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西方上市干散货船东批量处置老旧船!
Sou Hu Cai Jing·2025-08-13 10:33

Core Viewpoint - The dry bulk shipping industry is witnessing a trend of fleet optimization and capacity upgrades as several companies listed on the NYSE report their Q2 earnings, indicating a strategic shift towards modernizing their fleets and divesting older vessels [1][3]. Group 1: Star Bulk Carriers - Star Bulk Carriers, led by Petros Pappas, has sold 9 vessels that do not align with the company's commercial strategy, including the "Puffin Bulker" and "Star Canary" [1]. - The company has also agreed to sell an additional 6 vessels built between 2006 and 2011, expecting total proceeds of approximately $104 million, with plans to use about $19 million for early debt repayment by Q3 2025 [3]. - Star Bulk is modernizing its fleet with 5 new Kamsarmax vessels currently under construction in China, expected to be delivered in 2026, and operates a total of 142 vessels with a deadweight tonnage of 14.2 million tons [3]. Group 2: Genco Shipping and Trading - Genco Shipping and Trading is also updating its fleet, having announced the acquisition of a 2020-built Capesize bulk carrier, which is expected to be delivered between September and October [3]. - The company has invested approximately $200 million in modern, energy-efficient Capesize vessels since October 2023, with the latest acquisition believed to be related to the sale of the "Bulk Ginza" [5]. - Genco's CEO, John C Wobensmith, emphasized the strategy of selling older, less efficient vessels to invest in environmentally friendly ships, supported by a favorable supply-demand outlook for the Capesize market [6]. Group 3: Safe Bulkers and United Maritime - Safe Bulkers, led by Polys V Hajioannou, has sold the 2007-built Kamsarmax vessel "Pedhoulas Leader" for approximately $13 million as part of its fleet renewal strategy [8]. - The company has invested heavily in newbuilds, with 12 out of 18 vessels ordered delivered as of July 18, and currently operates 47 vessels with a deadweight tonnage of about 4.7 million tons [8]. - United Maritime, led by Stamatis Tsantanis, has confirmed the sale of the 2004-built Capesize vessel "Gloriuship" for about $15 million and is also selling the 2006-built "Tradership" for a net price of approximately $18 million [9]. - These transactions are expected to enhance United Maritime's financial position and enable the company to seize new growth opportunities, managing a fleet of 7 bulk carriers with a total deadweight tonnage of around 750,000 tons [9].