Onsdag 24. juni 2009 kl: 08:20
Maersk Broker vurderer, at der er positive tegn på tørlastmarkedet. Men direktøren slår samtidig fast, at markedet fortsat vil være meget volantilt det næste år til halvandet og godt kan falde tilbage til betragteligt lavere niveauer.
"Lige nu ser vi rater i spotmarkedet for capesize-tonnage på omkring 80.000 dollar om dagen, og det er både i dagens marked og historisk set et højt niveau. Men vi tror ikke nødvendigvis, at dette holder på sigt", siger adm. direktør i Maersk Broker Jørn Steen Nielsen til dagbladet Børsen.
Maersk Broker forventer på den baggrund et marked med en mængde op- og nedadgående udsving, og markedet kan ifølge Jørn Steen Nielsen udmærket falde tilbage til betragteligt lavere niveauer. Det er også årsagen til, at aktiviteten for længerevarende forretninger er behersket og sker til ratenieveuaer betydeligt under spotmarkedet.
"Alt i alt ser vi dog positivt på markedet, omend vi sandsynligvis vil se lavere aktivitet og nedadgående rater over sommerperioden", siger Jørn Steen Nielsen til avisen.
Maersk Broker ejes personligt af skibsreder Mærsk Mc-Kinney Møller, men kun omkring en femtedel af firmaets omsætning stammer fra rederiet A.P. Møller- Mærsk.
"Det er primært for 'her og nu' forretning, vi ser de høje rater, hvorimod rateniveauerne for længerevarende forretninger er betydeligt lavere. Det skyldes, at når man skal indbefragte et skib for to-tre år, skal man have langsigtet tillid til, at markedet forbliver stærkt og måske ikke så volantilt, som mange forventer, at rateudviklingen vil vise sig over de næste 12 til 18 måneder", siger Jørn Steen Nielsen
Kilde: Dagbladet Børsen
http://www.maritimedanmark.dk/?Id=5115
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Panamax Bulk Carrier "Golden Strength" 2009 - 75.500 dwt.
- at Anchor Brisbane 27/04/2009 - Golden Ocean Group (GOGL)
24/6 2009 15:27 fcras 0
14177 Baltic Exchange Dry Index 3751 DOWN 123
BCI Baltic Exchange Capesize Index 7115 DOWN 326
BPI Baltic Exchange Panamax Index 2939 DOWN 82
BSI Baltic Exchange Supramax Index 1754 DOWN 3
BHSI Baltic Exchange Handysize Index 772 DOWN 2
25/6 2009 00:16 fcras 014222 Onsdag 24. juni 2009 kl: 11:09
13 skibe tilhørende det kriseramte rederi Eastwinds, er blevet solgt af rederiets bankforbindelse til et selskab ved navn Draften, der ifølge Lloyds List er en del af israelske Sammy Ofers virksomhed baseret i Monaco
Ifølge Lloyds List har Nordea, der havde pant i skibene, valgt at sælge skibene efter at et af rederiets skibe, Yucatán, blev tilbageholdt i Louisiana, som sikkerhed i forbindelse med en retssag.
De nærmere salgsbetingelser for skibene, 10 containerskibe, to bulkers og et reeferskib, er ikke offentliggjort.
Eastwind's hjemmeside har været utilgængelige siden sidste uge, med en meddelelse om, at siden er ved at blive opdateret.
Kilde: Lloyds List
http://www.maritimedanmark.dk/?Id=5116
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Eastwind Maritime Inc.
http://www.eastwindgroup.com/
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http://www.nordic-drybulk.info/?USA
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25/6 2009 00:32 fcras 014227 Onsdag 24. juni 2009 kl: 13:00
KORT NYT: Kina har gjort har et kæmpefund af jernmalm i den nordlige provins Liaoning,, som om nogle år muligvis vil dæmpe behovet for, at tørlastskibe sejler malm ind fra Australien og Brasilien. Det skriver Blomberg News.
Reserverne menes at være på over 3 milliarder ton jernmalm, hvilket vil være Asiens største forekomst. Det betyder ifølge Bloomberg, at fundet kan reducere Kinas afhængighed af jernmalmsimport fra mineselskaberne Vale, Rio Tinto og BHP Billiton.
Ifølge en analytiker fra Cazenove vurderes mineaktiviteten ved det nye fund at kunne indledes om fire år.
Kilde: Sydinvest
http://www.maritimedanmark.dk/?Id=5118
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25/6 2009 00:45 fcras 014228 By Bloomberg News
June 24 (Bloomberg) -- Asia’s biggest iron ore deposit, with reserves of more than 3 billion metric tons, was found in China’s northern province of Liaoning, according to a local government.
The Dataigou deposit, located near Benxi city, has material with iron content of between 25 percent and 62 percent, the Benxi government said in an e-mailed statement, confirming a China News Agency report. Deposits were found from 1.2 kilometers (0.7 miles) below ground to 2.015 kilometers.
China, the biggest buyer of iron ore, wants to lift output to reduce imports from Vale SA, Rio Tinto Group and BHP Billiton Ltd. The deposit is deeper than any Chinese mines in production, according to Zou Jian, a consultant and former chairman of the China Metallurgical Mining Enterprise Association.
“Production costs for this mine could be high because the deposit is very deep,” said Hu Kai, an analyst at Umetal Research Institute. “It can’t compete with Australian imports, which are cheaper because they have higher grades and are above ground.”
Angang Steel Co., China’s second-largest listed steelmaker, rose 7.4 percent to close at 14.18 yuan in Shenzhen today. Baoshan Iron & Steel Co., the largest mill, rose 3 percent to 7.20 yuan in Shanghai. Bengang Steel Plates Co. rose 10 percent, the daily limit, to 7.48 yuan in Shenzhen.
Angang Benefits
The find is “very long term good news for Angang,” Cazenove Asia Ltd. said in a note to clients. “Its parent already has the largest iron ore reserves in China, and this potentially doubles it.” The mine could start in four years, the note said.
The Anben Steel Group, parent of Angang and Benxi Iron & Steel Group, is the nearest steelmaker to the deposit, Zou said. Still, “it’s up to the central government to decide on whether to allow Anben to develop the mine,” he said.
Angang board secretary Fu Jihui and Benxi Iron and Steel Group’s spokesman Liu Dahong said they didn’t have any information regarding the new deposit.
The deposit, which contains both magnetite and hematite ore, is equivalent to the combination of all the iron ore reserves in Liaoning’s Anshan and Benxi areas, today’s statement said.
The exploration team drilled 17 holes, of which 12 found iron ore. The area covered was about 4 kilometers in length and 3 kilometers in width, the statement said.
Higher Grade
Chinese underground deposits are typically between 500 meters and 600 meters deep, consultant Zou said. Mines in China have iron content of 20 percent to 40 percent, compared with over 60 percent for production by Vale, Rio Tinto and BHP Billiton at their projects in Brazil and Australia.
The cited iron content figures for the deposit suggest it’s “a high grade discovery for China,” Mark Pervan, a senior commodity strategist at Australia & New Zealand Banking Group Ltd., said in Melbourne.
“In global terms, that’s not very high grade. Brazilian ore has a grade of between 65 percent and 70 percent,” Pervan said. “But if they can reduce their reliance on high-cost iron ore imports and look for very low-cost domestic supply, that’s very positive for domestic steel mills.”
Foreign Imports
China has rejected a 33 percent price cut accord offered by Rio this year on contract iron ore and called for prices to drop as much as 45 percent because of losses by its steelmakers.
The nation’s reliance on iron ore imports may rise to 70 percent this year from about half in previous years, the Shanghai Securities News reported yesterday, citing Sinosteel Corp., the nation’s biggest iron ore trader.
Imports have jumped because of the closure of high-cost domestic mines, Vale said in April. Mines that started after 2005 are mostly unprofitable, China Metallurgical’s Zou said April 29. About one quarter to one third of mines in the country started before that period.
http://www.bloomberg.com/apps/news?pid=20601089&sid=a3PsdjjKeKAI#
