[no.34] stl global weekly market report (updated jan 27, 2015)

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STL GLOBAL Co., Ltd. 101-1401, Lotte Castle President, 109, Mapo-daero, Mapo-gu, Seoul, Korea Tel: +82-2-776-0840 (Rep.) Fax: +82-2-776-0864 TLX: K35476 -mail: [email protected] www.stlkorea.com The STL Market Report covers major issues affecting the world S&P market and provides an outlook for the market developments. The report provides a detailed analysis of key developments impacting S&P market trends. STL MARKET REPORT Weekly Focus No.34 Updated Jan 27, 2015 Market Overview Issue & Trend Bulk Carrier Tanker Demolition

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Page 1: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL GLOBAL Co., Ltd. 101-1401, Lotte Castle Pres ident, 109, Mapo-daero, Mapo-gu, Seoul , Korea

Tel : +82-2-776-0840 (Rep.) Fax: +82-2-776-0864 TLX: K35476 -mai l : [email protected] www.stlkorea.com

The STL Market Report covers major issues affecting the world S&P market and provides an outlook for the market developments. The report provides a detailed analysis of key developments impacting S&P market trends.

STL MARKET REPORT Weekly Focus No.34 Updated J an 27, 2015

Market Overview Issue & Trend Bulk Carrier Tanker Demolition

Page 2: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

Table Of Contents

Contents

โ… . Market Overview __________________________________________________________________1

โ…ก. Issue & Trend ______________________________________________________________________3

โ…ข. Bulk Carrier _______________________________________________________________________6

โ…ข-1. BC Sales Report_______________________________________________________________9

โ…ฃ. Tankers __________________________________________________________________________10

โ…ฃ-1. Tanker & Container Sales Report _______________________________________________13

โ…ค. Demolition _______________________________________________________________________15

โ…ค-1. Demolition Sales Report ______________________________________________________17

โ…ฅ. Key Indicators _____________________________________________________________________18

โ…ฆ. Useful Information ________________________________________________________________20

โ…ง. Contact Information________________________________________________________________21

2015 STL Market Report No.34

Page 3: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 1

Market Overview Issue & Trend Bulk Carrier Tanker Demolition

โ… . Market Overview

1. ์‹ ์กฐ์„  ์‹œ์žฅ๋™ํ–ฅ

์ƒ๋‹น์ˆ˜์˜ ์œ ๋Ÿฝ์„ ์‚ฌ์—์„œ ๊ธฐ์กด ๊ฑด์กฐ ๊ณ„์•ฝ๋œ ์„ ๋ฐ•์„ ํƒฑ์ปค์„ ์œผ๋กœ ๋ณ€๊ฒฝํ•˜๋Š” ๊ฒƒ์„ ๊ฒ€ํ† ํ•˜๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ

์•Œ๋ ค์กŒ๋‹ค.

Scorpio Bulk ์‚ฌ๊ฐ€ ์ง€๋‚œํ•ด 12 ์›”, ๋Œ€ํ•œ์กฐ์„  6 ์ฒ™+์„ฑ๋™์กฐ์„ ํ•ด์–‘ 2 ์ฒ™+๋ง๊ฐˆ๋ฆฌ์•„ 2 ์ฒ™ ๋“ฑ ์ด 10 ์ฒ™์˜

์ผ€์ดํ”„์‚ฌ์ด์ฆˆ ๋ฒŒํฌ์„  ์ค‘ LR2 4 ์ฒ™์„ Scropio Tanker ์— 5,100๋งŒ ๋‹ฌ๋Ÿฌ์— ๋งค๊ฐํ–ˆ๊ณ  ์ถ”๊ฐ€ ๋งค์ž… ์˜ต์…˜๋„

๋ถ€์—ฌํ•˜๊ณ  ์žˆ๋‹ค. Fredriksen ๋„ ์ค‘๊ตญ New Times SB ์— ๋ฐœ์ฃผํ•œ 8์ฒ™์˜ 180,000 DWT ์ผ€์ดํ”„ ๋ฒŒํฌ์„ ์„

ํƒฑ์ปค์„ ์œผ๋กœ ๊ณ„์•ฝ ๋ณ€๊ฒฝ์„ ํฌ๋งํ•˜๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ์ „ํ•ด์กŒ์œผ๋ฉฐ, Cargill ๋„ 2016๋…„ ์ธ๋„ ์˜ˆ์ •์ธ 180,000

DWT ๋ฒŒํฌ์„  4์ฒ™์„ ์ˆ˜์—์ฆˆ๋ง‰์Šค ํƒฑ์ปค์„ ์œผ๋กœ ๊ณ„์•ฝ๋ณ€๊ฒฝ ํ˜‘์˜ ์ค‘์ด๋‹ค.

ํ•œ๊ตญ๊ฐ€์Šค๊ณต์‚ฌ๊ฐ€ ๋ฐœ์ฃผํ•œ LNG ์„  6 ์ฒ™์„ ์‚ผ์„ฑ์ค‘๊ณต์—…๊ณผ ๋Œ€์šฐ์กฐ์„ ํ•ด์–‘์ด ์ˆ˜์ฃผํ–ˆ๋‹ค. ์ด ์„ ๋ฐ•์˜ ์šด์˜์€

SKํ•ด์šด๊ณผ ํ˜„๋Œ€ LNGํ•ด์šด, ๋Œ€ํ•œํ•ด์šด ๋“ฑ 3๊ณณ์ด ๋งก๋Š”๋‹ค.

ํ•œ๊ตญํ˜• ์ €์žฅํƒฑํฌ(KC-1)๋ฅผ ํƒ‘์žฌํ•œ LNG ์„  2 ์ฒ™์€ SK ํ•ด์šด์ด ์šด์˜์„ ์‚ฌ๋กœ ์‚ผ์„ฑ์ค‘๊ณต์—…์ด ๊ฑด์กฐ ํšŒ์‚ฌ๋กœ

์ •ํ•ด์กŒ๋‹ค. SK ํ•ด์šด์ด ๋ฐํžŒ LNG์„  1์ฒ™๋‹น ๊ฐ€๊ฒฉ์€ 2,200์–ต์›์ด๋‹ค. KC-1 ์ด ํƒ‘์žฌ๋˜์ง€ ์•Š๋Š” ์ผ๋ฐ˜ LNG์„ 

4์ฒ™์€ ๋Œ€์šฐ์กฐ์„ ํ•ด์–‘์ด ๊ฑด์กฐํ•˜๋ฉฐ ์šด์˜์„ ์‚ฌ๋Š” ํ˜„๋Œ€ LNGํ•ด์šด๊ณผ ๋Œ€ํ•œํ•ด์šด์ด ๊ฐ๊ฐ ์šด์˜์„ ๋งก๋Š”๋‹ค. ๊ธธ์ด

295.5m, ๋„ˆ๋น„ 46.4m ๊ทœ๋ชจ์ธ ์ด๋“ค ์„ ๋ฐ•์€ ๊ฑฐ์ œ ์˜ฅํฌ์กฐ์„ ์†Œ์—์„œ ๊ฑด์กฐ๋ผ 2017๋…„ 5 ์›”๊นŒ์ง€ ์ˆœ์ฐจ์ ์œผ๋กœ

์ธ๋„๋  ๊ณ„ํš์ด๋‹ค.

ํ•œํŽธ, ๊ฐ€์Šค๊ณต์‚ฌ๊ฐ€ LNG์„  ์šด์†ก ์‚ฌ์—…์„ ๋ฐœ์ฃผํ•œ ๊ฒƒ์€ ๋ฏธ๊ตญ์—์„œ ์…ฐ์ผ๊ฐ€์Šค๋ฅผ ๋„์ž…ํ•˜๊ธฐ ์œ„ํ•œ ๊ฒƒ์ด๋‹ค. ์ด๋“ค

์„ ๋ฐ•์€ 2017๋…„๋ถ€ํ„ฐ 20๋…„๊ฐ„ ๋ฏธ๊ตญ์œผ๋กœ๋ถ€ํ„ฐ ๋งค๋…„ 280๋งŒํ†ค์˜ ์…ฐ์ผ๊ฐ€์Šค๋ฅผ ์šด์†กํ•˜๊ฒŒ ๋œ๋‹ค.

๋ฒŒํฌ์„  ๋ถ€๋ฌธ์—์„œ๋Š” ์‹ฑ๊ฐ€ํด์˜ RGL Shipping ์ด ์ค‘๊ตญ Bohai Shipbuilding๊ณผ ์ง€๋‚œํ•ด ์ฒด๊ฒฐํ•œ ๋‰ด์บ์Šฌ๋ง‰์Šค

์‹ ์กฐ๊ณ„์•ฝ ์ค‘ ์˜ต์…˜ 1 ์ฒ™์„ ํ™•์ •ํ•˜๋ฉด์„œ ์ด 2์ฒ™์˜ ๋‰ด์บ์Šฌ๋ง‰์Šค ๋ฒŒํฌ์„ ์„ ํ™•๋ณดํ•˜์˜€๋‹ค. ์ตœ์ข… ํ™•์ • ์„ ๋ฐ•์€

2016 ๋…„ 2/4 ๋ถ„๊ธฐ ์ธ๋„ ์˜ˆ์ •์ด๋‹ค. ๊ทธ๋ฆฌ์Šค์˜ Franco Compania Naviera ๊ฐ€ ์ค‘๊ตญ Sinopacific

Dayang์กฐ์„ ์†Œ์™€ 82,000dwt ์บ„์‚ฌ๋ฅด๋ง‰์Šค ๋ฒŒํฌ์„ ์˜ ์‹ ์กฐ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ•˜์˜€๋‹ค. ์ด ์„ ๋ฐ•์€ 2017 ๋…„๋‚ด ์ธ๋„

์˜ˆ์ •์ด๋‹ค. ์ผ๋ณธ Doun Kisen ์ด Shin Kochi Jyuko์กฐ์„ ์— 33,000 dwt ํ•ธ๋””์‚ฌ์ด์ฆˆ ๋ฒŒํฌ์„ ์„ ๋ฐœ์ฃผํ•˜์—ฌ

2016๋…„ 1/4๋ถ„๊ธฐ์— ์ธ๋„์˜ˆ์ •์ด๋‹ค.

Page 4: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 2

Market Overview Issue & Trend Bulk Carrier Tanker Demolition

2. ๋ฒŒํฌ์„  ์‹œ์žฅ๋™ํ–ฅ

๋ช‡๋ช‡ ์„ฑ์•ฝ์†Œ์‹์ด ๋“ค๋ ค์˜ค๊ณ  ์žˆ์ง€๋งŒ ์ „๋ฐ˜์ ์ธ ๋ฒŒํฌ์„  ์‹œํ™ฉ ๋ถ„์œ„๊ธฐ๋Š” ์ƒ๋Œ€์ ์œผ๋กœ ์กฐ์šฉํ•˜๋‹ค.

๋Œ€๋งŒ TMT ์‚ฌ์˜ ์บ„์‚ฌ๋ฅด๋ง‰์Šค "A Max" (84,120 dwt 2011 Hyundai)์— ๋Œ€ํ•œ ๊ฒฝ๋งค๊ฐ€ ์ค‘๊ตญ์—์„œ ์—ด๋ ธ์œผ๋‚˜

๋ฐ”์ด์–ด๊ฐ€ ์—†์–ด ๊ณง 2 ์ฐจ ๊ฒฝ๋งค๊ฐ€ ์ง„ํ–‰๋  ์˜ˆ์ •์ด๋‹ค.

โ€œLIZARD POINTโ€ (28,350 dwt, built 2005, Shimanami SB, C4x30T)์ด 850 ๋งŒ ๋‹ฌ๋Ÿฌ์— ๋งค๊ฐ๋˜์—ˆ๋‹ค . ์ด๋‹ฌ ์ดˆ์—

์„ ๋ น์ด 1 ๋…„ ๋งŽ์€ โ€œVENTURE BULKERโ€ (29,870 dwt, built 2004, Shikoku Dock, C4x30T)๊ฐ€ ๋˜‘๊ฐ™์ด 850 ๋งŒ

๋‹ฌ๋Ÿฌ์— ๋งค๊ฐ๋˜์—ˆ๋˜ ๊ฒƒ์„ ๊ณ ๋ คํ•˜๋ฉด ์—ฌ์ „ํžˆ ์„ ๊ฐ€๊ฐ€ ํ•˜๋ฝ์„ธ์— ์žˆ๋‹ค๊ณ  ๋ณด์—ฌ์ง„๋‹ค.

3. ํƒฑ์ปค์„  ์‹œ์žฅ๋™ํ–ฅ

์›์œ ์šด๋ฐ˜์„  ๋งค๊ฐ์†Œ์‹์ด ๋งค์ผ ์ด์–ด์ง€๊ณ  ์žˆ๋Š” ๊ฐ€์šด๋ฐ ์ œํ’ˆ์šด๋ฐ˜์„  ๋ถ€๋ฌธ์—์„œ๋„ ๊พธ์ค€ํžˆ ์ค‘๊ณ ์„  ๊ฑฐ๋ž˜๊ฐ€

์ด์–ด์ง€๊ณ  ์žˆ๋‹ค. ํ˜„์žฌ๋„ ์ง„ํ–‰์ค‘์ธ ํ˜‘์ƒํ…Œ์ด๋ธ”์— ์˜ฌ๋ผ์žˆ๋Š” ๋Œ€์ƒ์„ ์ด ์ƒ๋‹น์ˆ˜ ๋˜๋Š” ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์ ธ ์žˆ์œผ๋ฉฐ

๋‹น๋ถ„๊ฐ„์€ ํƒฑ์ปค์„  ๊ฑฐ๋ž˜๋Ÿ‰์ด ์ง€๊ธˆ์ฒ˜๋Ÿผ ์œ ์ง€๋  ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.

โ€œHELLAS SYMPHONYโ€ (46,168 dwt, built 2000, Hyundai HI)๊ฐ€ 1,050 ๋งŒ ๋‹ฌ๋Ÿฌ์— ๋งค๊ฐ๋˜์—ˆ๋‹ค . ์ด๋Š” ์ž‘๋…„

ํ•˜๋ฐ˜๊ธฐ์— ๋งค๊ฐ๋œ ์ž๋งค์„  โ€œHELLAS PROGRESSโ€ (46,168 dwt, built 1999, Hyundai HI)์™€ ๋น„์Šทํ•œ ์ˆ˜์ค€์ด๋‹ค .

โ€œTOSCAโ€ (47,436 dwt, built 2004, Brod. Trogir, IMO II)์˜ ๊ฒฝ์šฐ 3yrs BBC back ์„ ํฌํ•จํ•˜์—ฌ 1,800 ๋งŒ ๋‹ฌ๋Ÿฌ์—

๋งค๊ฐ๋˜์—ˆ๋‹ค.

4. ํ•ด์ฒด์„  ์‹œ์žฅ๋™ํ–ฅ

ํ•ด์ฒด์„ ๊ฐ€ ํ•˜๋ฝ์„ธ๊ฐ€ ์ ์  ์™„ํ™”๋˜์–ด ์ด์ œ๋Š” ๋ณดํ•ฉ์„ธ๋กœ ๋Œ์•„์„œ๋Š” ๋ถ„์œ„๊ธฐ๋‹ค . ๋งˆ์ผ“์— ์˜คํ”ˆ๋˜๋Š” ์„ ๋ฐ•์˜ ์ˆ˜๊ฐ€

๊ณ„์† ๋Š˜์–ด๋‚˜๊ณ  ์žˆ๊ณ  , ๊ฑฐ๋ž˜๋Ÿ‰ ์—ญ์‹œ ์กฐ๊ธˆ์”ฉ ์ฆ๊ฐ€ํ•˜๋Š” ๋ชจ์Šต์ด๋‹ค . ํŠนํžˆ ๋Œ€ํ˜•์„  ์„ฑ์•ฝ์ด ๋ˆˆ์— ๋ˆ๋‹ค . ์ง€๋‚œ์ฃผ๋งŒ

์ผ€์ดํ”„๋ฒŒํฌ์„  4 ์ฒ™์ด ํ•ด์ฒด์„ ์œผ๋กœ ๋งค๊ฐ๋˜์—ˆ๊ณ  ์ด๋ฒˆ๋‹ฌ ๋“ค์–ด ์ด 8 ๊ฑด์˜ ์ผ€์ดํ”„ ๋ฒŒํฌ์„  ์„ฑ์•ฝ์†Œ์‹์ด ์žˆ์—ˆ๋‹ค.

์ „๋ฐ˜์ ์œผ๋กœ ๋Œ€๋‹ค์ˆ˜ ์„ ๋ฐ•์ด ๋ฐฉ๊ธ€๋ผ๋ฐ์‹œ ํ•ด์ฒด์„  ์‹œ์žฅ์œผ๋กœ ๋งค๊ฐ๋œ ๊ฑด์ด๊ณ  , ์ƒ๋Œ€์ ์œผ๋กœ ์ธ๋„๋กœ ๋งค๊ฐ๋œ ์„ ๋ฐ•

์ˆ˜๋Š” ์ค„์–ด๋“  ๋ชจ์Šต์ด๋‹ค.

Page 5: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 3

Market Overview Issue & Trend

Bulk Carrier Tanker Demolition

โ…ก. Issue & Trend

1. ๋ฒ™์ปค๊ฐ€๊ฒฉ ๊ธ‰๋ฝ, ์šด์ž„์‹œ์„ธํ•˜๋ฝ์— ์˜ํ–ฅ

22 ์ผ์ž ์‹ฑ๊ฐ€ํฌ๋ฅด ์‹œ์žฅ์˜ ๋ฒ™์ปค C ์œ  ๊ฐ€๊ฒฉ(380CST ํ’ˆ์ข…)์€ ํ†ค๋‹น 274 - 277 ๋‹ฌ๋Ÿฌ๋ฅผ ๊ธฐ๋กํ–ˆ๋‹ค. ์ž‘๋…„

์—ฌ๋ฆ„๊นŒ์ง€ ํ†ค๋‹น 600 ๋‹ฌ๋Ÿฌ๋Œ€๋ฅผ ๊ธฐ๋กํ–ˆ์œผ๋‚˜ 9 ์›”๊ฒฝ๋ถ€ํ„ฐ ์›์œ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ๊ธ‰๋ฝํ–ˆ๋‹ค. 12 ์›” ์ƒ์ˆœ์—๋Š”

400๋‹ฌ๋Ÿฌ๋Œ€๊ฐ€ ๊นจ์กŒ๊ณ  ๋‹ค์‹œ ์˜ฌ๋“ค์–ด 300๋‹ฌ๋Ÿฌ๋Œ€๊ฐ€ ๋ฌด๋„ˆ์ง์œผ๋กœ์จ ์ตœ๊ทผ 4๊ฐœ์›”๊ฐ„ ์ ˆ๋ฐ˜๊ฐ’ ์ดํ•˜๋กœ ํ•˜๋ฝํ–ˆ๋‹ค.

ํ•ด์ƒ์šด์ž„์€ ์—ฐ๋ฃŒ๋น„์šฉ์„ ํฌํ•จํ•˜๊ธฐ ๋•Œ๋ฌธ์— ์‹œ์žฅ์˜ ์‹œ์„ธ๊ฐ€ ์ „๋ฐ˜์ ์œผ๋กœ ์•ฝํ•œ ๊ตญ๋ฉด์—์„œ๋Š” ์—ฐ๋ฃŒ์œ  ๊ฐ€๊ฒฉ

ํ•˜๋ฝ์ด ์šด์ž„์‹œ์„ธ์˜ ํ•˜๋ฝ ์žฌ๋ฃŒ๊ฐ€ ๋œ๋‹ค. ๋ฒ™์ปค C์œ  ๊ฐ€๊ฒฉ์ด ๊ธ‰์†๋„๋กœ ํ•˜๋ฝํ•จ์œผ๋กœ์จ ์ผ๋ถ€ ๋ฒŒํฌ์„  ์„ ์ฃผ๋Š” 1

- 2๊ฐœ์›” ์ „์— ๊ธ‰์œ ํ•œ ๊ณ ๊ฐ€์˜ ์—ฐ๋ฃŒ์œ ๊ฐ€ ์šดํ•ญ๋น„์šฉ์˜ ๋ˆ„๋ฆ„๋Œ์ด ๋˜๊ณ  ์šด์ž„์‹œ์„ธ์™€์˜ ๋ถˆ์ผ์น˜๋กœ ์–ด๋ ค์›€์„

๊ฒช๊ณ  ์žˆ๋‹ค.

์˜ˆ๋ฅผ ๋“ค๋ฉด 1 ์ฒ™๋‹น ์—ฐ๋ฃŒ์œ  1,500 ํ†ค ์ด์ƒ์„ ์ ์žฌํ•˜๋Š” ํŒŒ๋‚˜๋ง‰์Šค๋Š” ์—ฐ๋น„ 1 ์ผ 20 ํ†ค ์ด์ƒ์œผ๋กœ ๋‹จ์ˆœ

๊ณ„์‚ฐํ•˜๋ฉด ํƒฑํฌ ๋‚ด ์—ฐ๋ฃŒ๊ฐ€ ๋ชจ๋‘ ๊ต์ฒด๋˜๋Š” ๋ฐ ๊ฐ€๋™์ผ์ˆ˜๋กœ 70 ์ผ ์ „ํ›„ ์†Œ์š”๋œ๋‹ค. 12 ์›” ์ƒ์ˆœ ํ†ค๋‹น

400๋‹ฌ๋Ÿฌ๋กœ ๊ธ‰์œ ํ•œ ํŒŒ๋‚˜๋ง‰์Šค๋Š” ํ˜„์žฌ์˜ ํ†ค๋‹น 270๋‹ฌ๋Ÿฌ ์ „์ œ์˜ ์šด์ž„์‹œ์„ธ์— ์ง๋ฉดํ•˜๊ฒŒ ๋œ ๊ฒƒ์ด๋‹ค.

์ด๊ฐ™์€ ๋ฒ™์ปค C ์œ  ์‹œ์„ธ ๋ณ€๋™์˜ ์˜ํ–ฅ์„ ํฌ๊ฒŒ ๋ฐ›๋Š” ๊ฒƒ์€ ์ŠคํŒŸ ์šด์†ก ๊ณ„์•ฝ์ด ๋Œ€๋ถ€๋ถ„์„ ์ฐจ์ง€ํ•˜๋Š” ํŒŒ๋‚˜๋ง‰์Šค

์ดํ•˜ ์ค‘์†Œํ˜•์„ ์ด๋‹ค. ๋Œ€ํ˜•์„  ์ผ€์ดํ”„์‚ฌ์ด์ฆˆ๊ฐ€ ์ฃผ๋ ฅ์œผ๋กœ ํ•˜๋Š” ์ค‘์žฅ๊ธฐ ๊ณ„์•ฝ์—๋Š” ์œ ๋ฅ˜ ํ• ์ฆ๋ฃŒ(BAF) ์กฐํ•ญ์ด

ํฌํ•จ๋ผ ์—ฐ๋ฃŒ์œ  ์‹œ์„ธ ๋ณ€๋™์˜ ์ถฉ๊ฒฉ์€ ์ž‘๋‹ค๊ณ  ๋ณผ์ˆ˜ ์žˆ๋‹ค.

2. ์ง€๋‚˜์นœ ์œ ๊ฐ€ํ•˜๋ฝ, ์„ธ๊ณ„๊ฒฝ์ œ์— ๋ถ€์ •์  ์˜ํ–ฅ ๊ฐ€๋Šฅ์„ฑ

2014๋…„ ๋‘๋ฐ”์ด์œ  ๊ธฐ์ค€ ๋ฐฐ๋Ÿด๋‹น 100 ๋‹ฌ๋Ÿฌ ์ˆ˜์ค€์—์„œ 2015๋…„ 1 ์›” 9์ผ ๋ฐฐ๋Ÿด๋‹น 47๋‹ฌ๋Ÿฌ๊นŒ์ง€ ํ•˜๋ฝ, ๋ถˆ๊ณผ ๋ช‡

๋‹ฌ๋งŒ์— ์œ ๊ฐ€๊ฐ€ ๋ฐ˜ํ† ๋ง‰์œผ๋กœ ํ•˜๋ฝํ–ˆ๋‹ค. ์ด์ฒ˜๋Ÿผ ์œ ๊ฐ€๊ฐ€ ๊ธ‰๋ฝํ•œ ๊ฒƒ์€ ์žฅ๊ธฐ๊ฐ„์˜ ๊ฒฝ๊ธฐ์นจ์ฒด์— ๋”ฐ๋ฅธ ์„์œ ์†Œ๋น„

๊ฐ์†Œ, ๊ณต๊ธ‰๊ณผ์ž‰ ์‹ฌํ™”, ์…ฐ์ผ์ž์› ๊ฐœ๋ฐœ, OPEC ๊ฐ์‚ฐํ•ฉ์˜ ์‹คํŒจ, ๊ทธ๋ฆฌ๊ณ  ๋ฏธ๊ตญ, ์ค‘๋™, ๋Ÿฌ์‹œ์•„์˜ ์ง€์ •ํ•™์ 

๊ฐˆ๋“ฑ์ด ๋ณตํ•ฉ์ ์œผ๋กœ ์ž‘์šฉํ•˜๊ณ  ์žˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค.

์œ ๊ฐ€ํญ๋ฝ์ด ์–ด๋””๊นŒ์ง€ ๊ณ„์†๋  ๊ฒƒ์ธ์ง€ ํŒ๋‹จํ•˜๊ธฐ ์–ด๋ ค์šฐ๋‚˜ ๋ถ„๋ช…ํ•œ ๊ฒƒ์€ ์ง€๋‚˜์นœ ์œ ๊ฐ€ํ•˜๋ฝ์€ ์„ธ๊ณ„ ๊ฒฝ์ œ์—

๋„์›€์ด ๋˜๊ธฐ ๋ณด๋‹ค๋Š” ์ข‹์ง€ ์•Š์€ ์˜ํ–ฅ์„ ์ค„ ๊ฐ€๋Šฅ์„ฑ์ด ํฌ๋‹ค๋Š” ๊ฒƒ์ด๋‹ค.

๊ตญ๋‚ด์™ธ ์ˆ˜๋งŽ์€ ์—๋„ˆ์ง€ ๋ถ„์„๊ธฐ๊ด€๋“ค์— ๋”ฐ๋ฅด๋ฉด 2015 ๋…„ ๊ตญ์ œ์œ ๊ฐ€๋Š” ๋ฐฐ๋Ÿด๋‹น 60 ๋‹ฌ๋Ÿฌ๋Œ€๋กœ ์ž‘๋…„ ๋Œ€๋น„

30~40% ๋‚ฎ์€ ์ˆ˜์ค€์— ๋จธ๋ฌด๋ฅผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๊ณ  ์žˆ๋‹ค. ์ด์— ๋”ฐ๋ผ ๋ฏธ๊ตญ๊ณผ ์‹ ํฅ๊ตญ(์ธ๋„, ์ค‘๊ตญ)์€ ๊ตฌ๋งค๋ ฅ

์ฆ๋Œ€์— ๋”ฐ๋ฅธ ์†Œ๋น„์ฆ๋Œ€์™€ ๊ธฐ์—… ํˆฌ์ž์ฆ๋Œ€, ๋ฌด์—ญ์ˆ˜์ง€ ๊ฐœ์„  ๋“ฑ ๊ธ์ •์ ์ธ ํšจ๊ณผ๋ฅผ ์ค„ ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค. ๋ฐ˜๋ฉด

Page 6: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 4

Market Overview Issue & Trend

Bulk Carrier Tanker Demolition

๋Ÿฌ์‹œ์•„, ์ด๋ž€ ๋“ฑ์€ ์žฌ์ •์•…ํ™”์™€ ๊ธˆ์œต์œ„๊ธฐ ๊ฐ€๋Šฅ์„ฑ ์ƒ์Šน, ์œ ๋Ÿฝ๊ณผ ์ผ๋ณธ์˜ ๊ฒฝ์šฐ ๋””ํ”Œ๋ ˆ์ด์…˜ ์‹ฌํ™”์— ๋”ฐ๋ฅธ

๊ฒฝ๊ธฐ์นจ์ฒด์˜ ์žฅ๊ธฐํ™” ๋“ฑ์ด ์šฐ๋ ค๋˜๊ณ  ์žˆ๋‹ค.

ํ•˜์ง€๋งŒ ์ฃผ์š” ๊ฒฝ์ œ๋ถ„์„๊ธฐ๊ด€๋“ค์€ ๋ฐฐ๋Ÿด๋‹น 60 ๋‹ฌ๋Ÿฌ๋Œ€ ์ˆ˜์ค€์—์„œ๋Š” ๋Ÿฌ์‹œ์•„, ์ค‘๋™, ์œ ๋Ÿฝ, ์ผ๋ณธ ๊ฒฝ์ œ์— ํฐ

๋ฌธ์ œ๊ฐ€ ์—†์„ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๋”ฐ๋ผ์„œ ์ตœ๊ทผ์˜ ์œ ๊ฐ€ํ•˜๋ฝ์€ ์„ธ๊ณ„๊ฒฝ์ œ ์ „์ฒด์ ์œผ๋กœ ๊ธ์ •์ ์ธ ์˜ํ–ฅ์„

์ค„ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋œ๋‹ค.

์ตœ๊ทผ ์œ ๊ฐ€ํ•˜๋ฝ์œผ๋กœ ํ•ด์šด์—… ๊ฒฝ์˜์— ์œ ๋ฆฌํ•œ ํ™˜๊ฒฝ์ด ์กฐ์„ฑ๋๋‹ค๊ณ  ๋ณด๋Š” ๊ฒฌํ•ด๊ฐ€ ์žˆ๋‹ค. ์ด๋Ÿฌํ•œ ๊ฒฌํ•ด์— ๋”ฐ๋ฅด๋ฉด

์„ ๋ฐ• ์—ฐ๋ฃŒ์œ ์˜ ๋ถ€๋‹ด์ด ๋Œ€ํญ ๊ฐ์†Œ, ์„ ๋ฐ•์˜ ์šดํ•ญ์›๊ฐ€๊ฐ€ ํฌ๊ฒŒ ๋‚ฎ์•„์ง์œผ๋กœ์จ ์ˆ˜์ต์„ฑ์ด ๋†’์•„์งˆ ๊ฒƒ์œผ๋กœ

์˜ˆ์ƒ๋œ๋‹ค. ๋˜ ์—๋„ˆ์ง€ ์ˆ˜์ž…๊ตญ์ธ ์ค‘๊ตญ๊ณผ ์ธ๋„๊ฐ€ ์ €์œ ๊ฐ€๋ฅผ ๊ธฐํšŒ๋กœ ์›์œ ์ˆ˜์ž…์„ ๋Œ€ํญ ๋Š˜๋ฆฌ๊ณ  ์žˆ์–ด ์œ ์กฐ์„ 

์šด์†ก์ˆ˜์š”๊ฐ€ ํฌ๊ฒŒ ์ฆ๊ฐ€ํ•˜๊ณ  ์žˆ๋‹ค๋Š” ๊ฒƒ๋„ ํ•ด์šด์—…๊ณ„ ์ž…์žฅ์—์„œ ์œ ๋ฆฌํ•œ ํ™˜๊ฒฝ์ด๋‹ค.

๊ทธ๋Ÿฌ๋‚˜ KMI ์ „ํ˜•์ง„ ํ•ด์šด์‹œ์žฅ๋ถ„์„์„ผํ„ฐ์žฅ์€ โ€œ์œ ๊ฐ€๊ฐ€ 30~40% ํ•˜๋ฝํ•  ๋•Œ์—๋„ ์„ธ๊ณ„ ํ•ด์ƒ๋ฌผ๋™๋Ÿ‰ ์ฆ๊ฐ€์œจ์€

1%์— ๋ฏธ์น˜์ง€ ๋ชปํ•œ๋‹ค๋Š” ์ ์— ์ฃผ๋ชฉํ•  ํ•„์š”๊ฐ€ ์žˆ๋‹คโ€๋ฉฐ โ€œ๊ณต๊ธ‰๊ณผ์ž‰์ด ๋งŒ์„ฑํ™”๋ผ ์žˆ๋Š” ํ™”์ฃผ ์šฐ์œ„์˜

ํ•ด์šด์‹œ์žฅ์— ์žˆ์–ด, ๋ฌผ๋™๋Ÿ‰ ์ฆ๊ฐ€์œจ์ด ํฌ์ง€ ์•Š์•„ ํ•ด์šด๊ธฐ์—…์— ์œ ๋ฆฌํ•œ ์ƒํ™ฉ์ด ๋˜๊ธฐ๋Š” ๊ธฐ๋Œ€ํ•˜๊ธฐ ์–ด๋ ต๋‹คโ€๊ณ 

๋ฐํ˜”๋‹ค.

์˜ˆ๋ฅผ ๋“ค๋ฉด, ์œ ๊ฐ€ํ•˜๋ฝ์— ๋”ฐ๋ผ ์œ ๋ฅ˜ํ• ์ฆ๋ฃŒ๋ฅผ ๋ถ€๊ณผํ•˜๋Š” ๊ฒƒ์ด ์–ด๋ ค์›Œ์กŒ๊ณ  ๋น„์šฉ์ ˆ๊ฐ์— ๋”ฐ๋ผ ํ™”์ฃผ๋“ค์ด

์šด์ž„์ธํ•˜๋ฅผ ์š”๊ตฌํ•  ๊ฐ€๋Šฅ์„ฑ์ด ์ปค์ง€๊ณ  ์žˆ๋‹ค. ๋”๊ตฌ๋‚˜ ์ปจํ…Œ์ด๋„ˆ์˜ ๊ฒฝ์šฐ ํ™”์ฃผ๋“ค์ด ์ •์‹œ์„ฑ ํ–ฅ์ƒ์„ ์š”๊ตฌํ•˜๊ธฐ

์‹œ์ž‘ํ–ˆ๋‹ค๋Š” ์ ๋„ ์ถ”๊ฐ€๋น„์šฉ์„ ๋ฐœ์ƒ์‹œํ‚ค๋Š” ์š”์ธ์ด ๋  ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.

๊ตญ์ ์„ ์‚ฌ๋“ค์€ ํ–ฅํ›„ ์œ ๊ฐ€์˜ ์›€์ง์ž„์— ๋”ฐ๋ผ ํ™”์ฃผ๋“ค์ด ์–ด๋–ค ํ–‰๋™์„ ํ•˜๊ณ  ์–ด๋–ค ์š”๊ตฌ๋ฅผ ํ•  ๊ฒƒ์ธ๊ฐ€๋ฅผ

๋ถ„์„ํ•˜๊ณ , ๊ตญ์ ์„ ์‚ฌ๊ฐ„ ๋‚˜์•„๊ฐ€ ์™ธ๊ตญ์„ ์‚ฌ๋“ค๊ณผ์˜ ์ œํœด์™€ ํ˜‘๋ ฅ์„ ํ†ตํ•ด ์šด์ž„์„ ๋ฐฉ์–ดํ•ด ๋‚˜๊ฐˆ ์ˆ˜ ์žˆ๋Š” ๋ฐฉ์•ˆ์„

๋ชจ์ƒ‰ํ•ด์•ผ ํ•œ๋‹ค๊ณ  ๊ฐ•์กฐํ•˜๊ณ  ์žˆ๋‹ค

3. ์œ ๋Ÿฝ ๋ฒŒํฌ์„ ์‚ฌ, ์ตœ๋Œ€ 150 ์ฒ™ ๊ทœ๋ชจ์˜ ์ผ€์ดํ”„ ๋ฒŒํฌ์„  ํ’€

์‹ ๊ทœ๊ฒฐ์„ฑ ๊ฒ€ํ† 

ํŠธ๋ ˆ์ด๋“œ์œˆ์ฆˆ ๋“ฑ ์™ธ์‹ ์€ ์œ ๋Ÿฝ ์œ ๋ ฅ ๋“œ๋ผ์ด์„ ์‚ฌ๊ฐ€ ์ผ€์ดํ”„์‚ฌ์ด์ฆˆ ๋ฒŒํฌ์„ ์˜ ์‹ ๊ทœ ํ’€ ๊ฒฐ์„ฑ์„ ๊ฒ€ํ† ํ•˜๊ณ 

์žˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ฐธ์—ฌ ๋ฉค๋ฒ„ ์œ ๋ ฅํ›„๋ณด๋กœ๋Š” ๋ฒจ๊ธฐ์— ์„ ์‚ฌ ๋ณด์‹œ๋งˆ๋ฅด, ๊ทธ๋ฆฌ์Šค๊ณ„ ์„ ์‚ฌ ์Šคํƒ€๋ฒŒํฌ, ๋…ธ๋ฅด์›จ์ด๊ณ„

๊ณจ๋“ ์˜ค์…˜(GOGL), ๋ชจ๋‚˜์ฝ” ์„ ์‚ฌ C ํŠธ๋žœ์ŠคํฌํŠธ๋งˆ๋ฆฌํƒ€์ž„(CTM) ๋“ฑ์ด ๊ฑฐ๋ช…๋˜๊ณ  ์žˆ๊ณ , ํ’€ ์šดํ•ญ๊ทœ๋ชจ๋Š” ์‹ ์กฐ

๋ฐœ์ฃผ์ž”๋Ÿ‰์„ ํฌํ•จํ•ด ์ตœ๋Œ€ 150์ฒ™์— ๋‹ฌํ•  ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ๋‹ค.

Page 7: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 5

Market Overview Issue & Trend

Bulk Carrier Tanker Demolition

ํด๋ฝ์Šจ ํ†ต๊ณ„์— ๋”ฐ๋ฅด๋ฉด 1 ์›” 1 ์ผ ํ˜„์žฌ ์ „์„ธ๊ณ„ ์ผ€์ดํ”„์‚ฌ์ด์ฆˆ ์ด์„ ๋ณต๋Ÿ‰์€ 1,637 ์ฒ™, ์‹ ์กฐ ๋ฐœ์ฃผ์ž”๋Ÿ‰์€

369์ฒ™์ด๋‹ค. ์‹ ๊ทœ ํ’€์ด ์‹คํ˜„๋˜๋ฉด ์‹œ์žฅ ์ ์œ ์œจ์€ ๊ธฐ์กด ์„ ๋ณต์˜ 10%์— ์œก๋ฐ•ํ•œ๋‹ค.

๋“œ๋ผ์ด์„ ์‚ฌ์˜ ์ œํœด ๋ชจ์ƒ‰ ๋ฐฐ๊ฒฝ์—๋Š” ์ผ€์ดํ”„์‚ฌ์ด์ฆˆ ์‹œํ™ฉ์˜ ์žฅ๊ธฐ๋ถ€์ง„์ด ์žˆ๋‹ค. 16์ผ์ž ์ฃผ์š” 5 ๊ฐœํ•ญ๋กœ ํ‰๊ท 

๋ ˆ์ดํŠธ๋Š” 1 ์ผ 7,023 ๋‹ฌ๋Ÿฌ๋กœ ์†์ต๋ถ„๊ธฐ์ ์˜ 1/3 ์ดํ•˜ ์ˆ˜์ค€์ด๋‹ค. ํ’€ ๊ฒฐ์„ฑ์œผ๋กœ ๊ฑฐ๋Œ€ ์„ ๋‹จ์„ ํ™œ์šฉํ•œ

์šดํ•ญํšจ์œจ ๊ฐœ์„ ๊ณผ ์„ฑ์•ฝ ํƒ€์ด๋ฐ ํ‰์ค€ํ™”์— ์˜ํ•œ ์‹œํ™ฉ๋ณ€๋™์— ๋Œ€ํ•œ ๋‚ด์„ฑ๊ฐ•ํ™” ๋“ฑ์„ ๊ธฐ๋Œ€ํ•  ์ˆ˜ ์žˆ๋‹ค.

Page 8: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 6

Market Overview Issue & Trend

Bulk Carrier Tanker Demolition

โ…ข. Bulk Carrier

(์„ ๋ น 5 ๋…„๊ธฐ์ค€, Million USD, ์ฆ๊ฐ์œจ : ์ „๋…„๋„ ๋Œ€๋น„,%)

์—ฐํ‰๊ท  ์„ ๊ฐ€ 2011 2012 2013 2014 2015

Capesize 180K 43.08 34.21 36.33 46.58 36.00 -32% -26% 6% 22% -29%

Panamax 76K 30.96 22.08 21.54 24.21 19.00 -25% -40% -3% 11% -27%

Supramax 56K 27.50 22.29 21.33 24.38 19.00 -15% -23% -4% 12% -28%

Handysize 32K 22.88 17.46 17.79 19.38 15.50 -12% -31% 2% 8% -25%

BC ์—ฐํ‰๊ท  ์„ ๊ฐ€ - ์„ ๋ น 5 ๋…„ ๊ธฐ์ค€

10

15

20

25

30

35

40

45

50

2011 2012 2013 2014 2015

CAPE PMAX SMAX HANDY

Page 9: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 7

Market Overview Issue & Trend

Bulk Carrier Tanker Demolition

(์„ ๋ น 5 ๋…„๊ธฐ์ค€, Million USD, ์ฆ๊ฐ์œจ : %)

๊ตฌ๋ถ„ 1 ์›”

3 ์ฃผ

2 ์›” 3 ์›” 4 ์›” 5 ์›” 6 ์›” ํ‰๊ท 

2015 CAPE 180K

์„ ๊ฐ€ 36.00 36.0 ์ „์›”๋Œ€๋น„ -10.0% -

์ „๋…„๋Œ€๋น„ -21.7% -23.0% PMAX 76k

์„ ๊ฐ€ 19.00 19.0

์ „์›”๋Œ€๋น„ -7.3% -

์ „๋…„๋Œ€๋น„ -29.6% -22.2% SMAX 56k

์„ ๊ฐ€ 19.00 19.0

์ „์›”๋Œ€๋น„ -11.6% -

์ „๋…„๋Œ€๋น„ -26.9% -22.4% HANDY

32k ์„ ๊ฐ€ 15.50 15.5

์ „์›”๋Œ€๋น„ -8.8% -

์ „๋…„๋Œ€๋น„ -26.2% -20.2% 2014 CAPE 46.00 48.00 52.00 53.00 50.00 47.00 46.8

PMAX 27.00 27.00 28.00 27.00 26.50 24.00 24.4 SMAX 26.00 26.00 27.00 27.00 25.50 25.50 24.5

HANDY 21.00 21.00 21.00 20.50 20.50 19.50 19.4

Cape

30

35

40

45

50

55

1์›”-4์ฃผ 2์›” 3์›” 4์›” 5์›” 6์›” 7์›” 8์›” 9์›” 10์›” 11์›” 12์›”

Mill

USD

2015

2014

'14๋…„ ํ‰๊ท 

Page 10: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 8

Market Overview Issue & Trend

Bulk Carrier Tanker Demolition

Panamax

Supramax

Handy

15

17

19

21

23

25

27

29

1์›”-4์ฃผ 2์›” 3์›” 4์›” 5์›” 6์›” 7์›” 8์›” 9์›” 10์›” 11์›” 12์›”

Mill

USD

2015

2014

'14๋…„ ํ‰๊ท 

15

17

19

21

23

25

27

29

1์›”-4์ฃผ 2์›” 3์›” 4์›” 5์›” 6์›” 7์›” 8์›” 9์›” 10์›” 11์›” 12์›”

Mill

USD

2015

2014

'14๋…„ ํ‰๊ท 

10

12

14

16

18

20

22

1์›”-4์ฃผ 2์›” 3์›” 4์›” 5์›” 6์›” 7์›” 8์›” 9์›” 10์›” 11์›” 12์›”

Mill

USD

2015

2014

'14๋…„ ํ‰๊ท 

Page 11: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 9

Market Overview Issue & Trend

Bulk Carrier Tanker Demolition

โ…ข-1. Bulk Carrier Sales Report

TYPE VESSEL DWT BUILT BLDER M/E GEAR PRICE (m USD)

REMARKS (Buyers)

BC THEOFYLAKTOS 72,500 1995 KOREA B&W 5

undisclosed buyers,

ss/dd due 2015.02

BC ANNOULA 70,281 1997 JAPAN SULZ 6 Chinese buyers

BC ARIETTA A 56,947 2011 CHINA WART Cr 4X30T 19 Greek Buyers

BC EGS TIDE

(open hatch) 35,916 2011 KOREA B&W Cr 4X35T 16.8 Italian buyers

BC LIZARD POINT 28,500 2005 JAPAN B&W 8.5 Greek buyers

BC AFRICAN GLORY

(open hatch) 21,146 1998 KOREA B&W Cr 3X30T 5.3 undisclosed buyers

BC LENNARD 18,320 2000 JAPAN B&W 3 X 30t 5 European buyers

BC BRUFJELL 4,372 1995 NETHERLAND DEUTZ 1.5 undisclosed buyers

Page 12: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 10

Market Overview Issue & Trend Bulk Carrier

Tanker

Demolition

โ…ฃ. Tanker

(์„ ๋ น 5 ๋…„๊ธฐ์ค€, Million USD, ์ฆ๊ฐ์œจ : ์ „๋…„๋„ ๋Œ€๋น„,%)

๊ตฌ๋ถ„ 2011 2012 2013 2014 2015

VLCC 310K 76.58 62.42 56.17 74.08 80.00 -14% -18% -10% 32% 8%

Suezmax 160K 54.00 44.25 40.00 50.92 60.00 -16% -18% -10% 27% 18%

Aframax 105K 38.71 30.50 29.00 38.92 46.00 -15% -21% -5% 34% 18%

MR 47K 29.00 24.92 26.25 26.88 27.00

7% -14% 5% 2% 0.5% Chemical Tanker

IMO II 13K 13.13 10.56 11.94 12.98 12.75 -8% -20% 13% 9% -1.8%

TANKER ์—ฐํ‰๊ท  ์„ ๊ฐ€ - ์„ ๋ น 5 ๋…„ ๊ธฐ์ค€

10

20

30

40

50

60

70

80

90

2011 2012 2013 2014 2015

VLCC SUEZ AFRA MR

Page 13: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 11

Market Overview Issue & Trend Bulk Carrier

Tanker

Demolition

(์„ ๋ น 5 ๋…„๊ธฐ์ค€, Million USD, ์ฆ๊ฐ์œจ : %)

๊ตฌ๋ถ„ 1 ์›”

4 ์ฃผ

2 ์›” 3 ์›” 4 ์›” 5 ์›” 6 ์›” ํ‰๊ท 

2015 VLCC 310K

์„ ๊ฐ€ 80.00 80.0

์ „์›”๋Œ€๋น„ 3.9% -

์ „๋…„๋Œ€๋น„ 17.6% 8.0% SUEZ 160K

์„ ๊ฐ€ 60.00 60.0

์ „์›”๋Œ€๋น„ 5.3% -

์ „๋…„๋Œ€๋น„ 27.7% 18.2%

AFRA 105K

์„ ๊ฐ€ 46.00 46.0

์ „์›”๋Œ€๋น„ 9.5% -

์ „๋…„๋Œ€๋น„ 35.3% 19.0%

MR 47K

์„ ๊ฐ€ 27.00 27.0

์ „์›”๋Œ€๋น„ 8.0%

์ „๋…„๋Œ€๋น„ -6.9% 0.5%

CHEM IMO2 13K

์„ ๊ฐ€ 12.75 12.8

์ „์›”๋Œ€๋น„ 0.0%

์ „๋…„๋Œ€๋น„ 2.0% -1.6% 2014 VLCC 68.00 72.00 73.00 74.00 75.00 74.00 74.1

SUEZ 47.00 48.00 50.00 50.00 50.00 49.00 50.8 AFRA 34.00 37.00 38.00 38.00 38.00 37.00 38.7

MR 29.00 29.00 29.00 29.00 27.00 27.00 26.9 CHEM 12.50 13.00 13.00 13.00 13.00 13.25 13.0

VLCC-310K

60

65

70

75

80

85

Mill

USD

2015

2014

'14๋…„ ํ‰๊ท 

Page 14: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 12

Market Overview Issue & Trend Bulk Carrier

Tanker

Demolition

SUEZMAX-160K

AFRAMAX-105K

MR-47K

40

45

50

55

60

65

Mill

USD

2015

2014

'14๋…„ ํ‰๊ท 

30323436384042444648

Mill

USD

2015

2014

'14๋…„ ํ‰๊ท 

222324252627282930

Mill

USD

2015

2014

'14๋…„ ํ‰๊ท 

Page 15: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 13

Market Overview Issue & Trend Bulk Carrier

Tanker

Demolition

โ…ฃ-1. Tanker Sales Reported

1) TANKER

TYPE VESSEL DWT BUILT BLDER M/E IMO PRICE

(m USD) REMARKS (Buyers)

TANKER GC GUANGZHOU 305,839 1999 JAPAN B&W 30 Thai buyers

(clients of Nathalin)

TANKER AL MUMINAH 107,081 2005 JAPAN B&W 31 Undisclosed buyers

TANKER STENAWECO EVOLUTION 49,973 2015 KOREA B&W

76 undisclosed buyers, Incl. 7 yrs bbc back)

TANKER STENAWECO ENERGY 49,973 2014 KOREA B&W

TANKER MAERSK MISAKI 47,980 2011 JAPAN B&W -- Maersk(Norway), Option Declared

TANKER KANDILOUSA 46,700 1995 KOREA B&W - Undisclosed buyers

TANKER HELLAS SYMPHONY 46,152 2000 KOREA B&W 10.5 Undisclosed buyers

TANKER ST CHARLOTTE (bitumen) 12,500 2006 TURKE

Y MAK - Undisclosed buyers

CHEM TOSCA 46,764 2004 CROATIA MAK 2 18

Norwegian buyers Incl. 3 yrs bbc back

at $8,250/d +purchase option at

$15.375 mill

CHEM VALPADANA 25,583 2002 KOREA B&W 3 13 Nigerian buyers

CHEM LIQUID SUCCESS 13,300 1999 GERMAN MAK 2&3 -- Singapore buyer

CHEM STOLT VIOLET (stst) 8,792 2004 JAPAN B&W 2&3 10.5 Chinese buyers

Page 16: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 14

Market Overview Issue & Trend Bulk Carrier

Tanker

Demolition

2) Container, Reefer, Etc

TYPE VESSEL DWT BUILT BLDER M/E CAPA.

UNIT

PRICE

(m USD)

REMARKS (Buyers)

CONT SEA PIONEER 14,003 2005 ROMANIA B&W 1102 TEU 4.8 undisclosed buyers

CONT NORTHWESTER 5,780 1994 PORTUGAL MAK 395 TEU 1.7-

1.8 Turkish buyers

Page 17: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 15

Market Overview Issue & Trend Bulk Carrier Tanker

Demolition

โ…ค. Demolition

1) ์„ ๊ฐ€

ํ•ด์ฒด์„ ๊ฐ€

(US$/LDT)

2013 ํ‰๊ท  2014 ํ‰๊ท  2015 ํ‰๊ท  2014 1์›” 2015 1์›”

์ฆ๊ฐ์œจ

(์ „๋…„๋Œ€๋น„)

์ฆ๊ฐ์œจ

(์ „๋…„๋Œ€๋น„)

์ฆ๊ฐ์œจ

(์ „๋…„๋Œ€๋น„)

์ฆ๊ฐ์œจ

(์ „์›”๋Œ€๋น„)

์ฆ๊ฐ์œจ

(์ „๋…„๋Œ€๋น„)

TANKER 422.08 -4.9% 474.79 12.5% 425.00 -10.5% 445.00 425.00 -6.6% -4.5%

BC 409.79 -4.0% 468.96 14.4% 417.50 -11.0% 450.00 417.50 -4.5% -7.2%

๊ธฐ์ค€ :์ธ๋„ํ•ด์ฒด์„ ์‹œ์žฅ(USD/LDT), ์ฆ๊ฐ์œจ (์ „๋…„๋Œ€๋น„)

2) ํ•ด์ฒด์„ ๋ˆ„์ ํ˜„ํ™ฉ

ํ•ด์ฒด์„ 

์ด๋Ÿ‰

2014๋…„ 2015๋…„ ๋ˆ„์  2014๋…„ 1์›” 2015๋…„ 1์›”

Million DWT

No. Million DWT

๋ˆ„์ ์œจ

(์ „๋…„๋Œ€๋น„) No.

๋ˆ„์ ์œจ

(์ „๋…„๋Œ€๋น„) Million DWT

No. Million DWT

์ฆ๊ฐ์œจ

(์ „๋…„๋Œ€๋น„) No.

์ฆ๊ฐ์œจ

(์ „๋…„๋Œ€๋น„)

TANKER 8.15 86 0.13 1.6% 4 4.7% 0.58 10 0.13 -76.9% 4 -60.0%

BC 13.58 253 0.69 5.1% 14 5.5% 1.32 26 0.69 -48.0% 14 -46.2%

400

420

440

460

480

500

520

BC Tanker

ํ•ด์ฒด์„ ๊ฐ€ (US$/LDT)

Page 18: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 16

Market Overview Issue & Trend Bulk Carrier Tanker

Demolition

3) ํ•ด์ฒด์„ ์ด๋Ÿ‰ (Million DWT)

0.58 1.04

0.75 0.81 1.07

0.49

1.14

0.34 0.17

1.05 0.64

0.065 0.13

1.32

1.32

0.59

1.30

1.88

0.52

1.19

1.09 0.86

0.95 1.83

0.73 0.69

0.00

0.50

1.00

1.50

2.00

2.50

3.00

3.50

BC Tanker (10k+)

Page 19: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 17

Market Overview Issue & Trend Bulk Carrier Tanker

Demolition

โ…ค-1. Demolition Sales Report

TYPE VESSEL DWT LDT BUILT BLDER M/E PRICE (USD/LDT) REMARKS

BC IRFON 165,729 22,427 1996 TAIWAN B&W 434 BANGLADESH BC HEYTHROP 165,729 22,427 1996 TAIWAN B&W 432 BANGLADESH BC KESTREL I 161,475 19,572 1993 KOREA B&W 405 BANGLADESH BC AQUADONNA 161,010 20,039 1995 KOREA B&W 415-420 PAKISTAN

BC STAR JULIA 70,089 12,092 1994 CHINA B&W 440 BANGLADESH, Incl. ROB 860t

BC AMIRA AMAL 26,598 5,609 1985 JAPAN B&W -- PAKISTAN

CONT PARIS EXPRESS 67,680 20,413 1994 KOREA B&W 250 CHINA

CONT JASY (tweendecker) 8,340 3,356 1983 GERMANY MAN 300 TURKEY

PAX IGINIA (ropax) 2,154 5,080 1969 ITALY FIAT 260

TURKEY, As is Italy

basis TANKER B3 3,160 935 1975 JAPAN AKASA 450 BANGLADESH TANKER ORAPIN 1 2,740 1,075 1981 JAPAN AKASA 450 BANGLADESH

Page 20: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 18

Market Overview Issue & Trend Bulk Carrier Tanker Demolition

โ…ฅ. Key Indicators 1) Baltic Index

2015-01-23 2015-01-16 CHANGE 5 Year High 5 Year Low

BDI 720 741 -21 4,209 647

BCI 887 620 267 5,455 311

BPI 685 759 -74 4,622 418

BSI 650 716 -66 8,210 600

BHSI 380 418 -38 1,520 355

0

1000

2000

3000

4000

5000

6000

Jan-

10

Apr-

10

Jul-1

0

Oct

-10

Jan-

11

Apr-

11

Jul-1

1

Oct

-11

Jan-

12

Apr-

12

Jul-1

2

Oct

-12

Jan-

13

Apr-

13

Jul-1

3

Oct

-13

Jan-

14

Apr-

14

Jul-1

4

Oct

-14

BDI BCI BPI BSI BHSI

Page 21: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 19

Market Overview Issue & Trend Bulk Carrier Tanker Demolition

2) Bunker Price (USD/TON, ์ „์ฃผ๋Œ€๋น„์ฆ๊ฐ)

(USD/Ton, Change) Singapore Rotterdam Houston

IFO380 238.50 -39.50 243.50 0.00 264.50 7.50

IFO180 296.50 3.50 266.50 0.00 360.50 -97.00

MDO 479.50 0.00 - - 0.00 -

MGO 489.50 0.00 470.50 1.50 572.50 1.50

๊ธฐ์ค€์ผ :1 ์›” 23 ์ผ

3) Exchange Rate

๊ตฌ๋ถ„ 2015-01-23 2015-01-16 CHANGE

๋ฏธ๊ตญ๋‹ฌ๋Ÿฌ 1,085.30 1,084.10 1.20

์ผ๋ณธ์—”(100) 914.59 931.69 -17.10

์œ ๋กœ 1,233.50 1,247.94 -14.44

์ค‘๊ตญ์œ„์•ˆ 174.44 174.42 0.02

์ตœ์ดˆ๊ณ ์‹œ, ๋งค๋งค๊ธฐ์ค€์œจ๊ธฐ์ค€

Page 22: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 20

Market Overview Issue & Trend Bulk Carrier Tanker Demolition

โ…ฆ. Useful Information

๊ตฌ๋ถ„ ํ–‰์‚ฌ๋ช… ์ผ์‹œ ์žฅ์†Œ ๊ธฐํƒ€

์„ธ๋ฏธ

๋‚˜

2015

์œ ๋Ÿฝ์ง€์—ญ

๊ฒฝ์ œ์ „๋ง

2.3 ์ผ

(ํ™”)

๋Œ€ํ•œ

์ƒ๊ณตํšŒ์˜์†Œ

2015 ์œ ๋Ÿฝ ๊ฒฝ์ œ๋ฅผ ์กฐ๋งํ•˜๊ณ  ์ฃผ์š” ๋ณ€์ˆ˜๋ฅผ ์กฐ๋ง

์„ธ๋ฏธ

๋‚˜

UAE

๊ฒฝ์ œ์ด์Šˆ

1.28 ์ผ

(์ˆ˜)

๋Œ€ํ•œ

์ƒ๊ณตํšŒ์˜์†Œ

UAE ๋Š” ์ตœ๊ทผ ์œ ๊ฐ€ํ•˜๋ฝ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ๋†’์€

์™ธํ™˜๋ณด์œ ๊ณ ๋ฅผ ๋ฐ”ํƒ•์œผ๋กœ ์‚ฌํšŒ๊ฐ„์ ‘์‹œ์„ค์— ๋Œ€ํ•œ

ํˆฌ์ž๋ฅผ ๋Š˜๋ฆฌ๊ณ  ์žˆ์–ด ์šฐ๋ฆฌ ๊ธฐ์—…๋“ค์˜ ๋น„์ฆˆ๋‹ˆ์Šค

๊ธฐํšŒ๊ฐ€ ๋”์šฑ ๋Š˜์–ด๋‚  ๊ฒƒ

UAE ๋Š” ๊ฑด์„ค, ์œ ํ†ต, ์„œ๋น„์Šค ๋“ฑ ๋น„์„์œ ๋ถ€๋ฌธ ์‚ฐ์—…์„

์œก์„ฑ์‹œํ‚ค๊ณ ์ž ๊ตญ๊ฐ€ ์ฐจ์›์˜ ์ •์ฑ…์  ์ง€์›์„ ํŽผ์น˜๊ณ 

์žˆ์–ด UAE ์‹ ์‚ฐ์—…์œก์„ฑ ์‚ฌ์—…์— ์šฐ๋ฆฌ ๊ธฐ์—…๋“ค์˜

์ฐธ์—ฌ๊ธฐ๋Œ€

Page 23: [No.34] STL Global Weekly Market Report (Updated Jan 27, 2015)

STL MARKET REPORT No.34

Page 21

Market Overview Issue & Trend Bulk Carrier Tanker Demolition

โ…ง. Contact IN Neal S.I. Kwon (๊ถŒ์ˆœ์ผ์ด์‚ฌ)

Director

Tel070-7771-6410 Mob 010-9496-0523 [email protected]

[email protected] (Personal)

Claire C.W. Ji (์ง€์ฐจ์šฑ๊ณผ์žฅ)

Manager

Tel070-7771-6411 Mob 010-6625-9785 [email protected]

[email protected] (Personal)

Patima J.H. Lee (์ด์ง€ํ˜œ์ฐจ์žฅ)

Manager Tel 02-776-0860

Mob 010-6455-1646 [email protected] [email protected] (Personal)

STL GLOBAL Co., Ltd. 101-1401, Lotte Castle President, 109, Mapo-daero, Mapo-gu, Seoul, Korea Tel: +82-2-776-0840 (Rep.) Fax: +82-2-776-0864 TLX: K35476 E-mail: [email protected] www.stlkorea.com