HANSA 10-2017
Fährschifffahrt | Brexit | HIPER | Schifffahrt der Zukunft | Börsenbericht | US Ports & Hurricanes | Abwasser | Häfen Niedersachsen | HVAC | Job-Börse | Offshore-Marktkompass
Fährschifffahrt | Brexit | HIPER | Schifffahrt der Zukunft | Börsenbericht | US Ports & Hurricanes | Abwasser | Häfen Niedersachsen | HVAC | Job-Börse | Offshore-Marktkompass
Erfolgreiche ePaper selbst erstellen
Machen Sie aus Ihren PDF Publikationen ein blätterbares Flipbook mit unserer einzigartigen Google optimierten e-Paper Software.
Orders & Sales<br />
New Orders Container<br />
While in August rumor already<br />
had it, the orders of record<br />
container vessels by two<br />
top-notch liner operators were<br />
confirmed in September. The<br />
letters of intent we reported on<br />
in our previous issue have been<br />
signed by CMA CGM and Chinese<br />
shipyards Hudong-Zhonghua<br />
Shipbuilding and Shanghai<br />
Waigaoqiao Shipbuilding<br />
at the beginning of September.<br />
The nine 22,000 TEU container<br />
vessels are scheduled to be<br />
delivered from 2019 onwards.<br />
Meanwhile Korean shipbuilder<br />
DSME stated that it signed<br />
contracts on the construction<br />
of five 22,000 TEU container<br />
vessels with a European<br />
carrier. Though by the time<br />
orders by CMA CGM and MSC further<br />
testify to the continued appetite for this<br />
type of capacity although the ripple effects<br />
on charter demand remain to be seen.<br />
Surprisingly, conventional panamax<br />
tonnage has seen quite a fixing spree and<br />
rate improvements over the past months<br />
although charterers now seem to adopt a<br />
more cautious approach as volumes seem<br />
to have peaked. Nevertheless, the facts<br />
are quite stunning: Spot/prompt supply<br />
of panamaxes including laid up ships<br />
fell sharply from 34 in July to 13 ships in<br />
mid-September. At the time of writing,<br />
rate levels in Asia were hovering around<br />
9,000 $/day.<br />
Below 4,000 TEU, tonnage demand<br />
has been quite brisk as well, especially for<br />
gearless 2,700/2,800 TEU units and for<br />
geared/gearless 1,700 TEU ships.<br />
Weekly fixture lists continued to show<br />
good fixing volumes in the gearless<br />
2,800 TEU sector, with rate levels still<br />
north of 9,000 $/day for requirements<br />
in Asia but much lower (in the 7,000’s<br />
of writing MSC did not confirm<br />
being the ordering party,<br />
the Geneva-based liner operator<br />
is hawked around to be<br />
behind the order. For Daewoo<br />
this order marks an important<br />
victory in the competition<br />
for market share since it<br />
is its first container ship order<br />
since 2015. Additionally MSC<br />
is said to have ordered further<br />
six vessels at Samsung. However,<br />
so far Samsung has not confirmed<br />
nor denied the rumors.<br />
Moreover Japanese shipbuilder<br />
Tsuneishi has secured an order<br />
by Mitsui. Four 1,900 TEU<br />
container ships will be built at<br />
its Cebu site in the Philippines.<br />
Secondhand Sales Container<br />
In the second half of August<br />
and the first half of September<br />
the amount of transacted<br />
vessels decreased. However,<br />
recent sales hint at increasing<br />
price levels for both sub-panamax<br />
and former panamax vessels.<br />
This could also explain<br />
the decline of activity mentioned<br />
above, because sellers<br />
and buyers price expectations<br />
might deviate from each other.<br />
Thus it may take a while until a<br />
new price level will be accepted<br />
on both sides of the table.<br />
Demolition Sales<br />
Overall scraping activity remained<br />
at par with the previous<br />
reporting period. Nevertheless,<br />
an increment of<br />
recycling sales could be observed<br />
recently. The recent increment<br />
might be attributed to<br />
the end of the monsoon season<br />
on the Indian subcontinent.<br />
Andreas Mietzner<br />
$/day) in Europe. Brokers are warning<br />
now that growing redeliveries of ships<br />
may apply greater pressure on rates unless<br />
fixing activity increases further. In<br />
the 1,700 TEU segment, availability is<br />
reported to have gone up again, too, although<br />
this is not reflected in rates so<br />
far. »The market remains very balanced,«<br />
commented one leading international<br />
broker who still counts a number of<br />
uncovered requirements for this type<br />
of tonnage by charterers. One standard<br />
1,700 TEU Wenchong type meanwhile<br />
got fixed at more than 8,000 $/day<br />
in the Pacific, but this was for trading<br />
to and from Australia (a more regulated,<br />
expensive trade in terms of opex).<br />
Other ships pushing for 8,000 $/day for<br />
delivery in Asia have failed so far, with<br />
owners realistically rating their vessels at<br />
high $7,000’s $/day, brokers said. Modern,<br />
economic 1,700 TEU types such as<br />
the Topaz design meanwhile recorded<br />
further slight improvements up to mid<br />
$9,000 $/day, it was reported. M<br />
COMPASS<br />
CONTAINER SHIP T/C MARKET<br />
420<br />
380<br />
340<br />
300<br />
CONTAINER FREIGHT MARKET<br />
Märkte | Markets<br />
Month on Month 398 +2.6 %<br />
WCI Shanghai-Rotterdam 1,451 $/FEU -16.6 %<br />
WCI Shanghai-Los Angeles 1,546 $/FEU -4.6 %<br />
DRY CARGO / BULK<br />
Average rates spot/up to 4 weeks validity<br />
WCI = World Container Index, supplier: Drewry<br />
Baltic Dry Index 1,470 + 22.5%<br />
Spot time charter averages ($/day)<br />
Capesize 5TC average 21,325 + 19 %<br />
Panamax 4TC average 12,170 + 22.8 %<br />
Supramax 6TC average 11,781 + 23.0%<br />
Handysize 6TC average 8,644 + 24.6%<br />
Forward / ffa front month October ($/day)<br />
Capesize 180k 21,870 + 29.3 %<br />
Panamax 12,5<strong>10</strong> + 23.7%<br />
MPP<br />
20.04.17<br />
21.09.17<br />
BMTI INDEX EUROPE<br />
Shortsea freights finally on the rise<br />
Following grain harvests on the continent and in the Black Sea region the shortsea market<br />
finally got its long-awaited shot in the arm, with tonnage supply significantly reduced<br />
and rates on the way up. German market research firm BMTI marked its European Short<br />
Sea Index (EUSSIX) up by 8.5% to 22.45 since the middle of August based on latest fixture<br />
information. Sentiment has been steadily improving as grain flows get under way, while<br />
storm-related delays in the North and Baltic Sea added to the tonnage tightness, BMTI<br />
said. »For the time being, the northern market has become an owner’s game,« it noted. Rising<br />
freights are already boosting vessel earnings to levels not seen since early this year, if<br />
at all. Chartering broker Norbroker marked up its earnings assessment (tce) for 3,500 dwt<br />
coasters employed in the spot market by around one third to 2,800 €/day since August.<br />
The Istfix index, published in Istanbul and covering the Mediterranean and Black<br />
Sea markets, rose by 8% month-on-month. Daily vessel earnings in the Med/Black Sea<br />
trades are reported at an average 2,636 $/day for 4,000-6,000 dwt tonnage and at 3,580 $/<br />
day for 6,000-8,000 dwt types.<br />
M<br />
The index is based on a 12,500 tdw MPP/HL »F-Type« vessel for a 6-12 months<br />
TC and represents the monthly assessment from operators, owners and brokers.<br />
TANKERS<br />
Baltic Dirty Tanker Index 752 + 20.0 %<br />
Baltic Clean Tanker Index 6<strong>10</strong> + 20.0 %<br />
SHORTSEA / COASTER<br />
Norbroker 3,500 dwt earnings est. 2,800€/d + 33.3 %<br />
HC Shortsea Index 15.09 + 3.0 %<br />
ISTFIX Shortsea Index 618 + 8.0 %<br />
Norbroker: spot t/c equivalent assessment basis round voyage North Sea/Baltic;<br />
HC Shipping & Chartering index tracking spot freights on 5 intra-European<br />
routes; Istfix Istanbul Freight Index covering spot freight ex Black Sea<br />
Data per 21.09.<strong>2017</strong>, Alterations within four weeks<br />
<strong>HANSA</strong> International Maritime Journal – 154. Jahrgang – <strong>2017</strong> – Nr. <strong>10</strong> 13