ATHENIAN SHIPBROKERS S.A.

Transcription

1 17-19, Vas. Pavlou Str., GR , Voula, Athens, Greece Tel: Fax: Tlx: ATH GR Internet Mail athenian@atheniansa.gr Monthly Report October 29 Baltic Indices WEEK NO 29 Baltic Panamax Index Baltic Dry Index Baltic Capesize Index Baltic Supramax Index Baltic Handysize Index PRICES TANKERS ($ MIO) VLCC 5Y VLCC 1Y SUEZMAX 5Y AFRAMAX 5Y AFRAMAX1Y PANAMAX5Y K 5Y D/H K 1Y D/H K 2Y PRICES BULKERS ($ MIO) CAPESIZE 5Y CAPESIZE 1Y CAPESIZE 15Y CAPESIZE 2Y PANAMAX 5Y PANAMAX 1Y PANAMAX 15Y PANAMAX 2Y SUPRAMAX 5Y HANDYMAX1Y HANDYMAX15Y HANDYMAX2Y S&P Activity - Tankers (<5, Dwt) AVAILABLE FOR SALE REPORTED SOLD S&P Activity Dry (<5, Dwt) AVAILABLE FOR SALE REPORTED SOLD THIS MONTH THIS MONTH 74

2 2 Second Hand Tonnage Market TANKER SALES NAME DWT BLT PRICE $ BUYER TERBAN PHILIPPINES DB 3.2 MIO VIETNAMESE STELLARIA CROATIA DH 7 MIO UNDISCLOSED ARAFURA WIND YUGOSLAVIA DB * ENBLOC BSS SERAM WIND YUGOSLAVIA DH 6 MIO UAE BASED CHEMSTAR ANGEL JAPAN DH 15.1 MIO CHINESE BRIGHT EXPRESS JAPAN DH 8.25 MIO MERCATOR, INDIA PACIFIC TOURMALINE S.KOREA DS 5 MIO UNDISCLOSED ALPHA EXPRESS JAPAN DH 18.4 MIO VIETNAMESE FRONTIER EXPRESS JAPAN DS 5.1 MIO UNDISCLOSED JAG LAYAK S.KOREA DH 46 MIO BUMI ARMADA INDONESIA(INCL LONG SUBJ/DELY 1Q 211) NORTHWAY S.KOREA DS 8.2 MIO CHINESE, FOR CONVERSION SEARACER S.KOREA DH 51.5 MIO NORDIC AMERICAN TANKERS, USA EPISKOPI S.KOREA SH 13.5 MIO CHINESE PACIFIC COURAGE JAPAN SH 13.9 MIO CHINESE CRYSTAL BEAUTY JAPAN 14.5 MIO UNDISCLOSED(FOR CONVERSION) SANKO UNITY JAPAN DH 63 MIO SOECHI LINES, INDONESIA BARRINGTON S.KOREA DH 5.1 MIO UNDISCLOSED BALTIC SERENITY S.KOREA * ENBLOC BSS BALTIC SOLAR S.KOREA 54.5 MIO UNDISCLOSED Spot Market - Tankers VLCC SUEZMAX AFRAMAX $/Day Oct-8 Feb-9 Jun-9 Oct-9 $/Day Period Market - Tankers 3215 VLCC SUEZMAX AF R AMAX Oct-8 Feb-9 Jun-9 Oct

3 3 Baltic Dirty Tanker - Yearly Baltic Clean Tanker - Yearly WEEK NO WEEK NO Baltic Dirty Tanker - Monthly /1/29 6/1/29 11/1/29 16/1/29 21/1/29 26/1/29 31/1/29 Baltic Clean Tanker - Monthly /1/29 6/1/29 11/1/29 16/1/29 21/1/29 26/1/29 31/1/29 GAS SALES NAME DWT BLT CBM PRICE $ BUYER CONISTON JAPAN MIO THAI BASED BULKER SALES NAME DWT BLT GEAR PRICE $ BUYER TURA NETHERLANDS GLESS.4 MIO GREEK NAGHAM F DENMARK CR 1X1, 2X5.95 MIO EGYPTIAN NEW RICH JAPAN D 4X2 1.4 MIO CHINESE BEST LUCKY S.KOREA D 4X15 1 MIO TAIWANESE CARMELA EVDOXIA SWEDEN CR 2X25 1 MIO UNDISCLOSED RAINBOW SPRING CHINA D 4X3 7.2 MIO UNDISCLOSED BORKUM JAPAN CR 4X3 9 MIO UNDISCLOSED GUI SHUN JAPAN D 4X MIO TAIWANESE ABRAHAM INDONESIA CR 3X MIO ITALIAN CLIPPER STAMFORD SINGAPORE 3X MIO UNDISCLOSED NEW SUCCESS JAPAN CR 4X MIO UNDISCLOSED DD PROGRESS GERMANY CR 5X MIO UNDISCLOSED HEIYO JAPAN CR 6X MIO UNDISCLOSED BLUDANCE CHINA CR 4X3 12 MIO SHANXI COAL GROUP, CHINA DELTA SALUS JAPAN CR 4X MIO UNDISCLOSED ETERNAL ISLAND JAPAN CR 4X3 15 MIO UNDISCLOSED KIKI P JAPAN CR 5X MIO SINGAPORE BASED GLOBAL DISCOVERY JAPAN CR 4X MIO EUROPEAN CLIPPER LANCELOT JAPAN CR 4X MIO UNDISCLOSED

4 4 Bulker Sales Continued GLOBAL ALLIANCE JAPAN CR 4X MIO RUSSIAN GALASSIA ITALY * ENBLOC BSS SAGITTARIUS ITALY GLESS * ENBLOC BSS GEMINI ITALY 8.4 MIO UNDISCLOSED ROSETTA JAPAN CR 4X MIO UNDISCLOSED YARMOUTH JAPAN CR 4X MIO GREEK, AT AUCTION ROSELLA JAPAN CR 4X MIO EUROPEAN JIANGSU 6C CHINA MIO HONG KONG FESCO MARINA JAPAN CR 4X MIO INTERGLOBAL GREECE(T/C TILL 1-4/21) BROADGATE JAPAN CR 4X25 6 MIO UNDISCLOSED SERIFE JAPAN CR 4X MIO UNDISCLOSED NEPHELI JAPAN CR 4X MIO CHINESE CAPT.THOMAS J.HUDNER S.KOREA CR 3X36, CR 1X25 1 MIO EUROPEAN YICK WING JAPAN CR 5X MIO CHINESE ALBERTO TOPIC JAPAN CR 4X MIO GREEK K.GOLD S.KOREA CR 4X MIO UNDISCLOSED JOVIALITY JAPAN CR 4X2 5.2 MIO CHINESE MORNING SKY JAPAN CR 4X MIO XIAMEN SHIPPING, CHINA PROGRESS II JAPAN CR 4X MIO UNDISCLOSED PRETTY FLOURISH S.KOREA CR 4X MIO RUSSIAN BLEST MARINE S.KOREA CR 4X MIO ESSAR SHIPPING, INDIA BUNGO SPIRIT JAPAN CR 4X MIO UNDISCLOSED PL STAR JAPAN CR 4X MIO UNDISCLOSED D DUCKLING JAPAN CR 4X MIO UNDISCLOSED E DUCKLING JAPAN CR 4X MIO UNDISCLOSED SARA V CHINA CR 4X3 2.6 MIO AT AUCTION ANNA-ELISABETH JAPAN CR 4X MIO DENSAN, TURKEY ANNA-BARBARA JAPAN CR 4X MIO DENSAN, TURKEY ANNA-DOROTHEA JAPAN CR 4X MIO DENSAN, TURKEY FAIR WIND JAPAN 22 MIO CHINESE SEJAHTERA JAPAN 18.5 MIO INDONESIAN SEAFLOWER JAPAN 23 MIO VIETNAMESE YM EQUALITY JAPAN 22 MIO CHINESE(INCL TC AT $1PD TILL 3/21) BINTANG BIRU IRELAND 7 MIO UNDISCLOSED GLOBAL CHALLENGER S.KOREA 22 MIO UNDISCLOSED SEAWIND JAPAN 22.6 MIO VINALINES, VIETNAM SEAWIND JAPAN 22.6 MIO VINALINES, VIETNAM ENERGY STAR JAPAN D 2X4, 1X MIO UNDISCLOSED MONTROSE JAPAN 28.9 MIO S.KOREAN OCEAN LYRA JAPAN MIO UNDISCLOSED NORDPOL JAPAN CR 4X MIO FORMOSA, TAIWAN FORTUNE CLOVER JAPAN 35 MIO UNDISCLOSED(INCL TC AT $155PD TILL 4-7/12) STAR OF ABU DHABI JAPAN 42.5 MIO CHINESE(INCL 5YRS TC AT $18K PD) DYNA AUK JAPAN 17.5 MIO CHINESE MINERAL AZALEA JAPAN 42.5 MIO KOREAN MINERAL MONACO JAPAN 5 MIO OCEANFREIGHT, GREEK(DELY 4-6/1 INCL TC 5-6/11 AT $38K PD)

5 5 $/Day Spot Market - Bulkers CAPESIZE PANAMAX HANDYMAX Oct-8 Feb-9 Jun-9 Oct Period Market - Bulkers CAPESIZE PANAMAX HANDYMAX $/Day Oct-8 Feb-9 Jun-9 Oct-9 TWEEN SALES NAME DWT BLT GEAR TEU PRICE $ BUYER THOR SOFIA GERMANY CR 2X MIO GREEK QUEEN STELLA JAPAN CR 2X31, 1X MIO UNDISCLOSED THOR SAILOR SPAIN CR 4X MIO SINGAPOREAN

6 6 BDI /1/29 4/1/29 7/1/29 1/1/29 13/1/29 16/1/29 19/1/29 22/1/29 25/1/29 28/1/29 31/1/29 Baltic Handysize Baltic Supramax /1/29 6/1/29 11/1/29 16/1/29 21/1/29 26/1/29 31/1/ /1/29 6/1/29 11/1/29 16/1/29 21/1/29 26/1/29 31/1/29 Baltic Panamax Baltic Capesize /1/29 6/1/29 11/1/29 16/1/29 21/1/29 26/1/29 31/1/ /1/29 6/1/29 11/1/29 16/1/29 21/1/29 26/1/29 31/1/29

7 7 CONTAINER SALES NAME DWT BLT GEAR TEU PRICE $ BUYER K WIND CHINA CR 2X MIO AT AUCTION HIBISCUS ISLE JAPAN CR 2X4 662 * ENBLOC BSS COCOPALM ISLE JAPAN CR 2X MIO INDONESIAN CMA CGM NORTH AFRICA GERMANY CR 2X MIO UNDISCLOSED MARCOMMANDER GERMANY CR 2X MIO UNDISCLOSED DUBAI WORLD GERMANY CR 2X MIO FEAST CAPE ANN GERMANY CR 2X4 513 * ENBLOC BSS CAPE ARAGO GERMANY CR 2X4 6 MIO UNDISCLOSED LEO ONE JAPAN CR 2X MIO FEAST CYPRIA GERMANY MIO BRIESE, GERMANY ACX DAHLIA JAPAN GLESS MIO FAR EASTERN MSC CAMEROUN POLAND CR 3X MIO ZEPPENFIELD, GERMANY MSC ANDES POLAND CR 3X MIO ZEPPENFIELD, GERMANY REEFER SALES NAME DWT BLT GEAR CBF CAP PRICE $ BUYER FUJI JAPAN MIO JAPANESE EW SNOWDON JAPAN DR 4X MIO AT AUCTION LOGAN JAPAN DR 8X MIO AT AUCTION ROPAX/RORO SALES NAME DWT BLT LANE MT PAX PRICE $ BUYER SPRING CANARY JAPAN 5 MIO UNDISCLOSED DAEWOO FRONTIER ITALY MIO MAPLE LEAF SHIPPING CHINA, AT AUCTION PASS NAME DWT BLT LANE MT PAX PRICE $ BUYER UNDISCLOSED, AT DALMACIJA YUGOSLAVIA MIO AUCTION

8 8 Newbuilding Market and Reported Contracts Tanker Prices VLCC Suezmax Af ramax Handy Bulker Prices Capesize Handy max Panamax Handysize $m SNOWMASS Nov-7 Apr-8 Sep Feb-9 82 Jul-9 JAPAN DR 8X5 Nov Apr-8.9 MIO Sep-8 UNDISCLOSED Feb-9 Jul-9 REGULUS JAPAN CR 2X MIO SWEDISH $m Dry Bulk Orderbook Ship Type 29 (deliv) Total VLOC Capesize Small Cape 331 Panamax Supramax Handys Total Tank Orderbook Ship Type 29 (deliv) Total ULCC/VLSS Suezmax Aframax Panamax MR Handy Total LPG Tank Orderbook Ship Type 29 (deliv) Total VLGC LGC 3 3 MR Handy Small Total

9 9 Newbuilding Historical Prices ($m) Tankers , DWT* ** , DWT* ** , DWT* **35.2 ** , DWT* *32.1 *25.2 *13.3 Bulkers 18, DWT* , DWT* , DWT , DWT * Before 21 sizes to read 28, - 14, - 95, - 4, respectively for tankers and 15, - 69, for Bulkers (note: above is for vessels built Japan / Korea, you should also consider US$ / Yen relation for the years mentioned) The Shipbuilding Market TYPE DWT BUILDER DELIVERY PRICE $ OWNER NOTES Bulk 57 Kouan S.B. Apr MIO Pacific Carriers Ltd Bulk 63 Dayang S.B. Jul-11 Turner Shipping Unconfirmed Bulk 63 Dayang S.B. Aug-11 Turner Shipping Unconfirmed Bulk 63 Dayang S.B. Sep-11 Turner Shipping Unconfirmed Bulk 63 Dayang S.B. Oct-11 Turner Shipping Unconfirmed Bulk 63 Dayang S.B. Nov-11 Turner Shipping Option Bulk 63 Dayang S.B. Dec-11 Turner Shipping Option Bulk 63 Dayang S.B. Jan-12 Turner Shipping Option Bulk 63 Dayang S.B. Feb-12 Turner Shipping Option Bulk 63 Dayang S.B. Mar-12 Turner Shipping Option Bulk 63 Dayang S.B. Apr-12 Turner Shipping Option Bulk 63 Dayang S.B. May-12 Turner Shipping Option Bulk 63 Dayang S.B. Jun-12 Turner Shipping Option Bulk 63 Dayang S.B. Jul-12 Turner Shipping Option Bulk 1 Tsuneishi Zhoushan 211 Unknown Bulk 1 Tsuneishi Zhoushan 211 Unknown Bulk 4 Daewoo S.B MIO Vale Bulk 4 Daewoo S.B MIO Vale Bulk 4 Daewoo S.B MIO Vale Bulk 4 Daewoo S.B MIO Vale Bullk 4 STX Shipbuilding 212 STX Pan Ocean Bullk 4 STX Shipbuilding 212 STX Pan Ocean Bullk 4 STX Shipbuilding 212 STX Pan Ocean Bullk 4 STX Shipbuilding 212 STX Pan Ocean Bullk 4 STX Shipbuilding 212 STX Pan Ocean Bullk 4 STX Shipbuilding 213 STX Pan Ocean Bullk 4 STX Shipbuilding 213 STX Pan Ocean Bullk 4 STX Shipbuilding 213 STX Pan Ocean Cont 136 Hyundai Mipo Jun MIO ADNATCO 16 TEU Cont 136 Hyundai Mipo Jul MIO ADNATCO 16 TEU L.P.G. 95 Dayang S.B. 212 Nat. Iranian Tanker 12, CBM L.P.G. 95 Dayang S.B. 212 Nat. Iranian Tanker Option MPP 125 Zhejiang Ouhua 21 Spliethoff 65 TEU MPP 125 Zhejiang Ouhua 21 Spliethoff 65 TEU

10 1 Shipbuilding Market Continued MPP 125 Zhejiang Ouhua 21 Spliethoff 65 TEU MPP 125 Zhejiang Ouhua 21 Spliethoff 65 TEU MPP 125 Zhejiang Ouhua 21 Spliethoff 65 TEU MPP 125 Zhejiang Ouhua 21 Spliethoff 65 TEU MPP 125 Zhejiang Ouhua 21 Spliethoff 65 TEU MPP 125 Zhejiang Ouhua 21 Spliethoff 65 TEU Tank (prod) 75 Besiktas S/Y Dec-1 Palmali Shipping Tank (prod) 75 Besiktas S/Y Mar-11 Palmali Shipping Tank (prod) 75 Besiktas S/Y Jun-11 Palmali Shipping Tank (prod) 75 Besiktas S/Y Sep-11 Palmali Shipping Tank (prod) 75 Besiktas S/Y Dec-11 Palmali Shipping Tank (prod) 75 Besiktas S/Y Mar-12 Palmali Shipping Tank (prod) 75 Besiktas S/Y Jun-12 Palmali Shipping Tank (prod) 75 Besiktas S/Y Sep-12 Palmali Shipping Tank (prod) 75 Besiktas S/Y Dec-12 Palmali Shipping Tank (prod) 75 Besiktas S/Y Mar-13 Palmali Shipping Newbuilding Sales No. of Vessels Tankers >1, dwt Bulkers >1, dwt Containerships Oct-9 7 Delivery Schedule m. dwt Oct 9 until end of year Bulkers >1, dwt. Tankers >1, dwt Tanker Newbuildings on Order VLCC Afram ax Products Suezmax Panamax Bulker Newbuildings on Order Capesize Handymax Panamax Handysize m. dwt /1/ m. dwt /1/

11 11 Demolition Market Demolition prices (Avg.) Tankers $ 48 Sep JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC $ Bulkers Sep JAN FEB MARAPRMAYJUN JUL AUG SEP OCTNOVDEC Demolition Prices Gen Cargo Tanker Gen Cargo Tanker India USD 28 /lt Ldt USD 35/lt Ldt Bangladesh USD 28/lt Ldt USD 32/lt Ldt Pakistan USD 28/lt Ldt USD 31/ld Ldt China USD 26/lt Ldt USD 27/lt Ldt Year Total Demolition Million dwt

12 12 INDIA TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS PCC TRUST DUBAI ASIS Capetown BULK GULF DREAM REEF FROST DELPHI TWEEN THOUSAND SUNNY TWEEN AL AQEELA RORO VALGA RORO VIKTOR TALALIKHIN TWEEN ATAQA CONT LIGURIA BULK ST. GEORGIOS GAS GAZ MAJOR Incl 5tns ROB BULK PINE TRADER TANK PRODUCE RORO MSC SELIN TANK JO LONN Incl 158 tns St.St. CONT HOWRAH BRIDGE TANK CAPTAIN GURBACHAN SING SALARI TANK NAIK JADUNATH SINGH PVC TANK COMPANY HAVILDAR MAJOR PIRU SI CONT CALIFORNIA LUNA CONT GARDENIA Bangladesh TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK EEC AMERICA TANK WESTAMA TANK ASTAKOS TANK SAMARIA TANK LOFOTEN TANK PEDOULAS TANK FRONT VANADIS China TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS BULK KAI TONG BULK MERT E BULK KAI LI TWEEN GLOBAL CARRIER BULK FIVE STARS COSMOS BULK MANILA STAR COMBO ATLANTIC PRIDE CONT FAITH I CONT EVER GOODS CONT EVER GUEST BULK LU ZHOU

13 13 Pakistan TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS TWEEN ALKISTIS BULK PERSEPOLIS TANK ROVENA I TANK LOVELL SKY TANK TAXIARCHIS I TANK TRUST FRIENDSHIP Other TYPE NAME DWT BLT LDT PRICE $/LDT COMMENTS TANK RITA S TURKEY Market Indicators USD EUR JPY USD EUR JPY BRENT OIL 8 $/Barrel /11/8 5/1/9 5/3/9 5/5/9 5/7/9 5/9/9 5/11/9 CURRENCIES EUR-USD USD-JPY /11/8 5/1/9 5/3/9 5/5/9 5/7/9 5/9/9 5/11/9

14 14 Stock Watch NAME TICKER THIS MONTH* LAST MONTH CHANGE % 52w HIGH 52w LOW Aries Maritime RAMS Capital Product Partners CPLP Diana Shipping Dryships Eagle Bulk Euroseas Excel Martime DSX DRYS EGLE ESEA EXM Freeseas FREE Genco Shipping&Trading GNK General Maritime Goldenport Navios Oceanfreight Omega Navigation Paragon Safe Bulkers Star Bulk Stealthgas TEN TOP Ships GMR GPRT NM OCNF ONAV PRGN SB SBLK GASS TNP TOPS * 4/11/9 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.