日本海事新聞ニュース Japan Maritime Daily Sep 25, 2023 (Mon)

‌【Current of Japanese shipowners】Japan’s leading shipowners to shift to own LNG carrier from Cape Bulker

　“LNG (liquefied natural gas) carriers may now have become what Capesize ships used to be for Japan’ ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CLNG+%28liquefied+natural+gas%29+carriers+may+now+have+become+what+Capesize+ships+used+to+be+for+Japan%E2%80%99s+major+ship+owners.%E2%80%9D+%3Cbr%3E%E3%80%80A+party+for+European+ship+owners+visiting+Japan+was+held+in+Tokyo+in+the+middle+of+this+month.+A+person+involved+in+ship+finance+who+came+to+Tokyo+from+the+Setouchi+region+said+so.+%3Cbr%3E%E3%80%80Capesize+vessels+have+become+difficult+for+Japanese+ship+owners+to+own+due+to+shorter+charter+contracts+and+severe+market+volatility.+%3Cbr%3E%E3%80%80On+the+other+hand%2C+although+LNG+carriers+are+expensive%2C+they+have+long-term+contracts+for+top-class+charterers%2C+conditions+that+suit+the+traditional+long-term+stable+business+model+of+Japanese+ship+owners.+%3Cbr%3E%E3%80%80Previously%2C+Japan%E2%80%99s+LNG+carrier+ownership+was+almost+limited+to+operators+of+Japanese+big+carriers+%28shipping+companies%29+and+trading+companies%2C+but+over+the+past+few+years%2C+an+increasing+number+of+major+ship+owners+in+the+Setouchi+Inland+Sea+have+entered+the+market.+It+appears+that+Setouchi+ship+owners+have+been+chosen+as+a+partner+to+alleviate+the+huge+investment+burden+of+LNG+carriers.+%3Cbr%3E%E3%80%80%E2%80%9CEven+for+Japanese+regional+banks%2C+it+is+easy+for+them+to+lend+money%2C+even+though+it+is+expensive%2C+because+the+vessels+they+lease+are+long-term%2C+high-quality+projects+for+Japanese+shipping+operators+and+energy+companies.+Of+course%2C+only+a+handful+of+large+Japanese+ship+owners+can+make+the+leap.%E2%80%9D+%28Financial+source%29+%3Cbr%3E%E3%80%80%E2%96%A0+Long-term+charter+is+back+%3Cbr%3E%E3%80%80MISC%2C+a+Malaysian+shipping+major%2C+announced+on+September+19+that+it+would+sell+two+existing+LNG+carriers+to+major+ship+owner+Nissen+Kaiun+%28Imabari+City%2C+Ehime+Prefecture%29+and+re-charter+them.+%3Cbr%3E%E3%80%80According+to+VesselsValue%2C+a+major+British+ship+valuation+company%2C+there+are+currently+five+operators+that+own+large+LNG+carriers+in+the+Seto+Inland+Sea.+Including+the+two+vessels+which+will+be+sold+to+Nissen+Kaiun%2C+the+total+number+of+vessels+they+own+is+just+under+10.+%3Cbr%3E%E3%80%80Until+a+few+years+ago%2C+charter+contracts+in+the+LNG+carrier+market+were+becoming+shorter+as+LNG+became+a+commodity.+However%2C+in+recent+years%2C+there+has+been+a+resurgence+of+long-term+orientation+in+charter+contracts%2C+which+is+providing+a+tailwind+for+Japanese+ship+owners+to+take+ownership.+%3Cbr%3E%E3%80%80The+turning+point+was+Russia%E2%80%99s+invasion+of+Ukraine+in+February+last+year.+Due+to+the+suspension+of+pipeline+gas+imports+from+Russia%2C+Europe+rapidly+expanded+its+LNG+imports%2C+causing+energy+prices+to+soar.+%3Cbr%3E%E3%80%80As+renewable+energy+is+undeniably+unstable%2C+major+European+and+American+energy+companies+are+reevaluating+long-term+LNG+sales+contracts+from+the+perspective+of+stable+procurement+and+price+predictability.+%3Cbr%3E%E3%80%80%E2%80%9CGeopolitical+risks+and+increased+volatility+associated+with+the+energy+transition+remain%2C+reinforcing+the+importance+of+long-term+contracts+in+the+LNG+industry.%E2%80%9D+%3Cbr%3E%E3%80%80Steve+Hill%2C+senior+vice+president+of+Britain%E2%80%99s+Shell+Energy%2C+said+this+at+Gastech+2023%2C+an+international+natural+gas+and+energy+conference+held+in+Singapore+earlier+this+month.+%3Cbr%3E%E3%80%80In+response+to+the+reinstatement+of+long-term+sales+contracts+for+LNG%2C+long-term+orientation+has+returned+to+charter+contracts+for+LNG+carriers.+As+the+supply+and+demand+for+shipping+capacity+is+tightening+due+to+the+expansion+of+LNG+cargo+movements+to+Europe%2C+the+usefulness+of+long-term+stable+shipping+capacity+is+being+reconsidered.+%3Cbr%3E%E3%80%80%E2%96%A0+Short-term+needs+matching+%3Cbr%3E%E3%80%80On+the+other+hand%2C+for+Capesize+bulkers%2C+it+continues+to+be+difficult+for+Japanese+ship+owners+to+obtain+projects+for+Japanese+shipping+operators+due+to+short+charter+times.+%3Cbr%3E%E3%80%80Under+these+circumstances%2C+one+shipowner+official+said+with+a+confused+expression%2C+%E2%80%9CGreek+shipowners+seem+to+be+deepening+their+relationships+with+Japanese+shipping+operators.%E2%80%9D+%3Cbr%3E%E3%80%80Greek+shipowner+Diana+Shipping+announced+on+September+11+that+it+would+lease+one+Newcastlemax+bulker%2C+which+was+completed+in+2017%2C+on+a+time-charter+basis+to+NYK+until+June+2025.+%3Cbr%3E%E3%80%80Greek+ship+owners+are+backed+by+preferential+shipping+taxation+and+have+a+highly+flexible+business+model+that+allows+them+to+lease+even+large+ships+for+short+periods+of+time.+%3Cbr%3E%E3%80%80On+the+other+hand%2C+Japanese+shipping+operators+have+been+restraining+the+newbuilding+program+of+dry+bulk+vessels+since+the+Global+Financial+Crisis%2C+and+as+a+result%2C+there+is+currently+a+shortage+of+new+vessels.+However%2C+having+experienced+the+hardships+of+high-cost+long-term+charters+in+the+past%2C+there+is+a+desire+to+keep+charter+periods+as+short+as+possible%2C+and+this+fits+the+needs+of+Greek+ship+owners%E2%80%99+business+models.+%3Cbr%3E%E3%80%80%E2%80%9CWhile+the+coronavirus+pandemic+is+being+brought+under+control%2C+I+have+heard+that+people+involved+in+the+dry+operations+of+Japanese+shipping+operators+have+traveled+to+Greece+and+made+repeated+visits+to+ship+owners+in+the+country.%E2%80%9D+%28Ship+owner+official%29+%3Cbr%3E%E3%80%80Greek+shipowners+are+increasing+S%26LB+%28leaseback+after+sale%29+with+Setouchi+shipowners+in+order+to+obtain+financing%2C+and+are+strengthening+their+relationships+with+both+Japanese+shipping+operators+and+shipowners.+%3Cbr%3E%E3%80%80In+some+cases%2C+spectacular+detours+appear+to+be+occurring%2C+where+Greek+ship+owners+take+mid-+to+long-term+charters+of+bulkers+owned+by+Japanese+ship+owners%2C+and+short-term+charters+are+taken+by+Japanese+shipping+operators.+%3Cbr%3E%E3%80%80%E3%80%80%E3%80%80%3DJapanese+ship+owners+interview+team+%3Cbr%3E%E3%80%80%E3%80%80%E3%80%80%28Posted+every+other+Monday%29+%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】(354)LNG船は「昔のケープ」。邦船オペとギリシャ接近

2023/09/25(月)

日本海事新聞 JMD

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