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邮轮停航数月,船只正在“慢性死亡”

停航不仅会给邮轮公司的收入造成损失,还有可能对其最贵重的资产——船只本身——造成致命的打击。

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数周前,许多人在格拉斯哥克莱德河畔观看一艘小型豪华邮轮沿上游驶入市中心的罕见景象。精钻旅行号(Azamara Journey)鸣响了号角(这通常预示着要举办热闹的庆祝活动),让一直执行社交隔离的人群感到兴奋。但这一次,在这艘载客量达700人的邮轮上,除了几十名船员外,并无其他人在甲板上挥手示意。毕竟,此次抵港并不值得庆祝:与在此次新冠疫情期间的其他船只一样,这艘船只是为了补充生命补给。

全球约有400艘邮轮,但自今年3月中旬以来,只有极少数邮轮运营,且仅开通了本地航线。一些邮轮虽然开通了国际航线,但仅仅是为了把来自世界各地的船员送回各自的祖国。其余邮轮则停航,预计在短期内无法进行商业航行。(美国业界一致认为,可能至少到9月15日才会复航。)

多数邮轮公司是否都存在这一问题?在疫情期间,停航不仅会给公司的收入造成损失,还有可能对其最贵重的资产——船只本身——造成致命的打击。从机械问题到飓风风险,再到可能构成刑事犯罪的监管障碍,邮轮行业此前从未面临过如此大的困境。

邮轮的花费巨大。嘉年华公司(Carnival Corp.)(有9个品牌,是世界上最大的邮轮公司)在最近提交给美国证券交易委员会的一份文件中表示,一旦所有船只停航,公司目前的船舶和管理费用预计将达到每月2.5亿美元。该公司表示复航之期尚不能确定,而该费用是资产负债表上的一个长期项目,仅在第二季度就让其损失了44亿美元。

船满为患

与飞机一样,船只停航面临的首要问题就是停泊地。此次疫情期间,有近1.6万架飞机停飞,停在飞机库、机场停机坪以及废机地等干燥、防锈的地方。同样,船只也要有合适的停泊地来度过这一难关。

港口空间不足,无法满足每艘抵港船舶的停泊需求,尤其是载客量达8,880人的大型船舶。这就是为什么精钻旅行号在“返回”格拉斯哥时,船员发出了欢呼声(邮轮停靠在了一个货港,而不是通常远离城市的邮轮码头)。运气不太好的船只别无选择,只能在海上抛锚,偶尔可以停在最近的港口,补给给养和燃料。

船舶追踪定位网站Cruisemapper.com的数据显示,本周,嘉年华邮轮公司(Carnival Cruise Line)、皇家加勒比邮轮公司(Royal Caribbean)和名人邮轮公司(Celebrity Cruises)的15艘邮轮在巴哈马群岛附近停泊。世界上最大的豪华邮轮“海洋交响号” (Symphony of the Seas)载客量达到6,680人,在多米尼加共和国附近海域航行。

据退休美国海军中将、嘉年华邮轮公司的首席海事官比尔•伯克说,一直到今年第三季度,才能让公司的105艘船只抵达临时停泊地,其中,20艘停在加勒比海,40艘在欧洲,35艘在亚洲,10艘在东太平洋。

高昂维护成本

停泊只是第一个痛点。为了保持船舶条件良好并避免昂贵的维修费用(就像汽车停放太久会损坏蓄电池一样),船舶也必须保持运转。

“现代邮轮的设计和建造并非只需将其关闭并停泊在码头。”邮轮行业新闻网(Cruise Industry News)的主笔蒙蒂•马蒂森说。“大量机械、电子产品,甚至是钢铁,都需要进行维护、检查和预防性工作。”

这主要涉及两种闲置策略,业内称之为“热机”或“冷机”闲置。

“热机”闲置时,大多数系统保持运行状态;“冷机”闲置时,压载舱、涡轮机和齿轮箱等多数系统关闭。“冷机”闲置时,需要采取额外的预防措施,如密封外部门窗、将亚麻制品移至干燥的地方、将床垫放在边缘、打开所有梳妆台抽屉和壁橱,以及密封浴室设备等等。

“热机”闲置的一个好处是,船舶能够很快恢复运行。伯克说,一旦复航消息传来,船舶可以在数周内恢复载客,但仍然需要全体船员上船,并驶向适当的目的地。

但是“热机”闲置需要更多维护,因此需要更多人员。每艘船都有“安全配员”小组,大型船舶约有120名船员。据嘉年华邮轮公司的伯克称,必要人员包括,一名甲板船员负责驾驶船舶,一名工程船员负责控制电力和推进系统,一支医疗队负责满足船员的医疗需求(尤其是在新冠疫情期间),还需要保安以及足够的客房和厨房工作人员负责照顾每个人。

在遭遇飓风或其他恶劣天气时,船只必须能够航行。伯克说,他们还必须遵守环境、安全等法规,否则将面临高额罚款、刑事指控和其他处罚。例如,2016年,嘉年华邮轮公司承认污染刑事指控,被判缓刑5年并罚款4,000万美元。

但“热机”闲置这种保持部分系统运行的策略受时间限制:据海事情报公司劳氏日报(Lloyd’s List)的航运分析师称,“热机”闲置只适用于短期闲置的船舶。船舶闲置如果超过六个月,一些证书可能就会失效,因而无法合法航行。

离开水的船

“冷机”闲置需要运行的系统更少,因此,只需40名船员:驾驶台操作小组、机舱操作员、消防管理员和酒店员工。但磨削操作几乎停止,重启更难,成本更高。根据劳氏船级社的闲置指南,需要检查从泵房到舱房的每一个角落,查看是否有气体泄漏和霉菌;需要从安全存储地取出并重新安装电气设备,包括导航系统;而且,在清洗家具和布制品前,需要拆除所有除湿机,然后再放回原处。因此,只有在船舶停航数月时,才适合“冷机”闲置。

伯克称,从长远来看,嘉年华邮轮公司可能需要采取“冷机”闲置策略。马蒂森称,皇家加勒比邮轮公司已经采取了这一策略。皇家加勒比邮轮公司基本上在其船舶的机舱到公共区域的每个角落都安装了除湿机。

他解释说,当他们准备再次起航时,复航“可能需要数周至数月的时间”,接船员回船、冗长的重新认证过程、甚至筹集高昂的干船坞维修资金等各种事项均会致使复航推迟。

一种更为激进的方案是系泊船只,关闭所有系统,只留一些应急发电机运行以及少数消防安全人员和值班人员值班。邮轮历史学家兼作家彼得•克内戈介绍了在这种情况下可能发生的严峻情况。

“管道工程是第一要务。”克内戈说。“如果没有有效的管道系统,有人冲马桶,水流经管道时,管道就会生锈、慢慢裂开,问题就严重了。”

接下来要处理的是暖通空调系统和线路。“事实上,这些系统遇到海水、海风,很快就会腐烂。”克内戈解释道。“如果一艘船闲置太长时间,就必须拆卸基础设施进行维修。”艘船闲置长时间后,腐烂这样的问题就会开始出现。

如果这听起来像是慢性死亡,那么一些公司则采取了长痛不如短痛的做法。嘉年华邮轮公司在第二季度财报中表示,公司计划至少淘汰6艘旧船,这些船可能会出售给另一家邮轮公司,也可能会报废,通常会出售给报价最高者。据报道,歌诗达邮轮(Costa Cruises)的歌诗达维多利亚号邮轮(Costa Victoria)已经有24年船龄,预计要被报废。可悲的是,一艘离开水的船的价值还不及其全部零部件价值的总和。(财富中文网)

译者:Biz

数周前,许多人在格拉斯哥克莱德河畔观看一艘小型豪华邮轮沿上游驶入市中心的罕见景象。精钻旅行号(Azamara Journey)鸣响了号角(这通常预示着要举办热闹的庆祝活动),让一直执行社交隔离的人群感到兴奋。但这一次,在这艘载客量达700人的邮轮上,除了几十名船员外,并无其他人在甲板上挥手示意。毕竟,此次抵港并不值得庆祝:与在此次新冠疫情期间的其他船只一样,这艘船只是为了补充生命补给。

全球约有400艘邮轮,但自今年3月中旬以来,只有极少数邮轮运营,且仅开通了本地航线。一些邮轮虽然开通了国际航线,但仅仅是为了把来自世界各地的船员送回各自的祖国。其余邮轮则停航,预计在短期内无法进行商业航行。(美国业界一致认为,可能至少到9月15日才会复航。)

多数邮轮公司是否都存在这一问题?在疫情期间,停航不仅会给公司的收入造成损失,还有可能对其最贵重的资产——船只本身——造成致命的打击。从机械问题到飓风风险,再到可能构成刑事犯罪的监管障碍,邮轮行业此前从未面临过如此大的困境。

邮轮的花费巨大。嘉年华公司(Carnival Corp.)(有9个品牌,是世界上最大的邮轮公司)在最近提交给美国证券交易委员会的一份文件中表示,一旦所有船只停航,公司目前的船舶和管理费用预计将达到每月2.5亿美元。该公司表示复航之期尚不能确定,而该费用是资产负债表上的一个长期项目,仅在第二季度就让其损失了44亿美元。

船满为患

与飞机一样,船只停航面临的首要问题就是停泊地。此次疫情期间,有近1.6万架飞机停飞,停在飞机库、机场停机坪以及废机地等干燥、防锈的地方。同样,船只也要有合适的停泊地来度过这一难关。

港口空间不足,无法满足每艘抵港船舶的停泊需求,尤其是载客量达8,880人的大型船舶。这就是为什么精钻旅行号在“返回”格拉斯哥时,船员发出了欢呼声(邮轮停靠在了一个货港,而不是通常远离城市的邮轮码头)。运气不太好的船只别无选择,只能在海上抛锚,偶尔可以停在最近的港口,补给给养和燃料。

船舶追踪定位网站Cruisemapper.com的数据显示,本周,嘉年华邮轮公司(Carnival Cruise Line)、皇家加勒比邮轮公司(Royal Caribbean)和名人邮轮公司(Celebrity Cruises)的15艘邮轮在巴哈马群岛附近停泊。世界上最大的豪华邮轮“海洋交响号” (Symphony of the Seas)载客量达到6,680人,在多米尼加共和国附近海域航行。

据退休美国海军中将、嘉年华邮轮公司的首席海事官比尔•伯克说,一直到今年第三季度,才能让公司的105艘船只抵达临时停泊地,其中,20艘停在加勒比海,40艘在欧洲,35艘在亚洲,10艘在东太平洋。

高昂维护成本

停泊只是第一个痛点。为了保持船舶条件良好并避免昂贵的维修费用(就像汽车停放太久会损坏蓄电池一样),船舶也必须保持运转。

“现代邮轮的设计和建造并非只需将其关闭并停泊在码头。”邮轮行业新闻网(Cruise Industry News)的主笔蒙蒂•马蒂森说。“大量机械、电子产品,甚至是钢铁,都需要进行维护、检查和预防性工作。”

这主要涉及两种闲置策略,业内称之为“热机”或“冷机”闲置。

“热机”闲置时,大多数系统保持运行状态;“冷机”闲置时,压载舱、涡轮机和齿轮箱等多数系统关闭。“冷机”闲置时,需要采取额外的预防措施,如密封外部门窗、将亚麻制品移至干燥的地方、将床垫放在边缘、打开所有梳妆台抽屉和壁橱,以及密封浴室设备等等。

“热机”闲置的一个好处是,船舶能够很快恢复运行。伯克说,一旦复航消息传来,船舶可以在数周内恢复载客,但仍然需要全体船员上船,并驶向适当的目的地。

但是“热机”闲置需要更多维护,因此需要更多人员。每艘船都有“安全配员”小组,大型船舶约有120名船员。据嘉年华邮轮公司的伯克称,必要人员包括,一名甲板船员负责驾驶船舶,一名工程船员负责控制电力和推进系统,一支医疗队负责满足船员的医疗需求(尤其是在新冠疫情期间),还需要保安以及足够的客房和厨房工作人员负责照顾每个人。

在遭遇飓风或其他恶劣天气时,船只必须能够航行。伯克说,他们还必须遵守环境、安全等法规,否则将面临高额罚款、刑事指控和其他处罚。例如,2016年,嘉年华邮轮公司承认污染刑事指控,被判缓刑5年并罚款4,000万美元。

但“热机”闲置这种保持部分系统运行的策略受时间限制:据海事情报公司劳氏日报(Lloyd’s List)的航运分析师称,“热机”闲置只适用于短期闲置的船舶。船舶闲置如果超过六个月,一些证书可能就会失效,因而无法合法航行。

离开水的船

“冷机”闲置需要运行的系统更少,因此,只需40名船员:驾驶台操作小组、机舱操作员、消防管理员和酒店员工。但磨削操作几乎停止,重启更难,成本更高。根据劳氏船级社的闲置指南,需要检查从泵房到舱房的每一个角落,查看是否有气体泄漏和霉菌;需要从安全存储地取出并重新安装电气设备,包括导航系统;而且,在清洗家具和布制品前,需要拆除所有除湿机,然后再放回原处。因此,只有在船舶停航数月时,才适合“冷机”闲置。

伯克称,从长远来看,嘉年华邮轮公司可能需要采取“冷机”闲置策略。马蒂森称,皇家加勒比邮轮公司已经采取了这一策略。皇家加勒比邮轮公司基本上在其船舶的机舱到公共区域的每个角落都安装了除湿机。

他解释说,当他们准备再次起航时,复航“可能需要数周至数月的时间”,接船员回船、冗长的重新认证过程、甚至筹集高昂的干船坞维修资金等各种事项均会致使复航推迟。

一种更为激进的方案是系泊船只,关闭所有系统,只留一些应急发电机运行以及少数消防安全人员和值班人员值班。邮轮历史学家兼作家彼得•克内戈介绍了在这种情况下可能发生的严峻情况。

“管道工程是第一要务。”克内戈说。“如果没有有效的管道系统,有人冲马桶,水流经管道时,管道就会生锈、慢慢裂开,问题就严重了。”

接下来要处理的是暖通空调系统和线路。“事实上,这些系统遇到海水、海风,很快就会腐烂。”克内戈解释道。“如果一艘船闲置太长时间,就必须拆卸基础设施进行维修。”艘船闲置长时间后,腐烂这样的问题就会开始出现。

如果这听起来像是慢性死亡,那么一些公司则采取了长痛不如短痛的做法。嘉年华邮轮公司在第二季度财报中表示,公司计划至少淘汰6艘旧船,这些船可能会出售给另一家邮轮公司,也可能会报废,通常会出售给报价最高者。据报道,歌诗达邮轮(Costa Cruises)的歌诗达维多利亚号邮轮(Costa Victoria)已经有24年船龄,预计要被报废。可悲的是,一艘离开水的船的价值还不及其全部零部件价值的总和。(财富中文网)  

译者:Biz

Hundreds of people lined the banks of Glasgow’s River Clyde a few weeks ago for the rare sight of a small, high-end cruise ship sailing upriver—practically into the heart of the city. The Azamara Journey thrilled socially distanced onlookers by blasting its horn, typically a heralding of lively celebration. But this time nobody was there to wave on the deck of the 700-passenger ship, aside from the couple dozen members of its skeleton crew. This was no celebratory arrival, after all: it was a vessel on life support, just like every other ship dealing with the pandemic’s brutal wake.

Since mid-March, only a small handful of the world’s 400-or-so cruise ships have been able to accept passengers—all on hyperlocal itineraries. A few dozen are sailing the world with purpose, repatriating crew members from every corner of the globe. The rest are sitting idle in cruise ship purgatory, unable to sail commercially for the foreseeable future. (In the U.S., the industry has agreed not to resume business at least until Sept. 15.)

The problem for many cruise lines? Idling through the pandemic isn’t just bad for the company’s bottom line, it’s a potential death warrant for their costliest assets: the ships themselves. From mechanical issues to hurricane risks to regulatory hurdles that can constitute criminal offenses, it’s a quagmire that the industry has never faced on this scale before.

The expense is staggering. In a recent SEC filing, Carnival Corp.—whose nine brands comprise the world’s largest cruise company—indicated that its ongoing ship and administrations expenses would amount to $250 million a month once all its ships are on pause. With the company saying it’s unable to predict when cruises resume, that’s a long-term line item on a balance sheet that logged $4.4 billion in losses in the second quarter alone.

Here a Ship, There a Ship

As with airplanes, the first issue with maintaining an idle cruise ship is simply finding a place to park it. As many as 16,000 planes have been grounded in the pandemic, hiding out in dry and rust-proof places that range from hangars and airport tarmacs to desert boneyards. Ships are similarly scrambling to find the right conditions to weather the storm.

There’s not enough port space for every ship to dock at once, especially for huge ships that ordinarily carry up to 8,880 passengers and crew. This explains the celebratory sounds of the Azamara Journey’s “homecoming” in Glasgow (it docked at a cargo port rather than its usual cruise berth further outside the city). Less lucky vessels have had no choice but to drop anchor at sea, occasionally stopping into the nearest port for provisions and fuel.

This week, a cluster of 15 ships from Carnival Cruise Line, Royal Caribbean, and Celebrity Cruises was hanging out near the Bahamas, according to Cruisemapper.com, a ship-tracking site. The 6,680-passenger Symphony of the Seas, the largest cruise ship in the world, was off the Dominican Republic.

According to Bill Burke, a retired U.S. Navy vice admiral and Carnival’s chief maritime officer, getting the company’s 105 ships to their pause destinations—20 in the Caribbean, 40 in Europe, 35 in Asia, and 10 in the eastern Pacific—is a process that will stretch into the third quarter of the year.

High Maintenance

Parking is just the first pain point. To keep things shipshape and avoid costly repairs (much like how your battery might die if you leave your car sitting too long),the vessels must also be kept operating.

“Modern cruise ships are not designed or built to just be turned off and left at a pier,” says Monty Mathisen, managing editor of Cruise Industry News. “You are talking about massive amounts of machinery, electronics, and even steel that needs maintenance, checking, and preventative work.”

That mostly involves one of two scenarios, referred to in the industry as “warm” or “cold” layup.

In warm layup, most systems are kept functioning; in cold layup more are shut down, such as ballast tanks, turbines, and gear boxes. Cold layups come with extra precautions, too, such as sealing off external doors and windows, moving linens to a dry place, putting mattresses on edge, opening all dresser drawers and closets, and sealing bathroom fixtures, to name a few.

An advantage to warm layup is ships can quickly be put back into operation. Once the word comes down, Burke says, the ship can resume carrying guests within weeks—though it will still need to get a full crew onboard and sail to the appropriate destination.

But warm layup requires more upkeep, and therefore more staff. Each ship has a “safe manning” team—about 120 crew members for a large ship. Among the necessary personnel, according to Carnival’s Burke: a deck crew to drive the ship, an engineering crew to run the electrical power and propulsion, a medical team to tend to staff needs (particularly in the time of Covid-19), security, and enough housekeeping and kitchen staff to keep everyone looked after and fed.

In the event of hurricanes or other bad weather, the ships have to be able to move. They also have to comply with environmental, safety, and other regulations or risk stiff fines, criminal charges, and other penalties, says Burke. In 2016, for example, Carnival received a five-year probation and a $40 million fine on a criminal pollution conviction.

But there’s a time limit on this half-on strategy: According to shipping analysts at maritime intelligence company Lloyd’s List, warm layup is only appropriate in the short term. After as little as six months, ships may lose certain certifications that allow them to sail legally.

A Ship Out of Water

Cold layups require fewer systems to run, and therefore, as little as 40 crew members: a bridge team, engine room operators, fire wardens, and hotel staff. But grinding operations to a near-halt makes it more difficult and expensive to restart. According to Lloyd’s Register’s layup guide, every corner of a ship, from the pump room to the living quarters, needs to be inspected for things like gas leaks and mold; electrical equipment, including the navigation systems, need to be removed from safe storage and reinstalled ; and dehumidifiers all need to be removed before furniture and soft goods can be cleaned and put back in place. That’s why cold layups are seen as advantageous only in the event of an outage stretching to many months.

Burke says Carnival could move in this direction in the long term. According to Mathisen, Royal Caribbean has already committed to this tact. Its fleet is largely being protected by dehumidifiers—deployed everywhere from engine rooms to public areas.

When they’re ready to set sail again, the restart “can take weeks to months,” he explains, detailing delays that range from transporting crew back to the ship, going through bureaucratic recertification processes, or even financing expensive dry dock repairs.

A more drastic option is tying up the ship, shutting down all systems, leaving only some emergency generators running and a few fire safety crew and watchmen on duty. Cruise historian and writer Peter Knego paints a grim picture of what can happen in that scenario.

“The first thing that goes is the plumbing,” Knego says. “If you don’t have the plumbing active and somebody’s actually flushing toilets and running water through the system, rust sets in, the pipe starts to disintegrate, and then you have major problems.”

HVAC systems and wiring are next to go. “And then just the fact they are laid up in salt water, salt air, decaying everything very quickly,” Knego explains. “You literally have to tear the infrastructure to make repairs if a ship has been idle for too long.” With long-term layups, issues like rot start to crop up.

If that sounds like a slow and painful death, some companies are just ripping off the Band-Aid instead. In its second-quarter financial filing, Carnival said it plans to retire at least six older ships, which could potentially be sold another cruise company or for scrap—usually for anyone’s best offer. Costa Cruises brand’s 24-year-old Costa Victoria is reportedly destined for a scrapyard. A ship out of water is, alas, worth less than the sum of its parts.

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