Foreign dependence of crude oil climbed China Sea development opportunity to expand oil transport

The National Development and Reform Commission predicts that China's crude oil dependence will be close to 55% this year, and that the oil security situation is grim.　　According to data from the NDRC, 2010 1-October, the domestic consumption of oil is about 190 million tons, an increase of 10.6%, 198 million tons of imported crude oil, up 20% year-on-year.　　For Chinese crude oil import maritime transportation enterprises, the domestic increasing oil consumption is undoubtedly good news. December 23, the Far East region has the largest tanker, dry bulk carrier, one of the shipping enterprises in China Sea Development Co., Ltd. (hereinafter referred to as "China Sea Development") issued a notice, announced that the company and the company's wholly-owned subsidiary of China Sea Development (Hong Kong) Shipping Co., Ltd. on December 22 with the Dalian Shipbuilding Heavy Industry Group Co., Ltd. and the Chinese ship Heavy Industry International Trade Co., Ltd. completed the contract, will be the construction of two 300,000-ton crude oil ship (VLCC) and three 110,000 tons　　Crude oil vessel (Aframax ship type), the total price of 351.2 million U.S. dollars.　　Among them, the two VLCC construction price of 96 million U.S. dollars, the launch date of June 2013 and September, the two 110,000-ton construction unit price of about 40 million U.S. dollars, the launch date is August 2012, October and December.　　An industry personage analysis, the current VLCC cost and 2004 level is equal to 105 million dollars, and the cost of the development of the middle Sea is lower than the market price 8%, the relatively low shipbuilding cost is advantageous to the company's long-term development.　　The other party failed to comment on the purchase of the oil tanker by calling the China Sea development. Commodity trading platform, general manager of the Treasure Island Product Center Zhang Yongkai in the interview, said: "The current domestic VLCC is still in the initial stage, in the next few years, our country's oil consumption will continue to grow rapidly, the middle Sea development is aimed at the future economic benefits."　　"The scale of the road in fact, the addition of oil tanker orders is the development of the sea to expand maritime transport capacity of another move."　　September 28 This year, the China Sea Development announcement, with China Sea Industries Limited and China Shipping industry (Jiangsu) Co., Ltd. signed an agreement to build 12 48,000 tons of bulk cargo ships, the total price of RMB 2.5536 billion yuan.　　In the next few months, the development of the China Sea has announced 5 shipbuilding orders, of which the bulk carrier's custom-made capacity of 1.46 million dwt, the oil tanker's custom-made scale of 1.314 million tons, respectively, accounting for the existing capacity of 22% and 19%. "Custom-made Aframax ship type is to diversify the capacity of the Aframax ship is the development of the tanker fleet in the Middle Sea, the minimum capacity of the ship type."　　"A person close to the development of the China Sea said.　　This reporter learned that at present, the Sino-Sea development has a total of 4 Aframax, and one of the ship's age has reached 23 years, close to the retirement life, so this order will be used to fill the ship's retirement caused by the loss of capacity, the other two are incremental. According to the above close to the development of the industry insiders revealed that China and the sea development AFRAMax's main demand for the UK, the United States and the Mediterranean region, and the expansion of the capacity will be conducive to the development of the future of the sea to other regions of the tanker transport market expansion. "Domestic tanker fleet in the import of crude oil shipping market occupies an absolute disadvantage, a very important reason is that the ship-type structure is unreasonable."　　Cosco Group insiders said.　　According to the introduction, at present, the international oil transport market is the main ship-type of 200,000 tons of VLCC and ULCC-type oil tankers, part of the shorter route is the use of 150,000 tons of suezmx and 100,000 tons of aframax-type tanker. Cosco Group is able to compete with other domestic shipowners in a favorable position, to obtain relatively high rental income routes, because our VLCC in the boat and the age of the advantages.　　Cosco Group insiders said.　　But with the international major shipowners scrambling to build new ships, China's offshore oil transport enterprises will be the competitive advantage of shrinking. "The financial situation in China and the sea is good, the current debt rate is only about 40%, then they may add new ship type."　　The people close to the development of the China Sea said to the reporter. 90% by ocean Shipping at this stage, China's most imported crude oil from the sea shipping routes.　　Because of this, the Malacca Strait is also known as Biqing China's energy lifeline of the Sea lifeline. This reporter learned that at present, China's existing oil shipping routes are mainly 3, that is, the Middle East routes, Africa and Southeast Asia routes, these 3 routes accounted for 85% of China's imports of crude oil.　　1-October, the import of crude oil by sea is as high as 168 million tons.　　It is noteworthy that the 168 million tons of imported crude oil 90% is dependent on foreign tanker transport, which means that China's imports of crude oil shipments to the degree of dependence reached 90%, the image of each of the 10 ships to China, 9 vessels are flying the national flag. "China's oil transport market is a highly internationalized market, compared to the international large-scale shipowners, domestic oil transport companies weak, market share is low."　　Cosco Group an insider in the interview with this reporter said.　　According to the above insiders, the oil sea transport industry's profit model is relatively simple, shipowners for oil importers to provide oil transport services, and then collect freight, freight generally in the daily rent to calculate. There are two main ways for shipowners to acquire resources: first, and the major oil importers, such as PetroChina, Sinopec and other enterprises to sign long-term package contract; the second is to catch goods in the market, that is, each voyage in the market is now talk about, and that the goods market is usually composed of well-known international brokers,　　They have a keen grip on both the information of the oil supply and demand and the supply of the ship's capacity. Reporter learned that in order to ease the pressure of crude oil imports, PetroChina, Sinopec has also been involved in the field of maritime transport.　　But for policy, risk control and other factors, PetroChina, Sinopec in the field of maritime transport also did not involve too deep. "Professional operation is the international trend, the worldMost of the oil dealers no longer have their own fleets, but focus on their smelting, oil industry processing and other core competitiveness, independent shipowners are the main oil tanker market forces.　　Said the insiders. In addition, the scale is also affecting the import of oil and sea transport market, the most important factor, more than 90% of China's imports of oil to rely on the ocean shipping, but also due to the size of the Chinese shipowners too small.　　This reporter learned that PetroChina, Sinopec and other oil companies oil transport business, mostly in the form of International Tanker consortium operation. "The formation of the consortium is to be big scale, so as to avoid risks and enhance the bargaining power." "Zhang Yongkai said.