November 28, 2022

MarineCurrents

Current Maritime News | Clean Energy

Yang Ming announces an order US$1 billion for LNG-Powered Container Ships

4 min read
Yang Ming announces an order US$1 billion for LNG-Powered Container Ships

Yang Ming‘s shipbuilding plan has finally been finalized. This time, it plans to bid for the construction of five LNG-powered container ships worldwide. Among the top ten container shipping companies in the world, Yang Ming is also the only shipowner that has not placed an order for shipbuilding in the past year. After the unprecedented wave of orders last year, the price of container ships has risen. The order value may hit a new “sky price” of $1 billion.

On April 15, Yang Ming issued a new announcement saying that the board of directors agreed to build five 15,000TEU dual-fuel LNG-powered container ships, which will be purchased through international bidding, becoming the first container shipping company in Taiwan to build LNG-powered container ships.

Previously, Yang Ming had announced on January 14 that it would build five 15,000TU container ships, but it was not confirmed at that time that it would order LNG-powered ships. Yang Ming said that the ordering is to meet the needs of the mid-to-long-term development of future operations such as European and American lines and the need for fleet replacement and replacement. It is expected that these new ships will be delivered in 2025.

It is understood that Yang Ming has been researching and building LNG-powered ships for a long time. In December last year, it proposed to build 12 15,800 TEU dual-fuel container ships, but it was not approved by the board of directors. This time, it is determined that LNG-powered ships will be ordered. It is estimated that the cost of each ship is 20-30 million US dollars higher than that at the end of last year, from nearly 170 million US dollars last year to nearly 200 million US dollars.

For comparison, Clarksons data shows that Zoidac Maritime ordered six 15,600TEU dual-fuel container ships at Daewoo Shipbuilding in South Korea in January this year, at a cost of $182.8 million each.

In recent years, LNG power has become a popular fuel choice in the container ship market. LNG-powered containership orders have increased fivefold since January 2020, with more than half of the VLCC orders on hand being LNG-powered or LNG-ready designs.

According to Clarksons, about 30 percent of new orders for all of last year were for LNG-powered dual-fuel vessels. In the first quarter of this year, about 57% of new ship orders were powered by LNG, including 10% in both LNG-powered and ammonia-ready designs. By the end of this year, 170 ports around the world will be able to provide LNG bunkering services.

Industry insiders pointed out that LNG-powered ships are currently the best choice for reducing carbon emissions. Although there is a problem of methane slippage, the industry has begun to use biomass fuel to improve it. Before the development of low-carbon fuel engine technologies such as ammonia and hydrogen is mature, LNG is still the mainstream ship type.

For Yang Ming, ordering new ships to expand its fleet is indeed imminent. It is understood that among the top ten container shipping companies in the world, only Yang Ming has not placed an order for ships in the past year, the current orders are less than 100,000 TEU, and no new ships will be delivered after 2023.

In addition to five 15,000 TEU container ships, Yang Ming plans to build 1,200-1,800 TEU ships in the next stage to meet RCEP business opportunities and the needs for inter-barge transportation in Southeast Asia. General Manager Du Shuqin previously stated that the company will match the expiry time of the existing ship leases to ensure the establishment of a fleet of appropriate size to serve customers and stabilize its market position. Shipbuilding will complete the plan according to its own needs.

According to Alphaliner data, Yang Ming currently operates 92 container ships, including 50 self-owned and 42 leased ships, with a total capacity of about 664,300 TEU, ranking 9th in the world. The member company with the least capacity in China. In addition, Yang Ming has orders for a total of 5 ships of 59,300TEU, accounting for only 8.9% of its existing fleet.

Although the current capacity ranking is temporarily ranked 9th, Yang Ming holds orders far below the 10th-ranked ZIM (46 ships about 393,600 TEU), and the 11th-ranked Wan Hai (44 ships about 313,200 TEU). In addition to the orders in hand, ZIM’s fleet capacity is much higher than that of Yang Ming, and the fleet size of Wan Hai is almost the same as that of Yang Ming. These two companies have been active in the new shipbuilding market since last year.

Source: eworldship

5艘10亿美元!阳明海运宣布订造LNG动力集装箱船

阳明海运造船计划终于定了,这次计划将全球招标建造5艘LNG动力集装箱船。在目前全球前十大集运公司中,阳明海运也是唯一一家在过去一年未曾下单造船的船东,而在经历了去年空前的订单潮之后,集装箱船船价水涨船高,阳明海运这份订单价值或将创下10亿美元的新“天价”。

4月15日,阳明海运发布新公告称,董事会同意自造5艘15000TEU双燃料LNG动力集装箱船,将通过国际招标进行采购,成为中国台湾地区首家建造LNG动力集装箱船的集运公司。

此前,阳明海运已经在1月14日宣布将建造5艘15000TU集装箱船,但当时并未确定将订造LNG动力船。阳明海运称,订船是为了符合未来欧美线等运营中长期发展及船队淘汰更新需求,预计这批新船将于2025年陆续交付。

据了解,阳明海运研究建造LNG动力船已久,去年12月就有提出建造12艘15800TEU双燃料集装箱船的计划,但未获董事会同意。此次确定将订造LNG动力船,估计每艘造价比去年年底高出2000-3000万美元,从去年的近1.7亿美元提高到近2亿美元。

作为对比,克拉克森的数据显示,Zoidac Maritime今年1月在韩国大宇造船订造了6艘15600TEU双燃料集装箱船,当时造价为每艘1.828亿美元。

近年来,LNG动力已经成为集装箱船市场上广受欢迎的燃料选择。自2020年1月以来,LNG动力集装箱船订单增加了5倍,其中超大型集装箱船一半以上的手持订单采用LNG动力或LNG-ready设计。

根据克拉克森的数据,去年全年新船订单中约有30%为LNG动力双燃料船。在今年一季度,约有57%的新船订单采用LNG动力,包括10%同时采用了LNG动力和氨燃料预留(ammonia-ready)设计。到今年年底,全球将由170个港口可以提供LNG燃料加注服务。

业界人士指出,LNG动力船是当前减少碳排放的最佳选择,虽然存在甲烷滑移的问题,但业界开始利用添加生物质燃料进行改善,在氨气、氢气等低碳燃料发动机技术发展成熟之前,LNG仍是主流船型。

对于阳明海运而言,订造新船扩张船队确实迫在眉睫。据了解,在目前全球前十大集运公司中,只有阳明海运过去一年来未曾下单订船,当前手持订单不足10万TEU,且在2023年之后无任何新船交付。

除了5艘15000TEU集装箱船之外,阳明海运下一阶段还规划建造1200~1800TEU船,以满足RCEP商机、东南亚区间接驳运输需求。总经理杜书勤此前表示,该公司会搭配现有船舶租约到期时间,确保建立适当规模的船队服务客户,稳固市场地位,造船会按照自身需求完成计划。

根据Alphaliner的数据,目前阳明海运旗下船队运营着92艘集装箱船,包括50艘自有船舶和42艘租入船舶,总运力约为66.43万TEU,排名全球第9位,是THE Alliance联盟中运力最少的成员公司。此外,阳明海运手持订单共计5艘59300TEU,占其现有船队比例仅为8.9%。

虽然目前运力排名暂时位居第9位,但阳明海运手持订单远低于排名第10位的以星航运(46艘约39.36万TEU),以及排名第11位的万海航运(44艘约31.32万TEU)。加上手持订单,以星航运船队运力规模已经远高于阳明海运,万海航运的船队规模也与阳明海运相差无几,而这两家公司自去年以来一直活跃在新造船市场上。

来源:国际船舶网

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