Ocean Wilsons (holdings)... Share Discussion Threads

[piedro] 09/7/2014 14:24

Hopefully rioting will not affect shipping ..... .... or the 'Real' ...

Germany 7/Brazil 1, and they get the 3rd place

[piedro] 07/7/2014 07:45

The competition ...

PRESS RELEASE
Royal Boskalis
Boskalis and SAAM begin joint towage operations in Americas
2 July 2014
Royal Boskalis Westminster N.V. (Boskalis) and SAAM S.A. (SAAM) have announced that they have successfully created a joint harbor towage operation within the American Continent in Brazil, Mexico, Canada and Panama. The intended partnership, which is between SMIT, a wholly owned subsidiary of Boskalis, and SAAM, a wholly owned subsidiary of Sociedad Matriz SAAM S.A. (SM SAAM), was previously announced in September 2013 and all conditions to form the joint venture have now been fulfilled. .... ....
hxxp://hugin.info/130721/R/1809571/625223.pdf

[last of the mohicans] 04/7/2014 12:00

Hi Piedro,

3 ships from that last list you posted didn't turn up! (no I'm not shooting the messenger so to speak).

Seems to be fewer container ships going from port to port in Brazil right now.

The Log-in ships don't seem to be stopping at either of our terminals right now, by-passing us wonder why that is?

I've also noticed that there are numerous ships waiting for MV UY, some for several days, things seem to be out of alignment. 6 container ships left BA AR yesterday virtually in a convoy, 1 for RG, 1 went straight to MV UY and the others are sat waiting at Recal for MV UY. Which isn't good since @ 50% of ships that come to RG, do so from MVUY. Hasn't been a single container ship in BA AR for over a day now either.

Salvador has had a great start to July (ship numberwise) & if they are doing @ 80 containers an hour, then TEU's will be high to.

LOTM

[last of the mohicans] 01/7/2014 09:22

Hi Piedro,

That I can understand, but 2 days without any ships docking is not good, now we have a backlog of ships waiting at anchor & only using 2 berth's & 510M of quay.

Will certainly boost July's numbers, interesting to see how long it takes to clear the backlog.

How many MOVS did Austral do? as it was only docked about 5 hours & inside the harbour entrance less than 7.

So going by that Wilson shipping list, there are at least 16 different routes that visit RG.

Thanks

LOTM

[piedro] 01/7/2014 06:49

LOTM,

Sorry, my equipment has been out of action since Thursday.

For the World Cup, there are agreements at many Brazilian ports to stop work (2-4 hrs) when their team is playing.

[last of the mohicans] 30/6/2014 12:48

Piedro,

Any ideas as to what's been going on at RG over the weekend?

Not one ship docked at our terminal over that period, 2 docked this morning with another 2 at anchor + Tabago bay is still there.

LOTM

[last of the mohicans] 28/6/2014 13:38

Piedro,

Leticia was docked for @ 20 hours.

No ships docked, only Tabago Bay sitting outside still.

4 ships running well behind schedule to reach RG (L-J 2+ days late, NG will be 2 days late, RN 1+ day late still in MV, ASM 1+day late still in MV to)

All of which might lower June's figures and boost July's because of the carry over.

Salvador been quite busy shipwise since 23rd, although they are not docked all that long :(

Updated Presentation from 24th June now on the website. I hadn't noticed this before Piedro, but it very much ties in with something you said earlier about the big ships docking at the north end. On the RG slide, you'll see 6 ship to shore cranes, but look more closely at them & you'll see that 2 of them are different. They have a much wider crane section that goes over the ships.

LOTM

[last of the mohicans] 27/6/2014 12:47

Piedro,

Zim San Diego, I see is due to reach Singapore 18th July, doesn't seem to be getting priority for its stops (3 day wait @ RG, left for Santos on 21st, only taken in there on 26th).

Tabago Bay, has been in and serviced yet has now sat outside RG for 1 day and counting.

Finally 2 ships docked at Salvador at the same time!! :) :)

LOTM

[last of the mohicans] 26/6/2014 15:29

Thanks Piedro,

Stranger & stranger Tabago Bay sat docked most of the day 25th & only had 289 MOVS, while ER Berlin in only slightly longer for 705 MOVS. Neither of which justified the time in port.

Want to see how long Leticia is docked for to account for these 1266 MOVS.

Really don't think it is operating anywhere near its optimum for getting ships in and out, they need to get it sorted before the port gets busy (ie 70% or more).

Doesn't look like its a very good month for MOVS, whereas on course for 55 ships in 25 days, so visits up considerably but not volumes.

LOTM

[piedro] 26/6/2014 13:42

- Cap San Marco was cancelled
- TCP (Paranaguá) has inaugarated it's new berth {from 564m to 879m}

[last of the mohicans] 26/6/2014 12:35

Piedro,

Any chance you could post another of those Wilson shipping screens for me :) I'm just trying to build up data on the routes etc. thanks in advance :)

Still can't work out what's going on at RG, 2 small ships in all day yesterday, 2 bigger ones sat outside, plenty of room for one of them to have been in & serviced but wasn't.

Tabago Bay been back for another visit :) this time from another port.

LOTM

[last of the mohicans] 23/6/2014 15:42

Piedro,

What happened with Cap San Marco?

Spent a day sitting outside the port, and has now left for BRIOA, not what you want for a 333M x 48M ship !!!! :( :(

LOTM

[last of the mohicans] 23/6/2014 13:34

Piedro,

Now that is a good find :) :)

No pictures yet of Bartolomeu Dias, but it is 255M x 37M so not one of the really big ones but they are saying it can carry 4,800 TEU's (its just been to RG to).

I think the moves per hour can be slightly misleading on a port by port basis, because you will need to compare like for like, ie ports with the same number of cranes to get a true picture. TCP used to do only 30 in 2010/11 is now doing 79, but it can handle 2 ships at once.

The increase of near enough 10% at Salvador if they can maintain it going forward makes a massive difference to the time a vessel is docked etc and the true capacity of the terminal. I would say those are good numbers based on the number of cranes there, remember in 2006 ish, over 40 was considered good with the equipment.

Would really love to know the RG numbers, they should be virtually double those of Salvador, especially as it has the largest back area of any port in Brazil, or so I've read.

Why we have 2 ships outside the port RG and none docked right now beats me, get them in & serviced and away!!!!

These articles might be of interest to you.

hxxp://www.porttechnology.org/news/brazilian_port_of_santos_inaugurates_new_container_terminal/#.U6gXhsJOXIU

hxxp://www.apmterminals.com/latin-america/santos/



LOTM

[piedro] 23/6/2014 12:23

LOTM,

Here's another translation ...

23/06/2014
Tecon Salvador operates the largest cabotage ship on the Brazilian coast
Terminal also beats productivity record
Tecon Salvador received for the first time the ship Bartolomeu Dias of Alliance navigation, cabotage vessel with greater load-carrying capacity (up to 4,800 Teus). The operation also netted another first for the terminal, in productivity, with 81.2 movements per hour, which had hitherto been 74.5 moves / hour.
The size of the ship, with nearly double the average capacity of existing vessels, reflects the development trend of the modal, which is becoming increasingly competitive. Last year, the container terminal in Salvador recorded a 16.1% growth in cargo transportation along the Brazilian coast. The perspective is that new cargos will be handled in this fashion because of its benefits such as cost reduction with less damage and loss ratio.

... nothing about ocean going vessels.
... how does the 81.2mph compare with other terminals ?

[last of the mohicans] 21/6/2014 23:08

Thanks Piedro,

hmm that article unfortunately only relates to Cabotage.

The 26.9% increase compared to May 2013, is interesting as is the 9.3% cumulative number.

Most of the Cabotage were from RG rather than to RG as 77% of shipments were crops. So you could say some of the 26.9% gain was seasonal (or due to a good crop)

However the 9.3% number for 5 months is much lower and also includes new routes & the resumption of an old route, so that would sadly indicate to me that there is not much growth year on year on existing routes, otherwise you would expect a higher number.

LOTM

[piedro] 21/6/2014 22:36

Any help ?

20/06/2014
Tecon Rio Grande registra desempenho histórico em cabotagem
hxxp://www.guiamaritimo.com/gm_wp/noticias/tecon-rio-grande-registra-desempenho-historico-em-cabotagem/

Translation
20/06/2014
Tecon Rio Grande registers historical performance in cabotage
The terminal handled 3,900 TEUs, 26.9% more than the same month of 2013
Tecon Rio Grande recorded in May, its best historical performance in cabotage.
The terminal handled 3,900 Teus, 26.9% more than the same month of 2013. During the year, the cumulative is 9.3% higher than last year. The main reason for this is the good performance of the state's crops, especially rice, accounting for 77% of shipments and also the opening of new routes, including São Luís (MA) and Belém (PA), and the resumption of direct shipments to Manaus (AM) without the need for transhipment.
In addition, the terminal is one of the sponsors of the event "The Moment of Cabotage" that happens on 3 and 4 September at Hotel Blue Tree Premium Faria Lima in Sao Paulo. One of the speakers will be the Commercial Director of the Rio Grande container terminal, Thierry Rios.
According to him, the investment of the shippers, focusing on modernization and expansion of the fleet, with emphasis on new vessels with a capacity of 4,800 Teus, were also essential for the growth of cabotage. The executive also bet that Rio Grande do Sul will accompany the annual growth rate of 10% forecast for cabotage in Brazil.

[last of the mohicans] 21/6/2014 20:40

Piedro,

I noted from the Wilsons annual report, RG 616 ships visited in 2013 Salvador 481 in 2013.

This might not be representative but from 5th June to 21st June (17 days) RG = 36 ships, Salvador = 21

Which would indicate a massive increase in ships through RG possibly 740 in 2014 (up 20%). Need to see if increase in ships is really increasing TEU's to the same extent. Would also like to compare like for like ships last year to this to see if they are bringing or taking away more containers or if that is stagnant and its actually only these new ships that are causing the growth.

Zim San Diego didn't stay in port as long as I was hoping for, after sitting around waiting for 3 days! You'll know how many containers loaded & unloaded in the net 18 hours docked. Will have to see if the next one on that route brings more business.

PS. The pictures of WS Antares are wrong, when you keep clicking on those 3 pictures it eventually shows them as the PSV Tagaz !!

I'm sure WS Antares & Phoenix are both tugs, it's just the pictures that are fooling us.

LOTM

[piedro] 19/6/2014 14:49

for share price watchers, the BR:WSON33 closed @ $R33.00 yesterday

[piedro] 19/6/2014 14:45

LOTM,

Cheeky one, that one. Comes in every 8-9 days. Just nipped over from Zarate and will return to Puerto Deseado (both in Argentina). There are these last moment arrivals now and again - and not the first time for that ship.

Cap San Maleas has now been put forward to the 21st and there is
Cap San Marco for the 22nd, Juliana has been delayed

I've writen to OCN re: the tug fleet in their website ... the Portuguese and English versions do not agree. WS Phoenix and WS Antares are both reported as tugs in Portuguese.

[last of the mohicans] 19/6/2014 13:14

Hi Piedro,

Zim San Diego, sat waiting for 2 days & counting outside RG, not a good way to try and reduce the time from 65 days to 33 days and generate new business on a route :( :(

Especially when it will be highly profitable import/export business.

I see Tabago Bay (147M) has just docked and isn't on your list for the 19th and came in ahead of Zim San Diego!

LOTM

[last of the mohicans] 17/6/2014 12:02

Thanks Piedro,

You really do have access to some amazing info.

LOTM

[piedro] 17/6/2014 09:30

LOTM,

Those 'MOVS' are not reliable and change as the ship is loaded.
As the data does not arrive in real time, much of the Salvador and Rio Grande
numbers get wiped out before being fully collected.

The latest for
Cap San Lorenzo == 533 loaded; 388 unloaded; 12 moved; 933 total
Sebastiao Caboto = 518 loaded; 210 unloaded; 00 moved; 728 total

[last of the mohicans] 17/6/2014 08:37

Thanks Piedro, I'll watch Zim San Diego as it goes and see where it all visits after RG.

Charlotta Star - 7 hours in port, although I take 2 hours from that number because marinetraffic take the time from when ship enters the outer channel and it takes a good 30 mins from there to reach the berth, the other hour is a safety buffer.

So in effect in for 5 hours and only 51 MOVS, hmm doesn't sound good, although MOVS might be the 40ft units, even so 102 TEU's in 5 hours isn't good.

Msc Coruna in for 26 net hours, 650 MOVS might equal 1300 TEU's which works out at 50 per hour.

Juliana is only 161M x 25M and going by the pictures looks like it can only hold @ 425 of the 40ft units, yet on the table is down for 862 MOVS. interesting!

Will do some more work on this because for RG to do 69,000 TEU's in a month you're looking at over 2,200 a day

LOTM

[piedro] 17/6/2014 06:31

Zim San Diego is on the Asia route. From Salvador there was a trial run ...

---------------------------------------
Piedro 25 Oct'13 - 12:16 - 858 of 902
Great events happening ...
The MSC Maya will call at Tecon Salvador in a trial run to demonstrate a reduction in shipping time for products of the region to the far east from 65 to 33 days by this route ...

see..

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