The company's announcement shows that due to the conflict in the Middle East that disrupted traditional routes and lengthened voyages, the average locked price of LR2 in the fourth quarter was approximately US$181,000/day, an increase of approximately 150% from US$72.3,000/day in the third quarter; the MR type was US$56,000/day, and the Handymax type was US$40,000/day. Net profit in the third quarter increased by approximately 165% year-on-year, and the quarterly dividend was raised from US$0.45 to US$0.45. $0.75.
The company signed a firm order for four dual-fuel PCTC ships, with options for another eight ships, expanding its fleet renewal plan to 26 ships. This is one of the largest green renewal actions in the ro-ro ship sector this year.
The 52 ships include 20 19,000TEU-class ships, 12 22,000TEU-class ships, and 20 24,000TEU-class ships, with a total value of more than 11 billion US dollars. They all use LNG dual fuel and are equipped with self-produced main engines and fuel tanks. Maersk’s 12+12 ships 24,000TEU The project was entered into the final competition between Hengli Heavy Industry and Hudong-Zhonghua Shipyard.
In September, new global orders were 6.736 million CGT, a month-on-month increase of 4.33%, and a year-on-year decrease of 6.34%. Chinese shipyards undertook 178 ships, with a total of 5.129 million CGT, accounting for 76.15%, followed by South Korea with 19.37%. There were 8,394 orders in hand globally, and China accounted for 72.12% of the ships.
The freight rate from Shanghai to Los Angeles increased by 2% to US$8,007/FEU, from Shanghai to New York by 1% to US$10,166; from Shanghai to Rotterdam by the Asia-Europe line, it rose by 3% to US$3,632, and by Genoa by 5% to US$4,152. Drewry predicts that the freight rate on the trans-Pacific route will remain stable next week, while the Asia-Europe line will rise slightly due to the tightening of empty flights.
The BDI fell for the third consecutive trading day, down about 1%; the Cape Index fell simultaneously for three consecutive days. According to Hellenic Shipping News, Baltic Exchange data was quoted (the original index release page requires verification to access).
According to the "Clean Marine Fuel Feasibility Assessment" of the two ports, the annual demand for LNG in San Pedro Bay in 2030 may reach 65,000 to 115,000 tons, and the demand for methanol is 64,000 to 250,000 tons. The report recommends advancing in phases. Methanol can reuse existing storage and transportation facilities, while LNG will be mainly ship-to-ship bunkering; the two ports will issue a joint tender at the end of 2026.