be interesting to see in the coming week if this if will continue. We do see less weather delays including Turkish passage, which could put a dampening effect on the rates again. The Nsea and Baltic Aframax rates declined last week.
A mild winter market with basically no ice occurring in the strategic ports of Ust Luga and Primorsk has not produced the rates that owners was hoping for. Recently a none ice-class ship got fixed in this area and put further down ward pressure on rates for the owners with ice-class tonnage trading this market. Regular participants in the Med/Bsea Aframax market saw the list of available tonnage grow longer last week and rates become weaker. The Turkish straits is still producing moderate waiting time, and certain ports still facing delays causing congestion, but still the cargo activity was too slow to gain any momentum in the area. At time of writing rates seem to have bottomed out at the mid WS 80's without any immediate recovery in sight.
CHARTERING-GAS
The Indians are still putting new cargoes for March loading on the market. The number of vessels available is limited and the rates obtained showing above USD 4.0 mill (lump sum), which is more than the double of what has concluded earlier this year. A few trader relets has been shown in the market for mid-March loading in the MEG. The total number of vessels available in the spot market in March is moving south as a substantial number of vessels need to ballast the long way from Far East to US Gulf. The Baltic index moved quickly upwards above the 100-dollar-mark last week and seems to have stabilized at such levels, providing returns in the high USD 80,000's per day. We see only small downward corrections in the near-term future. The western market is also strong. One question though is talks about cargo cancelations in the US Gulf, although none materialized so far. With a steady flow of cargoes from the Nederland terminal, we do not expect less demand for ships. The LGC market in the West is also strong where owners asking time charter rates at similar or even higher levels than what is the case for the larger VLGCs.
五： 2015-02-27 远东2005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% +7.3% +1.2% -0.2% -12.4% -0.4% +0.0% +0.0% -0.7% -2.4%
六：2015/02/13船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 359 375 560 580
鹿特丹 318 338 ----- 568
休士顿 335 420 ----- 670
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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
