ATHENIAN SHIPBROKERS S.A.

Transcription

1 Dec- Mar-1 Jun-1 Sep-1 Dec-1 Mar-2 Jun-2 Sep-2 Dec-2 Mar-3 Jun-3 Sep-3 Dec-3 Mar-4 Jun-4 Sep-4 Dec-4 Mar-5 Jun-5 Sep-5 Dec-5 Mar-6 Jun-6 Sep-6 Dec-6 Mar-7 Jun-7 Sep-7 Dec-7 Mar-8 Jun-8 Sep-8 Dec-8 Mar-9 Jun-9 Sep-9 Dec-9 Mar-1 Jun-1 Sep-1 Dec , Vas. Pavlou Str., GR , Voula, Athens, Greece Tel: Fax: Internet Mail athenian@atheniansa.gr Monthly Report Baltic Dry Index December 21 PRICES TANKERS ($ MIO) Dec-1 VLCC 5Y , , VLCC 1Y 9 95,8 114, , SUEZMAX 5Y 75, , AFRAMAX 5Y 63 65,3 7 76,8 4, AFRAMAX1Y 53,9 51,8 6 64,7 23, PANAMAX5Y 48,1 55,5 6, , K 5Y D/H 46,8 47, ,7 23, K 1Y D/H 38 38,9 44,7 43, K 2Y 1,1 13,2 12, PRICES BULKERS ($ MIO) Dec-1 CAPESIZE 5Y 56,8 81, ,5 54,5 52 CAPESIZE 1Y 38,2 61, CAPESIZE 15Y 28, , CAPESIZE 2Y 18,5 21, ,5 14 PANAMAX 5Y 29,4 45, , PANAMAX 1Y 23, , , PANAMAX 15Y 18,5 27, , PANAMAX 2Y 1,6 16,1 44 9, SUPRAMAX 5Y 25,4 4 74, , HANDYMAX1Y 2,7 32 6,5 18, HANDYMAX15Y 16,5 22, , HANDYMAX2Y 1,1 15,4 36 7,

2 2 Second Hand Tonnage Market S&P Activity Dry (<5, Dwt) AVAILABLE FOR SALE REPORTED SOLD PREVIOUS MONTH AV/BLE FOR SALE" PREVIOUS MONTH SALES S&P Activity - Tankers (<5, Dwt) AVAILABLE FOR SALE REPORTED SOLD PREVIOUS MONTH AV/BLE PREVIOUS MONTH SALES THIS MONTH - PREVIOUS MONTH THIS MONTH - PREVIOUS MONTH *Excluding demolition sales Sale and Purchase Market - Second Hand units Ship Type Jul-1 Aug-1 Sep-1 Oct-1 Nov-1 Dec-1 Total BULK TANK GAS CONT TWEEN REEF RORO FERRY CRUISE Total

3 3 Baltic Clean Tanker - Yearly Baltic Dirty Tanker - Yearly WEEK NO WEEK NO 21 Baltic Clean Tanker - Monthly /12/21 8/12/21 15/12/21 22/12/21 Baltic Dirty Tanker - Monthly /12/21 8/12/21 15/12/21 22/12/21 TANKER SALES NAME DWT BLT PRICE $ BUYER PLEVNE TURKEY DH 12 MIO TURKISH EBONY JAPAN DB 2.4 MIO UNDISCLOSED (ASIS DURBAN) VEGA SPIRIT JAPAN DH 12.5 MIO SCANDINAVIAN ARAEVO USR DH * ENBLOC BSS ATORA USR DH 12 MIO GREAT EASTERN, INDIA ISOLA VERDE ITALY DH 1.5 MIO INDONESIAN PAYAL KOREA DH 27.5 MIO NORDEN, DENMARK (DELY 1Q 211) GULF MISHREF KOREA DH 42 MIO ORDFJELL, NORWAY GULF MIZHAR KOREA DH 42 MIO ORDFJELL, NORWAY ALAM BITARA KOREA DH 18 MIO INDONESIAN LYRA PIONEER JAPAN DH 21.3 MIO CYPRUS MARITIME, GREECE NORTHERN DAWN JAPAN DH 19.5 MIO DUBAI BASED GUI HE GR BRITAIN 4.8 MIO DIGANG DILI, CHINA CLELIAMAR CHINA DH 14.5 MIO GREEK CE EXPRESS JAPAN DH 7.45 MIO CHINESE FORMOSAPRODUCT COSMOS JAPAN DH 31 MIO UNDISCLOSED SUMMIT AUSTRALIA CHINA DH 43.4 MIO NORWEGIAN (INCL 7YRS BB $13. PD) DOMUS AUREA JAPAN DH 32 MIO EASTERN MEDITERRANEAN, GR JUANITA KOREA DH 12 MIO UNDISCLOSED SAMSUNG KOREA DH * ENBLOC BSS SAMSUNG KOREA DH * ENBLOC BSS SAMSUNG KOREA DH * ENBLOC BSS SAMSUNG KOREA DH 28 MIO APOLLO TANKERS, USA

4 $/Day $/Day 4 TANKER SALES (Continue) NAME DWT BLT PRICE $ BUYER HYUNDAI ULSAN KOREA DH 65 MIO DYNACOM, GREECE RUBY III JAPAN DH 16.3 MIO WORLD CARRIERS, GREECE ASCONA KOREA DH 55 MIO DHT MARITIME, USA HYUNDAI ULSAN KOREA DH 18 MIO DYNACOM, GREECE HYUNDAI ULSAN KOREA DH 18 MIO DYNACOM, GREECE GAS SALES NAME DWT BLT CBM PRICE $ BUYER BOUGAINVILLE JAPAN MIO CHINA GAS, CHINA Spot Market - Tankers VLCC SUEZMAX AFRAMAX Dec-9 Feb-1 Apr-1 Jun-1 Aug-1 Oct-1 Dec Period Market - Tankers 1 Year T/C VLCC SUEZMAX AFRAMAX Dec-9 Feb-1 Apr-1 Jun-1 Aug-1 Oct-1 Dec

5 5 Baltic Handysize /12/21 8/12/21 15/12/21 22/12/21 Baltic Supramax /12/21 8/12/21 15/12/21 22/12/ Baltic Panamax /12/21 8/12/21 15/12/21 22/12/ Baltic Capesize /12/21 8/12/21 15/12/21 22/12/21 4 BULKER SALES NAME DWT BLT GEAR PRICE $ BUYER KINWA MARU JAPAN 1.5 MIO UNDISCLOSED ATLANTICBORG CHINA CR 3X4 22 MIO UNDISCLOSED AL JABER JAPAN CR 4X3.5 8 MIO GREEK (INCL 1 YR TC) ORGI JAPAN CR 4X25 5 MIO SAUDI ARABIAN AROSA KOREA CR 3X3 17 MIO UNDISCLOSED SEVERINA CHINA CR 3X25 * ENBLOC BSS SALVADORA CHINA CR 3X25 3 MIO GREEK ACACIA N JAPAN CR 3X25,D1X MIO DUBAI BASED ABDUL JAPAN CR 3X25 6 MIO MIDDLE EASTERN ENFORCER JAPAN CR 4X MIO UNDISCLOSED PHOENIX ISLAND JAPAN CR 4X3 18 MIO VIETNAMESE DARYA TAAL SINGAPORE CR 4X25 19 MIO FAREASTERN PFS KESHAVA FINLAND CR 4 X28, CR 1X MIO SYRIAN AKTOR II KOREA CR 4X3 * ENBLOC BSS APOLLONAS KOREA CR 4X3 65 MIO FAREASTERN C. S. GREEN JAPAN CR 4X MIO UNDISCLOSED GOLDMAR JAPAN CR 4X MIO CHINESE ATTRACTIVE JAPAN CR 4X MIO UNDISCLOSED SUN ENTERPRISE JAPAN CR 4X MIO UNDISCLOSED SILKY OCEAN JAPAN CR 4X25 2 MIO UNDISCLOSED GRAND GLORY JAPAN CR 4X3 25 MIO ASIAN

6 6 BULKER SALES NAME DWT BLT GEAR PRICE $ BUYER WESTERN OSLO JAPAN CR 4X35 38 MIO S. KOREAN (INCL 4 YRS TC AT USD 1855 PD) PRIMERA JAPAN 26.8 MIO CHINESE COAL AGE KOREA GLESS 26.3 MIO UNDISCLOSED (INCL 5 MOS BB AT $1995 PD + 12 MOS AT $ 12. PD) MARITIME DIGNITY JAPAN CR 2X3 2.35MIO CHINESE JINHAI RESALE CHINA * ENBLOC BSS JINHAI RESALE CHINA 72 MIO ZODIAC MARITIME, ISRAEL (INCL 5YRS TCB) HYUNDAI MIPO KOREA 42 MIO GREEK FORMOSABULK ENERGY JAPAN 44 MIO FAREASTERN GOLDEN CHANGI KOREA 61 MIO S. KOREAN DAEHAN HAENAM KOREA 62.8 MIO CHINESE DAEHAN HAENAM KOREA 62.8 MIO CHINESE CONTAINER SALES NAME DWT BLT GEAR TEU PRICE $ BUYER MAGLEBY DENMARK 4437 * ENBLOC BSS MAJESTIC MAERSK DENMARK 4437 * ENBLOC BSS MARIE MAERSK DENMARK MSC NORDLAKE POLAND CR 3X MIO ORIENT EXPRESS EURUS OSLO GERMANY CR 3X MIO EURUS OTTAWA GERMANY CR 3X MIO SCIO SUN GERMANY GLESS MIO GREEK ZAGORA POLAND CR3X MIO GREEK ANL GOROKA GERMANY CR 2X MIO GREEK UNDISCLOSED (FOR CONVERSION) UNDISCLOSED (FOR CONVERSION) REEF SALES NAME DWT BLT CBTF PRICE $ BUYER SPICA JAPAN MIO TAIWENESE

7 $/Day $/Day Spot Market - Bulkers Dec-9 Feb-1 Apr-1 Jun-1 Aug-1 Oct-1 Dec-1 CAPESIZE PANAMAX HANDYMAX Period Market - Bulkers 1 Year T/C Dec-9 Feb-1 Apr-1 Jun-1 Aug-1 Oct-1 Dec CAPESIZE PANAMAX HANDYMAX RORO SALES NAME GT BLT LM/CARS PAX PRICE $ BUYER FLYING DOLPHIN ZEUS USR MIO UNDISCLOSED PANORAMA GERMANY 15CARS 7 - UNDISCLOSED AZZURRA GERMANY 185CARS 1 - FERGUN SHIPPING, TRK ENVOY JAPAN 185 LM 22 - BOLUDA GROUP, SPAIN SUPERFERRY II BELGIUM 54 LM 2 6 MIO GOLDEN STAR FERRIES BILBAO FINLAND 6CARS MIO ST. PETER LINE, RUSSIA OCEANIC II GR.BRITAIN UNDISCLOSED STRAIT OF DOVER S.KOREA 3CARS * ENBLOC BSS HYUNDAI MIPO S.KOREA 3CARS 86.9 MIO HONG KONG BASED SEABOARD EXPRESS FRANCE 2167LM 8 - UNDISCLOSED MED VISION SWEDEN 115LM 2 MIO SYRIAN HIBERNIA SEAWAYS JAPAN 12 * ENBLOC BSS SCOTIA SEAWAYS JAPAN 17LM 12 - UNDISCLOSED SCAN BRASIL GERMANY 12.5 MIO GERMAN (AUCTION SALE)

8 $m $m 8 New building Market and Reported Contracts Tanker Prices VLCC Suezmax Aframax Dec-8 Apr-9 Aug-9 Dec-9 Apr-1 Aug-1 Dec-1 MR Bulker Prices Capesize Panamax Handymax Handysize Dec-8 Apr-9 Aug-9 Dec-9 Apr-1 Aug-1 Dec-1 Dry Bulk Orderbook Ship Type 21 (deliv) Total VLOC Capesize Small Cape Panamax Supramax Handys Total Tanker Orderbook Ship Type 21 (deliv) Total ULCC/VLCC Suezmax Aframax Panamax MR Handy Total LPG Tank Orderbook Ship Type 21 (deliv) Total VLGC LGC MR Handy Small Total

9 m. dwt m. dwt No. of Vessels m. dwt 9 Newbuilding Sales Tankers >1, dwt Bulkers >1, dwt Containerships Dec-1 12 Delivery Schedule Bulkers >1, dwt. Tankers >1, dwt Dec Tanker Newbuildings on Order VLCC Suezmax Aframax Products /12/21 Panamax Bulker Newbuildings on Order Capesize Panamax Handymax Handysize /12/21 Newbuilding Historical Prices ($m) Tankers , DWT , DWT , DWT , DWT Bulkers 18, DWT , DWT , DWT , DWT Before 21 sizes to read 28, - 14, - 95, - 4, respectively for tankers and 15, - 69, for Bulkers 2 Single Hull 3 3, DWT (note: above is for vessels built Japan / Korea, you should also consider US$ / Yen relation for the years mentioned)

10 1 The Shipbuilding Market TYPE DWT BUILDER DELIVERY PRICE $ OWNER NOTES Bulk 338 Jiangsu Yangzijiang Aug-12 Hua Yang Bulk 338 Jiangsu Yangzijiang Nov-12 Hua Yang Bulk 37 Hyundai Vinashin 212 Norden D/S A/S Bulk 37 Hyundai Vinashin 213 Norden D/S A/S Bulk 37 Onomichi Dockyard Oct-12 Norden D/S A/S Bulk 37 Onomichi Dockyard Mar-13 Norden D/S A/S Bulk 81 Jinhai Heavy Ind. 212 Ofer (Ships Holdgs) Bulk 81 Jinhai Heavy Ind. 212 Ofer (Ships Holdgs) Bulk 81 Jinhai Heavy Ind. 213 Ofer (Ships Holdgs) Bulk 81 Jinhai Heavy Ind. 213 Ofer (Ships Holdgs) Bulk 82 Hantong Shipyard 212 MPC Steamship Bulk 82 Hantong Shipyard 213 MPC Steamship Bulk 82 COSCO Dalian Sep-12 Unknown Bulk 82 COSCO Dalian Nov-12 Unknown Bulk 82 COSCO Dalian Jan-13 Unknown Chinese Bulk 18 Jinhai Heavy Ind. Aug Mio Safe Bulkers Inc. Bulk 27 Daehan S.B. Mar Mio Colden Flame Shpg Bulk 27 Daehan S.B. Apr Mio Golden Flame Shpg. Chem & Oil 85 Marmara Tersanesi May-13 Yilmar Shipping Chem & Oil 85 Marmara Tersanesi Oct-13 Yilmar Shipping Chem & Oil 127 Marmara Tersanesi Jun-13 Yilmar Shipping Cont 11 Samsung H.I. Jun-12 CSAV 8 Teu Cont 11 Samsung H.I. Jul-12 CSAV 8 Teu Cont 11 Samsung H.I. Oct-12 CSAV 8 Teu Cont 11 Samsung H.I. Jan-13 CSAV 8 Teu Cont 11 Samsung H.I. Apr-13 CSAV 8 Teu Cont 11 Samsung H.I. Jul-13 CSAV 8 Teu Cont 16 Hudong Zhonghua Jan-14 OOCL 8888 Teu Cont 16 Hudong Zhonghua Jan-14 OOCL 8888 Teu Cont 145 Hyundai H.I. Jul-13 Hapag-Lloyd Cont. 132 Teu Cont 145 Hyundai H.I. Sep-13 Hapag-Lloyd Cont. 132 Teu Cont 145 Hyundai H.I. Nov-13 Hapag-Lloyd Cont. 132 Teu Cont 145 Hyundai H.I. Jan-14 Hapag-Lloyd Cont. 132 Teu MPP 785 Dingheng Jiangsu 212 Unknown Iraqi Owner 3 Teu Open Hatch 55 Oshima S.B. Co. 212 Saga Shipholding Open Hatch 55 Oshima S.B. Co. 213 Saga Shipholding Open Hatch 55 Daewoo Oct-12 Saga Shipholding Open Hatch 55 Daewoo Jan-13 Saga Shipholding Open Hatch 55 Daewoo Apr-13 Saga Shipholding Open Hatch 55 Daewoo Jul-13 Saga Shipholding Open Hatch 55 Daewoo Oct-13 Saga Shipholding Open Hatch 57 STX Shipbuild. Jul-12 STX Pan Ocean Open Hatch 57 STX Shipbuild. Oct-12 STX Pan Ocean Open Hatch 57 STX Shipbuild. Jan-13 STX Pan Ocean Open Hatch 57 STX Shipbuild. Apr-13 STX Pan Ocean Open Hatch 57 STX Shipbuild. Jul-13 STX Pan Ocean Open Hatch 57 STX Shipbuild. Oct-13 STX Pan Ocean Open Hatch 57 STX Shipbuild. Jan-14 STX Pan Ocean Ore 25 Hyundai H.I. Sep-12 SK Shipping Co. Ltd. Pass/Car F. Tongfang Jiangxin 212 Chinese Govt. Pass/Car F. Tongfang Jiangxin 212 Chinese Govt. Products 6 Guangzhou S.Y. Int. 212 China Shpg. Tankers Products 48 Guangzhou S.Y. Int. Jul-12 China Shpg. Tankers Products 48 Guangzhou S.Y. Int. Aug-12 China Shpg. Tankers Products 48 Guangzhou S.Y. Int. Sep-12 China Shpg. Tankers Products 48 Guangzhou S.Y. Int. Oct-12 China Shpg. Tankers

11 11 Demolition Market Demolition Prices Gen Cargo Tanker India USD 445 /lt Ldt USD 475/lt Ldt Bangladesh N/A N/A Pakistan USD 44 /lt Ldt USD 475/lt Ldt China USD 425 /lt Ldt USD 445/lt Ldt Demolition historical average prices $ $ Tankers JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Bulkers JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

12 Year Total Demolition Million dwt India TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK CABOT ORIENT BULK MED GLORY BULK ANATOLIA BULK FEDON TWEEN FLORA S REEF SPRING TIGER REEF IGNALINA TANK VIKSTRAUM Incl apprx 29t St.St. TANK WASET TANK PROMISE Asis Fujairah Bangladesh TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS TANK HAVILDARABDULHAMID TANK AEGIALI

13 13 China TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK KAPITAN KIRIY BULK JIN SE DA DI BULK OCEAN BEAUTY BULK ARIMA BULK ETERNAL BRIGHT TANK PYLAROS Asis Hong Kong Pakistan TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS TANK CUSTOM TANK JAG PRAGATI TANK JOHAR TANK AL MUBARAKAH TANK MAXUS WIDURI No m/e, no gens TWEEN BOLAN Other TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK FROTAMERICA Asis Rio TANK CARIBBEAN PEARL

14 $/Barrel 14 Market Indicators Currencies USD-EURO USD-YEN /1/1 1/3/1 1/5/1 1/7/1 1/9/1 1/11/1 1/1/11 1 Brent Oil /1/1 1/3/1 1/5/1 1/7/1 1/9/1 1/11/1 1/1/11 GBP CAD EUR JPY CHF USD AUD GBP CAD EUR JPY CHF USD AUD * Values 28/12/21

15 15 Stock Watch NAME TICKER THIS MONTH* LAST MONTH CHANGE % 52w HIGH 52w LOW NewLead Holdings NEWL Capital Product Partners CPLP Diana Shipping DSX Dryships DRYS Eagle Bulk EGLE Euroseas ESEA Excel Martime EXM Freeseas FREE Genco Shipping&Trading GNK General Maritime GMR Goldenport GPRT Navios NM Omega Navigation ONAV Paragon PRGN Safe Bulkers SB Star Bulk SBLK Stealthgas GASS TEN TNP TOP Ships TOPS * 28/12/1 closing values Disclaimer: Information and data that appear in this report have been obtained from various sources which are believed to be correct and reliable. However, Athenian Shipbrokers S.A. does not guarantee their accuracy or completeness and therefore cannot be held liable for any loss incurred as a result of reliance in any way whatsoever on the information contained herein. Kind Regards, Athenian Shipbrokers S.A.