The ship "CONTSHIP JET" (Liberian flag, loaded with 421 containers) was sailing from Haifa to Constanta and sank after being attacked by three maritime drones in Bulgaria's exclusive economic zone. All 18 crew members (14 Filipinos, 4 Ukrainians) were rescued. At least 6 ships have been attacked off Bulgaria this month. Source: gCaptain/Reuters
Filipe Gouveia, shipping analysis manager at BIMCO, pointed out that about 4% of dry bulk demand is transported through the Strait of Hormuz, and the actual closure of the strait is still the biggest uncertainty; the growth rate of ship demand in 2027 is expected to be 0.5%–2.5%, but with the concentrated delivery of Capesize ships, the supply and demand balance will gradually weaken in 2027–2028.
Shanghai-Los Angeles fell 6% to US$7,514, Shanghai-New York fell 5% to US$9,631; Shanghai-Rotterdam rose slightly by 1% to US$3,686. Drewry pointed out that the Suez Canal traffic rose to 62 vessels last week, a new weekly high for the year, while Hormuz only had 2 vessels; freight rates are expected to continue to decline next week. (Original index release)
Signed a contract with China Merchants Shipbuilding Jinling Shipyard to build a 9,900-space "Shaper-class" PCTC. The first four ships will be delivered in mid-2030. The capital expenditure will be approximately US$1.5 billion after all are effective; the total number of new ships in its fleet renewal plan launched in 2023 will increase to 26.
(Chinese detailed version
John Fredriksen's SFL signed an agreement to acquire three newbuilding ships (including two 8,800 TEU container ships), with long-term charters, and the charter backlog will increase by at least US$333 million.
Brokers said that Namsung Shipping has placed an order for two 7,100 TEU ships with Dalian Shipbuilding Industry Corporation (DSIC), and has options for two more ships - continuing the trend of Korean small and medium-sized shipowners turning to Chinese shipyards to order large ships.
In September, 228 ships/6.736 millionCGT were newly signed, an increase of 19 ships from the previous month, a CGT increase of 4.33%, and a year-on-year CGT decrease of 6.34%; China received 178 ships/5.129 millionCGT (76.15%), and South Korea received 19.37%. The world has 8,394 orders on hand, and China accounts for 72.12% of the number of ships. (Clarkson data)
Research initiated by India's DGMA and the Ministry of Ports, Shipping and Waterways, and supported by the IMO Green Voyage 2050 plan, pointed out that competitiveness (rather than geographical location) will determine future bunkering choices; biofuels and methanol go first, followed by ammonia. (IMO official release)