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DANMARKS STØRSTE INVESTORSITE MED DEBAT, CHAT OG NYHEDER

Capesize rater helt i bund


58217 fcras 13/6 2012 08:36
Oversigt

Onsdag 13. juni 2012 kl: 07:42

Store lagre af jernmalm og kul i Kina, og lav økonomisk vækst i Europa, er de væsentligste årsager til, at ledig Capesize tonnage i øjeblikket hober sig op i såvel Stillehavet som Atlanterhavet.

Fredag nåede den gennemsnitlige spotraten ned på 4.255 dollar pr. dag - den laveste i 15 måneder. På Atlanterhavet ligger raten nu på kun 4.000 dollar pr. dag. Stillehavet en anelse højere med et rate på 4.742 dollar pr. dag.

Som et plaster på såret for mange rederier er bunkerpriserne også faldet markant. Men chartrerne forsøger naturligvis at udnytte de faldende bunkeromkostninger som et argument for, at raterne skal yderligere ned.

De helt store tabere er de redere, der tidligere på året indgik bunkerkontrakter mens priserne lå på et højere niveau.

Kilde: Fairplay
http://www.maritimedanmark.dk/?Id=14747
----------------------------------------

RS Platou, Oslo melder i dag om Capesize "NIGHTWING" der er chartered af CARGILL til 2.000 usd/dagen - bedre ser det ud for Panamax og Supramax bulkere - NORDEN har f.eks chartered Supramax "INTREPID" til 28.000 usd/dagen:
http://reports.platou.com/FixtureReport/Pages/BulkFixtures.aspx

3 ugers fixtures:
http://reports.platou.com/OnlineServices/Pages/BulkFixtures.aspx

DS Norden (DNORD.CO)
http://www.ds-norden.com/
Golden Ocean (GOGL.OL)
http://www.goldenocean.no/
Jinhui Shipping (JIN.OL)
http://www.jinhuiship.com/jh/jstl/jstcl_profile_set.html

DNORD.CO




13/6 2012 09:54 fcras 058222



Baltic index rises on higher panamax rates .................................

Wednesday, 13 June 2012 ' 00:00

The Baltic Exchange's main sea freight index, which tracks rates for ships carrying dry commodities, rose for a third straight session on Tuesday on higher rates for panamax vessels in the Atlantic.

The overall index, a gauge of the cost of shipping commodities such as iron ore, cement, grain, coal and fertiliser, rose 9 points or 1.02 percent to 893 points.

The Baltic's panamax index rose 3.28 percent to 975 points, with average daily earnings for panamaxes, which typically transport 60,000-70,000 tonne cargoes of coal or grains, up $247 at $7,750.

Tonnage for panamaxes in the Atlantic have remained relatively stable over the last week, ship broker BRS said in a report.

"We need to see further positive signs on the demand side to back up this recession (væksten falder) og en r..." href="/finansordbog/96/recovery">recovery, otherwise we may see rates flattening," it added.

Indonesian coal reference prices are near 18-month lows, which could support exports, potentially a slight positive for panamax and supramax vessels, Wells Fargo said in its weekly report.

Baltic's capesize index dropped 9 points or 0.74 percent to 1,212 points.

Average daily earnings for capesizes, which usually transport 150,000 tonne cargoes such as iron ore and coal, fell $92 at $4,135, levels not seen since 2008 December.

The capesize sector has been on a downward slope due to a weak iron ore demand in China, analysts said.

Shanghai steel futures slipped on Tuesday, weighed down by concerns demand in top steel consumer China will remain weak through next month, prompting major producer Baosteel to cut prices for the first time this year.

Baosteel Group, the world's third biggest steelmaker, said it will cut prices of its main products by around 4 percent in July.

"The steel market appears to have been largely unaffected by the interest rate cut and although long-term loans were up more than expected in May, the steel market remains subdued and thus limits upside to dry bulk near-term," Arctic Securities said in a report.

Iron ore shipments account for around a third of seaborne volumes on the larger capesizes, and brokers said price developments remained a key factor for dry freight.

Growing ship supply, which is outpacing commodity demand, is expected to cap dry bulk freight rate gains going forward, with economic uncertainty and a slowdown in China adding to headwinds.

Source: Reuters
http://www.hellenicshippingnews.com/News.aspx?ElementId=0dd7a17e-3eaa-4c80-aa60-39df06dfe9c8

http://www.balticexchange.com/

DNORD.CO




13/6 2012 10:24 fcras 058223



Mitsui O.S.K. skærer i Capesizeflåden

Onsdag 13. juni 2012 kl: 09:02

De rekordlave Capesize rater får nu det japanske storrederi Mitsui O.S.K. til at skrotte eller oplægge mellem 10 og 20 af rederiets 110 Capesize skibe. Andre japanske rederier følger trop.

Inden udgangen af marts 2013 vil Mitsui O.S.K. skrotte fem Capesize skibe og overvejer yderligere skrotninger. Dertil kommer planer om, at oplægge omkring 10 Capesize's de næste 6 til 12 måneder. Det skriver Bloomberg News.

De to andre store japanske rederier Nippon Yusen og Kawasaki Kisen siger til Bloomberg, at de også planlægger at trække Capesize skibe ud af markedet.

En talsmand for Nippon Yusen bekræfter, at rederiet både vil skrotte og oplægge en del af rederiets store flåde på 112 Capesize skibe. Hvor mange skibe og hvornår, vil Jiro Tanida dog ikke oplyse om.

"Markedssituationen er meget vanskelig, så vi vil lægge skibe op i takt med udviklingen på markedet", siger en repræsentant for Kawasaki Kisen til Bloomberg, uden dog at ville sætte tal på hvor mange skibe det drejer sig om. Rederiet har dog ingen planer om at skrotte nogle af sine 88 Capesize skibe.

De danske tørlastrederier er kun i meget begrænset omfang aktive i Capesize markedet.

Kilde: Bloomberg News
http://www.maritimedanmark.dk/?Id=14751


Mitsui O.S.K.
http://www.mol.co.jp/menu-e.html

Nippon Yusen
http://www2.nykline.com/

Kawasaki Kisen
http://www.kline.co.jp/index_e.html

DNORD.CO




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