日本海事新聞ニュース Japan Maritime Daily Sep 27, 2023 (Wed)

‌【Baltic Weekly Market Report】(September 18-22) Panamax TC rate reaches the $15,000 level for one year

■ Changes in BDI (Baltic Dry Index, 1985=1000)

　■ Capesizes 　The Pacific market started with a positive outlook, maintaining healthy cargo volumes ・・・ 続きはログインして下さいnext %E3%80%80%E2%96%A0+Capesizes%3Cbr%3E%E3%80%80The+Pacific+market+started+with+a+positive+outlook%2C+maintaining+healthy+cargo+volumes+driven+by+substantial+coal+shipments+from+East+Coast+Australia+to+the+Far+East.+Rates+initially+increased%2C+but+as+the+week+progressed%2C+a+notable+shift+occurred.+Owners+began+contemplating+ballasting+towards+the+Atlantic%2C+creating+additional+pressure+in+the+Pacific+market.+Despite+the+presence+of+all+three+major+players+mid-week%2C+the+Pacific+market+displayed+signs+of+stability+but+later+experienced+a+softening+trend%2C+which+was+partially+attributed+to+a+decline+in+the+FFA+market.+Meanwhile%2C+the+Atlantic+remained+relatively+quieter%2C+with+limited+discussions+and+a+shortage+of+prompt+tonnage+in+the+North+Atlantic.+South+Brazil+and+West+Africa+to+the+Far+East+continued+to+be+well+supported%2C+but+rates+for+earlier+dates+softened+and+bid-offer+spreads+widened.+Overall%2C+the+week+saw+fluctuating+dynamics+in+both+the+Pacific+and+Atlantic+markets%2C+marked+by+shifts+in+sentiment+and+rates.%3Cbr%3E%E3%80%80%E2%96%A0+Panamax%3Cbr%3E%E3%80%80The+week+began+positively+in+the+Panamax+sector%2C+with+both+the+Atlantic+and+Pacific+basins+well+supported+with+good+demand+on+all+the+major+trades.+However%2C+as+the+week+closed+some+of+the+gains+appear+to+have+been+eroded+somewhat.+In+the+Atlantic%2C+decent+South+America+demand+seen+throughout%2C+coupled+with+evidence+of+October+arrival+US+Gulf+stems%2C+gave+the+market+some+impetus+it+had+been+lacking+in+recent+weeks.+However%2C+ballast+tonnage+count+now+appears+heavy%2C+keeping+a+lid+on+rates+as+the+weekend+approached.+Asia+started+with+healthy+demand+ex+NoPac+and+Australian+mineral+business%2C+but+like+the+Atlantic%2C+the+week+appears+to+have+tailed+off+a+touch+with+wide+bid%2Foffer+gaps+appearing+as+a+different+opinion+enveloped+true+market+value.+Period+activity+was+evident%2C+with+several+one-year+deals+concluded%2C+including+%2416%2C250+concluded+on+a+scrubber+fitted+82%2C000-dwt+whilst+%2415%2C000+agreed+on+a+standard+82%2C000-dwt+type+delivery+Taiwan.%3Cbr%3E%E3%80%80%E2%96%A0+Ultramax%2FSupramax%3Cbr%3E%E3%80%80A+strong+week+overall+for+the+sector.+Sustained+demand+was+seen+from+the+US+Gulf+for+fronthaul+trips+to+Asia.+Whilst+strong+demand+was+once+again+seen+from+the+Continent%2C+Mediterranean+regions+helping+to+keep+rates+at+good+levels.+Tight+tonnage+availability+was+an+aspect+in+the+South+Atlantic%2C+although+some+cautioned+that+fresh+enquiry+was+limited+for+October+as+the+week+closed.+The+Asian+arena+similarly+saw+stronger+numbers+being+achieved+throughout+the+week+as+enquiry+from+Indonesia+remained+abundant.+The+North+also+saw+better+demand+both+from+the+NoPac+and+for+backhaul+steel+requirements+from+China+to+the+Continent.+Period+cover+was+still+sought.+A+63%2C000-dwt+open+India+fixing+at+%2416%2C000+for+5+to+7+months+trading%2C+whilst+another+63%2C000-dwt+open+China+fixed+one+year+at+around+%2414%2C000.+In+the+Atlantic%2C+a+Supramax+was+heard+fixed+from+the+Baltic+to+WC+India+at+%2428%2C000.+From+Asia%2C+a+63%2C000-dwt+open+South+Korea+was+fixed+for+a+NoPac+round+with+wood+pellets+at+%2416%2C000.+A+63%2C000-dwt+open+North+China+was+fixed+for+a+trip+to+the+Continent+at+%2412%2C750+for+first+65+days+and+%2416%2C000+for+the+balance.+Further+south%2C+a+63%2C000-dwt+open+South+Vietnam+fixed+a+trip+via+Indonesia+redelivery+South+China+at+%2420%2C500.%3Cbr%3E%E3%80%80%E2%96%A0+Handysize%3Cbr%3E%E3%80%80In+a+largely+positive+week+across+a+majority+of+sectors+in+the+handy+market%2C+gains+were+seen+in+both+basins.+The+Continent+and+Mediterranean+saw+increased+cargo+availability+and+limited+tonnage+with+a+34%2C000-dwt+fixing+from+the+Immingham+to+the+Mediterranean+at+%2422%2C000.+The+Black+Sea+was+also+active%2C+with+a+28%2C000-dwt+fixing+from+Constanta+to+Morocco+with+an+intended+cargo+of+grains+at+%2417%2C000+to+a+grain+house.+The+South+Atlantic+has+seen+levels+contract+due+to+a+lack+of+fresh+enquiry+and+a+34%2C000-dwt+was+fixed+from+Recalada+to+East+Coast+India+with+an+intended+cargo+of+petcoke+at+%2419%2C000.+In+the+US+Gulf%2C+a+37%2C000-dwt+was+fixed+from+Mobile+to+the+Continent+with+an+intended+cargo+of+pellets+at+%2414%2C500.+Activity+was+said+to+have+been+limited+in+Asia%2C+but+a+37%2C000-dwt+was+linked+to+fixing+from+CJK+to+Southeast+Asia+in+the+%249%2C000s.+A+35%2C000-dwt+was+fixed+from+San+Francisco+to+intention+China+at+about+%2414%2C000.+%3Cbr%3E%E3%80%80%E2%96%A0+Clean%3Cbr%3E%E3%80%80The+BCTI+finished+the+week+at+869%2C+up+from+849+the+previous+week.+%3Cbr%3E%E3%80%80Rates+for+MRs+in+the+US+have+flattened+out+slightly+following+the+steady+falls+experienced+since+September.+TC14%3A+38k+US+Gulf+%2F+UK-Continent+finished+the+week+unchanged+at+WS87.08.+TC18%3A+the+MR+US+Gulf+%2F+Brazil+came+off+more+gradually+from+WS177.08+to+end+the+week+at+WS170+%28-WS7.08%29.+TC21%3A+MR+US+Gulf+%2F+Caribbean+fared+better+increasing+and+peaking+at+%24535%2C833+%28+%2419%2C166%29.%3Cbr%3E%E3%80%80On+the+UK-Continent%2C+MRs+freight+levels+have+been+steadily+increasing+with+TC2%3A+37k+UK-Continent+%2F+US+Atlantic+Coast+finishing+the+week+at+WS192.25%2C+%28+WS13.75%29.+TC19%3A+37k+Amsterdam+to+Lagos%2C+followed+suit+and+finished+at+WS201.88+%28+WS13.13%29.+%3Cbr%3E%E3%80%80The+recent+September+gains+on+the+LR1%E2%80%99s+of+TC16+60k+Amsterdam+%2F+Offshore+Lom%C3%A9+flatted+out+over+the+course+of+the+week+finishing+at+WS165.63+%28-WS2.5%29.+%3Cbr%3E%E3%80%80West+of+Suez%2C+on+the+LR2%E2%80%99s%2C+TC15%3A+80k+Mediterranean+%2F+Japan%2C+continued+to+remain+steady+ending+the+week+at+%242%2C945%2C833%2C+a+small+gain+of+%2433%2C333+from+the+week+before.+%3Cbr%3E%E3%80%80In+the+Middle+East+Gulf+freight+rates+for+LR%E2%80%99s+have+softened+with+TC1%3A+75k+Middle+East+Gulf+%2F+Japan%2C+falling+from+WS141.11+to+finish+the+week+at+WS135.28+%28+WS5.83%29+a+round+trip+TCE+of+%2426%2C326%2Fday.+This+has+had+a+knock-on+effect+on+MRs+with+TC17%3A+35kt+Middle+East+Gulf+%2F+East+Africa%2C+showing+losses+resulting+in+a+decrease+of+WS26.42+points+to+WS264.29+a+round+trip+TCE+of+%2429%2C974%2Fday.++%3Cbr%3E%E3%80%80LR1%E2%80%99s+have+also+seen+a+similar+losses+over+the+last+week+with+TC5%3A+55k+Middle+East+Gulf+%2F+Japan%2C+steadily+decreasing+WS7.19+to+WS162.19.+TC8%3A+Middle+East+Gulf+%2F+UK+Contintent%2C+again+rates+softened+slightly+throughout+the+week+finishing+at+%2451.70%2Fmt+%28a+lumpsum+equivalent+of+%243.36+million%29.%3Cbr%3E%E3%80%80%E2%96%A0+VLCC%3Cbr%3E%E3%80%80The+market+saw+a+turnaround+in+rates+across+the+board%2C+which+started+in+earnest+midweek.+The+rate+for+270%2C000+mt+Middle+East+Gulf+to+China+climbed+12+points+to+WS49.88+corresponding+to+a+daily+round-trip+TCE+of+%2421%2C852+basis+the+Baltic+Exchange%E2%80%99s+vessel+description.+The+280%2C000+mt+Middle+East+Gulf+to+US+Gulf+trip+%28via+the+Cape%2FCape+routing%29+was+assessed+3.5+points+higher+at+WS26.89.%3Cbr%3E%E3%80%80For+the+Atlantic+market%2C+the+260%2C000+mt+West+Africa%2FChina+rate+rose+eight+points+to+WS51.65%2C+which+shows+a+round+voyage+TCE+of+%2425%2C192%2Fday.+The+rate+for+270%2C000+mt+US+Gulf%2FChina+climbed+%24883%2C333+to+%248%2C094%2C444+%28%2427%2C843%2Fday+round+trip+TCE%29.%3Cbr%3E%E3%80%80%E2%96%A0+Suezmax%3Cbr%3E%E3%80%80Suezmaxes+in+West+Africa+continue+to+struggle%2C+with+the+rate+for+the+130%2C000+mt+Nigeria%2FRotterdam+trip+losing+another+11+points+to+WS66.82+%28a+daily+round-trip+TCE+of+%2411%2C949%29.+In+the+Mediterranean+and+Black+Sea+region%2C+the+135%2C000+mt+CPC%2FMed+route+was+held+again+at+the+WS72.5-73+level+%28showing+a+daily+TCE+of+%247%2C566+round-trip%29.+In+the+Middle+East%2C+the+rate+for+140%2C000+mt+Basrah%2FLavera+increased+by+two+points+to+WS61.61.%3Cbr%3E%E3%80%80%E2%96%A0+Aframax%3Cbr%3E%E3%80%80In+the+North+Sea%2C+the+rate+for+the+80%2C000+mt+Hound+Point%2FWilhelmshaven+route+slipped+back+four+points+to+the+WS90+region+%28showing+a+negative+round-trip+daily+TCE+of+about+-%242%2C800%29.+In+the+Mediterranean+market%2C+the+rate+for+80%2C000+mt+Ceyhan%2FLavera+showed+signs+of+a+recovery%2C+climbing+24+points+by+the+end+of+Thursday+to+WS108.61+%28a+daily+round+trip+TCE+of+%2416%2C800%29%2C+and+the+climb+will+likely+continue+with+overnight+reports+of+WS112.5+being+on+subjects+for+a+TD19+trip.++%3Cbr%3E%E3%80%80Across+the+Atlantic%2C+in+the+Stateside+Aframax+market%2C+a+different+story+unfolds+with+the+rate+for+70%2C000+mt+East+Coast+Mexico%2FUS+Gulf+losing+11+points+to+WS80+%28which+shows+a+negative+TCE+of+-%243%2C300%2Fday+round+trip%29+and+for+70%2C000+mt+Covenas%2FUS+Gulf+the+market+rate+was+reduced+10+points+to+WS90.71+%28a+round-trip+negative+TCE+of+-%24377%2Fday%29.+The+rate+for+the+trans-Atlantic+route+of+70%2C000+mt+US+Gulf%2FRotterdam+shed+another+10+points+this+week+to+settle+at+WS90+%28a+round+trip+TCE+of+%247%2C045%2Fday%29.%3Cbr%3E%E3%80%80%E2%96%A0+LNG%3Cbr%3E%E3%80%80In+Australia%2C+Chevron+has+accepted+the+FWC%E2%80%99s+offer+to+end+the+LNG+strike+and+Freeport+LNG+has+restarted+after+some+unplanned+outage+with+feed+gas+to+the+facility%2C+while+Japan+reported+that+their+monthly+LNG+imports+has+continued+to+decline+by+around+9.6%25+year+on+year.+A+mixed+bag+of+news+for+LNG+but+on+the+freight+side+increased+cargo+requirement+has+meant+that+rates+are+again+slightly+bolstered+as+we+continue+the+steady+steam+towards+winter.%3Cbr%3E%E3%80%80BLNG1g+Aus-Japan+rose+slowly%2C+gaining+a+few+thousand+to+close+at+%24192%2C523.+There+are+reports+of+fixtures+happening+but+with+caveated+availability+or+delivery+windows%2C+these+have+not+pushed+rates+too+much.+The+Atlantic+market+move+in+a+similar+fashion%2C+BLNG2g+US-UKCont+rose+by+%2413%2C473+to+close+at+%24196%2C442+while+US-Japan+BLNG3g+saw+the+lowest+gains+of+all+three+and+closed+at+%24224%2C834.+All+three+routes+with+positive+endings+and+sentiment+in+market+high%2C+the+upcoming+winter+is+expected+to+be+quite+fruitful+for+owners+and+brokers+alike.%3Cbr%3E%E3%80%80%E2%96%A0+LPG%3Cbr%3E%E3%80%80It+was+quite+a+week+for+LPG.+Across+the+board+of+the+previous+highest+22+index+publishing+rates+since+2004+12+of+these+have+fallen+in+September+of+this+year+alone.+The+rates+have+risen+quite+a+lot+this+week%2C+as+well+with+BLPG1+Ras+Tanura-Chiba+rising+%2425+to+finish+at+%24183.286+the+highest+recorded+rate+on+the+Baltic+Index.+This+gives+a+daily+TCE+Earning+of+%24175%2C838%3A+a+rise+of+%2428%2C267%2C+which+was+again+the+highest+TCE+earning+that+the+Baltic+has+published+since+we+began+doing+TCE.+A+busy+market%2C+especially+ex-India+where+owners+have+almost+picked+rates+out+of+the+air+and+still+have+been+fixed%2C+coupled+with+a+tighter+tonnage+list%2C+has+kept+momentum+up+and+the+fixing+window+is+now+way+out+to+when+ships+who+are+theoretically+in+the+fixing+window+still+have+quite+murky+itineraries%2C+which+have+the+potential+to+cause+some+headaches+down+the+line.%3Cbr%3E%E3%80%80The+US+has+copied+a+similar+feat+as+the+Middle+East.+The+Baltic+has+published+%24249.714+for+Houston-Chiba+%28a+daily+TCE+equivalent+of+%24154%2C213%29%2C+a+rise+of+%2427.285+on+the+week+but+the+highest+recorded+price+ever+on+this+run.+September+has+been+bullish+throughout%2C+but+this+final+push+up+is+a+rise+of+nearly+%2450+over+the+month.+Owners+are+capitalising+on+plenty+of+cargoes%2C+along+with+huge+delays+in+the+Panama%2C+resulted+in+continued+product+being+pumped+and+cargoes+chasing+ships%2C+suggesting+that+this+bull+run+has+not+quite+ran+out+of+steam+yet.+BLPG2+Houston-Flushing+has+also+risen%2C+although+liquidity+remains+less+on+this+route.+Rates+gained+%2411.6+to+finish+at+%24135.2%2C+giving+a+daily+TCE+earning+of+%24162%2C421.%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

【バルチックWeekly市況リポート】(9月18―22日)パナマックス、1年物が1.5万ドル

2023/09/27(水)

日本海事新聞 JMD

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