31-January-2016

American TOTE Maritime’s sinking M/V El Faro case claims reached $20 million. M/V El Faro case cargo claims total includes nearly $13.8 million in potential claims that New York law firm Nicoletti Hornig & Sweeney has indicated it will file in the Jacksonville federal court on behalf of Starr Indemnity & Liability, Zurich American In­surance, Pfizer Pharmaceuticals, and others. Settlements with family mem­bers of 10 crew members will be adding $5 million. After the loss of the M/V El Faro 5,330 lane meter (built 1975), that sank off Crooked Island, Bahamas, after it lost propulsion and was beset by Hurricane Joaquin in the deadli­est US-flag casualty in decades, BMW taking steps to lodge an insurance claim.

 

31-January-2016

Vale International head of ship­ping department Gurinder Singh has been quietly replaced. No explanation of the move has yet been made by Vale International. Shifting chartering head means for Vale’s massive newbuilding programme at a time when the ore is cheap and Vale’s long-term char­ter rates are far above the available market. Vale is understood to be paying about $12 per tonne to the Chinese owners who have taken on its Valemaxes, while Vale could get its iron ore shipped at half that rate in the current depressed market. On the other hand, observers point out that the current market might not be quite down to those levels if the Valemax fleet had never been built. Gurinder Singh’s sudden departure may be a sign of Vale CEO Murilo Ferreira’s souring on the Valemax project at a time when locked-in, long-term freight rates are costing the company millions per voyage over the current dry bulk market.

 

29-January-2016

Besides coal and iron, seaborne grain markets may provide little comfort to failing dry bulk companies. Worldwide grain surplus has sent export shipments falling to three-year lows. Senior Economist Jay O’Neil explained that there are too many ships and not enough demand from the grain trade. US Department of Agriculture (USDA) estimates world grain stores stand at 3.027 billion tonnes and estimated world trade for 2015/2016 to be at 361 million tonnes. Senior Economist Jay O’Neil explained that US soybean exports to China have remained healthy but corn and wheat exports are lagging and likely not going to meet current projections. Freight rates reflect that weakness. Supramax rates from the US Gulf to China and south Japan destinations have fallen from $19,800 per day in August 2015 to $8,000 per day as of January. Besides the USA there is growing competition from other exporters like Argentina. Argentina’s combination of a devalued currency and relaxed export duties cut a soybean export tariff and several crop taxes, brightened Argentina’s export outlook