Why is the centralized company expanding capacity at high prices?Shippers and Matsky reveal the secrets

Why the container freight is falling sharply, and the collection company is still spending high -priced expansion capacity. The effect of environmental protection regulations may be one of the main reasons.

Container ships are still priced in the market

Although containers have fallen sharply during the period of time, it is still willing to spend a lot of money to buy second -hand container ships.

According to the latest understanding of Dendey Maritime Network, recently, the Greek Ship Else COSMOSHIP Management has once again sold a small container ship named Kalliroe, which was built in 2011. The price is still as high as 35.4 million US dollars.

Initial news said that the buyer of the ship was neither MSC, Dafei nor Maski, but a Central Asian shipping company.

According to the information provided by AlphaLiner for the Sinid Maritime Network, the other two 1708teu small container ships, namely A KIBO and A Roku, also changed their hands today, and the price is as high as US $ 30 million. The above two ships were built in 2008, and the boat age is greater.

According to agent news, another SONGA Ocelot wheel built in 2007 was also recently sold at a high price of $ 30 million.

Another example is Nobel Maritime Network recently reported "Container freight continuously declined! Why are large collective shipping companies still renting boats+buying and buying? ", Recently, shipping companies including MSC, CMA CGM, ONE are still expanding ship capacity by buying ships and renting boats.

Taking a flying ship as an example, the company has recently acquired second -hand ships at high prices.

It is reported that the company recently purchased a 3884teu from the Israeli XT Shipping. The CAP Capricorn wheels built in 2013 were as high as $ 75 million!

In addition, the Mediterranean Shipping MSC, which has been renting and buying container ships in the past two years, is still searching in the market.

According to rumors, MSC is about to complete the acquisition of 9403teu, namely Judith Schulte and Johanna Schulte, respectively.

Both ships are built in 2013, and MSC is expected to spend a considerable cost.

It is also possible to rent a boat at a high price. It is said that ONE rents 2 large container ships of 6500teu under the rental level of 59,000 US dollars per day/day. Only the boat will be delivered early next year!

Both ships were built in 2004. The ARies and ARGUS wheels of 6,492-Teu will be delivered to next year, and each next year is February and April next year.

Although this rental level is slightly lower than the previous similar transactions, it is still a high level of history.

At the same time, CMA CGM has also renewed four traditional Panama -type ships at a high price recently. The rental period is 60 months and the rent level is believed to be $ 39,000/day. One of the ships can be handed in in December this year, and the other 3 will not be handed over in January next year.

Further news said that the four ships were 4,363-Teu GSL Susan (built in 2008) by the 4,363-Teu GSL Susan wheel (built in 2008) under the Global Ship Lease (GSL) of New York, and the 4,298-Teu CMA CGM Jamaica wheel 4,043-Teu CMA CGM Sambhar wheel built And CMA CGM American.

The current rent level of these four ships is only between $ 22,000 and $ 25,350. Obviously, the price after lease rose nearly doubled.

The data evaluated by Alphaliner shows that although the current container ship's rent is slightly reduced, it is still at a historical high

Clarkson also stated in the recent market weekly newspaper that due to the current market available transaction capacity, although the recent current container shipping costs have dropped significantly, the rent level of container ships still maintain a high level. A straight -line container of a 2750TEUUu U.S. 2750TEU The lease rent level of the ship's 6-12 months of rent can still reach $ 80,000 per day.

Shippers reveal the answer

Dr. John Coustas, the CEO of Danaos, the independent container shipowner company, said at the company's second quarter financial report conference calling that the container rental market is still positive, and this year's market may have a new peak.

Dr. Coustas explained that because the effectiveness of the new environmental regulations requires that the shipping company "redesign its operation at a lower speed to ensure that they do not violate the relevant requirements and guarantee that they are actively reducing carbon dioxide emissions to customers." Essence

It believes that there are currently only half of the global fleet, which is about 6,000 container ships, which will meet the requirements of the IMO's carbon strength index (CII) in January, which means that these ships need to slow down to meet the relevant requirements.

"Although the CII will eventually execute and how the compliance timetable will still be clearer, the carrier is still actively considering the option to adjust its route services by introducing more ships." Ren Skou said, the Danish shipping company estimates that based on the existing scale of its 700 -round ship fleet, it needs to increase the capacity of 5% to 15% to ensure the existing service level in compliance with the CII regulations.

Shi Suiren said at the second quarter financial report meeting yesterday, "In fact, new environmental protection regulations do have a huge impact." "Considering the shortage of green fuels and expensiveness, the speed reduction will become the most likely to be a shipping company. "Most Likely" compliance option.

Danaos introduced that the company has 71 container ships, which have been rented out this year, and its rental period in 2023 has also locked 80%. The current average rental period has reached 3.6 years.

The company's revenue in the second quarter of this year was US $ 251 million, compared with US $ 146 million in the same period in 2021, and its net profit was $ 157 million, compared with $ 69 million.

The company stated that "Given that we have a period of rental coverage in the next 12 months, we expect these indicators to further improve. However, at the same time, we are paying close attention to the macroeconomic status and the potential impact of our industry," Coustas Dr. said.

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