XXXX-11-12_船舶、航运、物流、贸易 克拉可松情报分析

ClarkseaIndexCompetition2011PleasesendusyourpredictionfortheleveloftheClarkseaIndexonFri-day,4thNovember2011.Theclosestforecastwinsacaseofchampagne.ThewinnerofthelastcompetitionwasErikLewenhauptofStenaBulk(Singapore).EntriesclosenoonFriday,24thDecember2010.TheClarkseaIndexonFriday,4thNovember2011willbe:$…………………..……………..../day.Name…………………………………….……………………………………………………………………..Company……………………………………………..………………………………………………………...Address………………………………………………………..……………………………………………….Telephone………………………………………...Fax…………………..…………………………………….Email……………………………………………………………………………….…………………………..PleasereturnyourentrytoMR.DAVIDK.JORDANat:•PostalAddress:ClarksonResearchServicesLtd.,St.MagnusHouse,3LowerThamesStreet,Lon-don,EC3R6HE,UnitedKingdom.•TelephoneNumber:[phone].•FaxNumber:[phone].•EmailAddress:[e-mail],2009-2010810121416182022Nov-09Dec-09Jan-10Feb-10Mar-10Apr-10May-10Jun-10Jul-10Aug-10Sep-10Oct-10Nov-10Source:ClarksonResearchServicesLtd.$000/dayStartingpoint$11,499/dayActual$12,753/dayTrendlineBestForecast$12,345/dayAverage$15,300/dayLicensedtoMsXuanYuofYiuLianDockyardsLtd..Distributionisrestricted;pleaseremembertoacknowledgethesource.:25:3450558LicensedtoMsXuanYuofYiuLianDockyardsLtd..Distributionisrestricted;pleaseremembertoacknowledgethesource.:25:3450558ShippingIntelligenceWeeklyIssueNo.94612-Nov-2010ISSN:1358-8028ClarkSeaIndex$11,390TheAtlanticMarketThisWeek……Capesize:WeakerPanamax:FirmHandy:SteadySelectionofportscoveredbythevariousmarketsectorsinthisreportThePacificMarketThisWeek……Capesize:WeakerPanamax:SteadyHandy:Weaker510152025303540455055Nov-04Mar-05Jul-05Nov-05Mar-06Jul-06Nov-06Mar-07Jul-07Nov-07Mar-08Jul-08Nov-08Mar-09Jul-09Nov-09Mar-10Jul-10$,000/dayHighlightsVLCCMarketTheAGmarketsoftenedconsiderably,butrateswerefirminWAF…………p.2SuezmaxMarketAtightVLCCtonnagelisthelpedtosupportSuezmaxratesinWAF……..p.2AframaxMarketAverageAframaxspotearningsfellby16%week-on-week………………….p.2ProductsMarketTonnageliststightenedconsiderablyforcleanvesselsintheEastandtheMedi-terraneanmarkets……………...….…p.3CapesizeMarketTheCapesizemarketsoftenedforthethirdweekinarow………………….p.4PanamaxMarketEarningsonmostfeaturedroutespostedmoderategainsw-o-w,althoughactivitydeclinedastheweekworeon……….p.4HandymaxMarketTheBSIdroppedto1,532onThurs-day………………………………...…p.5S&PMarketIntheSupramaxsectorjustonevesselwassold,despitemanyvesselsbeingputupforsale....................................…...p.iNewbuildingAppreciatingcurrenciesmaythreatenyards’profitmargins……………...p.10DemolitionPricesremainfirminanticipationofBangladesh’spotentialreturntothemar-ket………………………….……….p.11LicensedtoMsXuanYuofYiuLianDockyardsLtd..Distributionisrestricted;pleaseremembertoacknowledgethesource.:25:3450558LicensedtoMsXuanYuofYiuLianDockyardsLtd..Distributionisrestricted;pleaseremembertoacknowledgethesource.:25:3450558CrudeTankerSpotMarketCrudeTankerHighlightsVLCCSingleWS2010Averageearnings$perdayVLCCEarningsVoyage.....Nov05Nov122010200820092010Nov05Nov12ThisWeek....2280,000tGulf-Europe45.042.55074,04019,79728,97719,03314,911WEAKER-22%2280,000tGulf-USGulf*45.042.55071,87419,11522,97914,69310,409WEAKER!!-29%2265,000tGulf-Japan*75.062.573105,03631,18643,81343,62827,840WEAKER!!-36%2265,000tGulf-S.Korea*75.062.573102,00231,63442,30542,13227,462WEAKER!!-35%2270,000tGulf-Sing75.065.074108,33833,17245,23643,49431,204WEAKER!!-28%2280,000tGulf-RedSea90.075.081118,41544,63855,98063,92646,015WEAKER!!-28%2260,000tWAF-East*57.562.57282,95135,01343,00424,65628,662FIRMER16%2260,000tWAF-USGulf*52.560.075100,69143,09746,03920,07226,541FIRMER32%2280,000tMed-UKC62.570.085128,47458,55868,29936,94245,601FIRMER23%2260,000tWAF-WCIndia^3.003.003.6487,20137,84444,60227,77627,083STEADY-2%2VLCCAve.Earnings*92,51132,00939,62829,03624,183WEAKER-17%^WAF-WCIndiaroutequotedinWSuntil11-Aug-06;quotedasalump-sumfigurethereafter(in$million).SuezmaxSingleWS2010Averageearnings$perdaySuezmaxEarningsVoyage.....Nov05Nov122010200820092010Nov05Nov12ThisWeek....4130,000tGulf-S.China85.082.59965,54824,54527,23817,37315,088WEAKER-13%4130,000tWAF-USAC*77.5102.59865,58825,03125,87012,75225,582FIRMER101%4130,000tWAF-Med77.5105.09976,63627,02528,48813,78229,104FIRMER111%4130,000tMed-Med*75.090.010387,68131,39135,41512,40322,626FIRMER82%4SuezmaxAve.Earnings*76,63428,21130,64212,57724,104FIRMER92%AframaxSingleWS2010Averageearnings$perdayAframaxEarningsVoyage.....Nov05Nov122010200820092010Nov05Nov12ThisWeek....680,000tGulf-East*100.0100.011738,04514,33015,9598,9868,272SOFTER-8%680,000tMed-Med*85.080.011550,63716,67419,7025,3973,466WEAKER!!-36%680,000tMed-USAC100.095.012150,92419,86919,9459,7977,494WEAKER-24%680,000tUKC-UKC*90.087.511268,51112,16422,2486,0224,186WEAKER!!-30%680,000tUKC-USAC102.5100.012350,58718,33918,7209,1467,597WEAKER-17%680,000tUKC-Med85.085.010440,36313,89013,5423,8843,482WEAKER-10%680,000tIndo-Japan*105.0105.011338,51311,53714,95810