2017.05.12
过苏伊士运河有啥讲究? |
|
||
2017-5-9
巴基斯坦首个煤炭水泥装卸码头正式运营 2017-5-9
|
|
所有你需要知道的关于中国的“带和道路倡议”:它是什么,谁付出,谁就会受益,谁可能被淘汰出局
中国讨论得最多的“带和道路倡议”将塑造全球经济市场和地缘政治格局在未来几年。提前投入到计划中的峰会,定于在5月14-15日在北京,我们来看看它的意义。
它是什么?
以前被称为“一带,一路”,该倡议是由中国政府率先在亚洲,欧洲和非洲,以提高贸易和经济一体化。该策略使用的自由贸易协定和基础设施项目-包括公路,港口和铁路-打造现代丝绸之路一些跨越65个国家,其中有美国万亿$ 21国内生产总值(GDP)。它包括一个土地经济“带”,通过欧亚大陆和海上“公路”连接中国沿海城市到非洲和地中海。
当和为什么中国创造这一举措?
中国国家主席溪·金平赞同方案在2013年底,随着全球经济合作的既定目标。在额外刺激中国自己的经济,该计划旨在加强经济关系和影响力,在国内外,同时提供更多的政治资本。
许多观察家都主动表示可以帮助建立中国作为一个地区大国-尽管熙坚持该国在其他国家的事务不会干涉或谋求霸权-上取代了马歇尔计划,美国启动,以帮助后重建欧洲规模第二次世界大战。它也有对中国实现能源安全的能力显著的影响。
如何将这一计划提供资金?
中国成立了US $ 41十亿丝路基金在2014年初以资助该计划的基础设施项目,包括修建公路,铁路,管道和高速公路设立六个经济走廊。另外的资金将来自亚洲基础设施投资银行(AIIB),于2014年10月与新发展银行(NDB)推出了中国支持全球性银行,为金砖国家驻上海的银行(巴西,俄罗斯,印度,中国,南非)的国家。[金立群,亚洲基础设施投资银行的总裁,说在北京的新闻发布会上,去年1月17日,该行推出的第二天。图文:日本共同社]什么是在峰会上发生了什么?
在什么是有望成为中国最大的一年的外交事件,国家领导人将在北京见面两天讨论的倡议。在一月份,习近平表示,此次峰会是集体讨论的方式解决地区和全球经济问题,保证主动参与所有国家交付的效益的机会。来自至少28个国家的领导人已确认出席本次峰会,其中包括主要的东南亚国家领导人,以及俄罗斯总统弗拉基米尔·普京。
但是,只有一个G7领导人有望呈现-意大利总理保罗·让蒂伊尼。当中国外长沃·Yi宣布在四月峰会的嘉宾名单,他没有提到来自韩国,朝鲜,和日本的官员-其中有些紧张,与中国的关系。
什么是方案意味着美国和它的盟友?
虽然中国票据“带和道路倡议”为实现全球经济合作的举动,其广阔的覆盖面已经掀起了警钟为美国,这一直警惕中国日益增长的影响力。该战略不仅踢中国的经济地位上升了一个档次,这也挑战已经排除了中国,如跨太平洋伙伴关系,其中美国总统唐纳德·特朗普nixed贸易协定。无论是美国还是其主要亚洲盟友日本,是中国主导AIIB的一部分,也不两国元首将在即将开幕的首脑会议。
如何是中国新丝路欧洲和俄罗斯的感知?
许多欧洲国家已公开表示欢迎中国的倡议,希望它会吸引更多的中国投资和发展,但其他人仍不愿对北京在非洲的影响力越来越大和动机。在欧洲国家如英国已表示愿意在中国为主导的机构,如AIIB来参加,尽管它排斥他们的盟友,美国。
但在后Brexit欧洲的觉醒,这是很难说有向着带和道路规划的看法将被塑造。同时,对俄罗斯来说,丝绸之路方案有望受益中俄关系,因为它通过联合投资和项目带来了两国关系更加紧密。大部分的方案还依赖于俄罗斯的合作和参与,因为其在中亚的强烈的历史影响力,并已被认为是经济的共生。
来源:南中国晨报邮报
中国重金砸向缅甸战略港口
2017-5-9
据路透看到的文件显示,中国考虑在缅甸具有战略重要性的港口持股至多85%。 来源:FX168财经网 |
缅甸所有港口如下图。
CHARTERING- Tanker (2017-05-10)
CRUDE
Despite holidays, activity for the VLCCs has be relatively healthy. Rates both ex MEG and West Africa have held up stronger than most had thought. The May program in MEG is close to being finished and we are in the ‘interim-month-days’. West Africa/East with June program well under way. Rates appear steady for most major routes, but may have peaked around present levels. As predicted, the Suezmaxes experienced a sharp correction downwards last week as activity became sparse in West Africa in the third decade of May, charterers were in complete control and were able to pull rates down by over 10 points where it has settled at ws72.5. The Mediterranean and Black Sea have experienced similar lethargy and the signs are that we are entering into a period of sustained pressure for owners. Cargoes are increasingly being shown with a wide range of discharge options as traders seem to be struggling to sell barrels. Owners are currently reluctant to let the market slip any further but unless volumes increase substantially a further erosion of rates seems likely in the week ahead. Afra-rates in the North Sea and Baltic seems to have stabilized, and charterers are working far forward as the downside is minimal. At these levels some owners are refusing to give short options with actual flat due to horrible returns. This could apply a tiny bit of pressure for end month fixing. This week in the Mediterranean and Black Sea we have seen the market cool off yet again, after last week’s firming rates. We expect the market to soften a bit more before stabilizing at low ws100 level.
CHARTERING- Dry bulk (2017-05-10)
SUPRAMAX
In the Atlantic, only USG were showing some improvement, where petcoke cargoes to India was fixed in range of 19-23k daily and to Continent 15k with same. Usual scrap runs from Cont to Mediterranean now concluded at 11-12k daily. From Black Sea to Far East rates remained ca 15k daily. The sentiment in the Pacific kept softening with plenty of tonnage and less orders showing around. Supra open in Singapore hardly saw 8k for Pacific R/V. A 58k vsl fixed/failed at 7200 for coal biz to Philippines bss Spore del. For Indo/China coal biz it was seen only 7k levels bss end May dates. Less nickel ore activities recently i.e. Supras get only 8k levels bss HK del. For steel cargoes chrts rating Supras at 6k bss Bohai Gulf.
PANAMAX
It has been a slow and uneventful week for the Pmax market. Golden week in Asia last week combined with lack of fresh cargoes and a growing tonnage list is again putting pressure on rates in both hemispheres. In the Atl region the TA market has been most exposed with rates falling to just above 7k, while a Kmax was reported fixed for 1tct via St.Lawrance redel Skaw/Gib for just USD 5500/day. FH rates hover ard mid 13k’s.In the east there have been some new fresh biz this week and with more activity out of S.Am the owners hopes this could redress the balance of the market. Trans-Pacific RV is now at levels ard mid 7k. The expectations for both hemispheres remain mixed, but there is a slight more optimistic tone.
CAPE
Rates improved towards the end of last week with a positive trend continuing into this week. However as we got to the middle of the week, rates were coming slightly off partly due to less activity because of holidays in the Far East. Demand for Brazilian Iron ore is lower as reflected by the lower iron ore price, but the C3 freight keeps stable in the mid 13s pmt whilst the c5 freight has been moving from mid 5s to mid 6s. Period activity has been limited this week.
CHARTERING (2017-05-10)
GAS
It has been rather calm in the VLGC spot market last week, it did not help the market much when Far East players returned to their desks from Golden Week holidays some days ago. In the East we have seen a couple of spot charters following some FOB sales by MEG exporters at rates more or less in line with recent weeks’ levels. There doesn’t seem to be any upside in spot rates over the next weeks, but at the same time the freight market is good at resisting quiet periods with tight margins and poor encouragement from potential charterers. Therefore we do not see that the spot market will drop much over the next few weeks either, although the influx of newbuildings in Q2 and Q3 must have an impact at some stage in coming months. The Baltic index is today at the same level it was at two weeks ago - in the meantime it has been up and down in small increments. In the West we have seen a few spot fixtures in the mid USD 50’s USG/Chiba (via Panama) i.e. lower than 10 days ago and for the first time since the “new” Panama opened last year the parity to net return is very similar to the East market when voyage days lost at the canal are taken into the calculation.
二:2017/05/10船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 298 330 437 447
鹿特丹 267 295 ----- 448
休士顿 265 365 ----- 454
*****************************************************************************************************
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