Maritime Transportation from CIS Countries

1
Maritime Transportation from CIS Countries
5th Annual Dry Bulk Shipping Market Outlook
Conference, 9th and 10th September 2008, Crown
Plaza London

• Vitaliy Smilyk
• Head of Maritime Research Department, Metal Expert

2
Metal Expert in brief

• Part of Information agency Metal Courier
  established in 1994
• Reliable source of information on global steel
  and raw materials markets
• Provider of daily news, weekly reviews, monthly
  analytical bulletins, quarterly forecasts,
  special reports and consulting services
• Organizer of several international steel and raw
  materials and transportation conferences
• Offices in Dnipropetrovsk (Ukraine), Moscow
  (Russia), and Houston (Texas, USA)

3
Reports structure

• Main cargoes handled in ports of CIS and Baltic
  States
• Largest cargo owners of Russia and Ukraine and
  ports they work with
• Major destinations of Russian and Ukrainian
  exports
• Freight markets of the CIS and Baltic countries

4
Part 1Main cargoes handled in ports of CIS and
Baltic States

• -         coal (83mt)
• -         steel (57mt)
• -         fertilizers (38mt)
• -         grain (25mt)
• -         iron ore (18mt)
• -         timber (16.5mt)
• -         construction cargoes (10.5mt incl. 5mt
  of clay)

• -       scrap (9mt)
• -         pig iron (7mt)
• -         sulphur (6.5-7mt)
• -         nonferrous metal ores (5mt)
• -         nonferrous metals (4mt)
• -         sugar (4mt import and export)
• -         coke (1mt)

5
Demand for vessels for cargo transportation from
CIS

6
Coal

• Baltic Sea ports 31.5mt
• Azov and Black Sea ports 21.8mt
• Far East ports 18.3mt
• Northern ports 11.2mt

7
Steel

• Azov and Black Sea ports 38mt
• Baltic Sea ports 8.3mt
• Caspian Sea ports 5.5mt
• Far East ports 4.8mt

8
Fertilizers

• Baltic Sea ports 20mt
• Azov and Black Sea ports 14mt
• Northern ports 2.8mt
• Far East ports 1mt

9
Grains

• Traditionally, main volumes of grain cargoes are
  shipped from Azov and Black Sea ports (20mt in
  2007). Ports of Baltic Sea basin worked 6.1mt.

10
Iron ore

• Ports of Black Seas handled 17mt of iron ore in
  2007, while Baltic and Northern ports only 1mt.
• Kovdor GOK is boosting iron ore transportation
  through Murmansk above 1mt will be shipped from
  this port in 2008.

11
Timber

• Baltic Sea ports 7.8mt
• Far East ports 4.5mt
• Northern and Caspian ports 0.5mt each

12
Construction cargoes (including clay)

• Azov and Black Sea ports 8.5mt
• Baltic Sea ports 2mt

13
Scrap

• Last year, CIS and Baltic ports handled some 9mt
  of scrap Baltic Sea ports above 4mt Azov and
  Black Sea ports some 3-4mt Far Eastern ports
  1mt.

14
Pig iron

• Azov and Black Sea ports 4.7mt
• Far East ports 1.1mt
• Baltic Sea ports 1mt
•  

15
Sulphur

• Main volumes of sulphur exported from CIS are
  handled in Azov and Black Sea ports 6.5mt out
  of total 7mt.

16
Nonferrous metal ores

• Azov and Black Sea ports 3mt
• Far East ports 1mt

17
Nonferrous metal

• Baltic Sea ports 1.7mt
• Azov and Black Sea ports 1.5mt
• Far East ports 0.8mt

18
Sugar

• Ports of CIS and Baltic States handled above 4mt
  of sugar (incl. export and import). Main volumes
  were shipped from Azov and Black Sea ports
  (3.5mt).

19
Summary

• 1 part

20
Largest ports of CIS and the Baltics handling
coal

• Vostochny Port 16mt
• Murmansk SMP 11.2mt
• Riga Free Port 10.5mt
• Rosterminalugol (Ust-Luga) 6mt
• Yuzhny SMP 4mt
• Tallinn Port 3.7mt
• Mariupol SMP 3.7mt

21
Largest ports of CIS and the Baltics handling
steel

• Mariupol SMP 8.4mt
• Odessa SMP 5.8mt
• Novorossiysk Sea Merchant Port (SMP) 5.3mt
• Port of Saint Petersburg 4.3mt
• Nakhodka SMP 3.6mt
• Illyichevsk SMP 3.3mt
• Astrakhan Ports 3.2mt

22
Largest ports of CIS and the Baltics handling
fertilizers

• Port of Saint Petersburg 6.5mt
• Klaipeda State Sea Port 5.3mt
• Yuzhny SMP 3.6mt
• Ventspils Free Port 3.3mt
• Transinvestservice (Yuzhny SMP) 2.1mt
• Murmansk SMP 2.1mt

23
Largest ports of CIS and the Baltics handling
grain

• Novorossiysk Sea Merchant Port (SMP) 6mt
• Rostov Port 2.4mt
• Odessa SMP 2.2mt
• Transinvestservice (Yuzhny SMP) 1.7mt
• Special Economic Zone Liepaya 1.2mt
• Klaipeda State Sea Port 1.2mt
• Azov Sea Port (SP) 1.1mt
• Kherson SMP 1mt

24
Largest ports of CIS and the Baltics handling
iron ore

• Yuzhny SMP 4.5mt
• Izmail SMP 3.1mt
• Illyichevsk SMP 2.7mt
• TIS-Ruda (Yuzhny SMP) 1.2mt

25
Largest ports of CIS and the Baltics handling
timber

• Riga Free Port 3mt
• Khabarovsk Territory Ports 2.8mt
• Port of Saint Petersburg 2.5mt
• Novorosleseksport 2mt

26
Largest ports of CIS and the Baltics handling
construction cargoes

• Mariupol SMP 3.3mt (clay)
• Kherson SMP 1.7mt
• Feodosiya SMP 1mt (clay)
• Klaipeda State Sea Port 1mt

27
Largest ports of CIS and the Baltics handling
scrap

• Port of Saint Petersburg 2.5mt
• Rostov Port -1mt
• Esteve (Tallinn) 0.7mt
• Klaipeda State Sea Port 0.6mt
•  

28
Largest ports of CIS and the Baltics handling pig
iron

• Yuzhny SMP 1.8mt
• Nakhodka SMP 1mt
• Odessa SMP 0.6mt
• Kaliningrad Sea Fishing Port 0.6mt

29
Largest ports of CIS and the Baltics handling
sulphur

• Buzan-port 1.9mt
• Kerch SMP (roads) 1.6mt
• Mariupol SMP 1.1mt
• Ust-Donetsk SMP 1mt

30
Part 2Largest cargo owners of Russia and Ukraine
and ports they work with 
31
Russias exportersCoal
32
Russias exporters Coal
33
Ukraines exportersCoal
34
Russias exportersSteel semi products
35
Russias exportersSteel semi products
36
Russias exportersSteel semi products
37
Ukraines exportersSteel semi products
38
Ukraines exportersSteel semi products
39
Russias exportersFinished steel products
40
Russias exportersFinished steel products
41
Ukraines exporters Finished steel products
42
Ukraines exporters Finished steel products
43
Russias exporters Fertilizers
44
Ukraines exportersFertilizers
45
Russias exporters Iron ore
46
Ukraines exporters Iron ore
47
Russias exporters Pig iron
48
Ukraines exporters Pig iron
49
Russias largest grain exporters in 2006-2007
50
Ukraines largest grain exporters in 2006-2007
51
Part 3Major destinations of Russian and
Ukrainian exports
52
Russian coal exports in 2007
53
Ukrainian coal exports in 2007
54
Russian steel semis exports in 2007
55
Russian finished product exports in 2007
56
Ukrainian steel semis exports in 2007
57
Ukrainian finished product exports in 2007
58
Russian fertilizers exports in 2007
59
Ukrainian fertilizers exports in 2007
60
Geography of Russian grain deliveries in 2006/07
MY
61
Geography of Ukrainian grain deliveries in
2006/07 MY
62
Iron ore

• Ukraine and Russia 11mt of iron ore to China

63
Pig iron

• Russian - 2mt of pig iron to the USA

64
Part 4Freight markets of the CIS and Baltic
countries
65
Azov-Black Sea Basin
66
Freight rates for 70,000-tonne shipment of iron
ore concentrate from Yuzhny port to northern
Chinese ports, /t
67
Traffic handling cost of 70,000-tonne shipment of
iron ore concentrate from Yuzhny Port to northern
Chinese ports, /t
68
Freight rates for 3,000-tonne shipment of steel
scrap from Rostov-on-Don to Marmora Sea ports,
/t.
69
Traffic handling cost of 3,000-tonne shipment of
steel scrap from Rostov-on-Don to Marmora Sea
ports, /t
70
Freight rates for 3,000-tonne shipment of grain
from Azov to Alexandria, /t
71
Traffic handling costs of 3,000-tonne shipment of
grain (Azov- Alexandria), /t
72
Baltic and Northern Sea basin
73
Freight rates for 70,000-tonne shipment of coal
from Murmansk to Liverpool, /t
74
Freight rates for 3,000-tonne shipment of steel
products on route Saint Petersburg eastern
British ports, /t
75
Handling cost of 3,000-tonne steel product
shipment (Saint Petersburg eastern British
ports), /t
76
Freight rates for 3,000-tonne steel scrap
shipment (Saint Petersburg northern Spanish
ports), /t
77
Handling cost for 3,000-tonne shipment of steel
scrap shipment (Saint Petersburg northern
Spanish ports), /t
78
The Caspian Sea
79
Freight rates for 3,000-tonne shipment of steel
products from Astrakhan to Anzali, /t
80
Traffic handling cost of 3,000-tonne shipment of
steel products from Astrakhan to Anzali, /t
81
Far Eastern basin
82
Freight rates for 70,000-tonne shipment of coal
from Vostochny to Japan, /t
83
Freight rates for 3,000m3 shipment of plank
timber from Nakhodka to the western ports of
Japan, /m3
84
Traffic handling costs of 3,000m3 shipment of
plank timber from Nakhodka to the western ports
of Japan, /m3
85
Conclusion
86
Products
Market industry news, analysis, statistics,
price database

• - Raw materials (scrap, pig iron, DRI / HBI, iron
  ore, coal, coke, ferro-alloys)
• Steel Semis (slab, billet, pipe billet)
• Finished steel products (flats, longs, pipes)
• Freight

Regions

• Turkey
• CIS (Russia, Ukraine, Kazakhstan)
• Europe South Europe (Italy, Spain), Central
  Europe (Poland, Romania, Czech, Slovakia),
  Balkans (Bulgaria, Serbia, Albania, Bosnia)
• Middle East (Iran, UAE, Syria, Saudi Arabia,
  Jordan) North Africa (Egypt, Algeria)
• India
• US
• China
• Southeast Asia (Taiwan, Thailand, Vietnam,
  Philippines, Singapore)