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一年:在实践中供给2017年

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It was an eventful year since our last OSV Chartering Contract Management Seminar. 2018 gave the market time to test BIMCO’s Supplytime 2017 contract, and get ready for a potential recovery in the OSV market thanks to what may be some green shoots emerging.

Alexander McCooke海上辛迪加经理 - 在OSV Chartering合同管理2018年船东俱乐部索赔我们询问了今年的亚历山大麦卡多克董事长亚历山大经理 - 在船东的俱乐部索赔,从OSV Chartering合同管理研讨会分享他的旅行。

一年,2017年供应时间达到其名称?

是的,我想是这样。它变得更受欢迎吗?还是它将成为2005年的新供给时间?换句话说,OSV市场使用的主要标准表格?我认为这是在轨迹上,但它肯定不在那里。如果您查看Bimco共享的统计数据,2017年供应时间是在年底之前构成所有供应时间租赁者的途径,并且供应时间是最受欢迎的章程BIMCO提供。根据Bimco估计,一份表格通常需要两年的时间来获得货币,因为企业需要一段时间来适应它。2017年供应时间在一年内达到了20%,为我而言,它似乎是成为新的默认选择标准形式的途径。

We’ve heard about contract renegotiations today – does that mean that long-standing business partnerships are less likely to move to Supplytime 2017 in the near future?

不必要。来自BIMCO的执行图表明有些人正在切换,也许甚至在预期曲线的正常部分之前。人们要切换需要时间 - 有些原因,但目前,在2005年的表格上经常有很多修正案;我们应该在2017年表格中看到较少。在这方面,它当然朝着正确的方向前进。

BIMCO有文件概述了2005年和2017年供给时形式之间的差异。这些变化已经分析和解剖了吗?

Probably not yet. Initially there were a lot of workshops and presentations looking at what the changes were, or what the proposed changes were, but it takes time for people to properly read the form and to analyse the effect of the clauses. I think we’ve gone past the understanding of what’s being changed, but now we’re getting into more the practical stage where people think ‘if I agree to this, what effect might it have on my claims and operations?’. Then they ask their insurers about this. We’re at a stage where it’s less theoretical whether it’s good or bad and we’re understanding more about the new clauses. We have yet to get to the stage where we have claims and cases involving the form, but that’s a whole other level of understanding, where arbitrators and judges can confirm what the things mean rather than us predict.

How have the attitudes of the market changed since last year?

I think the best description, and it might be a bit of a cliché, is cautious optimism. People generally think things will get better in the long term, but partly because some feel it can’t really get worse. But things have started to get better in some quarters. One of the early indicators that things might get better is the oil price, which has been slowly rising for a couple of years now and it has certainly gone a long way since its nadir. But it needs to get higher, and listening to the presentations here at OSV Chartering Contract Management Seminar, it is predicted to get higher. This could be a cause for some optimism.

但也因为没有th谨慎乐观ese things are clearly guaranteed. Some people are negative on OSV charter rate for example, and some people are more positive; one explanation is in the view that everything is supply-and-demand. No one disagrees with that, but they think that as soon as demand increases, for example when the oil price goes up, more offshore work is being done and more OSVs are required, it would normally trigger an increase in charter rates. One of our presenters, Jeff Drake from AlixPartners, suggested that this will not happen because there is essentially a latent supply. In other words, there are lots of vessels in lay-up, and as soon as the price increases they will come out of lay-up and begin working. So there is a huge latent supply that can kick in as soon as demand goes up, and that might dampen any increases in the price.

但是,有些人评论说,这不一定会发生这种情况,因为铺设船只不一定能够像设想一样轻松地用。也许他们太旧的合同,他们将在结构上招标,而不是在结构上适当,或者他们没有正确的设备或需要昂贵的修改。因此,实际上,有些人觉得成本障碍和一些绝对障碍(即年龄/结构要求)可能意味着这种潜在的供应与人们认为它可能的效果并不多。

您是否在OSV Chartering合同管理研讨会上学习了新的东西?

Lots of things, yes! I learnt something new with every talk I listened to.

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