Accelerated Tanker Scrapping Prediction
4 min read
•2023-08-09
BRS预计油轮拆解明年将加速 船舶经纪公司BRS称,2023年或为油轮拆解量极低的最后一年,因为新规将导致从明年开始拆解量走高。 截至7月,已有187艘新油轮订单,其中四分之三是成品油轮,订单量已超过去年水平。 在其月度报告中,该经纪公司还表示未来强劲市场导致的油轮拆解量异常低迷的情况将结束。 尽管订造新船活动维持较高水平,但在过去一个月里订单呈现出轻微放缓迹象,截至7月第3周,总共有19份订单,其中有11份是MR2和LR2型成品油轮,根据BRS的数据,它们全部来自土耳其和阿联酋的船东。 包括意向书和选择权在内,目前估计油轮订单量总共有373艘,3830万dwt。这相当于34,000dwt以上原油和成品油轮活跃船队运力的5.9%。 运费高,以及上半年的业绩证实了市场在较长时期内将维持稳定状态。这种盈利潜力也意味着拆解油轮数量异常低。截至目前,今年只有7艘油轮被拆解,而去年同期为45艘。如果这种情况持续,2023年将是自1990年以来油轮拆解量最低的一年,这也意味着平均拆解船龄在24至25年之间。 BRS预计,从2024年开始,拆解活动将加速进行。 http://news.csi.com.cn/7994f307-df6c-404b-bbae-744e5b8d4a54.html
Accelerated Tanker Scrapping Prediction Shipbroker company BRS anticipates that 2023 may be the last year with extremely low tanker scrapping volumes, as new regulations are expected to drive an increase in scrapping from next year. As of July, there are already 187 new tanker orders, with three-quarters being product tankers, surpassing last year's levels. BRS's monthly report suggests that the unusually low scrapping volumes resulting from a robust market will come to an end. Although new ship orders have remained relatively high, there has been a slight slowdown in the past month, with 19 new orders in total, including 11 MR2 and LR2 product tankers from Turkish and UAE owners. Including letters of intent and options, the estimated total number of tanker orders stands at 373 vessels, with a total tonnage of 38.3 million dwt. This accounts for 5.9% of the active fleet capacity of crude and product tankers above 34,000 dwt. High freight rates and robust performance in the first half of the year indicate a stable market in the long term, leading to the exceptionally low number of tankers being scrapped. As of now, only seven tankers have been scrapped this year, compared to 45 during the same period last year. If this trend continues, 2023 will be the year with the lowest tanker scrapping volume since 1990, with the average scrapping age ranging between 24 to 25 years. BRS forecasts that scrapping activity will accelerate from 2024 onwards.
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