ATHENIAN SHIPBROKERS S.A.

Transcription

1 Sep-1 Jan-2 May-2 Sep-2 Jan-3 May-3 Sep-3 Jan-4 May-4 Sep-4 Jan-5 May-5 Sep-5 Jan-6 May-6 Sep-6 Jan-7 May-7 Sep-7 Jan-8 May-8 Sep-8 Jan-9 May-9 Sep-9 Jan-1 May-1 Sep-1 Jan-11 May-11 Sep , Vas. Pavlou Str., GR , Voula, Athens, Greece Tel: Fax: Internet Mail: athenian@atheniansa.gr M O N T H L Y R E P O R T Baltic Dry Index September 211 PRICES TANKERS ($ MIO) Sep-11 VLCC 5Y 117,2 136, 155,8 78, 87, VLCC 1Y 95,8 114,5 131, 59,5 64, SUEZMAX 5Y 81, 95,5 16, 57, 62,8 47. AFRAMAX 5Y 65,3 7, 76,8 4,5 44,5 36. AFRAMAX1Y 51,8 6, 64,7 23,5 3, PANAMAX5Y 55,5 6,4 61, 35,5 39, K 5Y D/H 47,3 53, 52,7 23,5 27, K 1Y D/H 38,9 44,7 43,2 16, 19, K 2Y 13,2 12,8 16, 4, 6,7 6.3 PRICES BULKERS ($ MIO) Sep-11 CAPESIZE 5Y 81,2 148, 45,5 54,5 57, 39. CAPESIZE 1Y 61,8 13, 3, 45, 43, 29. CAPESIZE 15Y 43, 88,5 21, 28, 26, 16. CAPESIZE 2Y 21,3 6, 79, 16,5 16, PANAMAX 5Y 45,4 89, 25,5 35, 38, PANAMAX 1Y 37, 71,5 19, 27,5 31,6 21. PANAMAX 15Y 27,7 61, 12,5 22, 23,1 15. PANAMAX 2Y 16,1 44, 9,2 12, 13, SUPRAMAX 5Y 4, 74,5 24, 27,5 31,9 25. HANDYMAX1Y 32, 6,5 18,2 22, 24,7 19. HANDYMAX15Y 22,1 46, 13, 17,5 2, 14.2 HANDYMAX2Y 15,4 36, 7,4 11, 12, 1.5

2 2 S E C O N D H A N D T O N N A G E M A R K E T S&P Activity Dry (<5, Dwt) AVAILABLE FOR SALE REPORTED SOLD PREVIOUS MONTH A/BLE FOR SALE PREVIOUS MONTH SALES S&P Activity - Tankers (<5, Dwt) AVAILABLE FOR SALE REPORTED SOLD PREVIOUS MONTH A/BLE FOR SALE PREVIOUS MONTH SALES THIS MONTH - PREVIOUS MONTH THIS MONTH - PREVIOUS MONTH *Excluding demolition sales Sale and Purchase Market - Second Hand units Ship Type Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Total BULK TANK GAS CONT TWEEN REEF RORO FERRY CRUISE Total

3 3 Baltic Clean Tanker - Yearly WEEK NO 211 Baltic Clean Tanker - Monthly /8/211 6/9/211 13/9/211 2/9/211 Baltic Dirty Tanker - Yearly WEEK NO 211 Baltic Dirty Tanker - Monthly /8/211 6/9/211 13/9/211 2/9/211 TANKER SALES NAME DWT BLT PRICE $ BUYER BRIXHAM CHINA DH * ENBLOC BSS HARLINGTON CHINA DH * ENBLOC BSS MUMBAI CHINA DH * ENBLOC BSS KIEL CHINA DH * ENBLOC BSS RMEIL CHINA DH 6 MIO UK BASED (Price Each) QASEH 7 28 CHINA DH 4.5 MIO UNDISCLOSED HOWA JAPAN DH 9.2 MIO SINGAPOREAN STOLT AYAME JAPAN DH 3.5 MIO UNDISCLOSED SICHEM PADUA S.KOREA DH 4 MIO GREEK SICHEM PANDORA S.KOREA DH 4 MIO GREEK SAMHO CORDELIA S.KOREA DH 13 MIO UNDISCLOSED CLIPPER CARIBE JAPAN DH 15 MIO DE POLI TANKERS, ITALY ROYAL STELLA S.KOREA DH 2 MIO GREEK (Via Auction in Singapore) ROYAL ORION S.KOREA DH 2 MIO GREEK (Via Auction in Singapore) MARIA KNUTSEN SPAIN DH 45 MIO ENBLOC BSS ISABEL KNUTSEN SPAIN DH 45 MIO SINOCHEM, CHINA HIGH CENTURY JAPAN DH 27 MIO UNDISCLOSED HELLESPONT TRUST S.KOREA DH 24.4 MIO GREEK TICEN OCEAN S.KOREA SH * ENBLOC BSS TITAN ORION S.KOREA SH * ENBLOC BSS TITAN ARIES S.KOREA DS 72.7 MIO PETROBRAS (Total Price) SAGA CHELSEA S.KOREA DH 25 MIO UK

4 $/Day $/Day 4 GAS SALES NAME DWT BLT CBM PRICE $ BUYER GAZ LIBERTY UK MIO GREEK TRANSGAS FRANCE MIO FAR EASTERN Spot Market - Tankers VLCC SUEZMAX AFRAMAX Sep-1 Nov-1 Jan-11 Mar-11 May-11 Jul Sep-11 Period Market - Tankers 1 Year T/C VLCC SUEZMAX AFRAMAX Sep-1 Nov-1 Jan-11 Mar-11 May-11 Jul-11 Sep

5 5 Baltic Handysize /8/211 6/9/211 13/9/211 2/9/211 Baltic Supramax /8/211 6/9/211 13/9/211 2/9/211 Baltic Panamax /8/211 6/9/211 13/9/211 2/9/ Baltic Capesize /8/211 6/9/211 13/9/211 2/9/211 4 BULKER SALES NAME DWT BLT GEAR PRICE $ BUYER BALSA JAPAN CR 2X15 4 MIO CHINESE BALSA JAPAN CR 2X15 4 MIO CHINESE WESTERHAVEN CROATIA CR 2X4 11 MIO BRAZILIAN EASTSTAR ROMANIA CR 2X4 3.6 MIO UNDISCLOSED ATLANTICBORG CHINA CR 3X6 * ENBLOC BSS AVONBORG CHINA CR 3X6 * ENBLOC BSS ALASKABORG CHINA CR 3X6 25 MIO CITGO PETROLEUM, USA (Price Each) TONGFANG JIANGXIN JX CHINA CR 2X24 * ENBLOC BSS TONGFANG JIANGXIN JX CHINA CR 2X MIO DANISH (Price Each) LORD BYRON JAPAN CR 3X25, DR 1X MIO RUSSIAN ALADDIN RAINBOW JAPAN CR 4X3 16 MIO GREEK TRITON S.KOREA CR 4X3 26 MIO GREEK POSEIDON S.KOREA CR 4X3 26 MIO GREEK SHANDONG HUAHAI OLDENDORFF, CHINA GLESS 23.6 MIO P11 GERMANY AFRICAN ALTAIR CHINA CR 4X MIO EU BASED POSEIDON V JAPAN CR 5X MIO CHINESE SEA HOPE JAPAN CR 4X25 16 MIO TIANJIN GUODIAN SHIPPING YOUNG SPRING JAPAN CR 4X MIO INDONESIAN PEARL VENUS JAPAN CR 3X MIO UNDISCLOSED

6 $/Day $/Day 6 FREEDOM LILY JAPAN CR 4X3 25 MIO EUROPEAN ARCTUROS CHINA CR 4X36 * ENBLOC BSS IDA SELMER CHINA CR 4X3 * ENBLOC BSS THOMAS SELMER CHINA CR 4X MIO THAI PRECIOUS SHIPPING, THAILAND (Price WIKING CHINA CR 4X MIO Each) CHINESE (Dely 1/211) MAGNETIC ISLE JAPAN CR 4X MIO UNDISCLOSED PEQUOT JAPAN GLESS 14.8 MIO FAR EASTERN TRITON OSPREY JAPAN GLESS 28 MIO GREEK SUMA CHINA GLESS 14 MIO CHINESE LOWLANDS PROSPERITY S.KOREA GLESS 28.7 MIO UNDISCLOSED HARMONIOUS CHINA GLESS 38.8 MIO LAURITZEN BULKERS, DENMARK IMABARI SAIJO JAPAN GLESS 48.5 MIO UNDISCLOSED BEGONIA JAPAN GLESS 37.5 MIO UNDISCLOSED Spot Market - Bulkers Sep-1 Nov-1 Jan-11 Mar-11 May-11 Jul-11 Sep-11 CAPESIZE PANAMAX HANDYMAX Period Market - Bulkers 1 Year T/C Sep-1 Nov-1 Jan-11 Mar-11 May-11 Jul-11 Sep CAPE PMAX HANDYMAX

7 7 COMBO SALES NAME DWT BLT GEAR PRICE $ BUYER FUZHOU FENGDA SHIPPING, ALKMAN JAPAN 8 MIO CHINA CONTAINER SALES NAME DWT BLT GEAR TEU PRICE $ BUYER JOHN MITCHELL GERMANY GLESS MIO UNDISCLOSED LILLY MITCHELL GERMANY GLESS MIO UNDISCLOSED YI FA S.KOREA GLESS MIO CHINESE HAL ADMIRALTY CHINA CR 2X MIO INDONESIAN TERRA BONA JAPAN CR 3X MIO TANTO, INDONESIA P+O NEDLLOYD COLERIDGE GERMANY CR 3X MIO BRAZILIAN MARCALABRIA GERMANY CR 3X MIO GREEK TORGE S JAPAN CR 3X MIO GREEK (Bss SS/DD Passed) MSC ULSAN S.KOREA GLESS MIO GREEK OOCL SINGAPORE JAPAN GLESS 539 * ENBLOC BSS OOCL NETHERLANDS JAPAN GLESS 539 * ENBLOC BSS OOCL JAPAN JAPAN GLESS 5344 * ENBLOC BSS OOCL BRITAIN JAPAN GLESS MIO GREEK (Incl 4 Yrs TCBack) MSC VIVIANA S.KOREA GLESS MIO GREEK (Incl 1 Yrs TCBack at USD 29 Pd) REEFER SALES NAME DWT BLT GEAR CBFT PRICE $ BUYER MONTERREY GERMANY DR 2X1, DR 7X MIO CHINESE REEFER SALES NAME GT BLT TEU TRLRS PRICE $ BUYER CLARA DEL MAR CHINA 5 14 * SPANISH (Via Auction at Eur 19 Mio)

8 $m $m 8 N E W B U I L D I N G M A R K E T A N D R E P O R T E D C O N T R A C TS Tanker Prices VLCC Suezmax Aframax Aug-9 Dec-9 Apr-1 Aug-1 Dec-1 Apr-11 Aug-11 MR Bulker Prices Capesize Panamax Handymax Handysize Aug-9 Dec-9 Apr-1 Aug-1 Dec-1 Apr-11 Aug Dry Bulk Orderbook Ship Type 211 (deliv) Total VLOC Capesize Small Cape Panamax Supramax Handys Total Tanker Orderbook Ship Type 211 (deliv) Total ULCC/VLCC Suezmax Aframax Panamax MR Handy Total LPG Tank Orderbook Ship Type 211 (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 Sep Delivery Schedule Bulkers >1, dwt. Tankers >1, dwt Sep Tanker Newbuildings on Order September 211 VLCC Aframax Products 14.8 Suezmax Panamax Bulker Newbuildings on Order Capesize Panamax Handymax Handysize September 211 Newbuilding Historical Prices ($m) Tankers Sep , DWT , DWT , DWT , DWT Bulkers 18, DWT , DWT , DWT , DWT Before 21 sizes to read 28, - 14, - 95, - 4, respectively for tankers and 15, - 69, for Bulkers 2 Single Hull 3 3, DWT (note: above is for vessels built Japan / Korea, you should also consider US$ / Yen / Won relation for the years mentioned)

10 1 The Shipbuilding Market TYPE DWT BUILDER DELIVERY PRICE $ OWNER NOTES CONT 1185 Zhejiang Yangfan 213 SITC CONT 1185 Zhejiang Yangfan 213 SITC BULK 82 Sungdong S.B. 212 Nisshin Shpg. Co. Ltd. BULK 82 Sungdong S.B. 212 Nisshin Shpg. Co. Ltd. PASS 12 Colombo Dockyd. 213 Indian Government PASS 12 Colombo Dockyd. 213 Indian Government PSV 4 Remontowa 213 Gulf Offshore NS PSV 4 Remontowa 213 Gulf Offshore NS BULK 35 Dae Sun S.B. 213 Greek Interest BULK 35 Dae Sun S.B. 213 Greek Interest Option BULK 25 Qingdao Yangfan 213 Unknown BULK 25 Qingdao Yangfan 213 Unknown BULK 35 Chengxi Shipyard 213 CSL Group Inc BULK 35 Chengxi Shipyard 213 CSL Group Inc CONT 12 Jiangsu New Yangzij Mio Seaspan Corp. CONT 12 Jiangsu New Yangzij Mio Seaspan Corp. CONT 1185 Zhejiang Yangfan 213 SITC CONT 1185 Zhejiang Yangfan 213 SITC BARGE MP Shipyard 212 Pelayaran Nasional BARGE MP Shipyard 212 Pelayaran Nasional BULK 82 Sungdong S.B. 212 Nisshin Shpg. Co. Ltd. BULK 82 Sungdong S.B. 212 Nisshin Shpg. Co. Ltd. TANKER 198 Kitanihon Zosen 213 Zodiac Maritime Agy. TANKER 198 Kitanihon Zosen 213 Zodiac Maritime Agy. TANKER 198 Kitanihon Zosen 213 Zodiac Maritime Agy. TANKER 198 Kitanihon Zosen 213 Zodiac Maritime Agy. TANKER 198 Kitanihon Zosen 213 Zodiac Maritime Agy. TANKER 198 Kitanihon Zosen 213 Zodiac Maritime Agy. GEN.CARGO 13 Shandong Huanghai Mio NS United K.K GEN.CARGO 13 Shandong Huanghai Mio NS United K.K GEN.CARGO 13 Shandong Huanghai Mio NS United K.K Option GEN.CARGO 13 Shandong Huanghai Mio NS United K.K Option TANKER 48 Linhai Chengzhou 212 Panoil Tankers TANKER 48 Linhai Chengzhou 212 Panoil Tankers RORO/CONT 26 Hyundai Mipo Mio Nat.Shpg.of South Arabia RORO/CONT 26 Hyundai Mipo Mio Nat.Shpg.of South Arabia TANKER 52 Hyundai Mipo 212 Consolitated Marine TANKER 52 Hyundai Mipo 213 Consolitated Marine CRUISE 14 Fincantieri 213 Iles du Ponant BULK 97 I.H.I. 213 Daiichi Chuo BULK 97 I.H.I. 213 Daiichi Chuo BULK 97 I.H.I. 213 Daiichi Chuo CONT 3 STX Dalian 213 Sea Consortium CONT 3 STX Dalian 213 Sea Consortium CONT 3 STX Dalian 213 Sea Consortium Option CONT 3 STX Dalian 213 Sea Consortium Option CONT 3 STX Dalian 213 Sea Consortium Option CONT 3 STX Dalian 214 Sea Consortium Option CONT 3 STX Dalian 214 Sea Consortium Option CONT 3 STX Dalian 214 Sea Consortium Option LNG 85 Hyundai H.I. 214 BW Gas LNG 85 Hyundai H.I. 214 BW Gas LNG 85 Hyundai H.I. 215 BW Gas Option LNG 85 Hyundai H.I. 215 BW Gas Option LIVESTOCK 15 COSCO Guangdong Mio Vroon B.V. CONT 14 Dae Sun S.B Mio Korea Ship Finance CONT 14 Dae Sun S.B Mio Korea Ship Finance

11 11 Demolition Historical Average Prices D E M O L I T I O N M A R K E T Demolition Prices Gen Cargo Tanker India USD 55 /lt Ldt USD 525 /lt Ldt Pakistan USD 5 /lt Ldt USD 52 /lt Ldt Bangladesh USD 49 /lt Ldt USD 515 /lt Ldt China USD 44 /lt Ldt USD 46 /lt Ldt $ 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 12 India Total Demolition Million dwt 38 TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK ATRAI BULK ATRA BULK RIGA SAILOR BULK DEYCAN BULK KYBELE BULK NOBLESSE BULK HENG SHUN MEN BULK SALEMA S BULK DON LEANDRO Asis Chile BULK POWSTANIEC STYCZNIOWY BULK MENTOR BULK JI QING MEN BULK ST ANNA BULK ALBA BULK HUA JIN YUAN BULK HISTRIA DIAMOND BULK DIAS BULK EVER BRIGHT BULK V AUSTRALIA Asis Spore COMBO KINGSWAY REEF LAURA REEF AUCKLAND STAR * Enbloc Bss REEF ENGLISH STAR Asis Fujairah. Price Each RORO ATLANTIC LEADER

13 13 TANK CARIBIC TANK ARTEMIS TANK ESTRECHO DE MAGALLANES Asis Quitero, Chile TWEEN BIPASHA TWEEN UNION CARRIE TWEEN CHANG LE MEN TWEEN RICKMERS DOHA TWEEN ZHONG YANG MEN Bangladesh TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK BANGMUNNAK BULK MARGARITA M BULK GLORY I Under Tow BULK RIVA BULK V EUROPE BULK GOLDEN HUAXI COMBO HEBEI RAINBOW COMBO RUHR N TANK COASTAL VENUS Asis Spore Incl 3 T IFO TANK MAYON SPIRIT Asis Spore TANK TINOS China TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK FU JIN BULK WIN EXPRESS BULK KADMOS BULK IBAD BULK HEROIC BULK XIN YU BULK LONG SON BULK XIN FENG BULK EAST SUNRISE GAS BEKULAN TANK KOREA SUNNYHILL TANK SUNHILL TANK SHEN NON II Asis Lianyungang Incl 5 T IFO RoB

14 14 Pakistan TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK RANA BULK PAGANE BULK JEWEL I RORO ANFAL TANK OURANOS TANK SKIPJACK Asis Fujairah With 4 T RoB TANK IRON MONGER TANK TITAN CHIOS Turkey TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK VASSILIKI Other TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK ALAKNANDA Asis Kakinada TANK S/R WILMINGTON Asis Texas TANK 18 DE MARZO Asis Vera Cruz, Mexico TANK TAKAMA Enbloc Bss TANK BW ARA Asis Malaysia. Price Each TWEEN NORD GAIN Asis Haldia Region

15 $/Barrel USD-EUR USD-JPY 15 M A R K E T I N D I C A T O R S Currencies. 1/9/1 1/11/1 1/1/11 1/3/11 1/5/11 1/7/11 1/9/11 USD-EURO USD-JPY Brent Oil /9/1 1/11/1 1/1/11 1/3/11 1/5/11 1/7/11 1/9/11 GBP CAD EUR JPY CHF USD AUD GBP CAD EUR JPY CHF USD AUD * 28/9/11 values

16 16 S T O C K W A T C H 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 TOPSD * 28/9/11 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,