【独家专栏】

Recent Dry Bulk Market Overview

近期散装干货市场概况

A large amount of previously idled capesize vessels were put back into the market two weeks ago when average capesize rates climbed to approximately $8,000/day. The current large excess of available capesize vessels has caused capesize rates to stay under pressure since July 10. Capesize rates are now averaging $5,342/day, a decrease of $728 (-12%) from a week ago. Capesize rates have continued to come under pressure, even though Chinese demand for imported iron ore cargoes remains firm. 22 vessels were chartered to haul iron ore to China last week. This was 1 more than the previous week and the largest weekly amount of Chinese iron ore fixtures to come to the market since the Week Ending March 30.

之前闲置的大量好望角型散货船两周前重新回到市场，其价格攀升至大约$8,000/天。目前可用的好望角型散货船数量过剩，压低了七月10日以来的好望角型散货船的价格。好望角型散货船的价格目前是 $5,342/天，与一周前相比下降了$728 (-12%)。虽然中国对于进口铁矿石货物的需求仍然很坚定，好望角型散货船的价格继续面临下行压力。上周有22艘船的航线是运送铁矿石至中国。 与截止三月30日的中国的铁矿船进入市场以来的周运输量最高的一周，即前一周相比多一艘。

The rest of the dry bulk market is being hit by vessel oversupply as well. Panamax rates are averaging $9,219/day, a decrease of $365 (-4%) from a week ago. Supramax rates are averaging $12,459/day, a decrease of $995 (-7%). Handysize rates are averaging $9,519/day, a decrease of $486 (-5%). Dry bulk freight rates are primarily coming under pressure due to an oversupply of vessels, as global cargo demand has remained firm. Last week’s dry bulk fixtures consisted of a large amount of coal shipments from Indonesia, grain shipments from South America, coal shipments from Australia, and iron ore shipments from Australia.

其余的散装干货市场也正在遭受船舶供应过量的打击。巴拿马型散货船的价格平均是 $9,219/天，与一周前相比下降了$365 (-4%)。超级极限型船舶的价格平均是$12,459/天，下降了$995 (-7%)。灵便型船的价格平均是$9,519/天，下降了$486 (-5%)。 散装干货运费主要受到船舶供应过量的压力，全球货运需求仍然保持不变。上周的散装干货船包括来自印度尼西亚的大量煤炭运输，来自南美的粮食运输，来自澳大利亚的煤炭运输，以及来自澳大利亚的铁矿石运输。

13 Indonesian coal fixtures came to the market last week, 2 more than the previous week and on par with the trailing four week average. The vast majority of the fixtures were made to ship thermal coal to various buyers in Asia. 12 South American grain fixtures came to the market last week, 9 more than the previous week but on par with the trailing four week average. The fixtures were made to ship grain to various buyers in Asia and Europe. 11 Australian coal fixtures came to the market last week, 4 more than the previous week and up from the trailing four week average. The vast majority of the fixtures were made to ship coal to buyers in Asia. 11 Australian iron ore fixtures came to the market last week, 4 less than the previous week but on par with the trailing four week average. The vast majority of the fixtures were made to ship iron ore to buyers in China.

上周印度尼西亚的13艘运煤船抵达市场，与前一周相比增加两艘，相当于后续四周的平均值。绝大部分船舶是用来运输热能煤给亚洲的各个买家。上周南美的12艘运粮船抵达市场，与前一周相比增加九艘，相当于后续四周的平均值。这些船舶是用来运输粮食给亚洲和欧洲的各个买家。上周澳大利亚的11艘运煤船抵达市场，与前一周和后续四周的平均值相比增加4艘。绝大部分船舶是用来运输煤给亚洲的买家。上周澳大利亚的11艘运粮船抵达市场，与前一周相比减少4艘，但与后续四周的平均值持平。绝大部分船舶是用来运输铁矿给中国的买家。

The remainder of last week’s fixtures consisted mostly of iron ore shipments from Brazil, shipments of various cargo from the US Gulf, and shipments of various cargo from the North Pacific. 6 Brazilian iron ore fixtures came to the market last week, the same amount as the previous week and on par with the trailing four week average. All of the fixtures were made to ship iron ore to buyers in China. 6 US Gulf fixtures came to the market last week, 4 less than the previous week but on par with the trailing four week average. The fixtures were made to ship a variety of cargo including grain, petcoke, and coal to various buyers in Europe, Asia, and the Middle East. 5 North Pacific fixtures came to the market last week, 1 less than the previous week and on par with the trailing four week average. The fixtures were made to ship various cargo including coal and grain to buyers in Asia.

上周的其他船舶主要是运输来自巴西的铁矿，来自美国海湾的各种货物，以及来自北太平洋的各种货物。上周6艘巴西铁矿船抵达市场，与前一周的数量相等，与后续四周持平。所有这些船舶都用于运输铁矿给中国的买家。上周美国海湾的6艘运粮船抵达市场，与前一周相比减少4艘，但与后续四周的平均值持平。这些船舶是用于运输各种货物，包括粮食、石油焦和煤炭给欧洲、亚洲和中东的各个买家。上周北太平洋的5艘运粮船抵达市场，与前一周相比减少1艘，与后续四周的平均值持平。这些船舶是用于运输包括煤炭和粮食的各种货物给亚洲的各个买家。

本文为Commodore Research & Consultancy 散货分析专家Jeffrey Landsberg为中国海事服务网（CNSS)专栏供稿，转载请标明出处。