日本海事新聞ニュース Japan Maritime Daily Nov 21, 2022 (Mon)

‌‌【Current of Japanese shipowners】Japanese shipowners need to judge European shipping companies’ business manner carefully

　“We, Japanese ship owners, also have to sharpen our eyes for overseas charters. We need to discern ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CWe%2C+Japanese+ship+owners%2C+also+have+to+sharpen+our+eyes+for+overseas+charters.+We+need+to+discern+whether+they+are+real+partners+or+not%2C+without+trusting+them+easily.%E2%80%9D+%3Cbr%3E%E3%80%80At+the+beginning+of+November%2C+at+the+meeting+room+of+the+Setouchi+ship+owner%E2%80%99s+head+office%2C+after+an+early+morning+meeting%2C+a+senior+executive+responded+to+an+interview+with+a+stern+look+on+his+face.+%3Cbr%3E%E3%80%80In+the+Japanese+shipping+and+shipbuilding+market%2C+there+is+a+continuing+rush+of+influential+ship+owners+and+operators+from+Europe+and+Asia+to+visit+Japan.+%3Cbr%3E%E3%80%80%E2%80%9CAll+of+the+foreign+top+management+who+visit+us+say+in+unison+that+%E2%80%99Japanese+ship+owners+and+shipyards+are+our+most+important+partners%E2%80%99.+But+they+can%E2%80%99t+be+a+true+partner+unless+it%E2%80%99s+accompanied+by+actions%2C+not+sweet+words.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E2%96%A0+An+exceptionally+low-priced+ship+%3Cbr%3E%E3%80%80The+owner+of+the+Setouchi+ship+mentioned+at+the+beginning+of+the+article+said+that+the+exercise+of+the+purchase+option+%28%3D+PO%2C+Purchase+Option%29+by+a+European+shipping+company+known+for+its+knowledge+of+Japan+made+him+feel+indescribable.+%3Cbr%3E%E3%80%80Because+the+PO+was+yen-denominated%2C+the+European+charterer+acquired+the+ship+at+an+exceptionally+low+price+in+dollar+terms+during+a+period+of+historically+weak+yen.+It+was+quickly+resold+and+made+a+large+profit.+%3Cbr%3E%E3%80%80The+Setouchi+ship+owner+talks+about+his+thoughts+at+the+time+as+follows.+%3Cbr%3E%E3%80%80%E2%80%9CWe+negotiated+this+charter+party+around+2014-2015.+In+the+process%2C+there+was+a+history+of+making+considerable+concessions+to+the+charter+side%2C+which+was+struggling+in+the+dry+recession.+Considering+that%2C+it+would+be+nice+if+we+could+get+a+return+this+time%2C+including+the+next+business+negotiation.%E2%80%9D+%3Cbr%3E%E3%80%80However%2C+he+said+that+he+was+coldly+dismissed+by+the+management+executives+of+the+European+shipping+company%2C+with+whom+he+had+a+long-term+relationship%2C+saying+that+%E2%80%9Ca+contract+is+a+contract.%E2%80%9C+%3Cbr%3E%E3%80%80In+the+meantime%2C+at+a+coffee+lounge+in+a+hotel+in+central+Tokyo+in+early+November%2C+the+head+of+a+Greek+ship+owner+who+came+to+Japan+expressed+his+impressions+after+hearing+this+story.+%3Cbr%3E%E3%80%80%E2%80%9CAll+the+world%E2%80%99s+dry+market+players+have+waited+eight+years+for+a+recovery.+8+years.+And+in+the+last+year+or+two%2C+we+finally+made+it+through+the+long+tunnel.+Therefore%2C+I+can+understand+the+frustration+of+Japanese+ship+owners+who+have+been+almost+monopolized+profit+by+charterers.%E2%80%9D+%3Cbr%3E%E3%80%80On+top+of+that%2C+he+said%2C+%E2%80%9CIf+the+charterer+wants+to+continue+a+long-term+relationship%2C+it%E2%80%99s+certainly+better+for+the+charterer+to+give+back+a+little+to+the+shipowner.+On+the+other+hand%2C+it+is+also+important+for+ship+owners+to+negotiate+the+terms+of+the+contract.+Personally%2C+I+would+recommend+adding+a+profit-sharing+clause+to+the+PO.%E2%80%9D+%3Cbr%3E%E3%80%80On+the+other+hand%2C+the+Greek+shipowner+calmly+analyzes+the+presence+of+POs+in+the+Japanese+charter+market.+%3Cbr%3E%E3%80%80%E2%80%9CThis+is+not+just+a+problem+for+Japanese+ship+owners.+The+premise+is+a+business+model+based+on+long-term+charter+contracts+that+the+Japanese+maritime+industry%2C+including+financial+institutions+and+trading+companies%2C+has+built+over+many+years.%E2%80%9D+%3Cbr%3E%E3%80%80What+does+this+mean%3F+%3Cbr%3E%E3%80%80From+the+charterer%E2%80%99s+perspective%2C+the+longer+the+charter+period%2C+the+greater+the+risk+of+market+fluctuations.+For+this+reason%2C+%E2%80%9Cit+is+a+natural+need+for+charterers+to+secure+an+exit+strategy%E2%80%9D+by+attaching+POs+to+long-term+charter+contracts.+%3Cbr%3E%E3%80%80%E2%80%9CIf+they+aim+for+charter+contracts+without+POs%2C+they+will+need+to+make+efforts+to+shift+away+from+the+long-term+charter+model+including+ship+owners%2C+Japanese+regional+banks%2C+and+trading+companies.%E2%80%9C+%28Greek+ship+owner%29+%3Cbr%3E+%3Cbr%3E%E2%96%A0+Do+not+hesitate+to+shorten+%3Cbr%3E%E3%80%80Some+major+Japanese+ship+owners+are+actually+taking+steps+to+transform+their+business+models.+%3Cbr%3E%E3%80%80The+top+management+of+the+major+ship+owner+mentioned+at+the+beginning+of+the+article+said%2C+%E2%80%9CWe+must+break+away+from+the+culture+of+unconditionally+providing+POs+to+charterers.+We+will+have+the+option+of+not+granting+a+PO%2C+even+if+the+charter+period+is+shortened+in+some+cases.%E2%80%9C+%3Cbr%3E%E3%80%80According+to+the+ship+owner%2C+in+recent+years%2C+the+number+of+short-term+chartered+vessels+for+6+months+to+1+year+after+the+expiration+of+the+medium-+to+long-term+charter+contract+has+been+increasing%2C+and+the+number+of+such+vessels+has+reached+double+digits.+%3Cbr%3E%E3%80%80%E2%80%9CBy+having+many+short-term+charters%2C+we+have+increased+our+on-site+capabilities%2C+and+the+number+of+transactions+with+new+overseas+charters+has+increased+dramatically.+Although+it+is+a+short-term+contract%2C+there+are+things+that+can+be+seen+through+the+contract.+We+would+like+to+improve+our+ability+to+assess+the+trustworthiness+of+overseas+charterers+without+relying+solely+on+indirect+information+from+trading+companies.%E2%80%9D+%3Cbr%3E%E3%80%80As+Japanese+shipping+operators%E2%80%99+long-term+charter+needs+are+shrinking%2C+overseas+charter+business+have+become+indispensable+to+many+Japanese+ship+owners+in+order+to+maintain+their+fleet+size.+%3Cbr%3E%E3%80%80%E2%80%9COur+relationship+with+Japanese+carriers+is+becoming+more+and+more+businesslike.+On+the+other+hand%2C+we+have+deepened+business+relationships+with+some+European+shipping+companies%2C+and+we+may+now+have+a+more+intimate+relationship+with+them+than+Japanese+carriers.%E2%80%9D+%28Shipowner+official%29+%3Cbr%3E%E3%80%80In+particular%2C+there+is+a+strong+affinity+between+Japanese+and+European+shipowners+and+shipbuilding+family+companies%2C+and+their+ties+are+strengthening.+%3Cbr%3E%E3%80%80However%2C+in+Europe+and+the+United+States%2C+there+is+a+harsh+reality+that+%E2%80%9Ca+contract+is+a+contract%E2%80%9C.+Japanese+shipowners+and+trading+companies+are+sometimes+required+to+be+tough+negotiators+in+charter+negotiations+in+order+to+manage+risks+and+secure+profits.+%3Cbr%3E%28Japanese+ship+owners+coverage+group%29+%3Cbr%3E%3D+Every+other+Monday+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

【国内船主の今】(334)8年の雌伏 果実は欧州。海外用船者選別の目を

2022/11/21(月)

日本海事新聞 JMD

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