印度会取代中国?
2016.05.31
一:头条新闻
印度会取代中国? 成为航运大国?
2016-5-23
首先是坏消息:印度不是中国,而且短期内也不可能成为下一个中国。之所以有这么多航运人士希望印度能成为下一个中国,原因十分明显:人口与 GDP 增长、工业发展和现代化是航运需求的三大支柱。即使把这种分析的经济问题暂放一边,这种对比还是存在结构性错误。现代化主张在印度已盛行数十年,在此期间,中国通过其政治体制实现了现代化。 来源:财新网 |
新巴拿马运河下月竣工改写航运版图?
2016-5-17
来源:上海观察 |
岚桥集团收购巴拿马最大港口
2016-5-25
继成功收购澳大利亚达尔文港后,中国岚桥集团再度布局世界核心枢纽港口,于5月12日收购巴拿马最大港口——玛格丽特岛港口(以下简称为“巴拿马玛岛港”)。 来源:人民网 |
航海院校招生陷入“危机” 主要原因是这个
2016-5-4 近日,大连海事大学学生就业指导中心主任石丽红接受了中国海事服务网的专访,就航海院校招生、船员队伍培养、船员职业发展等问题发表了自己的看法。 来源:中国海事服务网 |
中国船级社荣获英国海贸集团颁发的“特殊贡献奖荣誉奖”
2016-5-9
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CHARTERING- Tanker (2016-05-26)
Sluggish volumes in the Meg and Wafr combined with less delays in Chinese ports has lengthened the list of available tonnage. Charterers firmly in the driving seat have held back and have managed to engineer rates down. Earnings Meg and Wafr/East corrected down to mid $30’s/day with a constant downward pressure. An increasing feeling of softening undertones throughout the VLCC market as we may see the start of the summer market. Expectations for the soft trend in the Smax market to continue proved correct last week, enquiries remained limited out of Wafr. Excess tonnage supply in combination with the force majeure situation in Nigeria has taken its toll on rates which have been struggling in the WS 50’s for Wafr/UkcM voyages. At time of writing some activity is creating more momentum with a lot of ships getting fixed on subs for private deals sealed under the “radar”, but the enquiry is for the time being not enough for the market to make the big jump and firm up. Med/Blsea has also seen increased activity with charterers booking Smaxes on Afra cargoes but only to fail the vessels as the Afra-rates corrected down shortly after. In the Nsea and Baltic rates came off for both loading areas. The downward correction happened as charterers had more available tonnage to choose from in the end/ely loading window. At the time of writing, it seems the market has bottomed out. However, with the activity slowly picking up again, we expect that Owners will manage to push rates back up again in the short term. Med and Bsea continued in the same fashion as last week with rates jumping up and down like Kriss Kross in his 90’s hit – “Jump”. Smaxes desperately looking for more action elsewhere went on subs for p/c Afra cargoes slowing down the firm momentum. At the same time, date sensitive cargoes had to pay up rate wise, leaving the market a bit disorientated of what direction it would go. However now that the dust has settled, we are left with a relatively well balanced market and rates will stabilize around ws110-115 level moving into 1st decade June loading window.
CHARTERING- Dry bulk (2016-05-26)
The market is again under pressure with lack of fresh requirements in both Pacific as well as in Atlantic. The daily tc rate for a trip in pacific is around is USD 5,000 and the Atlantic below USD 8,000, The overall sentiment is depressed but there is a hope we are at the bottom and there will be more demand, although it seems more like a hope than reality right now.
PANAMAX
Atlantic hemisphere softening and rates slipping from last week due to little fresh cargoes including less grain from ECSA / to feast. Atlantic rounds paying arnd low 5000 USD depending delivery and duration. Typical fronthaul grain now paying low/ mid usd 7000 + 200+ k bb to the far east. With uncertain prospects for ECSA cargoes more owners showing interest and competing for indonesian rounds. It s simply still too many vessel”s and too few cargoes leading to the poor rate conditions. Pacific market pending between 4500 for Aussie/ India while Aussie / China paying mid 5000. Very few period deals reported but a standard Panamax can obtain 5200/ 5400 for a year while a decent Kamsarmax get 5850 for a year.
SUPRAMAX
It has been a week with both stronger and stable rates in the Supramax market. We see a firming market in WCI/AG rge where an owner got USD 6k DOP WCI for trip via AG to Japan. The ECSA market is refreshing with more 2nd half June cgos entering the mrkt. Wheras in the Feast we still see the big gap between bid/ask and more or less unchanged ratewise at mid/high 4k depending on trade. The Atlantic mrkt is coming up with more pressure in the North for both scrap cgos to Med and USEC cgos back to Continent. The period market has been quiet but mid week we see an Umax getting fixed at 10k for short period bss delivery Atlantic.
CHARTERING (2016-04-13)
GAS
It has been a rather uneventful week in the VLGC market, the daily activity level has ranged from very slow to half active. The market cheered when the VLGC Baltic index broke through the USD 30 barrier last week, but thereafter the sentiment has softened and we may soon start seeing spot rates in the USD 20's again. Sigh. On the other hand, we do see the that prevailing low freight market employs the ever growing spot fleet quite well, we see surprisingly few idle vessels scattered around. The current and forward looking FOB/CFR spreads and in particular affecting exports from the USG are not favourable to the freight market at all. The VLGC freight market badly needs support from the cargo side where the FOB/CFR difference needs to increase in order to improve freight economics. This becomes essential as many more VLGC newbuildings soon arrive from the yards and at least half a year ahead of the next incremental export facility in the US Gulf. It has been rather quiet in the period market for VLGCs lately, it is obviously not a good timing for neither charterers nor owners to discuss term commitment when the market is where it is.
二:2016/04/29船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 231 242 432 442
鹿特丹 222 246 ----- 437
休士顿 218 325 ----- 460
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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