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BDI mandag 20.07.09 -31 pkt.

15508 fcras 20/7 2009 16:40

Her er de rigtige BDI tal for i dag mandag

Baltic Exchange Dry Index 3511 DOWN 31

BCI Baltic Exchange Capesize Index 5824 DOWN 133
BPI Baltic Exchange Panamax Index 3366 UP 42
BSI Baltic Exchange Supramax Index 2062 UP 11
BHSI Baltic Exchange Handysize Index 849 UP 6

20/7 2009 18:58 fcras 015513

Capes soften
The capesize voyage market has cooled off considerably and there was a relatively miserly rate on offer for a Pacific roundtrip.

But the period market was as busy at the start of the week as it finished at the end of the last one, albeit that rates have not shifted either way.

Panamaxes are looking strong on the voyage front, however, and one unit was even taken for two years at $20,000 with other short-term deals in tow.


$28,000 was all it cost for a roundtrip from China to the west cost of South America with the 146,400-dwt Silver Constellation (built 1986).

An unidentified charterer took an 180,000-dwt newbuilding out of a Japanese yard in a year’s time for two years at $33,000, the same rate as last week.

Swiss Marine spent $39,000 daily for between 11 and 13 months with the 152,000-dwt China Fortune (built 1992).


China Steel Express has put down a very high $40,000 per day for the 75,300-dwt Giovanni Battistia Bottiglieri (built 1999) to run a front haul via Brazil.

A voyage out of Brazil set Dreyfus back $33,500 per day and a massive ballast bonus of $710,000 with the 76,600-dwt IVS Pinotage (built 2005).

The Atlantic was strong as Augustea spent $39,000 daily for a transatlantic roundtrip with the 82,700-dwt Nord Phoenix (built 2007).

And Transbulk paid $34,000 daily for another Atlantic roundtrip with the 70,000-dwt De Zhou Hai (built 1995).

Bunge has the 75,500-dwt Peppino d’Amato (built 2005) for a roundtrip from the Med to Brazil at $34,000 a day.

A round voyage from the Persian Gulf to South America set one player back $30,000 per day with the 76,000-dwt Anna S (built 2001).


Period charter rates kept their firmness here as Uniwell spent $20,000 a day for between four and six months with the 50,300-dwt Falcon (built 2001).

On average a month less set another player back $17,900 per day with the 55,500-dwt Sealuck 2 (built 2004).

And RBD Armatori spent $17,100 daily for the 55,300-dwt Dailor (built 2005) for up to 18 months.

Voyage rates were also resilient with Uniwell once again involved, the charterer booking the 53,600-dwt Xiamen Sky (built 2005) from India to China at $22,000.

This is also what the 50,600-dwt RM Dynasty (built 2004) cost for a trip from the Persian Gulf to South America and China.

Norden spent $18,500 a day for a roundtrip from the Far East to the US Gulf with an Indian 56,000-dwt newbuild out of Japan soon.

By Eoin O'Cinneide in London
Published: 13:46 GMT, 20 jul 2009 | last updated: 13:46 GMT, 20 jul 2009

20/7 2009 19:00 fcras 015516

Monday, 20 July 2009

Shipping traffic in Vietnam will increase by an annual average of 6.7% in 2009-2013.

According to the Saigon Times Daily, Deputy Director Duong Van Hoa said that Vietnam National Coal- Mineral Industries Group (Vinacomin) would build a US$250mn deepwater port at Khe Ga Cape, in Binh Thuan province.

Khe Ga Seaport will be utilised to import coal, and export aluminium and minerals.

The port will be able to handle ships up to 80,000 deadweight tonnes (DWT).

The Ministry of Transport’s Vinamarine International Co-operation Department has stressed that the investments necessary in Vietnam’s port sector are considerable if the sector is to keep up with the wider economy.

The key for Vietnam is to sustain investor interest in the sector. Thus far, there has been little evidence that investors have lost interest in Vietnam’s infrastructure sector.

Taking this and other developments such as the downturn in the global economy into consideration, the newly released Vietnam Freight Transport Report concludes that shipping traffic will increase by an annual average of 6.7% in 2009-2013, measured in tonnes per km. A number of factors underpin this forecast.

One is the still-realistic prospect of a long, export-led boom in Vietnam, with annual GDP growth likely to average 6.1% in 2009-2013, only a little slower than the 7.8% rate achieved in the preceding five-year period. Infrastructure plans are also ambitious, with many new ports under development.

Our overall outlook for the nascent freight transport industry across the different modes is bullish despite the recession.

Although the next two years will be tough, air freight will grow by an annual average of 7.6% over the next five years.

In road haulage, we have trimmed our forecast to take account of the economic slowdown, but we still see turnover running ahead of the general rate of economic expansion in Vietnam.

We see road freight growing by an annual average of 7.5% over the next five years, followed closely by pipeline throughput (7.0%), maritime freight (6.7%, as already mentioned) and rail (6.6%).

Full World Trade Organization (WTO) membership, achieved in early 2007, can be seen as supportive of greater freight transport turnover relative to GDP across all modes, particularly so for shipping.

We now expect total freight carried growth across all modes, measured in million tonne-km (mntkm), to average 6.8% per annum in 2009-2013.

Under the freight transport rating system, Vietnam achieves a composite score of 54.3 out of a potential maximum of 100.

Vietnam’s stronger points are freight growth, transport infrastructure growth and the transport intensity index, which measures the dynamism of the country’s foreign trade.

The report views Vietnam as being weaker in the other four categories: economic and political long-term risks, and the country’s regulatory and competitive environment (corruption is a particular problem).

According to our latest estimates, the total value of transport and communications GDP will rise to US$6.6bn in nominal terms by 2013, representing 4.5% of Vietnam’s GDP.

Source: OfficialWire

20/7 2009 19:07 fcras 015518

Sunday, 19 July 2009 20:31

China's heavy reliance on coal for energy has helped to lift orderbooks at domestic shipbuilders.

At least 7.6 million dwt of bulker capacity booked at yards in China is linked to the domestic transport of coal.

A number of the newbuildings were booked by shipping newcomers associated with electric companies.

Among them is Guangdong Yuedian Shipping, the shipping arm of Guangdong Electric Power Development Co. The Guangzhou-based outfit, which used to rely on chartered-in vessels to ship some 50 million tonnes of coal, splashed out $468m in 2007 on eight supramaxes and two panamaxes with delivery in 2009 to 2011.

Yuedian says it made the decision to order the newbuildings as "high dry-bulk freight rates had eaten into the company's profit margin and the ships will be transporting its own cargoes".

A dry-bulk broker says he is not surprised to see a connection between growing bulker orders and Chinese coal-transport players as coal provides 70% of the country's energy.

China is the world's biggest user and producer of coal and its production is increasing at a rate of 180 million tonnes annually and is expected to reach 3.3 billion tonnes by 2015.

He says China's coal imports hit a new high of 9.43 millions tonnes in May, which was more than double the corresponding figure last year.

21/7 2009 01:29 fcras 015534

Pæne til flotte kursløft i US bulk - enkelte aktier i minus:

- eks:

EXM +13,92%
PRGN +7,65%
NM +6,65%
DSX +2,53%

- mere her:

21/7 2009 08:16 fcras 015540

Tuesday, 21 July 2009

INCREASING congestion on the Hunter Valley coal chain means that customers are sending ships to Newcastle before the coal is even out of the ground.

In its weekly summary of industry performance, the Hunter Valley Coal Chain Logistics Team said exports had been cut by "stockpile constraints and coal availability issues". "There are 43 vessels in the offshore queue," the report said.

"Fifteen of these vessels have coal availability issues and are classed as 'dead'. An additional nine vessels did not have coal available when they arrived."

The sudden surge in demand for Hunter coal appears to have surprised the industry.

With the Australian Competition and Consumer Commission yet to approve a new export quota system for the port, the ship queue topped 50 this month for the first time in two years, before dropping back slightly in recent days.

The latest edition of the widely read McCloskey Coal Report described the Newcastle situation as "festering".

"Meanwhile, Asia-Pacific thermal markets are being increasingly impacted by the festering vessel queue at Newcastle, which topped 50 this week for the first time in almost two years," McCloskey Coal Report says.

"Even buyers are acknowledging the congestion is probably adding at least $US5 a tonne in demurrage to FOB [free on board] thermal coal prices."

One measure of Newcastle thermal coal, the GlobalCoal Newcastle index, is registering a price of $US76.23 ($95.30) a tonne, substantially higher than the Richards Bay, South Africa, price of $US64.08 ($80.10) a tonne.

Big queues have also formed at the Queensland coal terminals, Hay Point and Dalrymple Bay.

The McCloskey Report said a "massive rebound from the dark days of economic collapse in late 2008" had "sown the seeds of the current resurgence".

Source: The Herald

The Port of Newcastle

Weekly Operations Report
Vessel Traffic Information Centre

Week Ended - 0700 hours 20 July 2009

There are 48 vessels off the port waiting to load 3,896,887 tonnes of coal. There are five vessels in the port loading 340,000 tonnes.

Type: Coal
Vessels Entered: 23
Average Waiting Time: 14,17 days

21/7 2009 08:20 fcras 015541

Tuesday, 21 July 2009

Australia's Newcastle port, the world's largest coal export terminal, has notified producers of plans to cut total shipping quotas by 1 million tonnes for the rest of the third quarter, the port operator confirmed on Monday.

A spokesman for Port Waratah Coal Services said the allocation cut was subject to the Australian competition regulator's approval its long-term queue management proposal, which is expected by the end of the month.

"The objective of the allocation cut is to minimise ship queues," said Matthew Watson, a spokesman for PWCS.

He added that the port is on track to export 92 million tonnes of coal this year.

Two producer sources told Reuters earlier that the port had notified them on Thursday of plans to cut export quotas for all producers in a bid to reduce ship queues.

PWCS had already cut producers' allocations by 1 million tonnes in May amid rising ship queues.

Another cut could further tighten supplies in the region and push spot thermal coal prices up, traders said.

However a further cut has been widely anticipated by producers and traders, as ship queues recently surged to the highest in 18 months amid maintenance and weather-related disruptions, incurring hefty costs for miners.

As of Sunday, vessel queues off the port stood at 46, according to the website of Hunter Valley Coal Chain Logistics Team, which coordinates coal movements from the mines to the port.

Earlier this month, PWCS submitted to the regulator a new long-term allocation plan, under which the port will operate a take-or-pay agreement, with miners required to pay for their forecast export requirements regardless of whether they fully use the port capacity.

Under the current system, the terminal allows all producers equal access to the terminal, regardless of their production capacity.

About 80 percent of the coal shipped through Newcastle is thermal coal used mainly by power stations.

Companies shipping through the port include Xstrata Plc Coal & Allied Industries Ltd majority-owned by Rio Tinto Ltd and Centennial Coal Ltd.

Source: Reuters