航运中心,香港第三 2015-07-31 一:头条新闻 1. 国际航运中心新加坡、美国、香港位居全球前三位 2015-7-27
2. Iron Ore Bargain-Hunting by China Wins Reprieve for Shipping 29/07/2015 中国趁低大量购进矿砂石, 仅7月份就达700万吨, 因而带起海岬型船之租金, 但专家认为是暂时性…. The bear market in iron ore is sending Chinese steel mills on a bargain hunt and giving shipping companies their best rates this year. Analysts and brokers are already warning the good times won’t last. The acceleration in bookings of Capesizes, 960-foot-long vessels that dominate the ore trade, pushed daily rates to the most since November this month. They are mainly headed to China, which added 3 million metric tons of imported ore to stockpiles at ports in July, the biggest expansion since May 2014. That replenishment may be short-lived. China’s steel production, the driver of demand for iron ore, will remain flat before declining by the mid-2020s, according to the World Steel Association. Consumption is being eroded by slowing economic growth and a shift toward services from manufacturing. Daily Capesize rates rose as high as $14,825 this month, almost three times this year’s average. Returns for the vessels, which can carry about 170,000 tons of ore, are on track to cover running costs for the first time since November. They’re still lower than owners need to break even after finance charges. While China’s iron-ore imports decreased in the first six months from a year earlier for the first time since 1999, that trend may be reversing for now. Stockpiles at Chinese ports have risen to 82.2 million tons, from a 20-month low of 79.35 million tons on June 26. The rally in freight rates will be “relatively short-lived,” James Leake, the research managing director at Arrow Shipbrokers in London, wrote in an e-mail July 16. “Chinese steelmakers haven’t got deep enough pockets for a prolonged restocking cycle.” Brazil, the biggest source of demand for dry-bulk shipping, moved 4.3 million tons more last month than in May, according to government data. Port Hedland, which handles more than half Australia’s iron ore, shipped a record 38.4 million tons in June, according to data from the port authority. BHP Billiton Ltd., the biggest mining company, said July 21 that its output will rise 6 percent to 247 million tons in its fiscal year ending in June 2016. Iron ore plunged as low as $44.59 a dry metric ton on July 8, the lowest in at least six years. It traded at $52.35 on Monday. The voyage from Brazil to China takes about 35 days, or three times the journey from Australia, according to data from Axsmarine.com. The longer ships are at sea, the fewer are available for hire, raising rates. Rates have also been boosted by owners scrapping more vessels so far this year than in all of 2014. Demolitions may slow as profitability improves. “It’s more a normalization from an extremely poor situation,” Erik Stavseth, an analyst at Arctic Securities ASA in Oslo said by phone on July 17. “I don’t think rates around $15,000 are going to be there for a sustained period of time.” 3. 淡水河谷搅局澳大利亚铁矿巨头在华争夺战 2015-7-20
二:造船 (Ship building)中国造“龙船”将美国页岩气运到欧洲 2015-7-16
瓦锡兰为达飞20000箱集装箱船提供动力2015-7-31
船舶质量是王道:中日二手船价差日益加大 2015-7-28
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三:港口 (Terminal)
全球首座智慧码头现身厦门 将节省7成人力
2015-7-29
大陆推出世界第一个第4代自动化货柜码头,就在厦门运作,厦门远海集装箱(货柜)码头公司董事总经理张俊生接受旺旺中时媒体集团专访时表示,这技术有望在高雄的高明码头现身,将能减少7成的人力。 来自中时电子报 |
全球最大矿船满载靠泊青岛港
2015-7-27 7月25日,满载40万吨矿石的“索哈尔”轮顺利靠泊青岛港,这是迄今为止世界最大矿船首次满载抵青。6月1号“索哈尔”轮从巴西马德拉港出发后,历经55天的海上航行,抵达董家口港。满载40万吨佳斯巴粗粉的索哈尔轮全长360米、宽65米,抵达港口后吃水达到22.7米。 来自青岛网络广播电视台
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四:海难(CASUALTY)
美国最繁忙航道两船相撞引发大火
Fire erupts in four barge collision in Houston
2015-7-21
综合媒体报道,美国最繁忙航道、位于南部德州的休士顿航道,当地时间20日凌晨发生运载百万加仑石油产品驳船相撞事故,引发的大火经过4小时才被扑灭,当局正调查是否有高挥发性汽油添加剂洩漏,已关闭部分航道。 来自人民网 |
五:买卖/租贷 2015-07-31 (S/P & Chartering)
1. SALE AND PURCHASE
Name Size Built Buyer Price (Mln$)
Tankers
Yasa Orion 158475 2012 Tsakos 63.00
Yasa Polaris 158475 2009 Tsakos 57.00
Bulkers
Corona Bulker 179362 2011 Marmaras 33.60
Kanishka 76286 2005 Far Eastern 11.20
North Reliable 58800 2008 Sea World 13.50
Symi 45916 1997 El-Amira 3.75
Ocean Honey 27374 1995 Chinese 3.20
2. TIME CHARTERING-TANKER 2015.07.29
Type Period Rate US$(pdpr) ___________
One year Two years 3 years 5 years
VLCC 50,000 45,000 42,500 40,000
Suezmax 35,000 33,500 32,500 30,000
Aframax 27,000 26,500 26,500 24,000
Handy 16,800 16,000 14,750 14,500
3.TIME CHARTERING-DRY BULK 2015.07.29
Type 4-6 months One year Two years Rate US$(pdpr)
Atlantic Pacific Atlantic Pacific Atlantic Pacific
Cape size (180k’) 14,500 14,500 15,000 15,250 15,850 15,850
Pnmx/Kmax (76-82k) 10,150 8,500 10,000 8,750 10,500 9,900
Supramax (56k’) 10.000 9,000 10,250 8,750 10,000 9,700
Handy (32k’) 6,700 6,950 6,350 7,300 7,550 7,750
4.CHARTERING- VLCC (2015-07-29)
On volumes it has been a very quiet week for the VLCC's both ex Meg and also in West Africa. The monthly count for August ex Meg is some 20 behind same time last month. Despite the ongoing delays In the east, causing some prompt replacements, the list of tonnage with safe itineraries is growing daily.
Charterers have therefore regained some control of the momentum and have taken a big step back to add pressure on the rates. The rates have come off the peaks and are under pressure both in Meg and West Africa but are still yielding abt $70k/day for Meg and West Africa to East, but could soften further in the near term. For the Suezmaxes the week started on a slow note with limited activity ex West Africa , despite expectations of more 2nd decade cargoes to come into play. Charterers have kept on drip-feeding this market with firm cargoes and thereby managing to stabilize the rates.
There has however been more activity in the Caribs which has depleted the tonnage list for West Africa. In the Blsea/Med there was improved activity at the end of last week, but with each firm cargo receiving ample offers for this fixing window, the sentiment here has softened. Aframax owners in the Nsea and Baltic faced a slow market last week, and with plenty of available ships around for the few cargoes quoted rates declined. At time of writing the situation remains unchanged, and with the market lacking any momentum, no recovery is in sight in the short term. Med and Bsea proved to be more busy than it seemed at first glance last week. A combination of hidden activity and some replacement cargoes gave this area enough optimism to remain at more healthy levels than we experienced in the North. Quite a few ships discharging at Italian ports are delayed due to bad weather, hence the tonnage list seems tight for any cargoes loading in the 8-12 August window and we expect rates to firm in the short term.
CHARTERING- Dry bulk (2015-07-29)
Capesize
The Capesize market firmed up this week, driven mainly by strong front-haul market and firm pacific fixtures. West Australian market moved up slightly with fixtures concluded at $6.15 on Monday and jumped up to $6.30 on Tuesday. Wednesday saw an overall positive Australian market with prompt fixtures heard done close to mid-$6. The front-haul TCT market for Brazil/China r/v moved from USD 14,000 level on Monday to USD 16,500 Tuesday and the voyage rate Tubarao to Qingdao peaked in excess of $16.00. Front-haul market on Wednesday continued its firm stance. Few TA fixtures were concluded this week but this does not seem to affect the positive outlook on front-haul.
Panamax
After last weeks positive developments ended subdued, this week started in an unclear direction with paper trading up while physical was inactive. Further in the week tonnage list grew longer in the east overweighing demand and seeing rates slip with pac rounds being concluded around 7k. E co kamsarmaxes getting high 8 k for Nopac. Front-haul has been thin with what little done at levels below last. Grain still the driver. Also Atlantic have seen less activity and lower rates, owners ask 11k while TA being concluded at closer to 10k level. The few active takers for period are holding back and not rating expecting rates to slip further. Short term we expect market will drop further before a new floor established.
Handy
Rates coming off from last week. USG to east med for handy paying USD 25. Modern 35k vessel getting low USD 14k for Re calada to North Spain. Short periods del US Atlantic redel ww paying low 9 k. Fertilizer from Baltic to Brasil fixed at sub USD 20 for 46.00 10pct stem. Ramadan ended with less fresh cargoes than expected. Ultramaxes getting like 10k+ for Indonesia/E rounds. Nopac round to Indonesia for Supra concluded at 8k + bb. North China vessels being fixed in the high 5/low 6k levels for backhaul trips.
It has been a very quiet week in the largest vessels' segment, even the Indian charterers have held their cargoes the last few days. The Baltic VLGC index has continued its downward trend - the last 10 quotation days the index has come off some 15%, however, clearly on anticipation that the next fixture(s) should be a lot cheaper than the previous ones.
The list of relets to the market has been growing steadily and therefore we see they outnumber the availabilities from the
independent owners in August. Supply and demand of vessels are the main drivers at it seems the supply is bigger than the demand now that the FOB/CFR delta between MEG and the East is still too narrow, not to mention the spot arbitrage from the West to the East being fully shut. There are rumours in the market that a handful September FOB cargoes in the USG have been cancelled by their respective lifters as the trade does not make sense and it is a better solution to pay the cancellation fee than to lift. On the positive side we have seen the HFO prices come down from USD 320's to 290's which compensates for USD 1.50 pmt on a MEG to Far East run. On the hardware side; VLGC NB no 14 of the year has just been delivered. In addition the MGC orderbook has had a 2 vessel addition last week - bringing the MGC orderbook to 28, equal to 38.4% of existing fleet 73 vessels.
六: 2015-07-28 远东2010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) -0.0% -0.0% -0.00% +1.0% +1.3% -0.0% -0.0% -0.3% -1.3% -1.5%
七:2015/07/31船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 284 294 446 456
鹿特丹 267 293 ----- 453
休士顿 261 317 ----- 498
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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