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HANSA 12-2017

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Märkte | Markets No slack season so far The charter market for container ships remains busier than expected, with tonnage availability trending down in November. By Michael Hollmann Following continued strong demand for tonnage, the container ship charter market looks set to close the year on a very firm footing. According to shipbrokers, fixing activity was beating all expectations over the past weeks as liner operators kept adding ships from feeder class up to panamax to their service networks. Service suspensions and blank sailings during the traditional cargo low season from November to February will be very limited based on what has been announced so far, illustrating the carriers’ confidence in the market. Global container trade growth is expected to reach 5% or more this year, driven by improved economic activity in most parts of the world. The New Contex published by the Hamburg Shipbrokers’ Association drifted gently lower at the beginning of November only to pick up again in the second half of the month. At 400 points today it is basically unchanged month-on-month. Although shipowners have not been able to exploit the high activity to enforce charter rate increases across the board, the fact that rate levels are pretty stable overall must be seen as a positive. Some years back, market levels tended to deteriorate by 10% or even more during the winter low season. If tonnage demand does not deteriorate much further over the coming weeks, shipowners should be in a good position to press for rate increases when charter demand goes up again after Chinese New Year around the end of February or early TEU Name dwt Built Type Speed Cons. Charterer Laycan Period Rate ($) FEEDER / HANDY 698 DS Blue Wave 8200 2007 g'less 17.5 33.0 Noah's Ark Sh. Dec 5 months Intra-Asia (ext) 4900 724 Max Strength 8540 2007 g'less 18.5 33,3 CMA CGM Nov 4-5 months Med / Black Sea 5000 868 Buxtehude 11400 2006 g'less 18.0 33.3 Med Express Nov 3-4 months Intra-Mediterranean 7500 1118 Max Centaur 13725 2007 geared 19.6 39.3 EAS Datong Nov 2-4 months Intra-Asia 5800 1233 Alexander B. 18170 2006 g'less 18.3 Cosco Nov 3-5 months N. Europe / Baltic 9900 1296 AS Fatima 18480 2008 g'less 19.6 45.0 + 3 Maersk Nov 1.5-4.5 months Mediterranean 7300 1341 Alioth 17350 2006 geared 20.0 52.0 APL Dec 4-6 months Panama / Peru (ext) 8750 1496 AS Romina 21800 2009 g'less 19.5 46.0 Magic Nov 3-5 months Far East (ext) 7800 1708 St. John 21965 2014 geared 19.0 44.5 TS Lines Nov 2-4 months Intra-Asia (ext) 10500 1730 Szczecin Trader 22900 1998 geared 19.0 49.2 Carpenters Nov 3-6 months Far East / P. Gulf (ext) 8500 1730 Nordleopard 23800 2015 g'less 18.5 43.2 St. John Nov 3-4 months India /Colombo net 10400 1740 Hansa Homburg 23400 2009 geared 21.6 70.0 + 3.5 Hapag-Lloyd Dec 2-5 months SE Asia (ext) 8000 1740 Em Spetses 23400 2007 geared 19.5 60.0 + 3 Maersk Dec 5-7 months UK / East Med (ext) 8000 1970 Frisia Nürnberg 28627 2009 g'less 21.0 65.4 SM Line Nov 2-5 months Korea / China (ext) 8300 SUB-PANAMAX 2202 Cap Araxos 25283 2016 geared 19.0 45.0 Far Shipping Dec 4-6 months SE Asia / Bangladesh 12950 2345 Minerva 30350 2015 geared 16.0 33.0 Hamburg Süd Dec 6-9 months WCSA / WCCA (ext) 12500 2447 Helene S 32878 2006 geared 22.5 80.0 + 3.4 Hapag-Lloyd Nov 4-7 months Red Sea / Persian Gulf €8100 2546 Beethoven 34000 2012 geared 22.0 86.0 + 4 CMA CGM Dec 10-12 months Far East 8950 2556 Spirit of Tokyo 34717 2001 geared 22.0 87.0 + 4.5 Maersk Nov 4-6 months Panama / USEC (ext) 9600 2782 Carolina Trader 37000 2017 g'less 18.5 49.0 + 5 Maersk / MCC Nov 3-6 months South Asia /Chittagong 11500 2826 AS Cypria 39500 2006 g'less 24.0 95.0 + 4 CMA CGM Nov 4-5 months M. East / S. Africa (ext) 9000 2867 AS Clarita 37688 2006 g'less 22.0 94.0 + 6 Zim Nov 4-7 months India / Mediterranean 9250 3398 Noro 44164 2007 g'less 22.4 105 CMA CGM Dec 5-7 months M. East / E. Africa (ext) 9000 3534 Northern Dedication 42183 2007 g'less 21.0 85.0 + 5 Hapag-Lloyd Nov 6-8 months Intra-Asia net 9000 3700 Northern Dependant 42183 2009 g'less 21.0 85.0 + 5 Wan Hai Lines Nov 3 months Middle East / India (ext) 8800 TRADITIONAL PANAMAX AND WIDEBEAM 4105 Northern Decency 48847 2003 g'less 20.0 79 Cosco Nov 3-5 months N. Europe / Medit. (ext) net 8750 4241 Navios Azure 50629 2007 g'less 20.0 96 CMA CGM Nov 50-130 days Europe / W. Africa (ext) 8400 4250 Navios Lapis 50506 2009 g'less 24.5 133.4 Maersk Nov 4-7 months Middle East / S. Africa 7750 4738 Sophie 64986 2005 g'less 23.5 165 Maersk Nov 2-7 months transpacific trade 7000 4957 Hammonia Toscana 58170 2013 g'less 21.7 107 Cosco Nov 3-5 months FE / South Africa (ext) 12000 5039 CSL Manhattan 66633 2005 g'less 25.0 185.8 Maersk Nov 2-7 months Far East / US Gulf (ext) 7600 5089 Chicago 56306 2008 g'less 20.0 98 Maersk Nov 3.7 months Far East / Red Sea 7350 5470 Barbara 65742 2009 g'less 23.0 116 Maersk Nov 2-4 months North Europe 7500 LARGE AND VERY LARGE 5828 Ensenada 67170 2001 g'less 22.0 135 SeaConsortium Dec 49-65 days Far East / India 11700 5908 Folegandros 67170 2001 g'less 24.0 199 Hapag-Lloyd Nov 80-200 days Far East / Europe (ext) net 13250 6039 Long Beach Trader 67797 2007 g'less 25.0 210 TS Lines Dec 3-5 months Far East / Middle East 13250 6966 RDO Concert 85622 2009 g'less 25.6 217 CMA CGM Nov 3-6 months Far East / US Gulf (ext) 12500 7471 Baltic Bridge 92946 2005 g'less 25.2 248.8 CMA CGM Nov 3-8 months Far East / US Gulf (ext) 12750 8073 Conti Courage 98500 2005 g'less 25.0 Maersk Nov 4-12 months Far East 12500 8468 Seaspan Oceania 101612 2004 g'less 25.0 248 MSC Dec 12 months Far East / South Africa 12500 Charter deals / all information without guarantee 12 HANSA International Maritime Journal – 154. Jahrgang – 2017 – Nr. 12

Märkte | Markets March. According to London broker Howe Robinson, the number of spot/prompt vessels today is at its lowest since the second quarter of 2015 when charter rates soared to the highest levels in several years. Back then, labour-related port congestion on the US West Coast was forcing container lines to hire large numbers of extra ships as contingency measure. During November there were only around 40 ships on average »sitting on spot/prompt positions, which is 16% of what was available this time last year,« Howe Robinson wrote in a research note to clients. »Traditional charter market ships have disappeared and we estimate that there are only a handful of 1,200 - 4,000 TEU [vessels] that are available for immediate delivery,« it said. Looking 60 days ahead, the number of charter ships coming open is estimated at 298 ships which it says is the lowest it has been during the month of November for three years. The much-noted idle fleet statistics of Paris-based Alphaliner also showed an unexpected improvement during the first half year of November. The idle fleet capacity (charter-free tramp + unemployed liner tonnage) dropped by 74,000 to 520,365 TEU or 2.5% of global fleet capacity. The only segment with an increased number of idle units was the very large gearless sector of 7,500 - 12,499 TEU, effectuated by the limited seasonal capacity adjustments of the container lines. As a result, charter market rates for these big ships weakened to around 12,500 $/day. Demand for large vessels in the 5,500 - 7,000 TEU segment, however, remained well supported by continued demand, allowing owners of 6,000 TEU Orders & Sales New Orders Container Activity in the new building market for container vessels increased recently. Zodiac Maritime placed an order of five 11,000 TEU vessels at Hyundai. They are said to cost 90 mill. $ each. In the feeder segment, one can notice that the orders picked up. Log-in have signed a contract for one 2,700 TEU vessel at a reported price of 28,5 mill. $. Regional Container Lines, placed an order for two firm and two optional feedermax at Jiangsu New Yangzi. The vessels are hawked around to cost 19.6 mill. $. In addition, Chinese shipbuilder Jingling has secured an order by Zhonggu Shipping for six 1,900 TEU vessels of a new Bangkok-type design. Furthermore, Cosco, Sinotrans and Zhonggu have ordered six 1,140 TEU river boxships at WUT Guangda. Secondhand Sales Container During the second half of October and the first half of November the amount of transacted container vessels remained on a similar level as in the previous reporting period. The ratio of en bloc deals was remarkably high. The Oslo-based ship investment company MPC Container Ships continued to expand. For example MPCC picked up the 2,564 TEU container ship »Wuhan Trader« for 10 mill. $. Demolition Sales Scrapping activity remained low. In total we recorded seven vessels sold for recycling. Prices are oscillating between 365 and 442 $ per ldt at the Indian sub-continent. Over the past days prices well above 0/ldt were achieved. The appreciation of local steel prices as well as a seasonal tendency for firming scrap prices towards the end of the year could result in even higher price levels. Jan Göldner units to agree higher levels of 13,250 $/ day for shorter flexible employments. Perhaps the biggest surprise in terms of activity was the surge in enquiry for traditional panamax vessels over the past months. A raft of fixtures by Maersk Line (followed by CMA CGM…) caused a steep decline in spot availability of panama vessels from 27 to 11 units within just a fortnight, according to Alphaliner. To the disappointment of owners, charter rates only recovered slightly to around 7,000 $’s in Asia and to around 8,000 $/day in the Atlantic. Market rates for original »sub-panamax« vessels (2,700 TEU, 2,500 TEU) were also moving sideways although new eco type designs did obtain some improvements, including the SDARI 2100 type (2,200 TEU) which got fixed at a new high of almost 13,000 $/day. One of the size classes that recorded a consistent upward trend in rates over the past weeks was the 1,700 TEU geared and gearless sector. Standard Wenchong 1700 types are now able to fix at slightly improved levels of 8,000 $/day both in Asia and the Mediterranean while the older, more flexible B170 types (with breakbulk capability) even achieved 8,500 $/day in the latest round of fixtures. New effcient designs such as Wenchong Mark II and CV Neptun/Topaz also experienced further increases to over 10,000 $/day. Moderate increases were also observed in the feeder classes below 1,000 TEU, with gearless 700 TEU ships seeing fixing levels go up by a few hundred dollars to 5,000 $/day on account of good demand from Asian operators. M COMPASS CONTAINER SHIP T/C MARKET 420 380 340 300 Month on Month 400 -0,2 % CONTAINER FREIGHT MARKET WCI Shanghai-Rotterdam 1,314 $/FEU + 5.0 % WCI Shanghai-Los Angeles 1,376 $/FEU + 4.0 % DRY CARGO / BULK TANKERS Average rates spot/up to 4 weeks validity WCI = World Container Index, supplier: Drewry Baltic Dry Index 1,458 - 5.7 % Spot time charter averages ($/day) Capesize 5TC average 23,596 + 6.3 % Panamax 4TC average 10,384 - 15.0 % Supramax 6TC average 10,412 - 15.0 % Handysize 6TC average 9,060 - 10.0 % Forward / ffa front month Dec ($/day) Capesize 180k 18,420 - 8.5 % Panamax 10,965 - 13.0 % MPP 22.06.17 November ´16 $ 6,370 TMI Toepfer's Multipurpose Index Baltic Dirty Tanker Index 820 - 11.0 % Baltic Clean Tanker Index 600 + 16.2 % SHORTSEA / COASTER 23.11.17 November ´17 $ 6,581 The index is based on a 12,500 tdw MPP/HL »F-Type« vessel for a 6-12 months TC and represents the monthly assessment from operators, owners and brokers. Norbroker 3,500 dwt earnings est. 3,250 €/d + 1.6 % HC Shortsea Index 16.51 + 10.8 % ISTFIX Shortsea Index 760 + 4.8 % Norbroker: spot t/c equivalent assessment basis round voyage North Sea/Baltic; HC Shipping & Chartering index tracking spot freights on 5 intra-European routes; Istfix Istanbul Freight Index covering spot freight ex Black Sea Data per 24.11.2017, Alterations within four weeks HANSA International Maritime Journal – 154. Jahrgang – 2017 – Nr. 12 13

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