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2009 年 6 月 25 日

2009 年 6 月 25 日. 油轮市场概览和展望 中国海事高峰会议 Henry Curra, 英国 ACM Shipping 市场研究部门主任 英国 ACM Shipping. 新造船船价和运费收入. Price Vs. Earnings. Spot. ($/day). 1 Yr TC. ($/day). NB VLCC. ($m). ($/day). NB Breakeven*. ($m). 5 Yr Old VLCC.

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2009 年 6 月 25 日

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  1. 2009年6月25日 油轮市场概览和展望 中国海事高峰会议 Henry Curra, 英国ACM Shipping市场研究部门主任 英国ACM Shipping

  2. 新造船船价和运费收入 Price Vs. Earnings Spot ($/day) 1 Yr TC ($/day) NB VLCC ($m) ($/day) NB Breakeven* ($m) 5 Yr Old VLCC * OPEX + CAPEX (non amortising loan) for NB VLCC delivering in that year

  3. 石油需求走势 – Oil Demand Forecast Monthly forecast of incremental annual oil demand growth EIA 2008 IEA 2008 IEA 2009 EIA 2009

  4. 国际能源署2009年6月石油需求走势 Oil Demand Outlook June 2009 2007 / 2008 / 2009 ‘000 b/d

  5. 国际能源署2008年7月石油走势 Oil Demand Outlook July 2008 2007 / 2008 / 2009 ‘000 b/d

  6. OPEC 石油产量 - OPEC Oil Production (k b/d)

  7. 原油储备 – Crude Oil Stocks US Industry Crude Oil Stocks (m bbls)

  8. 未来非OPEC成员国石油供应 New Non-OPEC Oil Supply (m b/d) As of JUNE 2009

  9. 原油船需求供应对比 Importers Contribution to Crude Oil Tanker Demand

  10. 成品油船需求供应对比 Product Tanker Demand Vs. Product tanker supply

  11. 2009年1月精炼油增量– New Refining Capacity Expected in Jan 09 Crude Distillation Capacity Additions (m b/d) China Other Asia Middle East Other Non-OECD Source: International Energy Agency

  12. 油轮数量进展 – VLCC Fleet Development As of Jun 5th , 2009 Category Existing Fleet Ordered to-date 2009 Delivered to-date 2009 Removed to-date 2009 On order % of existing Fleet on order Anticipated % Net Fleet Growth (no. of vessels) * Known new-buildings less our 'reference case' scrapping/removal scenario as a percentage of the fleet at the beginning of that year.

  13. VLCC船队进展– VLCC Fleet Growth As of Jun 1st 2009 Known Overage Expected Conversion Projected Exclusion Projected Deliveries Expected Deliveries Known Conversion Known Scrapping Known Deliveries Fleet at end year % Fleet Growth

  14. 苏伊士型油轮船队进展 – Suezmax Fleet Growth As of Jun 1st 2009

  15. MR 型油轮船队发展 As of Jun 1st 2009

  16. 世界历年石油消耗 – World Oil Consumption and Fleet Growth Global Oil Consumption Crude Tanker Fleet Growth

  17. ACM Research & Consulting ACM Shipping Limited Kinnaird House, 1 Pall Mall, London SW1Y 5AU Email: research@acmshipping.co.uk Head of Research: Henry Curra hcurra@acmshipping.co.uk Tel: +44(0)2074846369

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