THE
latest Alphaliner idle tonnage report shows that a further 65 vessels, for a total of
155,350 TEU, have found employment in the past two weeks, driving charter rates
to new highs.
According
to the Alphaliner report, just 163 containerships were idled as at September
14, which includes 21 which are out of service for scrubber retrofits.
At
644,293 TEU, representing 2.7 per cent of the global containership fleet, idle
tonnage has slumped from around 1 million TEU just a month ago, reflecting the
aggressive strategy of ocean carriers to charter virtually any size ship to
take advantage of skyrocketing freight rates on many trades.
The
strength of demand for tonnage from the liners has resulted in daily hire rates
for some sectors hitting all-time highs, with, in particular, adaptable panamax
4,000-5,000 TEU vessels able to command rates of up to US$20,000 a day, nearly
200 per cent higher than the market rate at the start of the pandemic,
according to UK's The Loadstar.
"The
strong cargo demand on many routes, particularly on the Pacific and Asia-South
America trades, as well as the shortage of larger tonnage, is driving this
rally," said Alphaliner.
"Short
employments are commanding especially healthy charter rates, as carriers are
keen to cover their high-paying spot cargo requirements, but longer charters
are also seeing fast-improving figures," it added.
Brokers
told The Loadstar there was "virtually no availability" in the
larger-size containerships, of 6,000 TEU and above, with visibility on vessels
becoming open in the next month to two months "not looking good".
"Rates
are irrelevant if we can't get the open ships," said one broker, "and
those ships that have options are all being extended."
Moreover,
the charter market rally has extended into the smaller sizes that hitherto
lagged in terms of daily hire rate improvements.
One
broker said carriers that would previously have regarded ships of 3,000 TEU and
below as too small to be economically viable, had returned to the market,
pushing rates higher.
"I've
had several enquiries this week from carriers for sub-panamax ships, and owners
are really seeing the dollar signs now," the broker said.
However,
Alphaliner added some words of caution about the sustainability of the
containership charter market rally. It questioned how long the "current
bonanza" on the demand side could last, "considering the depressed
state of the world economy and the ever-threatening Covid-19.
"A
greater availability of larger tonnage, quite likely during and after the
forthcoming Chinese Golden Week holiday, could also take its toll."
Source
: HKSG.
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