Monday, December 27, Week 52

Transcription

1 Monday, December 27, 21 - Week 52 Baltic Dry Indices* Last Fridays Closing Weekly Difference Baltic Dry Index Baltic Cape index Baltic Panamax Index Baltic Supramax Index Baltic HandySize Index Newbuilding Prices 9/21 1/21 11/21 12/21 VLCC 3, $15 $15 $11 $11 Greek Listed Companies Last Fridays Closing Weekly Difference SUEZMAX 15, AFRAMAX 113, PANAMAX 72, PRODUCT 47, CAPESIZE 175, KAMSARMAX 81, SUPRAMAX 5, HANDYSIZE 28, $6 $6 $7 $7 $5 $5 $55 $55 $42 $42 $45 $45 $35 $35 $35 $39 $58 $58 $6 $61 $35 $35 $38 $4 $31 $31 $34 $34 $26 $26 $28 $28 NYSE 7925,36 9,5 NASDAQ 2665,6 22,63 Brent Prices Dry Ships 5,97,1 Genmar 3,51,33 Excel 5,65,12 Diana 12,8,9 Top Ships 1,6,11 TEN 1,24,2 Currencies* Last Fridays Closing Weekly Difference Stealth Gas 6,9,21 Capital Product Partners 9,48,27 Euroseas 3,73 -,13 EURO/USD 1,3121 -,2 USD/JPY 82,91 -,99 USD/CNY 6,6271 -,3 Danaos 3,82,1 *The above tables show last Friday's closing including the weekly balance. ISO Certified by Germanischer Lloyd Copyright by Allied Shipbroking Inc

2 Secondhand Sales Dry SIZE INDEX W-O-W CHANGE AVG T/C RATES W-O-W CHANGE TREND BDI CAPESIZE WEAKER PANAMAX WEAKER SUPRAMAX WEAKER HANDYSIZE WEAKER Bulk Carrier Vessel's Name DWT Built Country TEU Gears Engine Price Sale's Comment ABDUL JAPAN 38 3 X 25t CRANES Mitsubishi 6.1. USD SOLD TO MIDDLE EAST BASED BUYERS PFS KESHAVA FINLAND 4 X 28t CRANES Sulzer USD SOLD TO SYRIAN BUYERS YANGZHOU GUOYOU RESALE YANGZHOU GUOYOU RESALE YANGZHOU GUOYOU RESALE YANGZHOU GUOYOU RESALE 57, 3/212 57, 5/212 57, 7/212 57, 8/212 4 X 3t CRANES Wartsila USD 4 X 3t CRANES Wartsila USD 4 X 3t CRANES Wartsila USD 4 X 3t CRANES Wartsila USD COAL AGE KOREA, SOUTH - B&W USD HANJIN GLADSTONE Container SOLD EN BLOC WITH THREE YANGZHOU GUOYOU RESALES TO THAILAND BASED BUYERS (PRECIOUS SHIPPING) RGN USD 98.. EN BLOC SOLD EN BLOC WITH THREE YANGZHOU GUOYOU RESALES TO THAILAND BASED BUYERS (PRECIOUS SHIPPING) RGN USD 98.. EN BLOC SOLD EN BLOC WITH THREE YANGZHOU GUOYOU RESALES TO THAILAND BASED BUYERS (PRECIOUS SHIPPING) RGN USD 98.. EN BLOC SOLD EN BLOC WITH THREE YANGZHOU GUOYOU RESALES TO THAILAND BASED BUYERS (PRECIOUS SHIPPING) RGN USD 98.. EN BLOC SOLD TO UNDISCLOSED BUYERS INCLUDING BB FOR 5 MONTHS AT USD 1295 PD AND FOR 12 MONTHS AT USD 12 PD KOREA, SOUTH - B&W USD SOLD TO FAR EAST BASED BUYERS Vessel's Name DWT Built Country TEU Gears Engine Price Sale's Comment EURUS OSLO EURUS OTTAWA GERMANY, FEDERAL GERMANY, FEDERAL X 4t CRANES Sulzer 5.7. USD X 4t CRANES Sulzer 5.7. USD SKY LIGHT GERMANY MAN 4.5. USD SKY BRIGHT GERMANY X CRANES MAN 4.5. USD SKY TREASURE GERMANY X 4t CRANES MAN 4.5. USD SOLD EN BLOC WITH EURUS OTTAWA TO UNDISCLOSED CONVERSION BUYERS - RGN USD 1.4. EN BLOC SOLD EN BLOC WITH EURUS OSLO TO UNDISCLOSED CONVERSION BUYERS - RGN USD 1.4. EN BLOC SOLD EN BLOC WITH SKY BRIGHT AND SKY TREASURE TO INDONESIAN BUYERS - RGN USD EN BLOC SOLD EN BLOC WITH SKY LIGHT AND SKY TREASURE TO INDONESIAN BUYERS - RGN USD EN BLOC SOLD EN BLOC WITH SKY BRIGHT AND SKY LIGHT TO INDONESIAN BUYERS - RGN USD EN BLOC 2

3 General cargo 48, Aigialeias Street, 4th Floor, Maroussi , Greece Vessel's Name DWT Built Country TEU Gears Engine Price Sale's Comment SOMMEN NOREN Offshore/tug 31 2 X 25t CRANES Mitsubishi 1.3. USD SOLD TO SYRIAN BUYERS 31 2 X 25t CRANES Mitsubishi 1.3. USD SOLD TO EGYPTIAN BUYERS Vessel's Name DWT Built Country TEU Gears Engine Price Sale's Comment SEA COUGAR (AHTS) SEA WOLF 1 (AHTS) NORWAY Wartsila NORWAY Wartsila - SOLD EN BLOC WITH SEA WOLF 1 TO ASIAN BUYERS ON PRIVATE TERMS SOLD EN BLOC WITH SEA COUGAR TO ASIAN BUYERS ON PRIVATE TERMS Reefer Vessel's Name DWT Built Country TEU Gears Engine Price Sale's Comment SPICA JAPAN 8 X 5t DERRICKS Mitsubishi 3.4. USD SOLD TO TAIWANESE BUYERS 3

4 Wet SIZE INDEX W-O-W CHANGE BDTI BCTI SIZE AVG SPOT EARNINGS W-O-W CHANGE AVG T/C RATES BSS 1 YR TREND VLCC $ 29,. 41% 31. FIRMER SUEZMAX $ 39,. 14% 26. FIRMER AFRAMAX $ 21,5. -25% 18. WEAKER CLEAN MR $ 8,. -9% 13. WEAKER Tanker Vessel's Name DWT Built Country DB DS Engine Price Sale's Comment FORMOSA FOUR (Coated, IMO II/III) ISOLA VERDE (Coated) LYRA PIONEER (Coated) CE-EXPRESS (Coated) SUMMIT AUSTRALIA JAPAN Y Y Mitsubishi 6.1. USD SOLD TO UNDISCLOSED BUYERS ITALY Y Y Sulzer 1.5. USD SOLD TO INDONESIAN BUYERS JAPAN Y Y MAN-B&W 2.5. USD JAPAN N Y Mitsubishi 7.5. USD Y Y MAN-B&W USD SOLD TO GREEK BUYERS (CYPRUS MARITIME) SOLD TO CHINESE BUYERS (OCEAN FAITH) SOLD TO NORWEGIAN KS BUYERS INCLUDING 7 YEARS BB AT USD 13 PER DAY 4

5 Baltic Dry Indices Year BDI Max BDI Avg BDI Min BCI Max BCI Avg BCI Min BPI Max BPI Avg BPI Min BSI Max BSI Avg BSI Min Baltic Dry Index /12/84 1/6/85 1/12/85 1/6/86 1/12/86 1/6/87 1/12/87 1/6/88 1/12/88 1/6/89 1/12/89 1/6/9 1/12/9 1/6/91 1/12/91 1/6/92 1/12/92 1/6/93 1/12/93 1/6/94 1/12/94 1/6/95 1/12/95 1/6/96 1/12/96 1/6/97 1/12/97 1/6/98 1/12/98 1/6/99 1/12/99 1/6/ 1/12/ 1/6/1 1/12/1 1/6/2 1/12/2 1/6/3 1/12/3 1/6/4 1/12/4 1/6/5 1/12/5 1/6/6 1/12/6 1/6/7 1/12/7 1/6/8 1/12/8 1/6/9 1/12/9 1/6/1 1/12/1 1/6/11 Baltic CapeSize Index \6\ 1\9\ 1\12\ 1\3\1 1\6\1 1\9\1 1\12\1 1\3\2 1\6\2 1\9\2 1\12\2 1\3\3 1\6\3 1\9\3 1\12\3 1\3\4 1\6\4 1\9\4 1\12\4 1\3\5 1\6\5 1\9\5 1\12\5 1\3\6 1\6\6 1\9\6 1\12\6 1\3\7 1\6\7 1\9\7 1\12\7 1\3\8 1\6\8 1\9\8 1\12\8 1\3\9 1\6\9 1\9\9 1\12\9 1\3\1 1\6\1 1\9\1 1\12\1 1\3\11 Baltic Panamax Index \6\ 1\9\ 1\12\ 1\3\1 1\6\1 1\9\1 1\12\1 1\3\2 1\6\2 1\9\2 1\12\2 1\3\3 1\6\3 1\9\3 1\12\3 1\3\4 1\6\4 1\9\4 1\12\4 1\3\5 1\6\5 1\9\5 1\12\5 1\3\6 1\6\6 1\9\6 1\12\6 1\3\7 1\6\7 1\9\7 1\12\7 1\3\8 1\6\8 1\9\8 1\12\8 1\3\9 1\6\9 1\9\9 1\12\9 1\3\1 1\6\1 1\9\1 1\12\1 1\3\11 Baltic Supramax - HandySize Index \1\3 1\3\3 1\5\3 1\7\3 1\9\3 1\11\3 1\1\4 1\3\4 1\5\4 1\7\4 1\9\4 1\11\4 1\1\5 1\3\5 1\5\5 1\7\5 1\9\5 1\11\5 1\1\6 1\3\6 1\5\6 1\7\6 1\9\6 1\11\6 1\1\7 1\3\7 1\5\7 1\7\7 1\9\7 1\11\7 1\1\8 1\3\8 1\5\8 1\7\8 1\9\8 1\11\8 1\1\9 1\3\9 1\5\9 1\7\9 1\9\9 1\11\9 1\1\1 1\3\1 1\5\1 1\7\1 1\9\1 1\11\1 1\1\11 1\3\11 5

6 Secondhand Sales Statistics Current Secondhand Activity per / Size/ Invested Capital During 21 Secondhand Activity per / Size/ Invested Capital...during 29 A. Dry Size DWT Invested Capital DWT Invested Capital A. Dry $ B. Tanker $ A. Dry Total 1. Minibulk (up to 9, Handy (1, - 39, Handymax (4, - 59, Panamax (6, - 79, Capesize (8, $ $ $ $ $ $ C. Container $ D. Reefer $ E. RoRo Cargo/ Ferry/ Passenger $ F. Miscellaneous $ Grand Total $ Bulk Carriers Sales Per during 21 1 % CAPESIZE 17 % PANAMAX 19 % HANDYMAX 41 % HANDY 14 % MINIBULK B. Tanker 1. Minitank (up to 9, Product (1, - 59, Panamax (6, - 79, Aframax (8, - 119, Suezmax (12, - 199, VLCC (2, - 299, ULCC (3, $ $ $ $ $ $ $ Tankers Sales Per during 21 7 % ULCC 8 % VLCC 6 % SUEZMAX 11 % AFRAMAX 6 % PANAMAX 4 % PRODUCT 23 % MINITANK B. Tanker total $ C. Container Total $ D. Reefer Total $25.5. E. RoRo Cargo/ Ferry/ Passenger Total $ F. Miscellaneou s Total $ Grand Total $

7 Invested Capital in Secondhand per month as of January 29 Year Month Invested Capital Total Total April-29 $ May-29 $ June-29 $ July-29 $ January-29 $ February- 29 $ March-29 $ August-29 $ September- 29 $ October-29 $ November- 29 $ December- 29 $ $ April-21 $ May-21 $ June-21 $ July-21 $ January-21 $ February- 21 $ March-21 $ August-21 $ September- 21 $ October-21 $ November- 21 $ December- 21 $ $ Dry - Buyers' Nationality 2 % OTHER 1 % USA 2 % SINGAPORE 3 % KOREA SOUTH 3 % INDIA 3 % INDONESIA 1 % NORWAY 5 % TURKEY 2 % CHINA 2 % UNKNOWN 22 % GREECE Invested Capital Graph - Invested Capital in Secondhand per month as of January /29 Buyer's Country 2/29 3/29 4/29 5/29 6/29 7/29 8/29 9/29 Invested Capital Per Month 1/29 11/29 12/29 1/21 Months Total Capital 2/21 3/21 4/21 No Of Buyers Nationality during 21 - Top 1 ( vessels per sector) A. Dry B. Tanker C. Container 5/21 6/21 7/21 8/21 D. Reefer 9/21 1/21 11/21 12/ Grand Total GREECE UNKNOWN TURKEY NORWAY INDONESIA INDIA KOREA, SOUTH SINGAPORE USA Other Grand Total Vesels Wet - Buyers' Nationality 33 % OTHER 5 % USA 3 % SINGAPORE 3 % KOREA SOUTH 4 % INDIA 5 % INDONESIA 7 % NORWAY 2 % TURKEY 5 % CHINA 16 % UNKNOWN 18 % GREECE Container - Buyers' Nationality 26 % OTHER 1 % USA 1 % SINGAPORE 3 % KOREA SOUTH % INDIA 2 % INDONESIA 2 % NORWAY 5 % TURKEY 14 % CHINA 12 % UNKNOWN 33 % GREECE Buyers Nationality during 21 - Top 1 (Invested Capital per sector) Buyer's Country A. Dry B. Tanker C. Container D. Reefer Grand Total GREECE UNKNOWN NORWAY USA INDIA KOREA, SOUTH GERMANY INDONESIA Other Grand Total

8 New Building Orders Bulk Carriers Type Units Dwt Shipyard Reported Price Owner/ Manager Delivery Date BULK 2 33,8 JAINGSU YANGZIJIANG - HUA YANG 212 BULK 5 55, DAEWOO - SAGA SHIPHOLDING 212/213 BULK 2 55, OSHIMA S.B - SAGA SHIPHOLDING 212/213 BULK 7 57, STX SHIPBUILDING - STX PAN OCEAN 212/213/214 BULK 4 82, JINHAI H.I - ZODIAC 212 BULK 1 18, HANJIN SUBIC - MPC CAPITAL 212 BULK 1 18, QINGDAO BEIHAI - RICHAMP 212 BULK (ORE) 1 25, HYUNDAI H.I. - SK SHIPPING 212 Other Dry Type Units Dwt/ Cap Shipyard Reported Price Owner/ Manager Delivery Date 16, / CONTAINER 2 8,888 TEU HUDONG ZHONGHUA - OOCL 214 8

9 Demolition Sales Type Vessel's Name DWT Built Country LDT Price/ ldt Sale's Comment GENERAL CARGO MAMALUCA GERMAN DEMOCRATIC REPUBLIC - - SOLD TO PAKISTAN ON PRIVATE TERMS REEFER SPRING TIGER JAPAN SOLD TO INDIA GENERAL CARGO FLORA GERMAN DEMOCRATIC REPUBLIC SOLD TO INDIA BC ALMA I BULGARIA SOLD TO PAKISTAN ON PRIVATE TERMS CONTAINER MSC FREEDOM JAPAN SOLD TO INDIA TANKER SUBEDAR JOGINDER SINGH KOREA, SOUTH SOLD TO INDIA ON "AS IS KAKINADA" BASIS TANKER SABINE JAPAN SOLD TO UNDISCLOSED BREAKERS Demolition Statistics For 21 Current Demolition Activity per / Size A. Dry Size No Of DWT No Of DWT 1. Minibulk (up to 9, Handy (1, - 39, Handymax (4, - 59, Panamax (6, - 79, Capesize (8, A. Dry Total B. Tanker 1. Minitank (up to 9, Product (1, - 59, Panamax (6, - 79, Aframax (8, - 119, Suezmax (12, - 199, VLCC (2, - 299, ULCC (3, B. Tanker Total C. Container Total D. Reefer Total E. RoRo Cargo/ Ferry/ Passenger Total F. Miscellaneous Total Grand Total Please Note that dry trading combination carriers are included in the dry sector and wet trading ones in the tanker sector. 9

10 Country Demolition Activity by Country DWT DWT BANGLADESH BELGIUM FAR EAST INDIA INDIAN OCEAN INDONESIA JAPAN KOREA, SOUTH MIDDLE EAST PAKISTAN SINGAPORE TURKEY U.A.E. (DUBAI) UNKNOWN Grand Total ' Average Age For Demolition A. Dry 3,6 3,4 34,3 B. Tanker 26,5 28,9 29,4 C. Container 26,7 28,9 3,6 D. Reefer 28,9 3,3 33,1 E. RoRo Cargo/ Ferry/ Passenger 29,3 35,7 33,2 F. Miscellaneous 31,8 27,3 33 Demolition of BCs by percentage for % Minibulk 71 % Handy 5 % Handymax 9 % Panamax 2 % Capesize Demolition Activity By DWT Demolition Per Month dwt no of vessels Demolition of Tankers by percentage for % Minitank 58 % Product 6 % Panamax 1 % Aframax 5 % Suezmax 6 % VLCC % ULCC /29 2/29 3/29 4/29 5/29 6/29 7/29 8/29 9/29 1/29 11/29 12/29 1/21 2/21 3/21 4/21 5/21 6/21 7/21 8/21 9/21 1/21 11/21 12/21 Months Sum of DWT V essels Year Dry Demolition activity since 2 DWT of Dry Tankers DWT of Tankers DWT

11 Contact Details ILIAS BOLIS AOH: MOBILE: GEORGE DASKALAKIS AOH: MOBILE: STAVROS DRAKOGIANNOPOULOS AOH: MOBILE: SAKIS DRAKOGIANNOPOULOS AOH: MOBILE: NASSOS HATZIGEORGIOU AOH: MOBILE: COSTAS KARADIMAS AOH: MOBILE: JOHN KOSTOYANNIS AOH: MOBILE: THASSOS PAPOUIS AOH: MOBILE: THEODOROS MOISSOGLOU AOH: MOBILE: TASSOS PROSSIOS AOH: MOBILE: JOHN STASSINAKIS AOH: MOBILE: EVAGELOS TOBALOGLOU AOH: MOBILE: COSTIS TSALPATOUROS AOH: MOBILE: PLUTON VARVAROS AOH: MOBILE: ALLIED SHIPBROKING INC. 48, Aigialeias Street, 4 th Floor, Maroussi , Greece Tel: Fax: / 19 snp@allied-shipbroking.gr ALLIED CHARTERING S.A. 48, Aigialeias Street, 4 th Floor, Maroussi , Greece Tel : Fax: drycargo@allied-chartering.gr s: tanker@allied-chartering.gr Visit 11