[No.28] STL Global Weekly Market Report (Dec 09, 2014)
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Transcript of [No.28] STL Global Weekly Market Report (Dec 09, 2014)
STL GLOBAL Co., Ltd. 101-1401, Lotte Castle President, 109, Mapo-daero, Mapo-gu, Seoul, Korea Tel: +82-2-776-0840 (Rep.) Fax: +82-2-776-0864 TLX: K35476 E-mail: [email protected] Homepage : www.stlkorea.com
STL Market Report
Weekly focus No.28
2014 Dec 09
Table Of Contents
Contents β . Market Overview ___________________________________________________________________________________ 1
β ‘. Issue & Trend _______________________________________________________________________________________ 3
β ’. Bulk Carrier _________________________________________________________________________________________ 7
β ’-1. BC Sales Reported _________________________________________________________________________ 10
β £. Tankers _____________________________________________________________________________________________ 11
β £-1. Tanker & Container Sales Reported ___________________________________________________ 14
β €. Demolition _________________________________________________________________________________________ 15
β €-1. Demolition Sales Reported ______________________________________________________________ 16
β ₯. Key Indicators _____________________________________________________________________________________ 17
β ¦. Useful Information _______________________________________________________________________________ 19
β §. Contact Information ______________________________________________________________________________ 20
STL Market Report No.28 Dec 9, 2014 β . Market Overview
1. μ μ‘°μ μμ₯λν₯
그리μ€μ TSAKOS ENERGY NAVIGATION μ΄ μ±λμ‘°μ μ 157,000 DWT μ νν±μ»€ 1 μ²+1 μ²(μ΅μ )μ
λ°μ£Όνμ¬ 2017 λ 1/4 λΆκΈ°λ΄ 1 μ²μ μΈλ μμ μ΄λ€. TSAKOS ENERGY λ μ΅μ μ ν¬ν¨νλ©΄ μ΄ 4 μ²μ
μ νν±μ»€μ μ λ°μ£Όνμλ€.
* μ νν±μ»€: ν΄μμμ μ λ°μ μμΉλ₯Ό κ³ μ ν μ μλ νΉμμ₯λΉκ° νμ¬λμ΄, ν΄μμ μ μμ μ±κ΅΄ν μμ λ₯Ό
λ°λ‘ μ μ νμ¬ μ‘μμ μ μ₯μμ€κΉμ§ μ볡νλ μν μ νλ μ λ°
STX μ‘°μ ν΄μμ μ€μΌλ©μ΄μ νμ¬μΈ SHELL μ¬λ‘λΆν° 6500 γ₯κΈ LNG λ²μ»€λ§μ λ± 7 μ² μμ£Όκ³μ½μ
체결νμ¬ 2017 λ 1/4 λΆκΈ°λ΄μ μΈλμμ μ΄λ€. λν, 그리μ€μ PLEIADES SHIPPING μ λ¨λ νμμ ν΅ν΄
LR1 ν±μ»€ 2 μ² + 4 μ² (μ΅μ )κ³μ½μ 체결ν κ²μΌλ‘ μλ €μ‘λ€.
LNG λ²μ»€λ§μ μ μ‘νμ²μ°κ°μ€(LNG) λ±μ κ°μ€μ°λ£λ₯Ό ν΄μμμ LNG μΆμ§μ μ μ§μ μ£Όμ νλ μ λ°μΌλ‘,
κ΅μ ν΄μ¬κΈ°κ΅¬(IMO)μ μ λ° μ¨μ€κ°μ€ κ·μ λ‘ μΉνκ²½, κ³ ν¨μ¨ μ λ°μΈ LNG μΆμ§μ λ°μ£Όκ° λλ©΄μ
LNG μΆμ§μ μ μ§μνλ LNG λ²μ»€λ§μ μ΄ μ£Όλͺ© λ°κ³ μλ€.
2. λ²ν¬μ μμ₯λν₯
λ²ν¬λΆλ¬Έμμλ BDI κ° 1,000 ν¬μΈνΈ μλλ‘ λ°λ €λ¬λ€. λλ°μ΄μ κ°λ λ΄λ¦¬λ§ μΆμΈμ μ μ΄λ€μ΄ μ°λ§
ν΄μ΄κ΄λ ¨ μ§νλ€μ΄ λͺ¨λ νν₯μΈλ₯Ό 보μ΄κ³ μλ€.
λ²ν¬μ μμ₯μμλ μΌμ΄ν μ¬μ΄μ¦ λͺ μ²μ΄ 맀κ°λμλ€. βWAH SHANβ (175,980 DWT, BUILT 2003, CSBC)μ΄
2,040 λ§ λ¬λ¬μ 맀κ°λμκ³ , βPACIFIC TRIANGLEβ (184,744 DWT, BUILT 2000, SAMSUNG HI)μ΄ κ°μ‘°μ
λͺ©μ μΌλ‘ ν°ν€λ°μ΄μ΄μκ² 1,700 λ§ λ¬λ¬μ 맀κ°λμλ€.
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STL Market Report No.28 Dec 9, 2014
3. ν±μ»€μ μμ₯λν₯
ν±μ»€μ μμ₯μ CRUDE λ μ νμ΄λ°μ λͺ¨λμμ κΈμ μ μΈ λΆμκΈ°κ° κ³μλκ³ μλ€.
λλ¦Όμ½νΌλ μ΄μ μ βDL BELLFLOWERβ (99,999 DWT, BUILT 2003, DALIAN NEW YARD)κ° 1,700 λ§ λ¬λ¬
μμ€μ 맀κ°λμλ€. μ§λ 9 μμ 맀κ°λ βSC LAURAβ (109,325 DWT, BUILT 2001, DALIAN NEW YARD)κ°
1,450 λ§ λ¬λ¬μ 맀κ°λ κ²κ³Ό λΉμ·ν μ κ° μμ€μΌλ‘ 보μ¬μ§λ€.
STST μΌλ―Έμ»¬ ν±μ»€μ λΆλΆμμ 'LAUREL GALAXY' (19,806 DWT 2004 KITANIHON STAINLESS STEEL
TANKS)κ° 1,900 λ§ λ¬λ¬μ 맀κ°λλ©° μ κ°μ§νκ° λκ³ μλ€.
4. ν΄μ²΄μ μμ₯λν₯
μ² νκ°κ²©, 루νΌν νλ½ λ± ν΄μ²΄μ μμ₯μ λν μλ°μ΄ κ³μλκ³ μλ€. μ©μ μμ₯μ μν© μμ μ’μ§ μλ€ λ³΄λ
μ μ£Όλ€μ λ Ένμ μ ν΄μ²΄μ 맀κ°μ μ΅μ μΌλ‘ κ³ λ €νκ³ μλ€. λ°λΌμ ν΄μ²΄μ μμ₯μ΄ κ°μ λλ λΆμκΈ°λ₯Ό
보μ΄λ©΄ λ°λ‘ λ§€λ¬Όμ΄ λ§μμ§λ©΄μ μ κ° μμΉμ μ ν΄νλ€.
κ°μΌ μ² νμ λ¬Όλ곡μΈλ κ³μλλ€ λ³΄λ ν΄μ²΄μ μ λν μμ μ체λ μ νμ μΌ μ λ°μ μλ€.
μ λ°μ λ§μμ§λλ° λ°ν΄ μΊμ¬λ°μ΄μ΄λ€μ μ¬μ ν νλ‘κ° λ§ν μν©μ΄λ€
ννΈ, μ€κ΅μ ν΄μ²΄μ κ°λ 6 λ μ¬ λ§μ μ΅μ μΉλ‘ LDT λΉ 200 λ¬λ¬ μ€λ° μ λλ₯Ό κΈ°λ‘νκ³ μλ€.
μΈλ/λ°©κΈλΌλ°μ/νν€μ€ν λ± λλ¨μ ν΄μ²΄μμ₯κ³Όλ μλ μ΅λ κ°κ²© 격차λ₯Ό 보μ΄κ³ μλ€.
Page 2
STL Market Report No.28 Dec 9, 2014 β ‘. Issue & Trend
.
1. ν¬μ€μ½, ν¬μ€μ½ νΉμκ° 1 μ‘° 1,000 μ΅μμ μΈμλ² μ€νΈμ 맀κ°
POSCO μ μΈμλ² μ€νΈμ΄ ν¬μ€μ½νΉμκ°μ λν μ£Όμ맀맀κ³μ½(SPA)μ 체결νλ€.
μμ¬λ 4 μΌ ν¬μ€μ½κ° 보μ ν ν¬μ€μ½νΉμκ° μ§λΆ 72%λ₯Ό μΈμλ² μ€νΈμ 맀κ°νλ κ³μ½μμ μλͺ νλ€.
λλ¨Έμ§ μ¬λ¬΄μ ν¬μμ(FI) λ° μ°λ¦¬μ¬μ£Όκ° 보μ ν 28%λ 맀κ°λ μμ μ΄λ€. μ΄μ λ°λ₯Έ μ 체 맀κ°κΈμ‘μ μ½
1 μ‘° 1,000 μ΅μμ΄λ€. μ₯λΆκ°μΉ 2,200 μ΅μ μμ€μ λ² νΈλ¨ νκ°μ¬μ (PSSV)μ΄ ν¬μ€μ½μ μλ₯νλ κ²μ
κ°μνλ©΄ ν¬μ€μ½νΉμκ°μ νκ°κ°μΉλ 1 μ‘° 3000 μ΅μμ΄ λλ€. μμ¬κ° ννΈλμμ κ²¬κ³ ν μ μ§νκ³
ν¬μ€μ½νΉμκ°μ μμ μ μΈ μμ°©μ μ§μνκΈ° μν΄ ν¬μ€μ½λ λΉλΆκ° ν¬μ€μ½νΉμκ°μ 20% μ§λΆμ 보μ νλ€.
ν¬μ€μ½κ° μ§λΆμ 보μ νλ λμ ν¬μ€μ½νΉμκ°μ μμ΅μ±μ΄ κ°μ λλ©΄ μΆκ°μ μΌλ‘ μ±κ³Όλ₯Ό 곡μ νλ 쑰건λ
ν¬ν¨λΌ μ€μ§ 맀맀 λκΈμ μ¦κ°ν κ°λ₯μ±λ μλ€. ν¬μ€μ½λ μΌμ κΈ°κ° μ΄ν 20%μ μ§λΆλ μΈμμμ μ λ
맀κ°ν κ³νμ΄λ€.
μΈμλ² μ€νΈμ΄ ν¬μ€μ½νΉμκ°μ μΈμνλ©΄ νμβ’ν©κΈλ΄κ° μμ£Όμ μ νν¬νΈν΄λ¦¬μ€λ₯Ό 곡ꡬκ°,
μ€ν μΈλ¦¬μ€μ€νΈ μ μ¬, λ΄κ° λ° λ¬΄κ³λͺ©κ°κ΄(μ΄μλ§€κ° μλ κ°κ΄β’SEAMLESS STEEL PIPE)κΉμ§ νλν΄ νΉμκ°
μ¬μ μ κ°μΉλ₯Ό λμΌ μ μλ€. μΈμλ² μ€νΈμ λͺ¨κ·Έλ£ΉμΈ μΈμκ·Έλ£Ήμ μ°μ° 400 λ§ν€ μμ€μ μΈκ³ μ΅λ κ·λͺ¨
νΉμκ° λ©μ΄μ»€λ‘ λΆμν κ²μΌλ‘ κΈ°λλλ€. λ μμ¬κ° μβ’ν곡μ μ°κ³λ‘ μμ°μ± ν₯μ, μΈμμ ν΄μΈ
λ€νΈμν¬λ₯Ό νμ©ν μλμ§μ© 무κ³λͺ© κ°κ΄μ¬μ νλ, λ€μν νΉμκ° μ νκ΅°μ μΌκ΄ 곡κΈμ ν΅ν κ³ κ°μλΉμ€
ν₯μμ΄ κΈ°λλλ λ± νμ¬ κ²½μλ ₯ κ°νκ° μμλλ€.
Weekly Issue & Trend
1) ν¬μ€μ½, ν¬μ€μ½νΉμκ° 1 μ‘° 1000 μ΅μμ μΈμλ² μ€νΈμ 맀κ°
2) μ€μΌμ μ-ν΄μνλνΈ λ°μ£Όλ κ°μ
3) ν±μ»€μ μ¬λ€ μ£Όκ° μμΉβ β λ°μ£Όλ¬Έμ μ¦κ°
Page 3
STL Market Report No.28 Dec 9, 2014 μμ¬κ° νΉμκ°λΆμΌμμ μνΈνλ ₯μ κ°νν€λ‘ ν κ²μ λ§μ±μ μΈ κ³΅κΈκ³Όμκ³Ό μμ μ¬ μ¦κ°λ‘ νΉμκ° μ κ³
μ λ°μ΄ μ΄λ €μμ κ²ͺκ³ μμ΄ μ κ³ μ°¨μμ ꡬ쑰쑰μ κ³Ό κΈλ‘λ² κ²½μλ ₯ νλ³΄κ° μκΈνλ€κ³ νλ¨νκΈ° λλ¬Έμ΄λ€.
ν¬μ€μ½μ κ²½μ° νΉμκ° λΆμΌκ° μμ§κΉμ§λ μνΈν κ²½μμ±κ³Όλ₯Ό λ¬μ±νκ³ μμ§λ§, λ―Έλ κΈ°μ κ°μΉλ₯Ό λ λμ΄κ³
κΈλ‘λ² κ²½μλ ₯μ μ§μ κ°νν΄λκ°κΈ° μν΄μλ μΈμκ·Έλ£Ή μͺ½μΌλ‘ μ μ’ μ λ¬Έννλ κ²μ΄ ν©λ¦¬μ μ΄λΌλ
νλ¨μ λ΄λ Έλ€. ν¬μ€μ½λ μΈμκ·Έλ£Ήμ΄ νΉμκ° λΆλ¬Έμμ κ΅λ΄ 1 μ κ·λͺ¨μ΄κ³ , μμ μ μΈ κ²½μμ±κ³Όλ₯Ό λ°νμΌλ‘
μμ§μ μ²μ° κ°μ μ΄λ κ³ κ° μμκ²½μ, λμ€μκΈ°μ λλ°μ±μ₯ λ± κ±΄κ°ν μ°μ μνκ³ μ‘°μ± λ±μ μμ₯μ€
κ²μΌλ‘ κΈ°λνκ³ μλ€.
λ Έμ¬κ° μλ§ν νμλ₯Ό ν΅ν΄ λ§€κ° μ΄νμλ μ§μλ€μ΄ μμ μ μΌλ‘ 근무ν μ μλλ‘ μμ¬λ 5 λ κ° κ³ μ©μ
보μ₯νκ³ μΈμμ μΈ μ 리ν΄κ³ λ μλ€λ κ²μ λͺ λ¬Ένν λ°©μΉ¨μ΄λ€. μΌκ°μμ μ κΈ°ν κΈ°μ κ²°ν© μΉμΈ μ¬λΆμ
κ΄λ ¨ν΄μ μμ¬κ° μ¬μ μ€λ³΅ μμμ΄ κ±°μ μκ³ , μ€λ³΅λλ νμν©κΈκ° λΆμΌλ ν¬μ€μ½νΉμκ°μ μ μ μ¨μ΄
λ―Έλ―Έν΄ μμ₯μ ν° μν₯μ΄ μμ κ²μΌλ‘ νλ¨λλ λ° κΈ°μ κ²°ν©μλ λ¬Έμ κ° μμ κ²μΌλ‘ 보μΈλ€.
ν¬μ€μ½λ μ§λ 3 μ κΆμ€μ€ νμ₯ μ·¨μ μ΄ν μ¬λ¬΄κ΅¬μ‘° νμ κ³Ό κ²½μλ ₯ ν₯μμ μν΄ μ¬μ ꡬ쑰 μ¬νΈμ
μ§μμ μΌλ‘ μΆμ§νκ³ μλ€.
2. μ€μΌμ μΒ·ν΄μνλνΈ λ°μ£Όλ κ°μ
κ΅μ μ κ° κΈλ½μΌλ‘ μ‘°μ μ κ³λ μν₯μ λ°κ³ μλ€. μ κ° νλ½μΈκ° μμλ³΄λ€ κ°νλ₯΄μ κΈλ‘λ²
μ€μΌλ©μ΄μ λ€μ ν¬μμΆμ μ°λ €κ° 컀μ§κ³ μλ€. κ³ λΆκ°κ°μΉ μ¬μ μΈ ν΄μνλνΈ μμκ° μ κ°νλ½μΌλ‘
κ°μνλ©΄ ν΄μνλνΈ μμ₯μ λ μ νκ³ μλ κ΅λ΄ μ‘°μ μ μ λ¨Ήκ±°λ¦¬κ° κ·Έλ§νΌ μ€μ΄λ λ€. μ¬ν΄ μ‘°μ μ κ³μ
μ€μ λΆμ§λ ν΄μ μμΆμ μμ£Ό κ°μνμ΄ μ»Έλ€. μ κ°κ° νλ½νλ©΄ μμΆκ° μ€μ΄λ€κ³ μμ°ν μμΆλ₯Ό μν΄
νμν ν΄μνλνΈ λ± μ€λΉμμλ μΆμλλ€. μ κ°κ° λ¨μ΄μ§λ©΄ μ μ κ°λ°μ μ±μ°μ±μ΄ λ§μ§ μκ² λΌ
κ°λ°κ³ν μμ²΄κ° μ·¨μλ μ μλ€.
ν΄μνλνΈλ μμ£Ό 1 건μ μ‘°(ε )λ¨μκ° μ€κ°λ§νΌ κ³ λΆκ°κ°μΉ μ¬μ μΌλ‘, FPSO μ κ²½μ° 1 κΈ° κ°κ²©μ΄
20 μ΅λ¬λ¬μ λ¬ν΄ ν¬κΈ°ν μ μλ μμ₯μ΄λ€. κ³ λΆκ°κ°μΉ μ¬μ μΈλ°λ€ ν΄μνλνΈλ₯Ό μ μλΆν° μ€μΉκΉμ§ ν
μ μλ ν° λν¬λ₯Ό κ°μ§ μ‘°μ μλ μ μΈκ³μμ νλ, μΌμ±, λμ° λ± 'λΉ 3' μ λλ€. λ€λ§, 20~30 λ μ λ΄λ€λ³΄κ³
κ°λ°κ³νμ μΈμ°λ λνμ μ λ³΄λ€ μμ΅μ±μ΄ μλμ μΌλ‘ μ μ νκ³μ μ μ€μ¬μΌλ‘ κ°λ° μ§μ°μ΄ λνλ
κ²μΌλ‘ λ³΄μ¬ μ‘°κΈ λ μ§μΌλ΄μΌ νλ€λ λΆμλ μλ€.
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STL Market Report No.28 Dec 9, 2014
νλ νκ΅ μ‘°μ μ μ λ¨Ήμ¬μ΄λ¦΄ 'λΈλ£¨μΉ©'μΌλ‘ λ μ¬λλ ν΄μμνλνΈ μμ₯μ 2013 λ μ΄ν μμ£Όλμ΄
κ³€λλ°μ§μΉκ³ μλ€. μ°μ μμλΆμ λ°λ₯΄λ©΄ νκ΅μ ν΄μνλνΈ μμ£Όλ 2009 λ 52 μ΅λ¬λ¬, 2010 λ
89 μ΅λ¬λ¬, 2011 λ 176 μ΅λ¬λ¬, 2012 λ 218 μ΅λ¬λ¬λ₯Ό κΈ°λ‘νλ©° μ μ μ μ°λ€ 2013 λ 182 μ΅λ¬λ¬λ‘
μ€μ΄λ€λλ μ¬ 3 λΆκΈ°μλ 34 μ΅λ¬λ¬λ‘ κΈκ²©ν κ°μνλ€. μ¬ν΄λ κ·ΈμΌλ§λ‘ ν΄μνλνΈ μμ£Ό κ°λμ
κ²ͺμλ€. λμ°μ‘°μ ν΄μμ 1 κΈ°, μΌμ±μ€κ³΅μ 2 κΈ°, νλμ€κ³΅μ 7 κΈ°μ κ·Έμ³€λ€.
μ΄μ λ°λΌ μ‘°μ μ κ³λ ν΄μνλνΈ λμ μ‘νμ²μ°κ°μ€(LNG)μ κ³Ό λν 컨ν μ΄λμ μμ£Όμ λ΄λ λ μ¬μ
ν¬νΈν΄λ¦¬μ€λ₯Ό μ§κ³ μλ€. μ κ°νλ½μΌλ‘ μνλ₯Ό μ λ ν΄μ΄μ¬λ€μ ν¬μμ¬λ ₯μ΄ μμΉν΄ μ μ‘° λ°μ£Όλ₯Ό λ릴 μ
μλ€λ μ μ μ‘°μ μ μ κΈ°νκ° λ μ μλ€. μ κ°νλ½ μκΈ°μ μμ λ₯Ό λΉμΆνλ €λ μμκ° λλ©΄ μμ μͺ½
μ€μ μλ κΈμ μ μΈ μν₯μ μ€ μλ μλ€λ κ²μ΄λ€.
3. ν±μ»€ μ μ¬λ€ μ£Όκ°μμΉ β λ°μ£Όλ¬Έμ μ¦κ°
11 μ 27 μΌ OPEC μ μμ μμ°λ μ μ§ κ²°μ νλ‘ ν±μ»€μ μ¬λ€μ μ£Όκ°λ μμΉμΈλ₯Ό 보μ΄κ³ μλ€. λνμ μΈ
κΈλ‘λ² ν±μ»€λ€μ SCORPIO TANKERS, TEEKAY, EURONAV, FRONTLINE, STOLT-NIELSEN λ±μ΄λ©° μ΄λ€μ΄ νκ΅
μ‘°μ μ μ μ£Όμ κ³ κ°λ€μ΄λ€.
ν±μ»€μ μ¬λ€μ μ£Όκ°λ 12 μ λ€μ΄ νκ· 5.2% μμΉνμΌλ©° νΉν 24 μ²μ VLCC λ₯Ό κ°κ³ μλ
FREDRIKSEN κ³μ΄μ FRONTLINE μ 8.88%λ‘ κ°μ₯ λμ μ£Όκ° μμΉμ 보μ¬μ£Όκ³ μλ€. 25 μ²μ VLCC λ₯Ό κ°κ³
μλ EURONAV μμ μ΅κ·Ό μ£Όκ°λ μ€λ₯΄κ³ μλ€.
ν±μ»€μ μ¬λ€μ μ£Όκ° μμΉμ λ§€μ° ν° μλ―Έλ₯Ό κ°κ³ μλ€. μ΄λ€μ μμ§μμ΄ κΈλ‘λ² ν΄μ΄μ μ λν₯μ΄κΈ°
λλ¬Έμ΄λ€. μ κ°νλ½μΌλ‘ μμ μμ‘λ μ¦κ°μ λ―Έκ΅ SHALE νλͺ μ λ°λ₯Έ μμ μμ‘ ν€-λ§μΌ μ¦κ°λ‘ ν±μ»€
μ΄μμ κ°μΈλ₯Ό 보μ΄κ³ μλ€.
ν±μ»€ λ°μ£Όλ¬Έμκ° λμ΄λκ³ μλ€. ν±μ»€ μ μ£Όλ€μ μ μ‘°μ λ°μ£Όλ₯Ό μν΄ νκ΅ μ‘°μ μ 체μ λ¬Έμ λλλ¦¬κ³ μλ€.
μ μ‘°μ λ°μ£Όλ¬Έμ λ° μλ΄μ λμ± λμ΄λ κ²μ΄λ€. μ¬μ€ μ§λν΄ κ°μ λμ°μ‘°μ ν΄μμ΄ ECO-DESIGN μ΄ μ μ©λ
VLCC λ₯Ό μΈλν μ΄ν ν±μ»€ μ μ‘°μ λ°μ£Όλμ λμ΄λκ³ μμλ€.
Page 5
STL Market Report No.28 Dec 9, 2014 λ€μλ¬λΆν° μ λ°μ°λ£λ μ μ ν©(LOW SULFUR FUEL OIL)μ μ¬μ©ν΄μΌ νλ€λ SULFUR κ·μ λ₯Ό κ³ λ €ν λ,
ν±μ»€ μμλ μ€κ³ μ μ ν¬κΈ°νκ³ λκ±° μ μ‘°μ λ°μ£Όλ‘ μ΄λνκ³ μλ€κ³ λ§ν μ μλ€.
μ κ° νλ½μΌλ‘ ν±μ»€ μ΄μμ μμΉνκ³ μλ€. λλΆμ΄ ν±μ»€ μ μ¬λ€μ μ£Όκ°λ μ€λ₯΄κ³ μλ€. νΉν 1~5 λ ν±μ»€
μ©μ λ£λ ν¨κ» μ€λ₯΄κ³ μλ€. ν±μ»€ μ μ‘°μ λ°μ£Όλ₯Ό μν λͺ λΆμ΄ μκΈ΄ κ²μ΄λ€.
μμ μ μμ£Όλ¬Έμμμ μ€μ κ³μ½κΉμ§ 2~3 κ°μ μμ°¨κ° μκΈ΄λ€. ν₯ν 2~3 κ°μ μμ νκ΅ μ‘°μ μ 체λ€μ
ν±μ»€ μμ£Όκ³μ½ μμμ λ£κ² λ κ²μ΄λ€. μ΄μ νκ΅μ μμ μμ£Όμ λ§μ 컨ν μ΄λμ κ³Ό LNG μ μ μ΄μ΄
ν±μ»€μ μΌλ‘ νμ°λμλ€.
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STL Market Report No.28 Dec 9, 2014 β ’. Bulk Carrier
(μ λ Ή 5 λ κΈ°μ€, Million USD, μ¦κ°μ¨ :%)
κ΅¬λΆ 1 μ 2 μ 3 μ 4 μ 5 μ 6 μ 7 μ 8 μ 9 μ 10 μ 11 μ 12 μ
2 μ£Όμ°¨
νκ·
2 0 1 4
CAPE 180K
μ κ° 46.00 48.00 52.00 53.00 50.00 47.00 47.00 47.00 48.00 42.00 41.00 40.00 46.8
μ λ λλΉ 39.4% 41.2% 52.9% 60.6% 47.1% 38.2% 38.2% 38.2% 26.3% 5.0% -6.8% -9.1% 28.7%
μ μλλΉ 4.5% 4.3% 8.3% 1.9% -5.7% -6.0% 0.0% 0.0% 2.1% -12.5% -2.4% -2.4% -
PMAX 76k
μ κ° 27.00 27.00 28.00 27.00 26.50 24.00 24.00 24.00 22.50 22.00 20.50 20.50 24.4
μ λ λλΉ 50.0% 45.9% 51.4% 42.1% 20.5% 9.1% 9.1% 14.3% 2.3% -10.2% -19.6% -19.6% 13.3%
μ μλλΉ 5.9% 0.0% 3.7% -3.6% -1.9% -9.4% 0.0% 0.0% -6.3% -2.2% -6.8% 0.0% -
SMAX 56k
μ κ° 26.00 26.00 27.00 27.00 25.50 25.50 24.50 24.00 23.00 22.50 21.50 21.50 24.5
μ λ λλΉ 40.5% 40.5% 45.9% 35.0% 24.4% 18.6% 14.0% 11.6% 2.2% -6.3% -12.2% -12.2% 14.8%
μ μλλΉ 6.1% 0.0% 3.8% 0.0% -5.6% 0.0% -3.9% -2.0% -4.2% -2.2% -4.4% 0.0% -
HANDY 32k
μ κ° 21.00 21.00 21.00 20.50 20.50 19.50 19.50 19.00 18.50 18.50 17.00 17.00 19.4
μ λ λλΉ 35.5% 23.5% 23.5% 20.6% 13.9% 8.3% 8.3% 5.6% 0.0% 0.0% -10.5% -10.5% 9.1%
μ μλλΉ 10.5% 0.0% 0.0% -2.4% 0.0% -4.9% 0.0% -2.6% -2.6% 0.0% -8.1% 0.0% -
2013
CAPE 33.00 34.00 34.00 33.00 34.00 34.00 34.00 34.00 38.00 40.00 44.00 44.00 36.3
PMAX 18.00 18.50 18.50 19.00 22.00 22.00 22.00 21.00 22.00 24.50 25.50 25.50 21.5
SMAX 18.50 18.50 18.50 20.00 20.50 21.50 21.50 21.50 22.50 24.00 24.50 24.50 21.3
HANDY 15.50 17.00 17.00 17.00 18.00 18.00 18.00 18.00 18.50 18.50 19.00 19.00 17.8
Page 7
STL Market Report No.28 Dec 9, 2014 Cape
Panamax
Supramax
20
25
30
35
40
45
50
55
1μ 2μ 3μ 4μ 5μ 6μ 7μ 8μ 9μ 10μ 11μ 12μ-2μ£Ό
Mill
USD
2014
2013
μ λ νκ·
15
17
19
21
23
25
27
29
1μ 2μ 3μ 4μ 5μ 6μ 7μ 8μ 9μ 10μ 11μ 12μ-2μ£Ό
Mill
USD
2014
2013
μ λ νκ·
15
17
19
21
23
25
27
29
1μ 2μ 3μ 4μ 5μ 6μ 7μ 8μ 9μ 10μ 11μ 12μ-2μ£Ό
Mill
USD
2014
2013
μ λ νκ·
Page 8
STL Market Report No.28 Dec 9, 2014 Handy
10
12
14
16
18
20
22
1μ 2μ 3μ 4μ 5μ 6μ 7μ 8μ 9μ 10μ 11μ 12μ-2μ£Ό
Mill
USD
2014
2013
μ λ νκ·
Page 9
STL Market Report No.28 Dec 9, 2014 β ’-1. Bulk Carrier Sales Reported
Type Vessel DWT Built Builder M/E Gear Price Currency Remarks (Buyers)
BC WAH SHAN 175,000 2003 TAIWAN B&W 21 mill USD Greek Buyer
BC PACIFIC TRIANGLE 184,744 2000 KOREA B&W 17 mill USD Turkish Buyer
BC CAPE MERLIN 150,966 1994 JAPAN B&W 10.5 mill USD Korean Buyer
BC LOWLANDS MAINE 76,500 2005 JAPAN B&W 14.5 mill USD Greek Buyer
BC OCEAN PIONEER 53,489 2006 JAPAN B&W C 4X30.5t 14.3 mill USD undisclosed buyers
BC DURBAN BULKER 32,564 2005 JAPAN MIT C 4X30.5t 13.4 mill USD Hong Kong Buyer
BC TROPICAL PEGASUS (CHIP CARRIER) 22,332 2001 JAPAN B&W C 2X14.5t 3.3 mill USD Asian Buyer
MPP CLIPPER COPENHAGEN 8,500 2001 CHINA WART C 2x150t - undisclosed buyers
MPP CLIPPER CRISTOBAL 8,500 1999 CHINA WART C 2x150t - undisclosed buyers
BC SEA ENTERPRISER 7,750 1998 MALTA SULZ C 4X12t (COMB
25) - undisclosed buyers
MPP LEO I
(EX-KLENODEN) 4,452 1991 GERMA
NY WART 1.1 mill USD Syrian Buyer
Page 10
STL Market Report No.28 Dec 9, 2014 β £. Tanker
(μ λ Ή 5 λ κΈ°μ€, Million USD, μ¦κ°μ¨ : %)
κ΅¬λΆ 1 μ 2 μ 3 μ 4 μ 5 μ 6 μ 7 μ 8 μ 9 μ 10 μ 11 μ 12 μ
2 μ£Όμ°¨
νκ·
2 0 1 4
VLCC 310K
μ κ° 68.00 72.00 73.00 74.00 75.00 74.00 74.00 74.00 74.00 77.00 77.00 77.00 74.1
μ λ λλΉ 19.3% 26.3% 32.7% 34.5% 36.4% 34.5% 34.5% 34.5% 32.1% 37.5% 32.8% 28.3% 31.9%
μ μλλΉ 13.3% 5.9% 1.4% 1.4% 1.4% -1.3% 0.0% 0.0% 0.0% 4.1% 0.0% 0.0% -
SUEZ 160K
μ κ° 47.00 48.00 50.00 50.00 50.00 49.00 49.00 49.00 50.00 54.00 56.00 57.00 50.8
μ λ λλΉ 17.5% 20.0% 25.0% 25.0% 25.0% 22.5% 22.5% 28.9% 25.0% 35.0% 40.0% 35.7% 26.9%
μ μλλΉ 11.9% 2.1% 4.2% 0.0% 0.0% -2.0% 0.0% 0.0% 2.0% 8.0% 3.7% 1.8% -
AFRA 105K
μ κ° 34.00 37.00 38.00 38.00 38.00 37.00 37.00 38.00 41.00 42.00 42.00 42.00 38.7
μ λ λλΉ 23.6% 34.5% 40.7% 26.7% 26.7% 32.1% 23.3% 31.0% 46.4% 44.8% 40.0% 31.3% 33.3%
μ μλλΉ 6.3% 8.8% 2.7% 0.0% 0.0% -2.6% 0.0% 2.7% 7.9% 2.4% 0.0% 0.0% -
MR 47K
μ κ° 29.00 29.00 29.00 29.00 27.00 27.00 26.00 25.50 25.50 25.500 25.000 25.000 26.9
μ λ λλΉ 16.0% 16.0% 16.0% 16.0% 8.0% 12.5% 0.0% -5.6% -5.6% -8.9% -13.8% -13.8% 2.4%
μ μλλΉ 0.0% 0.0% 0.0% 0.0% -6.9% 0.0% -3.7% -1.9% 0.0% 0.0% -2.0% 0.0% -
CHEM IMO2 13K
μ κ° 12.50 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13.00 13 13 13 13.0
μ λ λλΉ 19.0% 8.3% 13.0% 13.0% 8.3% 2.0% 2.0% 2.0% 13.0% 13.0% 8.3% 4.0% 8.7%
μ μλλΉ 0.0% 4.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% - 2 0 1 3
VLCC 57.00 57.00 55.00 55.00 55.00 55.00 55.00 55.00 56.00 56.00 58.00 60.00 56.2
SUEZ 40.00 40.00 40.00 40.00 40.00 40.00 40.00 38.00 40.00 40.00 40.00 42.00 40.0
AFRA 27.50 27.50 27.00 30.00 30.00 28.00 30.00 29.00 28.00 29.00 30.00 32.00 29.0
MR 25.00 25.00 25.00 25.00 25.00 24.00 26.00 27.00 27.00 28.00 29.00 29.00 26.3
CHEM 10.50 12.00 11.50 11.50 12.00 12.75 12.75 12.75 11.50 11.50 12.00 12.50 11.9
Page 11
STL Market Report No.28 Dec 9, 2014 VLCC-310K
SUEZMAX-160K
AFRAMAX-105K
50
55
60
65
70
75
80
Mill
USD
2014
2013
μ λ νκ·
35
40
45
50
55
60
Mill
USD
2014
2013
μ λ νκ·
25272931333537394143
Mill
USD
2014
2013
μ λ νκ·
Page 12
STL Market Report No.28 Dec 9, 2014 MR-47K
22
23
24
25
26
27
28
29
30
Mill
USD
2014
2013
μ λ νκ·
Page 13
STL Market Report No.28 Dec 9, 2014 β £-1. Tanker Sales Reported
1) TANKER
Type Vessel DWT Built Blder M/E IMO Price Currency Remarks (Buyers)
TANKER DL BELLFLOWER 99,999 2002 CHINA SULZ - mill USD Korean Buyer TANKER VENICE 81,408 2001 CROATIA SULZ 12.8 mill USD Undisclosed Buyer TANKER HORIZON DIMITRA 73,600 2007 KOREA B&W 30 mill USD Undisclosed Buyer TANKER HORIZON DIANA 73,600 2007 KOREA B&W 30 mill USD
CHEM ESHIPS FALCON 51,156 2010 KOREA B&W 3 26.5 mill USD UAE based buyers (clients of UACC)
CHEM ESHIPS MAYA 51,149 2010 KOREA B&W 3 26.5 mill USD CHEM LAUREL GALAXY 19,806 2004 JAPAN MITS 2&3 19 mill USD Korean Buyer CHEM ESHIPS BAINUNAH 8,124 2005 ITALY MAK 2 - Undisclosed Buyer CHEM ASILAH 7,018 1984 JAPAN MITS 2.2 mill USD Undisclosed Buyer
LPG GAS ARIES 50,357 1991 JAPAN MITS 30 mill USD Far East Buyer
LPG GAS PREMIERSHIP 6,634 2001 JAPAN B&W 14.2 mill USD Undisclosed Buyer, incl. 4 yrs BBC Back
ASPHALT FENG XIANG 3,500 2011 CHINA DAIH 6 mill USD Woqod Marine
2) Container, Reefer, Etc Type Vessel DWT Built Blder M/E Capacity Unit Price Currency Remarks
(buyers)
CONT INDEPENDENT PURSUIT 33,266 2007 CHINA MAN 2546 TEU 13 mill USD Undisclosed Buyer
CONT HAMMONIA PACIFICUM 33,266 2007 CHINA MAN 2546 TEU 13 mill USD
CONT ADRIAN 22,994 1997 POLAND SULZ 1728 TEU 2 mill USD UAE Buyer, Auction sale
Page 14
STL Market Report No.28 Dec 9, 2014 β €. Demolition
1) μ κ°
USD/LDT 2011 νκ·
2012 νκ· 2013 νκ· 2014 νκ· 2014 10 μ 2014 11 μ μ¦κ°μ¨
(%)
μ¦κ°μ¨
(%)
μ¦κ°μ¨
(%)
μ¦κ°μ¨
(%)
μ μλλΉ
μ¦κ°μ¨(%)
TANKER 510.83 443.96 -13.1% 422.08 -4.9% 476.59 12.9% 495.00 3.9% 457.50 -7.6%
BC 497.08 426.71 -14.2% 409.79 -4.0% 472.50 15.3% 482.50 2.1% 447.50 -7.3%
κΈ°μ€ :μΈλν΄μ²΄μ μμ₯(USD/LDT), μ¦κ°μ¨ (μ λ λλΉ)
2) ν΄μ²΄μ λμ νν©
ν΄μ²΄μ μ΄λ 2013 λ 2014 λ λμ 2013 λ 10 μ
2014 λ 10 μ
Million DWT
No. Million DWT
λμ μ¨ (μ λ λλΉ)
No. λμ μ¨ (μ λ λλΉ)
Million DWT
No. Million DWT
μ¦κ°μ¨ (μ λ λλΉ)
No. μ¦κ°μ¨ (μ λ λλΉ)
TANKER 11.02 114 8.08 73.3% 84 73.7% 1.78 13 1.05 -41.0% 7 -46.2% BC 23.30 430 12.85 55.2% 235 54.7% 2.17 32 0.95 -56.2% 21 -34.4%
3) ν΄μ²΄μ μ΄λ (Million DWT)
0.58 1.04 0.75 0.81 1.07
0.49 1.14
0.34 0.17
1.05 0.64
1.32
1.32
0.59
1.30
1.88
0.52
1.19
1.09 0.86
0.95 1.83
0.00
0.50
1.00
1.50
2.00
2.50
3.00
3.50BC Tanker (10k+)
Page 15
STL Market Report No.28 Dec 9, 2014 β €-1. Demolition Sales Reported
Type Vessel DWT LDT Built Blder M/E Price Currency Remarks
BC PRINCESS NATALIE 70,242 9,161 1989 JAPAN MITS 465 USD/LDT PAKISTAN, Inc. ROB 200ts
BC GROWING 41,545 7,447 1984 JAPAN B&W 420/425 USD/LDT BANGLADESH, Inc. ROB 300ts
BC ARGENMAR AUSTRAL 23,899 5,260 1984 JAPAN MITS 295 USD/LDT AS IS
BC BEAUTY 6,264 - 1981 JAPAN MITS 436 USD/LDT BANGLADESH
CONT MSC CLEMENTINA 43,567 14,783 1986 KOREA SULZ 462 USD/LDT INDIA
CONT NAIROBI 41,667 11,200 1995 GERMANY B&W - INDIA
CONT CAPE SOUNION 13,623 5,822 1996 POLAND B&W - AS IS Port Said
CONT LILY REGAL 8,350 3,348 1984 GERMANY DEUTZ 470 USD/LDT BANGLADESH
MPP FREEDOM (TWEEN)
9,618 3,663 1997 GERMANY 380 USD/LDT AS IS Shanghai, Inc. ROB 300ts
Page 16
STL Market Report No.28 Dec 9, 2014 β ₯. Key Indicators
1) Baltic Index
2014-12-05 2014-11-28 CHANGE 5 Year High 5 Year Low
BDI 982 1,153 -171 4,661 647
BCI 1,282 2,151 -869 8,243 1,082
BPI 1,088 1,120 -32 4,622 418
BSI 971 986 -15 3,111 600
BHSI 499 491 8 1,520 355
0
1000
2000
3000
4000
5000
6000
2009-12-08 2010-12-08 2011-12-08 2012-12-08 2013-12-08
BDI BCI BPI BSI BHSI
Page 17
STL Market Report No.28 Dec 9, 2014
2) Bunker Price (USD/TON, μ μ£ΌλλΉμ¦κ°)
(USD/Ton, Change) Singapore Rotterdam Houston
IFO380 414.00 -30.50 357.00 -23.00 381.00 -27.00
IFO180 427.00 -30.50 378.00 -30.50 503.50 -15.00
MDO 630.00 -36.00 - - 0.00 -
MGO 643.00 -32.00 606.00 -33.50 743.00 -61.00
κΈ°μ€μΌ :12 μ 05 μΌ
3) Exchange Rate κ΅¬λΆ 2014-12-05 2014-11-28 CHANGE
λ―Έκ΅λ¬λ¬ 1,115.80 1,101.10 14.70
μΌλ³Έμ(100) 931.27 933.85 -2.58
μ λ‘ 1,381.58 1,372.19 9.39
μ€κ΅μμ 181.37 179.13 2.24
μ΅μ΄κ³ μ, 맀맀기μ€μ¨κΈ°μ€
Page 18
STL Market Report No.28 Dec 9, 2014 β ¦. Useful Information κ΅¬λΆ νμ¬λͺ μΌμ μ₯μ κΈ°ν
μΈλ―Έ
λ
μ΄λ
μλ½μ§μ
λΉμ¦λμ€
μΈλ―Έλ
12.16 μΌ
(ν)
λν
μ곡νμμ
1. λνμ곡νμμλ μ°λ¦¬ κΈ°μ μΈκ³Ό μ΄λ κ²½μ μΈ
κ°μ κ΅λ₯λ₯Ό νλνκ³ μ, 12 μ μ€μμ λ°©ννλ
μ΄λ μλ½μμ κ²½μ μ¬μ λ¨μ μ΄μ²νμ¬ λ€μκ³Ό κ°μ΄
μΈλ―Έλλ₯Ό κ°μ΅
Page 19
STL Market Report No.28 Dec 9, 2014 β §. Contact IN
Neal S.I. Kwon (κΆμμΌμ΄μ¬) Director Tel070-7771-6410 Mob 010-9496-0523 [email protected] [email protected] (Personal)
Claire C.W. Ji (μ§μ°¨μ±κ³Όμ₯) Manager Tel070-7771-6411 Mob 010-6625-9785 [email protected] [email protected] (Personal)
Patima J.H. Lee (μ΄μ§νκ³Όμ₯) Manager Tel 02-776-0860 Mob 010-6455-1646 [email protected] [email protected] (Personal)
STL GLOBAL Co., Ltd. 101-1401, Lotte Castle President, 109, Mapo-daero, Mapo-gu, Seoul, Korea Tel: +82-2-776-0840 (Rep.) Fax: +82-2-776-0864 TLX: K35476 E-mail: [email protected] www.stlkorea.com
Page 20