2017.01.12
一:头条新闻
中国人为什么能造豪华邮轮?
2017-1-10
1、三菱重工退出邮轮建造的原因 |
2017-1-10
中国赔得起,日本赔不起。中国国企造邮轮只是为了搞个大新闻,并且靠政府拨款,即使赔钱也会一直往里砸钱;日本私企为了盈利,砸钱到一定程度还没成效就必须收手了。 |
2017-1-10
洗白白吧。有个问题绕不过去:就算能造,能赚钱吗? |
2017-1-10
因为国企赔的起,反正老百姓买单! 全球10大船东国排定2017-1-12
直面惨淡:数据告诉你去年货柜运输到底有多惨2017-1-11
上海港年引航艘次突破7万 2017-1-6
Shanghai records 1.6% rise in 2016 box volumes to 37m teu Shanghai International Port (Group) Co (SIPG) has announced on Wednesday that Shanghai port has handled higher container volumes in 2016 over the previous year, retaining its crown as the world’s busiest container port. The Chinese port moved another record high throughput of 37.13m teu in 2016, a climb of 1.6% compared to the previous record throughput of 36.54m teu in 2015. Shanghai continues to be the world’s busiest container port, ahead of its closest rival Singapore port, which has handled 28.14m teu in the first 11 months of 2016. 厦门港尝试探索无人机技术 已实现船上起降 2017-1-10 ![]() |
||||
|
CHARTERING- Tanker (2017-01-11)
CRUDE
After a week with very slow activity for the VLCC’s, particularly in the Meg and Wafr with all arrows pointing down, activity resumed. In the meantime rates had corrected down sharply and charterers tried hard to shave even more off. The final January stems in the Meg and early February cargoes in Wafr gave the market some wind which halted the slide. It may however be temporary as tonnage remain in abundance and volumes expected to lag, therefore pressure expected to remain on earnings. The Suezmax market last week saw an injection of activity after a quieter holiday season. In Wafr the second decade saw sustained cargo volume with rates peaking at the ws90 level offering reasonable returns at around USD 35,000 per day. This was combined with decent enquiry in both the Med and the Nsea that culminated in a clear out of the backlog of tonnage lists that had been building. Owners overall sentiment had seemingly not been dampened by previous inactivity. Currently the cargo volume has now slowed and even though owners are still showing signs of bullishness the forward position lists are swelling, a steady week lies ahead although West Africa could be described as date sensitive. Aframax Baltic and Nsea rates declined last week. However, it could easily bounce back this week as more cold weather is expected and some talks of ice class 1C not being sufficient to load in strategic Baltic ports. More rough weather is also expected, adding some uncertainty to the rate levels. Spot Nsea ships are also considering ballasting to a firmer med market offering a valid alternative to a somewhat slow cross Nsea market right now. This week has been exceptionally busy in the med and Bsea. Terrible weather in the area have caused significant delays in both Turkish straits and key ports, and this combined with a heavy third decade CPC program have caused rates to jump 70 points in just a couple of days. There are still some cargoes left to fix, but as we have started seeing ballasters coming in from other areas, we expect this market to cool off going into next week.
CHARTERING- Dry bulk (2017-01-11)
CAPE
After a surprisingly strong first week of the new year, the market are now softening. Brazil market show very low activity which is normal during this time of the year, due to maintenance and lower export from Brazil. Tct rates for Brazil to China have dropped down to 17k daily. The pacific market do have healthy volumes of cargoes out of west Australia, but it is an over supply of tonnage at the moment. Past month have seen a substantial amount of delays of vessels in north China discharge ports due to fog and bad weather, but it now seems all those vessels are opening at the same time, putting pressure on the rates. Pacific round voyages now at 8k a day level. It does seem the downward trend might continue.
PANAMAX
With ECSA grains and short Baltic coal volume picking up steadily, Panamax rates have firmed up across all areas. $10k+500k reported early week for ECSA/FEAST grains on super eco kmax, and Baltic coal RV has climbed up to $15-16,000 level. Substantial premium for INL breach or ice trading in the N Atlantic. In the Pacific Owners are more confident, willing to go to India/Middle East at discounted rates, before the coming ECSA season. Pacific RV are concluded at USD 6,000, but we’ll still need more prompt cargoes in order to sustain the current market level. As a result period rates are fairly strong with very high $8,000’s reported for 1 year period on a Kamsarmax and $9,000 for short period basis delivery India.
SUPRAMAX
Slightly more activity although rates still under pressure USG has guided the way with generous supply of cargoes supporting the rates. Supras fixed from USG to Far East around 15-16k daily- with end Jan dates. Moving south Supras from ECSA to W Med reaching 13k daily, and same to Baltic 11k daily. Some ultras on spot received 18k for trip to cont. 55k dwt supras from Cont to Med with scrap has been fixed around 12k daily. A difficult week in Pacific where rates fell even lower. China to SE Asia steel trips are being traded in the USD 3k’s,while Nopac RV around USD 5k.Backhaul levels from China is around USD 2k, while chrtrs aiming in the USD 1k’s. Overall owners and chrtrs looking to cover open positions before CNY (Chinese New Year).
CHARTERING (2017-01-11)
GAS
The Baltic VLGC index has been in red every day in the new year although it hasn’t lost more than roughly 10% over the first one and a half weeks. At the same time as the freight index has been coming off in small steps, the cargo market has been rather inviting although the earlier vessel positions have been the most sought after so far. In the West, however, there has been no signs whatsoever of any weakening market and in particular the first half February loaders have been in high demand. The latest spot fixtures show that the premium (over the Baltic index) for loading in the West has increased quite a lot; while the latest MEG/East returns some USD 14,500 per day, the latest USG/East via Panama returns about USD 26,000 per day. That equals a West premium of not less than 80% on net daily returns! The first pair of 2017 VLGC newbuildings have just been delivered to the VLGC fleet – now consisting of 246 vessels (all counted).
二:2017/01/13船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 346 363 487 497
鹿特丹 312 345 ----- 467
休士顿 312 412 ----- 520
*****************************************************************************************************
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