Shipping analysts said that in September this year, due to the plunge in containers and bulk freights, and concerns about the global economic recession and geopolitical turbulence, the daily rents of multi -purpose and heavy cranes fell in September. Expectation.
Shipping consulting agency Dream Drewry's multi -purpose ship rental index fell in September to $ 10075 per day, a 5.4%decrease from August.
In addition, the maritime consulting company headquartered in London predicts that the data in October will decrease another 5%.
Nevertheless, the shipping analysis agency stated that due to the rise in transportation demand for transportation in the energy industry and the renewable energy industry, and there are few new new shipbuilding orders to supplement the aging fleet, the long -term prospects of this segment industry are still healthy Essence
Drewry continued in this report released on October 7 that the rent level of multi -purpose ships will continue to decline from the epidemic high at the end of 2021 and early 2022, but it is expected to be higher than 2020.
In recent months, port congestion and ship's fuel prices have been eased, and the operating costs of ships will indeed be reduced by effectively releasing the market back to the market. Susan Oatway, a senior analyst of Druori responsible for bulk and heavy goods, said the demand for goods related to the energy -related industries dominated by renewable energy will keep the ships that can start 250 tons and more Busy state, but those ships with lower lifting capabilities should be expected to encounter the increasingly fierce competition of dry bulk and container ships. freight cost
TOEPFFER Transport, a German transport broker and consulting company, is also expected to decrease by 6.1%to US $ 20,289 in October after September 5th, released by the monthly report released on October 5th, in October 5. Toepfer stated in the report that as the epidemic gradually calmed down, the container carrier's interest in renting MPV multi -purpose ships was greatly reduced, which is greatly reduced, and this trend is leading to the decline in regular ship rental rates.
Toepfer predicts that the rent of multi -purpose ships will further decrease by 7.25%in the next 6 months and 12.26%in the next 12 months. Like the Drewry index, the TOEPFER multi -purpose ship rent index (TMI) has dropped significantly from the extreme heights in 2021 and early 2022, but it is still much higher than the level of about $ 7,500 a day before the epidemic.
Optimistic emotions are still
However, TOEPFER Transport's research director Yorck Niclas Prehm pointed out at a group discussion meeting in Antwerp last week that the shortage of shortage of multi -purpose ships and heavy hanging ships (MPV/HL) will soon bring "major challenges of" major challenges to the shipper. "". He said, "The order of the new MPV/HL ship is currently less than 3%of the existing tonnage, and the existing fleet is aging, and the new demand is coming at the same time."
Ulrich Ulrichs, CEO of BBC Chartering, also said that the effects of overflowing goods in the container shipping market and thus are weakening for the multi -purpose/heavy -duty ship capacity, but it is still better to see the current rent. "
Its self -confidence said, "We should not be blinded by crazy year. Compared with the past ten years, the future (one year) will still be good."
As the world's largest MPV/HL chief executive officer, Ulrichs has recently held an optimistic attitude towards the industry in the future. It also believes that there are very few new shipbuilding orders for MPV, and the existing fleets are also aging. These factors should prevent overcapacity. ULRICHS predicts that as energy consumers work hard to achieve energy diversification, decarburization and replace Russia's energy, the MPV/HL industry will meet strong energy -related needs.
At the same time, the leader of the shipping company also talked about the recent changes in the container industry may have the impact on the multi -purpose shipping market.
"Although the competition from container ships is increasing, we have also experienced this situation before. They (East of the container fleet) set up too many new ships, so such ships may be in some small sects and pieces of grocery goods. Competition with us, but this is nothing new, but there are still many goods that need our special operation services and require smaller ships to be attached to smaller ports. Support multi -purpose ships. "
Continue to expand the fleet
It may be the same future expectations as BBC's Ulrich Ulrichs.
Recently, another well -known multi -purpose ship shipping company AAL is buying ships against the trend.
According to the latest news, AAL Shipping, a multi -purpose ship shipping company, costs about $ 55 million to acquire three multi -purpose ships again.
The latest news released by AAL Shipping on October 12 said that the shipping company headquartered in Singapore has received two 25,800-DWT sister ships built in 2010 and the AAL Geelong wheel built in 2009.
The two ships were previously called BBC America and BBC Valparaiso, which were two ships of the Intership Navigation of the German Hartmann Group Group.
In addition to the above two ships, AAL also acquired another 33000DWT, which was built in 2010.
After the above acquisitions are completed, AAL's total multi -purpose ship capacity will reach 864,800 DWT, of which 90%of the capacity will be controlled under the company's subsidiary Schoeller Holdings.
Regarding the above transactions, AAL CEO Kyriacos Panayides explained: "These acquisitions are fully in line with us to continue to adopt a large multi -purpose ship MPV strategy. It provides a larger scale economy. In fact, AAL is one of the leading "large tonnage" MPV shipping companies in the market.
Kyriacos Panayides also said, "This effective control of AAL for its operating fleet is important for our long -term sustainable expansion and deployment of our ship; it will help strengthen our global service model; and we provide diversified services to global customers worldwide; At the same time, meet the requirements of frequency and flexibility. These vessels are distributed around the world to provide services for our monthly trains, conventional trade routes and irregular charters. "
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