2016.08.31
一：头条新闻
中国南海岛礁5座灯塔投用
每周油轮市场报告 2016-8-29
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首批来自美国的LNG运抵中国 2016-8-26
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亚洲人摧毁德国造船业？
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2016-8-28
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CHARTERING- Tanker (2016-08-31)
CRUDE
This week very similar to the previous week except the fact that rates have corrected down further for the major Vlcc routes. Meg/East activity still at a modest tempo with fierce completion among owners with ‘issues’ and those with all ‘bells-and-whistles’. The result is that those who can use the former type will, with a rebate, and with few alternatives rates Meg/East have dipped below w30. It does have a domino effect on the other routes as well with sub w25 done Meg/West. Very slow in the Atlantic as well expect Caribbean/East with a least some activity, but rates very soft. I.e. well over tonnaged all over and volumes simply insufficient for now. After last week’s surge the suezmax market established a new ground level and is now fixing away relatively stable across the board. Meg seeing more cargoes out of Kharg Island for western destinations which have helped rates improve to high 30s for Meg/Ukcm. West-Africa have seen a good amount of activity lately, combined with requirements in both the Med and Caribs which helps clearing the prompt side of the tonnage list. The trend in the North Sea and Baltic on aframaxes these last couple of months, with rates hovering at bottom levels finally changed direction to the better. Activity level increased and there are still quite a few Baltic and North Sea cargoes to be covered up to the middle of the month. Also, quite a few ships has left the area as fixed on long voyages, so watch this space. In the Med and Bsea we still see a decent amount of cargoes being worked. The only problem for the owners is the endless list of available ships, putting a constant downward pressure on rates. WS65 has been done from Bsea, but even with a busy black sea program, we expect rates to remain stable for the week to come.
CHARTERING- Dry bulk (2016-08-31)
CAPE
Last week ended on a firm note with freight rates for west Australia/China hitting the high USD 4 pmt level and Brazil/China route climbing up to the high USD 9 pmt. This week have been very slow so far with very low activity and rates for both West Aussie to China and Brazil to China taking a down turn to the mid usd 4 pmt and mid USD 9 pmt. However as we are mid week it does seem the market has stabilized at the present levels. we are now way into Q3 the expectations are increasing further. Seasonally we should be entering the most active period, and freight rates should be increasing simultaneously.
PANAMAX
It was a very quiet start to the week with bank holiday in London. Several owners were reluctant to move as they wanted to wait and see when traders were back. Mid week we see a flat market with some fresh Baltic cgos and expectations of a firming market for September stems out of USG. Some grain traders are already entering the market with forward cargoes and there are reports of good crops in the US. TA’s are being fixed in region of USD 5k while Fhauls are being fixed in excess of USD 10k. In the Far East we see the same flat tendency as in the Atlantic. Levels are abt the same with 5k being fixed for rounds. The period market is slow although some takers out there for the shorter periods.
SUPRAMAX
This week started slower with London on bank holiday Monday. The south east Asian market seems to have been taking a breather with charterers holding off from a very heated market. Smax getting levels of mid/higher 7k del Spore for trips to China and ard 9k for direction India. ECSA front hauls have been very quiet but still seems alive with latest rumors of a nice Umax getting 11k+150k ppt del for a trip to PG. In the Atlantic we see more activity and also here big expectations for USG grains coming up now in September. USG/Cont are fixing Umax at ard Usd 14k and levels are quite healthy. The period market is also active with Smax being fixed in the 7’s for short period and the bigger Ultras fixing 8k for same.
CHARTERING (2016-08-31)
GAS
We do not have much to write about from last week’s lacklustre VLGC market. There were of course freight discussions, open market freight inquiries as well as FOB cargoes/swaps talked about both in the East and in the West. Spot rates were attempted pushed further down everywhere, one fixture was concluded in the high USD 10’s basis MEG/Far East and with a rising bunker price lately, the daily net came to USD 7500. For some owners this is below their OPEX cost, for others it just about covers OPEX, but it is surely not a sustainable level for anyone. The September posted prices from MEG suppliers came out today very much in line with expectations as well as dispositions made already, hence market players now focus on CFR values rather than FOB prices ahead. We struggle to see any upside in the short term freight market, the spot charteres are more busy in the paper market than in physical trading lately. Inventory levels in the Far East seem ample for the time of the year and there is no ullage for stockbuilding in preparation for winter yet. A US East coast Ethane export facility has been delayed from end of 2016 to middle of 2017, the dedicated 35000 cbm ETH/LPG is already in service so rather than carrying Ethane from USEC to NWE she will have to find employment in the LPG market for a few months.
二：2016/08/31船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 257 268 413 423
鹿特丹 240 270 ----- 415
休士顿 230 332 ----- 475
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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
