…nažalost…

Odustali od novogradnji …

O njima smo pričali neki dan. Još prije par dan Georgiopoulos je prosipao optimizam, a sada odustaje od novogradnji.

Ili ne želi izazivati sreću u 2009.g. ili se nada skupiti kojeg polovnjaka po bagateli u narednim mjesecima.

Rasprave radi, iako će nekome ovo zvučati kao svetogrđe, ali da ATPL razmisli o odustanku od onog kejpa?

Koliko se sjećam (zaboravio sam točnu cifru) ugovoren je za cca.110 mil. dolara, vjerovatno je i plaćen već neki depozit, ali čini mi se da bi do kraja ove godine na tržištu moglo biti capesizova u dobrom stanju i za trećinu te cifre.

Sada poznavatelji sektora, koje su posljedice u slučaju odustanka?

Lova koju si dao prilikom potpisa ugovora (obicno 20 %) ostaje u dzepu brodogradilista. Nemoj me hvatati za rijec, mozda grijesim.

Lova koju si dao prilikom potpisa ugovora (obicno 20 %) ostaje u dzepu brodogradilista. Nemoj me hvatati za rijec, mozda grijesim.
[/quote]

To pretpostavljam. Nego postoji li još nekakva ugovorna kazna ili slično …

Vama pravnicima nikad dosta [lol]

Vama pravnicima nikad dosta [lol]
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A šta ćeš, ne mogu protiv sebe …. [thumbsup]

Analysis: Box shipping battered from all sides

Janet Porter – Wednesday 5 November 2008
NEVER in the half century of containerisation has the industry faced such a bleak future. Ocean freight rates are under unprecedented pressure on most routes as cargo demand falters, with some now at record lows. Charter rates are rapidly heading towards levels that would push earnings for newbuildings below operating costs.
Many large boxships are now at anchor while owners and operators consider whether to go for full lay-up. Some such as Neptune Orient Lines have already decided to mothball tonnage as capacity is axed on key routes.

Speculation is rife that yards are being pressed to accept order cancellations, even though pulling out of a signed contract could land the client with a hefty lawsuit.

A number of smaller lines have gone bust and others will struggle to survive this maelstrom, although the big players should have built up sufficient reserves over the past few boom years to survive the crash. Even so, there are whispers about whether one or two are over-stretched.

Profits are plunging even before the full impact of the downturn starts to feed through to the bottom line. Just last week, Evergreen Marine posted a 94% slump in third quarter profits.

All eyes are now on Maersk Line whose parent company AP Moller-Maersk will release its latest numbers next Wednesday.

Neither is there anything obvious in the pipeline that could spark a sudden rebound, as there was during the last slump of 2001-2002 when China’s membership of the World Trade Organisation spurred an extraordinary recovery across the entire shipping industry.

Even the sudden rush to containerisation by US commodity exporters earlier this year as the stratospheric bulk trades became too expensive has disappeared, now that bulker rates have returned to earth.

While the industry is busy blaming the totally unexpected slump in cargo growth for its plight, much of the crisis is self-inflicted. Just like homeowners, shipowners were tempted by cheap money into a massive investment spree that will see containership fleet capacity expand by more than 50% over the next four years and a whole new generation of super-sized vessels begin to enter service from 2010.

The one consolation is that most of these are ordered against long-term charter contracts, in contrast to the more speculative bulk trades.

Not surprisingly, ordering activity is now at a complete standstill, with ship finance no longer available and yards yet to reduce their prices to levels that will tempt back customers. This will bring some relief to the supply side, as will negotiations to stretch out deliveries, and a pick up in ship scrapping.

The secondhand containership market is even more challenged, with buyers and sellers so far apart that most brokers have stopped publishing price indications and will only conduct valuation work with strict disclaimers to protect them from future complaints.

But amid such dire circumstances, those in the industry are at pains to stress to the outside world that there is still plenty of cargo moving around the world, contrary to some of the wilder perceptions.
“Shipping hasn’t stopped,” Braemar Shipping’s chief executive Alan Marsh felt compelled to stress a few days ago as the bad news piled up.

World container volumes are still growing, albeit at a much reduced pace, but what is weighing so heavily on the entire industry is the massive orderbook.

Clarkson Research, which tracks supply and demand growth, now expects trade to be up by just 6.8% in 2008. In isolation, this looks quite good, but is way down from the figure of more than 11% that was being projected this time last year, and largely reflects the collapse in Asia-Europe growth that has nosedived from more than 20% in 2007, and is now close to zero.

…

The fleet, on the other hand, is still expected to expand by more than 13%, leaving a massive differential over trade growth of 6.4 percentage points, compared with a gap of less than two percentage points that was being forecast in the autumn of 2007.

Initial hopes that port congestion, which has been such a problem in recent years, would help to absorb the surplus tonnage as ships waited to be handled, are now a nonsense. With cargo volumes down in the key import gateways of North America and Europe, congestion is a thing of the past.

That has spread to inland haulage, with all the transport bottlenecks that were causing such aggravation three or four years ago also vanishing.

“The lines of trucks have gone,” Atlantic Container Line chief executive Andrew Abbott observed on a recent visit to Long Beach where gridlock has been such a headache until recently.

While port delays are no longer an issue, slow steaming driven by record high fuel prices has been of more help in soaking up extra ships, with lines showing no inclination to return to higher speeds now that bunker prices have dropped.

With other costs still rising and reduced speeds delivering environmental benefits, lines say slow steaming “is here to stay.”

One of the very few positives right now, apart from falling oil prices, is the stronger greenback. With most freight rates still quoted in US dollars, many lines should benefit when converting income into their local currency.

The container shipping industry will be anxious about the possibility, albeit a slim one, that a significant amount of manufacturing will shift back from Asia to locations closer to the main consumer markets, although there is less chance of that happening at today’s rockbottom freight rates.

What has really shocked experienced industry veterans, who are well-used to volatility, is the speed with which the liner trades have imploded.

Slowdown first emerged on the Pacific trades as the housing bubble burst and Americans stopped spending so much on household goods such as furniture or electric appliances.

But with European economies still in good shape and the emerging east Mediterranean markets contributing to very strong growth figures, lines acted fast to remove surplus tonnage from the wilting Pacific onto the Asia-Europe trades.

When westbound volumes from Asia appeared to slow at the start of the year, it was blamed on one-off external factors such as the storms that crippled much of China in the early weeks of the year, or distortions caused by the Olympic Games.

But by the summer, it was clear that something more fundamental was at play. Lines abandoned attempts to secure the peak season surcharge usually levied on goods heading to European stores for the Christmas sales. There was no cargo surge. Even before the full extent of the banking crisis became clear, consumers were already in retreat.

Spot rates to move a 20 ft container from Hong Kong to Rotterdam of as low as $250 were being quoted by some lines. That compares with $1,400 or more a year earlier.

As the outlook deteriorated, Singapore’s NOL refused to raise its bid for Hapag-Lloyd, which was up for sale and was eventually acquired by a Hamburg consortium.

That outcome brought relief in some circles, with the threat of two alliances being reorganised, and the inevitable disruption that would have caused, receding. But consolidation is still seen as necessary by most in an industry that remains fragmented and so highly vulnerable to extreme price swings.

Upheavals now taking place in the marketplace have been accompanied by sweeping regulatory change, with the conference system outlawed in Europe last month.

No longer can lines meet under the umbrella of a conference to discuss freight rates or capacity, with these previously lawful cartels now illegal.

Sad će me netko napast u stilu kakve veze kontejnjeri imaju s ATPL.

Problem su isti, što mi uvezemo u Kinu oni izvoze vani …

Sakai, spominju nekakve tužbe u kontekstu otkazivanju novogradnji [wink].

evo i ja ću

Quotes
Recent QuotesMy PortfoliosSymbol Price Change % Change
DRYS 19.30 -2.00 -9.39% DRYSHIPS INC.1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert
DSX 17.22 -0.01 -0.06% DIANA SHIPPING INC.1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert
EGLE 10.04 -0.94 -8.56% EAGLE BULK SHIPPING1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert
ESEA 5.06 -0.74 -12.76% EUROSEAS LTD1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert
EXM 12.81 -0.91 -6.63% EXCEL MARITIME CARR1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert
GNK 21.64 -0.82 -3.65% GENCO SHIPPING1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert
NM 2.75 -0.03 -1.08% NAVIOS MARITIME1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert
QMAR 24.29 0.00 0.00% QUINTANA MARITIME LI1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert
TBSI 9.34 -0.09 -0.95% TBSI INTERNATIONAL1d5d3m6m1y2y5ymaxNewsProfileKey StatsAdd to PortfoliosSet Alert

Završetak brodara u Americi.

o gamad… [wink]. Moze bit, fora je u tome da i brodogradilista imaju penale za kasnjenje isporuke brodova tak da je reciprocitet moguc. Sad, koliko je to vjerojatno ne znam, bilo bi dobro znati jesu li recimo ATPL i drugi brodari kojima su novogradnje kasnile naplatile ta kasnjenja…

Jedino sto znam jest da su Vijetnamci trazili reviziju ugovora (povecanje cijene brodova) prije nekoliko mjeseci u onom commodities ludilu, ali ne znam jel se to odnosilo i na ATPL…

ma sve ti je to "sve bum vas tuzil"….