세계의 화학제품 해운 시장 예측 : 분기별 보고서

Detailed market analysis and forecasts

Every quarter subscribers receive an an in-depth assessment and forward analysis of the chemical shipping market. Chemical Forecaster looks beyond the sector to provide a 360-degree analysis of the entire market and the factors affecting the sector. Beyond the usual in-depth analysis and insight provided by our Forecaster products, 5-year forecasts are updated with every new issue. As is the case with our Dry Bulk, Tanker and LPG Forecaster products your subscription also includes complementary Chemical Forecaster Monthly Supplements.

Main sections within this report:

• Executive summary
• Economy and trade
• Chemical tanker shipping trade
• Freight markets
• Vegetable oils, fats and molasses market

Table of Contents

1. Executive Summary

• Global seaborne trade to Strengthen

2. Seaborne Trade and

• Commodity Prices
• Seaborne trade
• Long-haul seaborne trade
• Commodity prices
• Special feature

3. Chemical Tanker Supply

• Fleet developments
• The fleet
• Deliveries and orderbook
• Removals
• Age profile
• Future supply
• Sale and purchase
• Bunkers

4. Freight markets

• Time charter markets
• Freight markets
• Major deep-sea trade routes
• Regional markets

5. Vegetable Oil Market

• Market summary
• Palm oil
• Biodiesel
• Soybean oil
• Sunflower oil
• 6. Appendix
• Ship's definitions

7. Listings

(provided in Excel)

List of Tables:

• Table 1.1: The market - at a glance
• Table 2.1: Seaborne trade summary
• Table 2.2: Forecast seaborne demand
• Table 2.3: Forecast seaborne tonne-mile demand
• Table 2.4: Organics - seaborne trade ('000 tonnes)
• Table 2.5: Inorganics - seaborne trade ('000 tonnes)
• Table 3.1: Chemical tanker fleet by type and trading status (end period)
• Table 3.2: The chemical tanker fleet
• Table 3.3: Chemical tanker deliveries
• Table 3.4: Chemical tanker new orders
• Table 3.5: Chemical tanker orderbook
• Table 3.6: Chemical tanker orderbook by expected employment status
• Table 3.7: Chemical tanker demolition and removals
• Table 3.8: Chemical-capable tanker fleet age profile ('000 dwt)
• Table 3.9: Newbuilding prices
• Table 3.10: Fleet age profile
• Table 3.11: Second-hand prices
• Table 3.12: Chemical tanker fleet asset market activity
• Table 3.13: Bunker prices and forecast $/tonne (period averages)
• Table 3.14: Forecast chemical fleet
• Table 3.15: Forecast chemical fleet by trading status
• Table 4.1: Spot rates - representative trade leg rates ($/tonne)
• Table 4.2: Estimated representative chemical tanker rates - coated IMO 2 vessels (period averages $/day)
• Table 4.3: Estimated representative chemical tanker rates - IMO 2 fully stainless vessels (period averages $/day)
• Table 5.1: Vegetable oils: trade leg spot freight rates ($/tonne)
• Table 5.2: Veg oils animal fats: seaborne trade ('000 tonnes)
• Table 5.3: World vegetable oils supply and distribution by product (million tonnes)
• Table 5.4: World vegetable oils supply and distribution by country (million tonnes)
• Table 5.5: Malaysia: palm oil exports by country ('000 tonnes)
• Table 5.6: Malaysia: monthly palm oil production ('000 tonnes)
• Table 5.7: Malaysia: palm oil export by ports ('000 tonnes)
• Table 5.8: Indonesia: palm oil exports by type ('000 tonnes)
• Table 5.9: Indonesia: palm and palm kernel oils exports by destination ('000 tonnes)
• Table 5.10: Palm oil: world supply and distribution ('000 tonnes)
• Table 5.11: Argentina: biodiesel exports by destination ('000 tonnes)
• Table 5.12: Argentina: biodiesel exports by charterer ('000 tonnes)
• Table 5.13: Argentina: biodiesel exports by operator ('000 tonnes)
• Table 5.14: Argentina: vegetable oil exports by destination ('000 tonnes)
• Table 5.15: Argentina: vegetable oils exports by load port ('000 tonnes)
• Table 5.16: Argentina: vegetable oil exports by operators ('000 tonnes)
• Table 5.17: Soyabean oil: world supply and distribution ('000 tonnes)
• Table 5.18: Brazil: vegetable oil exports by major operators ('000 tonnes)
• Table 5.19: Brazil: vegetable oil exports by charterer ('000 tonnes)
• Table 5.20: Brazil: vegetable oil exports by load port ('000 tonnes)
• Table 5.21: Brazil: vegetable oil exports by destination ('000 tonnes)
• Table 5.22: India: vegetable oils imports and consumption of oils ('000 tonnes)
• Table 5.23: China: vegetable oils imports and consumption ('000 tonnes)
• Table 5.24: EU: vegetable oil demand and consumption ('000 tonnes)

List of Figures:

• Figure 1.1: Changes in chemical tanker supply and demand (% change year-on-year)
• Figure 1.2: Drewry chemical tanker freight index (1Q10=100)
• Figure 1.3: Vegetable oils and fats freight index (1Q12=100)
• Figure 1.4: Chemical tanker orderbook to existing fleet ratio
• Figure 2.1: Chemical trade average haul (nautical miles)
• Figure 2.2: Seaborne total chemical trade demand (index 2010=100)
• Figure 2.3: Seaborne refined products demand (index 2010=100)
• Figure 2.4: Total seaborne trade for all commodities carried by the chemical tanker fleet ('000 tonnes)
• Figure 2.5: US exports ('000 tonnes)
• Figure 2.6: Northwest Europe exports ('000 tonnes)
• Figure 2.7: Middle East exports ('000 tonnes)
• Figure 2.8: Northeast Asia exports ('000 tonnes)
• Figure 2.9: Middle East/South Asia regional trade ('000 tonnes)
• Figure 2.10: America regional trade ('000 tonnes)
• Figure 2.11: Northwest Europe regional trade ('000 tonnes)
• Figure 2.12: Asia regional trade ('000 tonnes)
• Figure 2.13: Methanol price ($/tonne)
• Figure 2.14: PX price ($/tonne)
• Figure 2.15: Styrene price ($/tonne)
• Figure 2.16: Benzene price ($/tonne)
• Figure 2.17: Toluene price ($/tonne)
• Figure 2.18: Phenol price ($/tonne)
• Figure 2.19: Acetone price ($/tonne)
• Figure 2.20: Acetic acid price ($/tonne)
• Figure 2.21: MTBE price ($/tonne)
• Figure 3.1: Chemical carrier fleet development ('000 dwt)
• Figure 3.2: Chemical carrier fleet deliveries ('000 dwt)
• Figure 3.3: Percentage by type of orderbook (by dwt)
• Figure 3.4: Chemical fleet age profile, April 2017 ('000 dwt)
• Figure 4.1: Drewry chemical tanker freight index (1Q10=100)
• Figure 4.2: Transatlantic eastbound US Gulf to Rotterdam ($/tonne)
• Figure 4.3: Transatlantic westbound Rotterdam to US Gulf ($/tonne)
• Figure 4.4: Transpacific westbound US Gulf to Far East ($/tonne)
• Figure 4.5: North West Europe to India/South East Asia and Far East ($/tonne)
• Figure 4.6: US Gulf to South America ($/tonne)
• Figure 4.7: US Gulf to Mediterranean ($/tonne)
• Figure 4.8: Far East to Rotterdam and US Gulf ($/tonne)
• Figure 4.9: AG to india, Singapore and NE Asia ($/tonne)
• Figure 4.10: AG to North West Europe ($/tonne)
• Figure 4.11: Singapore to various ports 3,000 tonnes easy chemicals ($/tonne)
• Figure 4.12: Ulsan to Asia ports 3,000 tonnes easy chemicals ($/tonne)
• Figure 5.1: Vegetable oils and fats freight index (1Q12=100)
• Figure 5.2: Monthly FOB prices 4 major oils ($/tonne)
• Figure 5.3: India: palm oil imports and freight rates
• Figure 5.4: China: palm oil imports and freight rates
• Figure 5.5: Malaysia: biodiesel exports ('000 tonnes)
• Figure 5.6: Argentina: vegetable oil exports, 2009-17 ('000 tonnes)
• Figure 5.7: Argentina: vegetable oils exports by charterer, ytd 2017 ('000 tonnes)
• Figure 5.8: South America: monthly veg/bio exports, 2017 ytd ('000 tonnes)
• Figure 5.9: Brazil: vegetable oil monthly exports ('000 tonnes)