马六甲海峡新港口
2016.07.15
一:头条新闻
马来西亚邀中国合建马六甲港口
2016-7-4
马拉西亚交通部长拿督斯里廖中莱透露,大马将与中国以资金联名方式,在马六甲海峡和巴生港口之间的凯利岛打造巴生第三港口,目前两国正在进行可行性的商讨。 来源:东方网 |
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中国船级社总裁当选国际船级社协会主席
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巴拿马运河扩建对集装箱船市场的影响
2016-7-5
本周我们则重点关注集装箱船海运市场。值得注意的是,集装箱船以往的分类方式会被取代。7月起,克拉克森研究对集装箱船将会使用新的分类方式来进行数据统计。 新的集装箱船分类方式完全不同。如本周图表所示,图中纵向虚线显示了集装箱船队中新的分类区间。关于新分类区间的定义将会发布在克拉克森研究的集装箱月刊中,更具体的数据欢迎访问综合性航运数据库 (SIN)和船舶档案数据库 (WFR). 来源:克拉克森研究 |
我国注册船员超137万人居世界第一
2016-7-6
记者从交通运输部日前举行的新闻发布会上获悉:截至2015年底,我国注册船员超过 137万人,总量位居世界第一。 我国是海洋大国、航运大国,也是船员大国。“在国家深入推进实施‘一带一路’、长江经济带等重大战略的今天,船员在建设海洋强国、海运强国中的作用进 一步凸显。”交通运输部海事局巡视员郑和平表示。 来源:中国经济网 |
未来有可能建造26000TEU超大集装箱船
2016-7-6
航运研究人员Harry Valentine在The Maritime Executive LLC网站7月3日撰文指出, 海运界近年来的强强联合,组建大型航运企业联盟,近年来业界开始讨论建造 26000TEU超大集装箱船的可能性。 |
新巴拿马运河或给西雅图港带来巨大经济损失
2016-7-8
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一年内世界油轮船队扩充203艘
2016-7-4
随着越来越多的新造油轮下水,全球油轮数量快速扩增。船舶经理人Gibson指出,在最新的年中报告中,在过去的12个月内,全球油轮船队增加203艘,共2190万dwt。 “在 2015年低油价的市场下,船队数量的快速增长,不合理的拆卸活动很难让油轮运输的价格增长上来。船东应该考虑报废一些船舶来让利润得到提高。” 在最新的报告中,OPEC产量为32.76百万桶/天,已经达到了2008年八月的最高水平。低价格的原材料让炼油厂复兴,这种情况又是对油价的一个潜在威胁。更多的经营者选择利用VLCC储存燃油,来面对这个多变的石油市场。对于油轮运输市场来说,更需要投资者和经理人的合理运作,对市场保持客观的观察,不要盲目的建造新船,更加谨慎的对待那些还没有提交的新船订单。” 来源:中国海事服务网 |
CHARTERING- Tanker (2016-07-13)
The VLCC market has seen little activity this summer and the past week has been more of the same. Charterers are cautious when entering the market as they are carefully drip-feeding the market with enquiry. With an ample position list bss MEG, the charterers have plenty of vessels to choose from for the time being as July fixing is coming towards an end. With a lot of roll-over tonnage and a rptd small export program in the Middle East, we expect the rates to move sideways for the nearest future. For suezmaxes the rates peaked last week for wafr/ukcm voyages. As the end month cargoes slowly disappeared the activity level decreased and a softer sentiment was seen. With little help from Med/Blsea and Caribs the rates have softened in the west, and as the market await the August program to kick in. This in combination with less delays gives more tonnage available for the current demand we are seeing in the market East of Suez has more activity but the rates here are moving sideways for the time being. Aframax Owners in the Baltic and North Sea were expecting rates to improve for the last decade of July. Especially with a busier Baltic program. However, as other surrounding markets offered very little support with earnings hovering around bottom level, Owners started to ballast towards a more promising North Sea and Baltic market. Inevitably, as Charterers suddenly had more available tonnage to choose from, rates came under downward pressure. At time of writing rates are at the lowest so far this year, and we don’t expect rates to improve in the short 离Med activity is slow and the Bsea cargoes are being fixed very quietly. The gloomy market in the Caribs is making owners ballast over the Atlantic to capitalise on slightly better market. However, the tonnage list shows an abundance of prompt tonnage in the area and consequently this soft sentiment is not looking to change anytime soon.
CHARTERING- Dry bulk (2016-07-13)
As seasonally expected the activity level is slowing down. The west Australia to China market has been quiet, with only Rio Tinto of the major iron ore shippers present. The freight rates have been all flat at around USD 4.50 pmt which is equivalent to around USD 7500 on tct. The Brazil to China market also been fairly stable at low USD 9 pmt, but seems firming further with a few recently done tct fixtures at 15-16,000. The iron ore prices have seen a strong increase lately and this has triggered some expectations of higher activity level from the shippers and hence higher freight levels. The rise in iron ore prices being explained by the cut in Chinese domestic iron ore production and a low iron ore stockpile.
PANAMAX
The positive trend continues with firmer rates in Atlantic and fronthaul. More coal and iron ore orders this week. However the main driver seems to be grain out of USG and S.America. T/A rounds del cont paying mid 8 for good Kamsarmax or considerably more for special trades bss Cont/N Atlantic. Postpanamaxes closer to 8-9 K for short T/A rounds depending delivery. Fronthaul rates being covered in the mid/high 11K range and arrnd 8’s + 300 gbb from ECSA. Grain will be the main commodity upcoming weeks. Pacific more active. NoPac rounds being fixed in the low/mid 6K. Indo/China rounds in the 6K range. Aussie/India around mid 6K. Medium periods 4-7 months being fixed in the high 6K.One year should be around 5.9/6K.
SUPRAMAX
Yet another upturn, this time index rising 13 points up to 679 points. Average daily earnings for Supramax were up by 131 ending up with a value of USD 7099. BFA’s seeing only positive changes, to illustrate this: Q3 5TC gains 155, ending up with the value of 6970 USD/day. There is positive sentiment in the Supramax rates within the Far East, especially in Southeast Asia mostly owing to decent coal business. With most of the requirements covered, the coal market could cool down in the following days however there is still positive development seen for the steel in North China. The period rates have risen well into the USD 6000 range.
CHARTERING (2016-07-13)
GAS
There were quite a few VLGC spot fixtures in the East last week, and it was interesting to see that for a few of them the Charterer secured an option to sit the vessels for a few weeks floating. Needless to say, the owners were not difficult to grant such options that potentially extends employment although the daily "storage" rates were only in line with voyage returns, i.e. around USD 14,000/day. The charterers have some expectation that August pricing will strengthen over July, hence there is a profit potential in it with July B/L tons onboard reaching discharge port(s) in the East in August. The BLPG index has been in red for 3 weeks, but we find it hard to believe it will carry on dropping further despite the prevailing miserable trading allowances. By the end of June the VLGC fleet had increased by 32 vessels, and there are "only" 14 more to be delivered from builders in the 2nd half of 2016. The VLGC orderbook (50 confirmed) now stands at 21% of existing fleet, i.e. it is starting to look more healthy with deliveries fairly well distributed from now through 2020.
二:2016/07/15船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 244 255 405 415
鹿特丹 234 259 ----- 393
休士顿 225 318 ----- 453
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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