2017.02.15
一：头条新闻
中企打造科伦坡港口新城
2017-2-4
|
科伦坡港口城填海造地工程正在有序展开。图为疏浚船“浚洋1”在工地现场进行吹填作业。 斯里兰卡位于印度洋航道中心点，素有“东方十字路口”的美誉。从古至今，这里是海上丝绸之路的重要一环，是连接亚非、辐射南亚次大陆的重要支点。 工程项目雇佣斯方员工超过1000人，高峰期能达到2500人左右。图为当地工人竖起大拇指赞扬这一工程 来源：人民网 |
新加坡高级海员联合会将赞助120万元培训高级海员
2017-2-4
|
新加坡高级海员联合会将在接下来两年拨款120万元，鼓励本地海事公司提供更多培训岗位，从而协助本地年轻专才进行相关方面的实践培训。 来源：联合早报 |
5000只螺旋桨！全球最大螺旋桨制造商竟然是现代重工
2017-2-6
|
来源：国际船舶网 |
中国将建最牛海底真空超级高铁，轰动全世界！
2017-2-7
|
中国的科技界又要出名了！这次中国将建海底真空超级高铁，最高时速达千公里，超越美国，成为世界高铁第一。这是历史性的一刻！
4. 低成本： 来源：互联网热点（ID：web-news） |
巴拿马型散货船抛锚海上“待价而沽”
2017-2-7
|
据普氏能源资讯消息，近期在巴西沿海已有超过15艘巴拿马型散货船处于闲置状态，并避免获得租约，从而能够在中国春节假期结束后，货运量上升赢得更高运价。 该船以12.5节的航速运行时，在该航线将耗费38天的时间，并需要避开海盗地区。一旦船舶的日盈利水平达到12000美元/日，意味着其日收入将增长20%，同时单个航程将获得至少76000美元额外收入。 来源：国际船舶网 |
CHARTERING- Tanker (2017-02-15)
CRUDE
Rates for the VLCCs have held up stronger than the most optimistic had feared. Steady February cargoes in the MEG started to deplete the tonnage availability, and roll over into March preciously slim. March volume in the MEG is so far slim but ships are absorbed under Coa’s. Quiet start of the week with rates off the peak and a few more quiet days will add pressure on rates. Earnings still about USD 30k/pd and a continued supply of West Africa/East cargoes necessary to avoid sharp decline in rates for the VLCCs. The million barrel market was facing a prolonged period of potential stagnation however the owners have belligerently battled their way back and managed to claw their way out of a corner. A week ago, rates were at ws72.5 for TD20 whereas currently they are flirting with breaching the ws82.5 level. A combination of vessels being plucked off under the radar in various geographical areas and some key owners taking a strong stance refusing last done levels has forced charterers to concede. The Black Sea market however has not managed to find any respite so far in the early first decade of March with levels steady at ws80 for TD6. The week ahead is potentially positive with charterers currently reaching forward on dates in West Africa proving momentum much to the owners delight. North Sea and Baltic moved up quite a bit at the end of last week and is still looking interesting moving into March fixing. This was mainly caused by tonnage leaving the area in laden condition, and a rush of x-North Sea cargoes in the 18-25 February window. If we see a steady flow of Fuel Oil cargoes ex Baltic, ice rates could easily strengthened another 5-10 ws points. In the Med and Bsea, charterers have now covered all the Bsea stems for the month and are well underway with the x-Med cargoes. Last week, the rates moved up to ws105 for ex Bsea. However for the week to come, the tonnage list is again looking fairly balanced, and we therefore expect the rates to remain stable at just below ws100.
CHARTERING- Dry bulk (2017-02-15)
CAPE
Cape market have experienced a strong downturn. A cyclone hitting W.Australia last week disrupted the scheduling and the W.Australian miners have only fixed a few vessels this week. The TC rates for a Pacific round is presently around USD 3k level, however some of the voyage rates being fixed in the Pacific is barely making a positive return. Brazil market do also remain limited on the cargo side, but with a big tonnage over-supply. The future tonnage list for March and April is also looking very big, hence the negative sentiment is expected to continue for the next few weeks. This is not unusual for this season of the year, but expectations are that market will slowly increase and in general improve from last year.
PANAMAX
It has been a slow week for the Pmax trading with less cargo volume available in the Atlantic. Rates are slowly sliding due to this. There are still expectations to the ECSA grains for March and quite a few ballasters headed that direction. TAs are currently trading in the high 7k region while some Baltic trades with ice class requirements are being paid a premium. In the Far East, we see the opposite trend with rates slowly climbing for Pac rounds. NoPac RVs are fixing in the high 6k’s for LMEs and the period interest is increasing with modern large units fixing 1-yr at USD mid 9k. Mid-week we however see reports of grain shippers in the US Pac running empty of cgo which could lead to a change in the sentiment.
SUPRAMAX
Market has shifted sides from Atl to Pac, where Atl is now lagging behind with little action and sliding indices, notably for Atl RV. Ultras from USG to MEG working 15-16k. Ultras from USG to India see 16k and Supras for same around 11k. A very strong push in Pacific this week, rates has improved significantly as higher activity is meets tight tonnage supply in SE Asia. Market is currently working in owners favor with Indo/China coal runs, with delivery Sgp, fixed at low 8k for Supras and arnd mid/high 8k for Ultras, while Indo/India trips are trading around mid/high 9k for Ultras. Ultras are able to obtain around low 7k for Nopac RV. At current pace, rates could very well be higher when this week ends.
CHARTERING (2017-02-15)
GAS
There has been some more activity in the VLGC market last week; there have been more freight discussions, market freight quotes and a few fixtures as well. The obtained rates are down from last done, but not by much - we believe the sliding rates will come to an end very soon. The Baltic VLGC index has been in red every day for the last 3-4 weeks and has come off some 25% and has landed in the mid USD 20’s - a level below what owners are aiming at the moment, possibly also below what was expected a couple of weeks ago. There are a dozen or so available VLGCs that can load in MEG in February against maybe 1 or 2 unfixed cargoes in the same timespan, hence we will see a rollover of tonnage into next month. The cargo market in the East has remained rather strong for a while, but looking ahead it seems to be in backwardation with narrowing freight margins which means FOB pricing needs to adjust to make spot trading and shipping work. We do not believe freight will come down further in this cycle despite the seemingly ample supply of vessels in the short term. The rumoured VLGC NB order by an Indian owner has yet to materialize and until then we count an order book of 35 vessels or roughly 13% addition to existing fleet.
二：2017/02/15船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 327 354 495 505
鹿特丹 306 333 ----- 473
休士顿 305 405 ----- 507
*****************************************************************************************************
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
