21,000箱船來了
2015-11-15
一：头条新闻
1. 外高桥接获6艘21,000TEU集装箱船大单
2015-11-1
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10月30日，上海外高桥造船有限公司与中国海运（香港）控股有限公司签订6艘21,000TEU集装箱船建造合同，这也是中船集团与中海集团的再次强强联手。中海集团董事长许立荣、董事总经理张国发、中船集团董事长董强、董事总经理吴强等领导出席了签约仪式。中海香港 控股总裁吴昌正、外高桥造船总经理王琦、中船贸易公司总经理李洪涛分别代表三方签署了建造合同。 本次签订的这批全球最大最新的超大型集装箱船是中船集团为中海集团量身订造，由708研究所开发设计，全面考虑了中海集运的个性化要求，针对该型船的主尺度、冷箱数进行专门的技术升级和设计优化。 该船型是当前世界上主尺度最大、载箱量最大的超大型集装箱船。总长约400米，型宽58.6米，型深33.5米，设 计吃水14.5米，结构吃水16米，航速22节，载箱数20,988TEU，其中冷箱数1,000FEU，入英国劳氏船级社（LR）和中国船级社（CCS）双 船级。建成后将加入中海集装箱运输股份有限公司（中海集运）的船队运营。 |
2. Hong Kong Marine Department: 香港海事处迎来首位女处长
November 9th, 2015
There was a collective groan among Hong Kong’s shipowners when it was announced at the end of August there was another change at the Marine Department, a government body that has been somewhat of a revolving door in terms of senior appointments in recent years.
“We’ll have to start all over again,” one owner confided to Maritime CEO, on efforts by the private sector to get across to government the issues affecting maritime in the territory.
Michael Wong stepped down as director of the Marine Department, the government organisation tasked with looking after port affairs and the territory’s very large shipping register, to be replaced by Maisie Cheng. Wong had been in the position for just 18 months.
Aged 54, Cheng has served in various bureaux and departments including being deputy secretary for transport and housing from February 2010 to June 2012. She had been director of government logistics since January 2013.
Cheng takes on the role with plenty in her intray, as evidenced in many of the the pages of a new magazine on Hong Kong published by Splash today. Making the department – and especially the register – more responsive was among the key pleas by the 250 people surveyed for Splash’s magazine.
“As the director of the Marine Department,” Cheng tells Maritime CEO in one of her first interviews in the new job, “I aspire to work closely with my colleagues to promote excellence in marine services, to ensure safe operation of the port and all Hong Kong waters as well as to operate the Hong Kong Shipping Register (HKSR) and safeguard the quality of the Hong Kong registered ships.”
The register passed the 100m gross ton mark at the end of September and is the fourth largest in the world. Its fast growth has not necessarily been met with a commensurate increase of people at the Marine Department, local owners have complained.Cheng is adamant however that more will be done to improve service levels at the flag.
“The HKSR will continue to enhance its services and provide shipowners with technical support and advice,” Cheng insists. In addition, she says the Marine Department will continue to improve its coordination with relevant mainland authorities to provide better protection for Hong Kong-registered ships when they are in international waters and in foreign ports. (Maritime CEO)
二：造船(Ship building)
1. 时隔8年宏海箱运在新扬子下首订单
2015-11-11
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据贸易风报道，泰国宏海箱运(RCL) 已于江苏新扬子签署2艘1688标箱的Bangkokmax型集装箱船，预计于2017年交付。 |
三：港口(Terminal)
1. 中国正式租用巴基斯坦港口43年土地使用权
2015-11-11
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巴基斯坦瓜达尔港 据巴基斯坦《论坛快报》10日报道，巴政府11日将举行隆重的仪式，将2281亩瓜达尔港自贸区土地的使用权移交给中国海外港口控股有限公司，租期43年。 来自中新网 |
四：买卖/租贷 2015-11-12 (S/P & Chartering)
1. SALE AND PURCHASE
Name Size Built Buyer Price (Mln$)
Tankers
Cosmic Jewel 300955 1997 CSSC Shpg 30.00
Al Mubarakah 149258 1994 Arya Shpg 13.70
Explorer 102741 1999 Unknown 15.80
Ardmore Capella 17589 2010 Far Eastern 19.00
Bulkers
Nissin Trader 172517 2001 Kardeniz 9.30
Bruhilde Salamon 75940 2002 Chinese 5.10
Dauntless 28473 2002 Vietnamese 6.00
Hanjin Bombay 27209 1995 Asian 2.50
SOLE FOR DEMOLATION
Name Dwt Ldt Built Buyer Price (per ldt usd)
RZS Fortune 171071 19645 1996 Pakistan 318
Panamax Blessing 69997 12178 1996 Pakistan 320
Sea Venus 68849 9937 1990 Bangladesh 315
Pusan 63645 20300 1997 Unknown 315
MSC Challenger 37915 14966 1986 Bangladesh 336
TIME CHARTERING-TANKER 2015.11.11
Type Period Rate US$(pdpr) ______________
One year Two years 3 years 5 years
VLCC 47,500 42,000 40,000 39,500
Suezmax 34,250 33,000 30,000 28,500
Aframax 28,000 27,000 26,500 25,500
Handy 16,250 16,000 15,250 14,750
TIME CHARTERING-DRY BULK 2015.11.11
Type 4-6 months One year Two years Rate US$(pdpr)
Atlantic Pacific Atlantic Pacific Atlantic Pacific
Cape size (180k’) 9,000 9,000 9,750 9,750 10,000 10,000
Pnmx/Kmax (76-82k’) 8,350 6,150 8,400 6,550 8,650 7,900
Supramax (56k’) 8,250 6,000 8,300 6,400 8,550 7,850
Handy (32k’) 6,150 5,400 6,150 5,700 7,000 6,800
CHARTERING- VLCC (2015-11-12)
CRUDE
The VLCC market saw dwindling activity during last week as charterers went quiet in an attempt to cool down recent firming trend. Hence, fewer official market cargoes were quoted much to owners' frustration while charterers went quietly after tonnage off market to cover their requirement. Owners maintained their optimism and enthusiasm, but as the quiet spell dragged out lower numbers were accepted. At time of writing we have about 110 cargoes concluded ex MEG for November and the question on all lips are how many uncovered cargoes are left? Nevertheless, there are ample tonnage around and continued downward pressure on market levels are expected. Less interest from charterers were also recorded in West Africa resulting in weaker numbers not supporting owners in this region either. Suezmaxes the past week has endured limited activity ex West Africa as rates have balanced sideways, but the overhang of tonnage in fixing position for 3rd decade loadings has put a downward pressure on rates to W85 level for UKCM voyages. The remainder of the 3rd decade is expected to be scarce so we do not foresee market level to strengthen again before 2nd decade of December. The Black Sea/Med has enjoyed firm numbers, but it seems to have cooled off now as November cargoes basically all covered. The Nsea and Baltic were very busy last week with cargoes materializing in the 3rd decade. Weather delays causing replacements and ullage problems in certain strategic ports on the Continent made the tonnage availability more challenging in an already active market. At time of writing momentum is still in place and expect rates to move further up. In the Med/Blsea we have seen a lot more activity this week. This increased cargo-activity combined with a lot of tonnage tied up in several key ports has helped owners push the market up to ws115-120 levels. Delays in the Turkish straits is still around 5 days, and we expect this firm trend to continue for the rest of November.
CHARTERING- Dry bulk (2015-11-12)
Capesize
There are no good news in the Capesize market; after the Pacific has remained steady for some time with a possibility for further improvement in rates, the opposite happened and c5 is presently at USD 4.70. The c3 has struggled some time and last done is in the mid 9's. Both are still under pressure. In the second hand market, more ships are being quoted as sales candidates but buyers seems to hold back.
Panamax
It has been an extremely slow week so far with rates continuing to soften in both hemispheres. The tragic mudslide in Brazil is affecting iron ore exports (about 30mio mts p.a) out of Pt Ubu and will force buyers to source from alternate facilities. This can again put pressure on rates as a considerable volume of cargo will disappear from the Atlantic market. TA's are now paying around 4k while ows fixing Fhauls bss Cont dly would need to shade the 10k mark in order to go Feast. In the Pacific we see Aussie rounds being fixed at low 4k/day on kamsarmaxes and the shorter Indo/India trade is paying abt the same. The period market is next to non-existent, however a short period fixture was reported in the mid/high 5's.
Handy
Supras continue to trade in a depressed market. The average time charter has slipped to below USD 6000, and now trades at about USD 5800. The forward curve is in contango, and thus the rates bid for tonnage for short period is in the low USD 6000's and is in line with the curve. On longer period owners wanting to fix, need to give away optionality. Although cargo volumes are still quite healthy, the cargos disappear quickly at lower rates, especially the short duration ones, as owners hope to re-fix and cover over the Christmas period.
The week since our previous report has neither been busy nor eventful in the large vessels' market. There are hardly anyone in this segment who are surprised that the spot rates and thereby net returns have been sloping down over the last four weeks. There have been a few fixtures over the week, but actually lack of cargoes in the MEG has more than anything else been the reason for the slowdown. Even the Indian charterers have been less active than usual recently. More and more points in the direction of a sold out November cargo market only 11 days into the month. The CFR LPG prices in the East have been rather strong and as the USG/East arbitrage has been open as well, one would easily have imagined a much steamier market than what we have seen. Needless to say, 30 VLGC newbuilding deliveries so far in 2015 also has a significant influence to the market, the first 20 were smoothly absorbed into various trades, but the last 10 have been add-ons only. Will the Baltic VLGC index drop into the USD 50's soon, a level which in a long perspective is still a solid number? We believe that is rather likely now that additions to the fleet are getting even more frequent and the Far East cargo market seems to have peaked already.
五： 2015-11-09 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) +0.6% -1.4% -2.3% -8.5% -7.5% -5.1% -0.1% -1.3% -1.3% -2.5%
六：2015/11/13船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 225 234 420 430
鹿特丹 195 235 ----- 345
休士顿 200 245 ----- 455
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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
