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Few delivery delays to stop flood of new A-E mega ships
来源： 编辑：编辑部 发布：2018/05/23 08:51:13
BUOYANT demand for cellular tonnage and a low lay-up rates provide little incentive to slow the addition of 225,000 TEU in next few weeks to Asia-Europe trade lanes, according Paris-based research house Alphaliner.
There had been earlier predictions that 400,000 TEU of the 1.4 million TEU to be delivered this year would be deferred to 2019 as has been the usual practice in recent years.
But Alphaliner no longer sees it that way. "Unlike in previous years, when some owners sought to defer ship deliveries due to poor vessel earnings. But that is no longer so."
Happing-Lloyd and others say their ships are "running full and the number of containerships in lay-up is now just 80, or one per cent of the total global fleet, bringing scrapping to a near halt.
Now Alphaliner fears pressure on the shipping market a flood of 10,000-TEUers - totalling 750,000 TEU - come into service from May to December.
Alphaliner also notes that Casco’s seven remaining 19,000-21,000 Tenures, to be delivered in October, will be put into Ocean Alliance NE3 Asia service to North Europe.
Cosco alliance partners, Evergreen and CMA CGM, are expected to receive six and two 20,000-21,000 TEUers this year.
"These 15 ULCV newbuildings for the Ocean Alliance, plus the last two of Maersk's 20,500 TEU EEE-Mark 11 ships to be delivered shortly, will already add 346,000 TEU to the global fleet before the end of the year," said Alphaliner.
Said SeaIntel CEO Alan Murphy: "The Asia-Europe trade is seeing a vast amount of newbuildings, but the carriers have managed to balance Asia-Europe supply to a reasonable degree.
"The carriers should be able to blank sailings to match a weak demand environment on Asia-Europe over the peak season, while also having enough capacity buffer if demand growth is stronger than expected," Mr Murphy said.
There had been earlier predictions that 400,000 TEU of the 1.4 million TEU to be delivered this year would be deferred to 2019 as has been the usual practice in recent years.
But Alphaliner no longer sees it that way. "Unlike in previous years, when some owners sought to defer ship deliveries due to poor vessel earnings. But that is no longer so."
Happing-Lloyd and others say their ships are "running full and the number of containerships in lay-up is now just 80, or one per cent of the total global fleet, bringing scrapping to a near halt.
Now Alphaliner fears pressure on the shipping market a flood of 10,000-TEUers - totalling 750,000 TEU - come into service from May to December.
Alphaliner also notes that Casco’s seven remaining 19,000-21,000 Tenures, to be delivered in October, will be put into Ocean Alliance NE3 Asia service to North Europe.
Cosco alliance partners, Evergreen and CMA CGM, are expected to receive six and two 20,000-21,000 TEUers this year.
"These 15 ULCV newbuildings for the Ocean Alliance, plus the last two of Maersk's 20,500 TEU EEE-Mark 11 ships to be delivered shortly, will already add 346,000 TEU to the global fleet before the end of the year," said Alphaliner.
Said SeaIntel CEO Alan Murphy: "The Asia-Europe trade is seeing a vast amount of newbuildings, but the carriers have managed to balance Asia-Europe supply to a reasonable degree.
"The carriers should be able to blank sailings to match a weak demand environment on Asia-Europe over the peak season, while also having enough capacity buffer if demand growth is stronger than expected," Mr Murphy said.