"The vessels sold will be chartered back by Vale from Polaris under long-term charter contracts."
http://saladeimprensa.vale.com/en/release/interna.asp?id=21839
They missed that bit. I agree with ajostu - Vale are focussing on what they do best and outsourcing their non-core business. The comment about the benefits in your article makes sense to me. Quite independent of the AVB deal. imo
