香港水域貨船起火
2016.09.22
一：头条新闻
集装箱船香港水域爆炸起火 超24小时未熄灭
2016-9-21
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涉事貨船在南丫島對開起火。
涉事集装箱船万海307 2007年萬海307在日本與另一艘貨船相撞 香港文汇报、经济日报 |
航运业不再需要“大货箱轮”
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CHARTERING- Tanker (2016-09-21)
The VLCC market ex Meg kept on limping along on with rates hovering around recent levels. Charterers continued to drip feed their requirement to the market which remained oversupplied. The Atlantic saw renewed interest from charterers and levels increased from Nsea, Caribs and Wafr. The uptick in Wafr was however short lived as levels corrected down to last week’s rates. Although modern tonnage open in the East have found employment ex Wafr the supply situation on in Meg remains unchanged and no imminent change to recent trend is expected. The Suezmax market in the Atlantic basin has seen considerable gains in the past week, the situation was compounded by several Charterers holding back on 3rd decade of September stems hoping they could kill owners sentiment. However, vessels were steadily picked off in the Med/Black Sea and the availability in Wafr tightened, owners capitalized and by the end of the week rates moved into the mid ws60’s. The pressure moved into 1st decade Oct dates with owners holding back on offers and Charterers paying up to ws 92.5 for last done Wafr/Ukcm. The Med/Black sea markets have seen healthy gains at more sustainable levels of around ws 15-20 points. We anticipate West Africa to push upwards beyond ws 90 for TD20 with continued bullish sentiment from owners into the early 2nd decade of Oct. Aframax rates in the North Sea and Baltic dropped a couple of points on the back of a quiet end to last week. However, a busier Baltic program for the month of October fueled the Owners with more optimism. At the time of writing we are experiencing a re-bounce in rates and we expect this firm sentiment to continue for the first decade of October. In the Med and Bsea the firming trend from last week continued. Rates have stabilized at three digits. We have seen everything from w100 to w115 been done, much depending on lay can. The list is very tight for anyone looking off prompt dates. Going forward we believe the market will stabilize as the cargo activity is expected to slow down for the beginning of October.
CHARTERING- Dry bulk (2016-09-21)
Rallying - mainly on a combination of weather delays in Far East, significantly increased transatlantic mineral volumes, positive chinese iron ore import trend, and falling number of ballasters heading for Brazil. Average daily earnings for the standard 180000-tonners are up 55% w-o-w, coming in at year-best of around USD 15k. Base trades like Waust/China and Brazil/China are expected to maintain momentum for yet some days to come, and paper developments reflect physical expectations - consequently period interest picking up, last exemplified by 177000 dwt/blt 2009 done for 4-8 months at USD 10500 basis delivery Shanghai prompt, also 180000 dwt/blt 2010 fixing 6-9 months at USD 10000 basis delivery Bayuquan prompt.
PANAMAX
Sentiment, volumes and rates have improved propelled by the elevated Cape levels and some cape split cgoes. Added by a fair number of fresh requirements in both hemispheres the market has become more balanced from mid week. Levels in the Atlantic has gradually improved to 5K for T/A rounds and 10 K + for fhaul. Trips from USG close to USD 27 pmt on voyage and up to 11 + 250 on KMAX bss APS. ECSA activity thin but healthy 8 + 300 reported. Improved activity out of NOPAC where levels mid week climb above high 6, and upper 5 to mid 6 done for Aussie or Indo rounds. Despite only a marginal lift on the forward curve, period interest has improved to give Owners of top notch KMax mid/high 6’s for 5-7 months up to abt 1 yr.
SUPRAMAX
A slow start to the week in the Supramax segment in the Atlantic with not much being reported. In the Blacksea Supramaxes are getting around USD 11k for trips with grain to Far East. Supramaxes are achieving around USD 6k for trip from China to Southeast Asia, while coal runs with Singapore delivery via Indonesia to China is around USD 7k and a bit more for Thailand redelivery. Supramaxes with Continent delivery is getting paid low USD 6k’s. Some more period has been concluded with the widely reported Supramax fixing USD 6k for 3/5 months aps Fujajrah and an Ultramax fixing 4/6 months with Kohsichang delivery at USD7350.
CHARTERING (2016-09-21)
GAS
The highlight of the week in the VLGC market was hardly the continued slow but steady rise of the Baltic VLGC index, in fact two weeks have passed since the index last pointed south. The index may break through the USD 20 barrier on the back of some increased activity in recent days matched with slightly more favourable LPG pricing. We consider the first VLGC demolition in roughly 5.5 years the most interesting news recently, a 1986 vessels was just sold to breakers at an undisclosed price. The other highlight of the week was undoubtedly BWLPG’s offer to purchase the remaining 68% shares in Aurora LPG after they earlier in the week increased their share by some 10%. Aurora LPG owns 9 VLGCs built between 2008 and 2016, in addition they (Aurora) have timechartered in 4 VLGCs that do not form part of the company BW LPG is looking to take over. If the recent chase for FOB cargoes both in the MEG and USG continues and they eventually result in spot fixtures, tonnage length will be diminished and we may see spot rates accelerate quicker than what we have seen in a while. Hoewever, the fob/cfr spreads are still not too good and any quick freight gain may turn off the initiatives from the cargo market.
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 260 277 408 418
鹿特丹 247 278 ----- 407
休士顿 235 339 ----- 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
