NILIMAR Ships Sale & Purchase

Transcription

1 MARKET REPORT WEEK 5 BASED ON SALES AND PURCHASES OF VESSELS WEEK ENDED FRIDAY 31 ST JANUARY It seems the trends and sentiment of last week's markets (Freight / S+P / re-cycling) remains fairly much in line with what the same markets have been doing during the 3 or 4 weeks before. Accordingly every sector of the dry freight market was down again, culminating in the BDI falling -11% w-o-w, with the BCI again decreasing the most at -11.5%. The BPI, BSI and BHSI all followed the trend by -7%, -10.5% and -4% respectively. We anticipate that this week (6) will continue the trend as Chinese New Year holidays and celebrations take place but expect to see the dry freight market start to pick up again during week 7 as the Chinese return to their desks and hopefully start to place some orders in the marketplace. Reported S+P volumes looks a little down last week but we expect that is more because of a lack of suitable sales candidates than any cessation of buying interest. The sub-continent recycling markets continued their usual meandering paths, as usually dictated by local currency and steel price fluctuations, and its pleasing to note that last week's combined sentiment was positive with buyers keen to take units since we understand total available demolition yard space in the sub-continent is currently only about half sold. The Chinese market remains about $ per LDT behind the sub-continent and with little prospect it will improve much, if at all, after the Chinese holidays due to the government subsidies available to such yards for taking domestic ships for recycling. 1

2 VESSEL S NAME NILIMAR Ships Sale & Purchase TANKERS DH BW NYSA 299,543 01/2000 DAEWOO, DH 32.00M UNDISCLOSED PRISCO ALCOR 166,546 09/2007 PRISCO MIZAR 166,468 07/2007 SCF BYRRANGA 159,156 02/2005 SCF ALDAN 159,062 02/2005 DH 41.00M (MINERVA) DH 41.00M ICE CLASS DH 35.50M DH 35.50M ZAPPHIRE 47,329 01/2010 ONOMICHI, JAPAN DH 29.00M MIDDLE EASTERN (UACC) VESSEL S NAME NORGAS PATRICIA GAS CBM 9,470 06/1991 BRAND, GERMANY 8, M DUBAI BASED (TPL SHIPPING) BALTIC TANKER INDICES BDTI13 BCTI13 BDTI14 BCTI Week 2

3 VESSEL S NAME NILIMAR Ships Sale & Purchase CONCHES 179,078 06/2011 SUNGDONG, BULKERS GEAR M NORWEGIAN (KNIGHTSBRIDGE TANKERS) CAPE SEAGULL 175,800 04/2012 NANTONG, CHINA M UNDISCLOSED GL QUSHAN 98,681 10/2011 TSUNEISHI ZHOUSHAN, M (STAR BULK) CHINA TSUNEISHI GL DAISHAN 98,681 08/2011 ZHOUSHAN, M CHINA CRISTINA VICTORY 82,619 10/2006 TSUNEISHI TADOTSU, JAPAN M PRIME ROSE 81,516 02/2012 SPP, M (NAVIOS) INCL TC TO SWISSMARINE TILL JULY 2014 AT 26,000$/DAY INCL 3 YRS TC AT 15,000$/D PRIME DAISY 81,507 06/2012 SPP, M ON SUBS PRIME LILY 81,507 09/2012 SPP, M PRIME GINGER 81,487 07/2012 SPP, M CHENGYANG PIONEER 76,202 07/2013 YANGFAN, CHINA GLESS 26.50M N NEW IRENE 72,940 10/1997 DAEDONG, GLESS 8.50M INCL 2-3 S TC AT 9,000$/DAY OCEAN PRESIDENT 50,913 03/2001 OSHIMA, JAPAN CR 4X30T 14.70M SANKO MERCURY 50,792 03/2010 OSHIMA, JAPAN CR 4X40T 22.00M (EASTMED) SANKO MARBLE 50,779 01/2010 OSHIMA, JAPAN CR 4X40T 22.00M 8 HOHA SANKO MERMAID 50,779 07/2009 OSHIMA, JAPAN CR 4X40T 22.00M ISLAND SKIPPER 28,031 07/1984 HITACHI, JAPAN CR 4X25T 3.25M UNDISCLOSED FREE KNIGHT 24,111 12/1997 ASIS/WHERE SHANGHAI, CR 4X30T 3.60M CHINESE IS, OUT OF CHINA CLASS 3

4 NILIMAR Ships Sale & Purchase BALTIC DRY INDICES 2014 BDI 13 BCI 13 BPI 13 BSI 13 BHSI 13 BDI 14 BCI 14 BPI 14 BSI 14 BHSI 14 Week VESSEL S NAME INDICATIVE REPORTED FIXTURES RATE CHARTERERS DURATION LAKE D ,458 24,000$/DAY NAVIOS FANTASTIKS BESIKTAS TURKMENISTAN ,265 23,500$/DAY ,797 24,000$/DAY SOLAR BREEZE ,820 22,500$/DAY NAVIOS ANTARES ,053 21,250$/DAY THOR ,838 13,500$/DAY MYRSINI ,117 15,500$/DAY DAEBO LUMUT ,398 14,250$/DAY BTG BTG BTG CARGILL SOLEBAY COBELFRET CLEARLAKE UNITED 10/14 MONTHS 12/15 MONTHS 12/13 MONTHS 12/15 MONTHS 11/13 MONTHS 12/13 MONTHS 12/15 MONTHS 11/13 MONTHS SHINYO AYUSH ,329 13,250$/DAY CNR 3/5 MONTHS KAVO MANALI ,801 14,000$/DAY NAVIOS BONANZA ,500 14,000$/DAY XIN RUN ,326 13,000$/DAY PERTH ,781 10,000$/DAY NOVA GORICA ,100 11,000$/DAY AZIZI ,544 12,500$/DAY FAR EASTERN UNITED UNITED CNR OLDENDORFF PACBASIN 3/5 MONTHS 1 11/13 MONTHS 3/5 MONTHS MIN 55/MAX 100DAYS 11/12 MONTHS BALTIC DRY INDICES BDI BCI BPI BSI BHSI PREVIOUS WEEK CURRENT WEEK /

5 TWEEN / MPP / GENERAL CARGO VESSEL S NAME GEAR ARLOTT 9,455 09/1994 VARNA, BULGARIA CR 2X40T 1.40M VESSEL S NAME CONTAINER GEAR TEU VESSEL S NAME REEF REEF. CAP/TY GEAR VESSEL S NAME PCC/ RORO / PASS CARS /LM PAX 5

6 DEMOLITION INDIA TYPE VESSEL S NAME LDT TANK GRACE 27, , CONT HANJIN SHANGHAI 62, , CONT SANTIAGO 32, , AS IS ALEXANDRIA, EGYPT DEMOLITION PAKISTAN TYPE VESSEL S NAME LDT DEMOLITION BANGLADESH TYPE VESSEL S NAME LDT DEMOLITION CHINA TYPE VESSEL S NAME LDT DEMOLITION TURKEY TYPE VESSEL S NAME LDT DEMOLITION MISC TYPE VESSEL S NAME LDT CONT APL SARDONYX 65, , INCL 550 ROB 6

7 NEWBUILDINGS TYPE SIZE DELY UNIT S OPT. TANK 320, DAEWOO 99.00M CAPITAL MARINE 2 TANK 300,000 END Q HYUNDAI HEAVY 94.00M METROSTAR 2 TANK 25, KITANIHON 42.00M NAVIG8/OAKTREE 6 TANK 19, FUKUOKA - STREAM TANKERS AS 1 TANK 19, SHITANOE - STREAM TANKERS AS 1 VLGC 84,000CBM Q2+Q HYUNDAI HEAVY 72.30M BW GAS 2 LPG 20,600CBM 2016 HYUNDAI HEAVY 51.00M YARA INTERNATIONAL 3 LPG 12,000CBM MEYER WERFT - HYPROC (ALGERIA) 1 1 LPG 12,000CBM KYOKUYO - HYPROC (ALGERIA) 1 1 BULK 82,000 H JINLING SHIP 35.00M OLDENDORFF 2 BULK 208, SHANGHAI c. WAIGAOQIAO 58.00M CSSC SHIPPING 5 5 BULK 180,000 LATE 2016 TIANJIN XINGANG 55.00M COSCO SHIPPING 2 2 BULK 180, DAEHAN SHIPBRUILDING 53.00M SINOKOR MERCHANT 4 BULK 81, IMABARI 33.00M WISDOM MARINE 2 BULK 55, KAWASAKI 28.00M WISDOM MARINE 1 CEME 34,000 END 2014 KURINOURA - KYOWA SANSHO 1 BULK 9,100 JAN 2015 FUKUOKA - PT INDOBARUNA 1 MPP 12,500 JIANGXI JIANGZHOU UNION - UNNAMED GERMAN 4 4 PCC 8,000CARS Q2+Q TIANJIN XINGANG - WALLENIUS LINES 2 RORO 1,500GT H CASSENS - AG REEDEREI NORDEN- FRISIA 1 MARKET RATES BRENT GBP USD USD K WON USD YEN EURO USD PREVIOUS WEEK 107,58 1, ,93 103,280 1,3696 ` CURRENT WEEK 107,95 1, ,80 102,720 + / - 0,37-0,02 5,87-0,56 1,3555-0,01 7