Post on 23-Jan-2018
This report has been produced for general information. Whilst care has been taken in the
production of this report, no liability or responsibility can be accepted for any loss incurred in any
way whatsoever by any person who may seek to rely on the information contained herein.
Shipping Supply Chartpack
2016 update
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Fleet Delivery & Orderbook by Shiptype
Fleet Delivery & Orderbook by Shipyard
2※ Source: Clarkson, HJS
22
16
63
17 17
48
19 19
49
33
10
4748
19
58
26
12
19
3 2
8
1 20
0
10
20
30
40
50
60
70
Tanker Container Bulker
Mdw
t
2013
2014
2015
2016
2017
2018
2019
2020
42
25
3235
23 23
37
22
27
33
22
34
57
29
36
28
19
96 7
03
0
10
20
30
40
50
60
70
China Japan Korea
MD
WT
2013
2014
2015
2016
2017
2018
2019
2020
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Bulk Fleet Size Distribution
Scrap by Ship type
3※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
This report has been produced for general information. Whilst care has been taken in the
production of this report, no liability or responsibility can be accepted for any loss incurred in any
way whatsoever by any person who may seek to rely on the information contained herein.
Container
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Containership Delivery in TEU
Containership Delivery in Number
5※ Source: Clarkson, HJS
481440
353
73
637
541
241
70
762701
116 99
473
328
8
94
0
100
200
300
400
500
600
700
800
900
Megaship Neo PMX PMX Feeder
1,0
00 T
EU
2013 2014 2015 2016
34
50
75
4742
58
5054
46
75
25
65
2934
2
61
0
10
20
30
40
50
60
70
80
Megaship Neo PMX PMX Feeder
NUM
BER
2013 2014 2015 2016
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Mega Containership Delivery in Number
Mid-small Containership Delivery in Number
6※ Source: Clarkson, HJS
35
38
3536
4
22
14
20
3
10
40
26
14
27
13
5
11
0
5
10
15
20
25
30
35
40
45
China Japan Korea China Korea
Megaship(12,000TEU+) Neo PMX(8,000-12,000TEU)
In Service - 2015
In Service - 2016
On Order - 2017
On Order - 2018
25
54
11
2
50
11
27
116
4
11
66
3
0
20
40
60
80
100
120
140
PMX(3,000-8,000TEU) Feeder(1,000-3,000TEU) Feeder(100~1,000TEU)
PMX Feeder
In Service - 2015
In Service - 2016
On Order - 2017
On Order - 2018
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Container Fleet Size Distribution
Recycled Containership Size & Age Distribution
7※ Source: R_Chart, Clarkson,
ContainerScrap
20152016
Jan-Oct
Av. Age 23.3 18.78
TEU 193,253 503,750
No. 92 151
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Container Fleet by Size
Container Fleet by Age
8※ Source: Clarkson, HJS
01,000,0002,000,0003,000,0004,000,0005,000,0006,000,0007,000,0008,000,000
(TEU) Feeder PMX Wide PMX Neo PMX Megaship
0
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
On Order 0-4 years 5-9 years 10-14 years 15-19 years 20+ years
(TEU) Feeder(1,000-3,000TEU) PMX(3,000-8,000TEU)
Neo PMX(8,000-12,000TEU) Megaship(12,000TEU+)
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Container Delivery Monthly in TEU
Container Scrap Monthly in TEU
9※ Source: Clarkson, HJS
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10
2014 2015 2016
(TEU)
Feeder(1,000-3,000TEU) Feeder(100~1,000TEU)
PMX(3,000-8,000TEU)
0
50,000
100,000
150,000
200,000
250,000
1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10
2014 2015 2016
(TEU)
Megaship(12,000TEU+) Neo PMX(8,000-12,000TEU)PMX(3,000-8,000TEU) Feeder(1,000-3,000TEU)
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Container Orderbook by Country
Container Fleet Outlook
10※ Source: Clarkson, HJS
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
2016 2017 2018 2016 2017 2018 2019 2016 2017 2018 2019
Korea China Japan Others
(TEU)
Megaship
Neo PMX
PMX
Feeder
10%12%
10%9%10%
13%
17%14%13%
6%
10%8%
6% 5% 7%8%
2%4%
-10%
0%
10%
20%
30%
-1,000
-500
0
500
1,000
1,500
2,000
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015e
2016f
2017f
TE
U
Container Deliveries Container Demolition
Removal
Delivery
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
This report has been produced for general information. Whilst care has been taken in the
production of this report, no liability or responsibility can be accepted for any loss incurred in any
way whatsoever by any person who may seek to rely on the information contained herein.
Tanker
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Tanker Delivery in Dwt
Tanker Delivery in Number
12※ Source: Clarkson, HJS
9.5
4.7
1.9
0.7
7.6
1.31.9
0.3
6.2
1.7
3.3
0.2
14.0
4.2
5.8
1.3
0
2
4
6
8
10
12
14
16
VLCC Suezmax Aframax Panamax Tanker
Mdw
t
2013 2014 2015 2016
30 31
18
10
24
8
17
4
20
11
30
3
46
27
52
18
0
10
20
30
40
50
60
VLCC Suezmax Aframax Panamax Tanker
NUM
BER
2013 2014 2015 2016
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Crude Tanker Delivery & Orderbook in Number
Product Tanker Delivery & Orderbook in Number
13※ Source: Clarkson, HJS
20
11
31
46
25 24
2
54
71
46
4
44
16
39
0
10
20
30
40
50
60
70
80
VLCC(200k+) Suezmax(120-200k) Aframax(80-120k) Panamax(60-80k)
Crude
In Service - 2015
In Service - 2016
On Order - 2017
On Order - 2018
27
2
117
78
30
16
101
55
43
26
97
82
916
22
14
0
20
40
60
80
100
120
140
LR2(80-120k) LR1(60-80k) MR(30-60k) Handy(10~30k)
Products
In Service - 2015
In Service - 2016
On Order - 2017
On Order - 2018
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Tanker Fleet Size Distribution
Tanker Fleet Outlook
14※ Source: Clarkson, HJS
2%
-2%
2%
3%
6%
7%
6% 6%5%
8%
4%
6%
4%
2% 1%
3%
5%5%
-5%
0%
5%
10%
(30)
(20)
(10)
0
10
20
30
40
50
60
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015e
2016f
2017f
Mil
lio
n d
wt
of
Ve
ssel
s
Tanker Deliveries Tanker Demolition
Removal
Delivery
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Tanker Fleet in No.
Tanker Orderbook in Number
15
0
50
100
150
200
250
Pre
-95
199
6
199
7
199
8
199
9
200
0
200
1
200
2
200
3
200
4
200
5
200
6
200
7
200
8
200
9
2010
2011
2012
2013
2014
2015
2015
No
v
2016
2017
2018
On service On Order
(No.)
Panamax Tanker
Aframax
Suezmax
VLCC
※ Source: Clarkson, HJS
0
20
40
60
80
100
120
140
2015 2016 2017 2018 2015 2016 2017 2018 2015 2016 2017 2018 2015 2016 2017 2018
China Japan Korea Others
(No.)
Panamax TankerAframaxSuezmaxVLCC
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Tanker Fleet by Size
Tanker Fleet by age
16
0
50
100
150
200
250(Million Dwt)
PMX Tanker VLCC
Handy Tanker Suezmax
Aframax
※ Source: Clarkson, HJS
0
50
100
150
200
250
0-4 years 5-9 years 10-14 years 15-19 years 20+ years On Order
Mil
lio
n D
wt
VLCC Suezmax
PMX Tanker Handy Tanker
Aframax
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Tanker Orderbook by Yard
Tanker Orderbook by Size
17
0% 20% 40% 60% 80% 100%
2016
2017
2018
2019
VLCC Suezmax Aframax PMX Tanker Handy Tanker
0
5
10
15
20
25
2016 2017 2018 2016 2017 2018 2016 2017 2018
China Japan Korea
(Mdwt)
백만 VLCC Suezmax
Aframax PMX Tanker
Handy Tanker
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Tanker Delivery monthly
Tanker Scrap Monthly in Dwt
18※ Source: Clarkson, HJS
0
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10
2014 2015 2016
(Dwt)
VLCC Suezmax
Aframax Panamax Tanker
Handy Tanker
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10
2014 2015 2016
Handy Tanker Panamax Tanker
Aframax Suezmax
VLCC
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Recycled Fleet Size & Age Distribution since 2012
Tanker Scrap & Earning
19
(40,000)
(20,000)
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
0.0
0.5
1.0
1.5
2.0
2.5
3.0
3-0
8
8-0
8
1-0
9
6-0
9
11-0
9
4-1
0
9-1
0
2-1
1
7-1
1
12-1
1
5-1
2
10-1
2
3-1
3
8-1
3
1-1
4
6-1
4
11-1
4
4-1
5
9-1
5
2-1
6
7-1
6
12-1
6
($/day)(Mdwt)
Tanker Scrap Mdwt Tanker Scrap Forecast
Scrap & 2ndhand Value Spread Tanker Earning
※ Source: Clarkson, HJS
0
1
2
3
4
13 15 17 19 21 23 25 27 29 31 33 35 37 39 41
Mil
lio
n D
wt
VLCC Suezmax Aframax Panamax Tanker Handy Tanker
CrudeScrap
TotalNo.
AV.Dwt
Av.Age
2014 42 139k 21.8
2015 12 109k 21.7
2016Jan-Oct
7 133k 24.9
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
This report has been produced for general information. Whilst care has been taken in the
production of this report, no liability or responsibility can be accepted for any loss incurred in any
way whatsoever by any person who may seek to rely on the information contained herein.
Dry Bulk
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Dry Bulker Delivery in Dwt
Dry Bulker Delivery in Number
21※ Source: Clarkson, HJS
22
20
15
6
19
13
11
5
17
10
16
7
20
10
13
4
0
5
10
15
20
25
Capesize Panamax Handymax Handysize
Mdw
t
2013 2014 2015 2016
103
245265
195
94
164
194
162
88
126
260
185
105117
214
125
0
50
100
150
200
250
300
Capesize Panamax Handymax Handysize
NUM
BER
2013 2014 2015 2016
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Capesize Delivery & Orderbook in Number
Panamax Delivery & Orderbook in Number
22※ Source: Clarkson, HJS
6
25
49
84
33
60
8
14
51
34
4
20 21
3
0
10
20
30
40
50
60
70
VLOC(260k+) Large Cape(200-
260k)
Capesize(160-200k) Small Cape (100-
160k)
Capesize
In Service - 2015
In Service - 2016
On Order - 2017
On Order - 2018
7
90
29
2
110
54
137
16
2
29
4
0
20
40
60
80
100
120
140
160
Post Panamax (90,000-
99,999)
Kamsarmax (80,000-
89,999)
Panamax (65,000-79,999)
Panamax
In Service - 2015
In Service - 2016
On Order - 2017
On Order - 2018
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Handymax Delivery & Orderbook in Number
Handysize Delivery & Orderbook in Number
23※ Source: Clarkson, HJS
196
39
25
169
38
7
217
352423
8
0
50
100
150
200
250
Ultramax (60,000-64,999) Supramax(50,000-59,999) Handymax(40,000-49,999)
Handymax
In Service - 2015
In Service - 2016
On Order - 2017
On Order - 2018
129
45
11
83
37
5
164
34
7
35
15
2
0
20
40
60
80
100
120
140
160
180
Large Handy(35,000-
39,999)
Handysize(20,000-34,999) SHandy(10,000-19,999)
Handysize
In Service - 2015
In Service - 2016
On Order - 2017
On Order - 2018
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Dry Fleet Profile
Dry Fleet Outlook
24
0
20
40
60
80
100
120(Million Dwt)
Handy
Handymax
Panamax
Cape
+20 Yrs7.1%
16~20 Yrs7.2%
11~15 Yrs11.4%
6~10 Yrs25.9%
0~5 Yrs48.5%
On Order 15.0%
※ Source: Clarkson, HJS
3%4%
3% 2%
7% 7% 7% 7% 7%
10%
17%
15%
11%
6%4%
2%1% 1% 1%
-10%
-5%
0%
5%
10%
15%
20%
(60)
(40)
(20)
0
20
40
60
80
100
120
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016e
2017f
Mil
lio
n d
wt
of
Ve
ssel
s
Dry Deliveries Dry Demolition
Removal
Delivery
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Dry Fleet by Size
Dry Fleet by Age
0
50
100
150
200
250
300
On Order 0-4 years 5-9 years 10-14 years15-19 years 20+ years
(Million Dwt)
Capesize Panamax
Supramax Handysize
25
0
50
100
150
200(Million Dwt)
Handysize Supramax
Panamax Capesize
Dwt Age No.
Cape 190k 7 1624
PMX 80k 8 2449
SMX 54k 8 3286
HSZ 28k 11 3348
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Dry Orderbook by Yard
Dry Orderbook by Size
26
0
10
20
30
40
50
60
2016 2017 2018 2019 2016 2017 2018 2019 2016 2017
China Japan Korea
(Mdwt)
백만
Capesize
Panamax
Supramax
Handysize
~2019 Mdwt 오더북비중
Cape 49.2 16%
PMX 24.9 13%
SMX 30.2 17%
Handy 12.2 13%
Total 116.5 15%
0% 20% 40% 60% 80% 100%
2016
2017
2018
2019
Capesize Panamax Supramax Handysize
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Dry Contracts by Yard
Dry Contracting & BDI
27
0
100
200
300
400
500
600
700
800
900
1000
(4,000)
(2,000)
0
2,000
4,000
6,000
8,000
10,000
12,000
1-0
0
9-0
0
5-0
1
1-0
2
9-0
2
5-0
3
1-0
4
9-0
4
5-0
5
1-0
6
9-0
6
5-0
7
1-0
8
9-0
8
5-0
9
1-1
0
9-1
0
5-1
1
1-1
2
9-1
2
5-1
3
1-1
4
9-1
4
5-1
5
1-1
6
(No.)
(Pts, $Million)
Contracting Value ($Million)
Contracting Number(RHS)
Baltic Dry Index
0
10
20
30
40
50
60
70
80
90
100
8 11 2 5 8 11 2 5 8 12 3 6 10 1 8 11 2 5 8 11 2 5 8 11 2 5 8 2 3 7 11 2 7
2012 2013 2014 2015 20162012 2013 2014 2015 20162013 20142015
China Japan Korea
(no.)
2016 2017 2018
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Dry Bulk Delivery monthly in Number
Dry Bulk Scrap Monthly in Number
28※ Source: Clarkson, HJS
0
20
40
60
80
100
120
1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10
2015 2016
Nu
mb
er
of
vess
els
Capesize
Panamax
Handymax
Handysize
0
10
20
30
40
50
60
70
1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10
2015 2016
Nu
mb
er
of
Ve
sse
ls
Capesize
Panamax
Handymax
Handysize
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Recycled Fleet Size & Age Distribution since 2012
Old Fleet in No.
Pre85
86 87 88 89 90 91 92 93 94 95 96 97 98 99 00' 01'
Handysize 201 39 18 12 19 22 17 23 18 27 68 80 96 62 63 45 62
Supramax 36 17 6 3 15 18 17 9 1 47 65 73 69 66 41 41 98
Panamax 18 2 1 1 9 13 4 5 18 34 36 27 59 51 61 57 113
Capesize 0 2 1 4 4 6 16 26 23 21 12 20 6 21 25 29
0
50
100
150
200
250
300
29
~2001 Mdwt 노후선비중
Cape 42.5 14%
PMX 37.6 19%
SMX 29.1 16%
Handy 21.3 23%
Total 130.5 17%
※ Source: Clarkson, HJS
Av. Age
2014 2015 2016
Cape 23.6 20.8 20.6
PMX 25.0 23.0 21.0
SMX 26.7 26.0 22.8
Handy 29.1 28.5 29.0
Total 27.3 25.2 23.5
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Dry Scrap & 2ndhand price
Dry Scrap & Earning
30
0
10,000
20,000
30,000
40,000
50,000
60,000
0
5
10
15
20
25
1-10
6-1
0
11-1
0
4-1
1
9-1
1
2-12
7-12
12-1
2
5-13
10-1
3
3-14
8-1
4
1-15
6-1
5
11-1
5
4-1
6
9-1
6
($/day)(척수, Million $)
Cape Scrap (Number, 3MA)
Scrap Forecast
Scrap and old ship value spread $Million
Capesize 4TC average (RHS)
-20
-15
-10
-5
0
5
10
15
20
0
5
10
15
20
25
30
1-1
1
4-1
1
7-1
1
10-1
1
1-1
2
4-1
2
7-1
2
10-1
2
1-1
3
4-1
3
7-1
3
10-1
3
1-1
4
4-1
4
7-1
4
10-1
4
1-1
5
4-1
5
7-1
5
10-1
5
1-1
6
Cape Scrap Value(b)
15 years Cape 2ndhand price(a)
Spread a-b (right)
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Dry Delivery monthly
Dry Scrap Monthly
31
0
1
2
3
4
5
6
1-1
1
4-1
1
7-1
1
10-1
1
1-1
2
4-1
2
7-1
2
10-1
2
1-1
3
4-1
3
7-1
3
10-1
3
1-1
4
4-1
4
7-1
4
10-1
4
1-1
5
4-1
5
7-1
5
10-1
5
1-1
6
4-1
6
7-1
6
10-1
6
(Mdwt)
Handysize Handymax
Panamax Capesize
Scrap forecast
Forecast
0
3
6
9
12
15
1-11 4-11 7-11 10-11
1-12 4-12
7-12 10-12
1-13 4-13
7-13 10-13
1-14 4-14
7-14
10-14
1-15 4-15
7-15 10-15
1-16 4-16
7-16
10-16
(Mdwt)
Handysize HandymaxPanamax CapesizeDelivery Forecast
Forecast
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Capesize Delivery & Removal
Capesize Movement
32
5% 5%3%
5%
9% 9% 9% 9% 9%
18%
23%
19%
12%
5% 5%
0% 1%3%
-10%
0%
10%
20%
30%
(20)
(10)
0
10
20
30
40
502000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015e
2016f
2017f
Mil
lio
n d
wt
of
Ve
ssel
s
Cape Deliveries Cape Demolition Orderbook Growth
Removal
Delivery
※ Source: Clarkson, Platts, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Capesize Orderbook
Capesize Old Fleet
33
0
5
10
15
20
25
30
2016 2017 2018 2016 2017 2018 2019 2016 2017
China Japan Korea
On Order
(Million Dwt)
Capesize - Small Cape (100-160k)
Capesize - Capesize(160-200k)
Capesize - Large Cape(200-260k)
Capesize - VLOC(260k+)
1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999200
0
VLOC(260k+) 1 1 1 2 3 10 14 11 9 1 2
Large Cape(200-260k) 2 1 2 4 5 1 1 2 1
Capesize(160-200k) 2 2 4 17 15 5 23 24
Small Cape (100-160k) 1 3 4 6 10 14 10 7 7 4 2
0
5
10
15
20
25
30
35
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Panamax Delivery & Removal
Panamax Movement
34
7%9%
4%1%
8% 8% 8%6% 6% 5%
12%12%12%
9%
4%
2% 2% 3%
-12%
-6%
0%
6%
12%
18%
24%
(15)
(10)
(5)
0
5
10
15
20
25
302000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015e
2016f
2017f
Mil
lio
n d
wt
of
Ve
ssel
s
PMX
PMX Deliveries PMX Demolition Orderbook Growth
Removal
Delivery
※ Source: Clarkson, Platts, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Panamax Orderbook
PMX Old Fleet
35
0
2
4
6
8
10
12
14
2016 2017 2018 2016 2017 2018 2019 2016
China Japan Korea
On Order
(Million Dwt)
Panamax - Panamax (65,000-79,999)
Panamax - Kamsarmax (80,000-89,999)
Panamax - Post Panamax (90,000-99,999)
Pre-90
1991 1992 1993 1994 1995 1996 1997 1998 1999 2000
Panamax (65-80k) 2 3 2 1 2 2 1 3
Kamsarmax (80-90k) 4 1 1 1 2 8
Post Panamax (90-100k) 16 2 10 25 32 33 57 51 61 52
0
10
20
30
40
50
60
70
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Supramax Delivery & Removal
Supramax Movement
36
2%
9% 8%
5%7%
9%7% 7% 8%
11%
20%18%
12%
7%5%
8%5%
7%
-12%
-6%
0%
6%
12%
18%
24%
30%
(10)
(5)
0
5
10
15
20
25
302000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015e
2016f
2017f
Mil
lio
n d
wt
of
Ve
ssel
s
SMX
SMX Deliveries SMX Demolition Orderbook Growth
Removal
Delivery
※ Source: Clarkson, Platts, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Supramax Orderbook
Supramax Old Fleet
37
02468
101214161820
2016 2017 2019 2016 2017 2018 2019 2016
China Japan Korea Others
On Order
(Million Dwt)
Supramax - Ultramax (60,000-64,999)
Supramax - Handymax(40,000-49,999)
Supramax - Supramax(50,000-59,999)
Pre-85
1986
1987
1988
1989
1990
19911992
1993
1994
1995
1996
1997
1998
1999
2000
Handymax(40-50k) 36 20 8 2 11 17 20 10 1 51 67 78 63 65 35 29
Supramax(50-60k) 3 2 3 1 1 1 1 3 7 6 6 12
Ultramax (60-65k) 14 3 2 4 16 9 3 14 19 11 5 12 2
0
10
20
30
40
50
60
70
80
90
100
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Handysize Delivery & Removal
Handysize Movement
38
-2%-3%
-2%-1%
2% 1%1%
3% 2%1%
8%
5%
2%
-1%
1% 1%
0%
2%
-10%
-4%
2%
8%
14%
(10)
(5)
0
5
10
152000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015e
2016f
2017f
Mil
lio
n d
wt
of
Ve
ssel
s
Handy
Handy Deliveries Handy Demolition Orderbook Growth
Removal
Delivery
※ Source: Clarkson, Platts, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
Handysize Orderbook
Handysize Old Fleet
39
0
2
4
6
8
10
12
14
16
2016 2017 2018 2016 2017 2018 2019
China Japan Others
On Order
(Million Dwt)
Handysize - Large Handy(35-40k)
Handysize - SHandy(10-20k)
Handysize - Handysize(20-35k)
Pre-80
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
SHandy(10-20k) 45 12 13 9 11 9 7 4 5 3 6 5 4 5 6 11 15
Handysize(20-35k) 26 6 5 11 29 38 31 11 4 12 14 11 16 15 19 58 66
Large Handy(35-40k) 6 3 3 10 7 6 8 7 3 3 3 5 5 5 4 1
0
10
20
30
40
50
60
70
80
90
※ Source: Clarkson, HJS
Contact : Daejin Lee / daejin82@gmail.com / www.JinreSearch.com
40
Thank you
Previous Reports :
(1) Bulk Supply : The Seeds of Recovery
(2) Tanker Supply : Oil Prices and Oversupply)
(3) Coal Trade Market : The end of the coal era, soon or yet?
(4) Iron Ore Trade Market : Chinese steel market
(5) Understanding Bulk Shipping Market
(6) Shipping Market Chartpack 2016
(7) Shipping Supply Chartpack 2016
We invite any comments and/or questions you may have. If you need bespoke reports & analysis, we would love to meet specific client needs. To discuss any individual requirements please contact below
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