日本海事新聞ニュース Japan Maritime Daily Mar 19, 2024 (Tue)

‌【Baltic Weekly Market Report】(March 11-15) LR product carriers soar in the Middle East

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

　■ Capesize 　The week started positively for the capes, especially in the Pacific, where rates saw a ・・・ 続きはログインして下さいnext %E3%80%80%E2%96%A0+Capesize%3Cbr%3E%E3%80%80The+week+started+positively+for+the+capes%2C+especially+in+the+Pacific%2C+where+rates+saw+a+slight+increase.+However%2C+Tuesday+brought+a+downturn+in+the+Pacific+market%2C+with+fixtures+dropping+significantly+by+%241.50+from+West+Australia+to+China.+This+drop+was+attributed+to+increased+competition+from+older+vessels+and+a+pessimistic+FFA+market.+Consequently%2C+the+C5+index+declined+by+%241.41+to+reach+%2413.125.+This+downward+trend+continued+as+the+week+progressed%2C+with+more+pressure+in+the+Pacific+market+due+to+a+growing+tonnage+list+and+shortage+of+coal+cargoes.+The+negative+FFA+market+also+exerted+pressure+from+South+Brazil+and+West+Africa+to+the+Far+East%2C+leading+Charterers+to+swiftly+lower+their+bids.+Sentiment+in+the+North+Atlantic+weakened+for+trans-Atlantic+business%2C+although+the+fronthaul+market+displayed+resilience.+A+notable+fixture+was+reported+from+East+Coast+Canada+to+the+Far+East%2C+leading+to+a+%241%2C813+increase+in+the+C9+index%2C+reaching+%2458%2C688.+Towards+the+end+of+the+week%2C+activity+picked+up+in+the+Atlantic.+Brokers+reported+that+a+major+player+had+quietly+entered+the+market+and+fixed+a+handful+of+vessels+from+South+Brazil+to+China+for+the+first+half+of+April.+Overall%2C+it%E2%80%99s+been+a+turbulent+week%2C+with+the+BCI+5TC+shifting+direction+daily%2C+and+ultimately+closing+down+%24189+at+%2433%2C332.%3Cbr%3E%E3%80%80%E2%96%A0+Panamax%3Cbr%3E%E3%80%80The+Panamax+market+erupted+into+life+midweek+with+rates+improving+as+a+strong+push+from+both+South+and+North+America+led+the+drive.+The+period+market+remained+robust%2C+and+a+raft+of+deals+were+concluded+at+stronger+levels%2C+notably+a+new+build+82%2C000-dwt+delivery+China+achieving+%2421%2C000+for+one+year%E2%80%99s+employment.+In+the+Atlantic%2C+the+week+began+on+a+firm+note+against+a+tight+tonnage+count+in+the+North.+With+both+strong+mineral+and+grain-led+demand%2C+Charterers+scrambled+to+hit+the+offers+where+owners+were+willing+to+stand+still%2C+%2431%2C500+rumored+fixed+on+an+81%2C000-dwt+delivery+North+Spain+for+a+trip+via+NC+South+America+redelivery+Far+east+seemingly+the+highlight.+Midweek+witnessed+a+binge+of+fixing+from+EC+South+America+and+this+in+turn+gave+additional+support+to+the+Asia+market+that%2C+up+until+that+point%2C+had+been+relatively+flat+all+week+with+limited+with+rates+nudging+up+slightly+on+the+week.%3Cbr%3E%E3%80%80%E2%96%A0+Ultramax%2FSupramax%3Cbr%3E%E3%80%80A+change+in+direction+was+during+the+week+as+the+recent+positive+momentum+seen+from+Asia+was+seemingly+being+eroded+with+lower+fresh+enquiry+and+a+slight+build-up+of+prompt+tonnage.+However%2C+the+Atlantic+side+saw+a+slightly+more+positive+feel+return+with+more+activity.+More+enquiry+was+seen+from+the+South+Atlantic+and+sources+spoke+of+a+tightening+tonnage+supply.+From+the+Atlantic%2C+a+61%2C000-dwt+was+heard+to+have+fixed+a+trip+from+West+Africa+to+China+at+%2428%2C000.+Elsewhere+a+63%2C000-dwt+open+Ghent+fixed+a+scrap+run+to+the+East+Mediterranean+at+%2417%2C000.+From+Asia%2C+a+56%2C000-dwt+open+South+China+fixed+a+trip+via+Indonesia+redelivery+China+in+the+mid+%2413%2C000s.+As+the+week+came+to+close+many+felt+that+the+Indian+Ocean+was+picking+up+again%2C+a+56%2C000-dwt+open+Arabian+Gulf+was+heard+to+have+fixed+a+trip+to+Chittagong+in+the+mid+%2418%2C000s.+%3Cbr%3E%E3%80%80%E2%96%A0+Handysize%3Cbr%3E%E3%80%80A+general+feeling+of+positivity+across+the+Atlantic+saw+levels+make+slow+but+steady+gains%2C+in+the+South+Atlantic+a+36%2C000-dwt+in+ballast+from+West+Coast+South+America+was+rumored+to+have+been+placed+on+subjects+for+a+trip+from+Recalada+to+Morocco+at+%2419%2C000+with+further+improvements+expected+for+Owners.++In+the+US+Gulf%2C+more+activity+was+seen+with+a+42%2C000-dwt+rumored+to+have+been+fixed+from+Panama+City+to+the+UK-Continent+with+wood+pellets+at+%2411%2C000+whilst+a+38%2C000-dwt+fixed+from+NC+South+America+to+the+Continent+with+an+intended+cargo+of+metcoke+at+%2412%2C000.++More+activity+was+also+seen+on+the+Continent+with+a+40%2C000-dwt+fixing+from+Rouen+to+Vera+Cruz+at+%2418%2C000.++In+the+Mediterranean%2C+a+34%2C000-dwt+fixed+from+Otranto+via+the+Eastern+Mediterranean+to+the+US+Gulf+at+%2413%2C000.+Activity+in+Asia+has+been+muted%2C+however%2C+enquiry+levels+have+been+said+to+show+signs+of+improvement+and+pockets+of+positivity+have+begun+to+emerge.+%3Cbr%3E%E3%80%80%E2%96%A0+Clean%3Cbr%3E%E3%80%80LR2%3Cbr%3E%E3%80%80LR2+freight+levels+resurged+with+gusto+this+week.+The+rate+for+75kt+MEG%2FJapan+drove+up+121+points+to+WS277.78.+The+90kt+MEG%2FUK-Continent+TC20+trip+similarly+climbed+aggressively+to+the+tune+of+%241.98+million+and+is+currently+pegged+at+%246.61+million.%3Cbr%3E%E3%80%80West+of+Suez%2C+Mediterranean%2FEast+LR2+freight+dropped+again+this+week+losing+ultimately+%24266%2C000+to+%244.22+million+it+looks+to+have+bottomed+out+mid-week+at+%244.1+million.%3Cbr%3E%E3%80%80LR1%3Cbr%3E%E3%80%80In+the+MEG%2C+LR%E2%80%991+freight+also+turned+sharply+upwards+this+week.+The+55kt+MEG%2FJapan+index+of+TC5+added+60%25+to+its+value+to+currently+rest+at+WS283.15.+The+65kt+MEG%2FUK-Continent+of+TC8+also+went+from+%243.98+million+to+%245.40+million%3Cbr%3E%E3%80%80On+the+UK-Continent%2C+the+60kt+ARA%2FWest+Africa+was+assisted+upwards+by+the+movement+in+the+MEG%2C+the+TC16+index+improved+19.37+points+to+WS196.25.%3Cbr%3E%E3%80%80MR%3Cbr%3E%E3%80%80MR%E2%80%99s+in+the+MEG+were+a+little+slow+to+react+to+firming+in+the+region+on+other+sizes+but+are+now+catching+up.+TC17+35kt+MEG%2FEast+Africa+hopped+up+21.78+points+to+WS352.14+taking+the+Baltic+round+trip+TCE+for+the+run+back+up+over+the+%2440%2C000+per+day.+Up+in+the+UK-Continent+MR%E2%80%99s+firmly+improved+from+steady+enquiry.+The+37kt+ARA%2FUS-Atlantic+coast+of+TC2+index+shot+up+from+WS192.22+to+WS230.56.+On+a+TC19+run+%2837kt+ARA%2FWest+Africa%29+the+index+also+went+from+WS216.25+to+WS253.75.++What+goes+up+must+come+down+was+the+story+for+the+USG+MR%E2%80%99s+this+week.+TC14+%2838kt+US-Gulf%2FUK-Continent%29+came+off+52.86+points+to+WS180.71.+The+38kt+US+Gulf%2FBrazil+on+TC18+also+shed+42.14+points+WS282.86.+The+38kt+US-Gulf%2FCaribbean+TC21+dropped+by+%24300%2C000+to+%24885%2C714.+%3Cbr%3E%E3%80%80Handymax%3Cbr%3E%E3%80%80In+the+Mediterranean%2C+Handymax%E2%80%99s+remained+resolute+and+the+TC6+index+stayed+again+at+WS320+all+week.%3Cbr%3E%E3%80%80Up+in+North+West+Europe%2C+the+TC23+30kt+Cross+UK-Continent+managed+to+reach+WS250+%28+7.78%29.%3Cbr%3E%E3%80%80%E2%96%A0+VLCC%3Cbr%3E%E3%80%80The+market+saw+refreshed+confidence+this+week+assisted+by+April+liftings.+The+rate+for+the+270%2C000+mt+Middle+East+Gulf+to+China+climbed+to+WS71.95+up+from+WS69.14+and+corresponds+to+a+daily+round-trip+TCE+of+%2449%2C737+basis+the+Baltic+Exchange%E2%80%99s+vessel+description.%3Cbr%3E%E3%80%80In+the+Atlantic+market%2C+the+260%2C000+mt+West+Africa%2FChina+route+demonstrated+a+similar+movement+upward%2C+climbing+3.2+points+to+WS74.25+which+gives+a+round+voyage+TCE+of+%2452%2C725+per+day.+The+rate+for+270%2C000+mt+US+Gulf%2FChina+dipped+to+around+%248.88+million+early+in+the+week+with+some+fixtures+reported+at+this+level+it+has+since+then+returned+up+to+%249.03+million+providing+a+round-trip+daily+TCE+of+%2444%2C697.+%3Cbr%3E%E3%80%80%E2%96%A0+Suezmax%3Cbr%3E%E3%80%80Suezmaxes+in+West+Africa+dropped+incrementally+from+WS106.23+to+WS102.41+for+the+130%2C000+mt+Nigeria%2FUK+Continent+trip+%28a+daily+round-trip+TCE+of+%2437%2C700%29.+In+the+Mediterranean+and+Black+Sea+region+the+rate+for+135%2C000+mt+CPC%2FMed+held+flat+around+the+WS106-107+level+%28showing+a+daily+TCE+of+%2436%2C700+round-trip%29.+In+the+Middle+East%2C+the+rate+for+140%2C000+mt+Middle+East+Gulf+to+the+Mediterranean+%28via+the+Suez+Canal%29+shaved+off+a+meagre+2.17+points+to+WS96.22+basis+routing+via+the+Suez+Canal.%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+Cross-UK+Continent+hopped+up+7.5+points+to+WS133+%28showing+a+round-trip+daily+TCE+of+around+%2433%2C828+basis+Hound+Point+to+Wilhelmshaven%29.%3Cbr%3E%E3%80%80In+the+Mediterranean+market+the+rate+for+80%2C000+mt+Cross-Mediterranean+continued+its+upward+track+to+the+tune+of+22+points+this+week+to+WS174.56+%28basis+Ceyhan+to+Lavera%2C+that+shows+a+daily+round+trip+TCE+of+just+over+%2450%2C500%29.%3Cbr%3E%E3%80%80Over+the+Atlantic%2C+the+US+Gulf+market+took+a+downturn+this+week.+The+rate+for+70%2C000+mt+East+Coast+Mexico%2FUS+Gulf+%28TD26%29+dropped+5.32+points+WS175.31+%28a+daily+TCE+of+%2440%2C920+round+trip%29+while+the+rate+for+70%2C000+mt+Covenas%2FUS+Gulf+%28TD9%29+came+off+4.68+points+to+WS170.63+%28a+round-trip+TCE+of+%2436%2C742+per+day%29.+The+rate+for+the+trans-Atlantic+route+of+70%2C000+mt+US+Gulf%2FUK+Continent+%28TD25%29+had+20+points+chopped+off+it+to+the+WS180.63+level+%28a+round+trip+TCE+basis+Houston%2FRotterdam+of+approximately+%2441%2C692+per+day%29.+%3Cbr%3E%E3%80%80%E2%96%A0+LNG%3Cbr%3E%E3%80%80It+is+another+week+of+little+spot+fixing+in+the+LNG+market%2C+both+the+Atlantic+and+Pacific+have+seen+some+tentative+enquiries+but+with+these+either+delaying+or+being+fixed+on+quietly%2C+the+material+difference+to+spot+rates+is+negligible.+On+the+Aus-Japan+BLNG1+route+both+the+160cbm+and+174cbm+shed+a+few+dollars+to+finish+down+at+%2433%2C897%2C+and+%2451%2C265+respectively%3B+constructs+for+these+deals+are+being+assessed+both+as+Ballast+Bonus+to+Hub+and+Roundtrip.+While+the+Atlantic+held+more+enquiry+a+stable+and+unchanged+tonnage+list+didn%E2%80%99t+drive+prices+up+particularly%2C+this+could+be+some+small+hangover+from+the+US+governments+pause+on+new+FTA+requests%2C+but+it%E2%80%99s+more+likely+down+to+a+continued+shutdown+in+Freeports+train+3+which+enters+its+7th+week+and+overall+market+bearishness.%3Cbr%3E%E3%80%80Rates+for+BLNG2+US-Continent+gained+modestly+with+the+174cbm+BLNG2+run+moving+up+to+%2451%2C697+a+gain+of+%241000%2C+while+the+160cbm+moved+less+up+%24497+to+%2438%2C989.+BLNG3+US-Japan+fared+better+with+greater+increases+%28but+in+LNG+freight+market+circles%2C+still+very+flat%29+up+%241991+for+the+174cbm+while+the+160cbm+gained+%241400%2C+these+closed+at+%2456%2C464+and+%2444%2C391+respectively.+The+deal+constructs+for+Atlantic+basin+are+being+assessed+on+a+Round+Trip+basis.%3Cbr%3E%E3%80%80The+period+market+floundered+significantly+for+a+three+year+period+losing+%2410%2C400+down+to+%2479%2C700+while+one+year+deals+moved+down+to+%2478%2C700+and+the+multi+month+six+month+period+lost+%243700+to+finish+at+%2458%2C800.%3Cbr%3E%E3%80%80%E2%96%A0+LPG%3Cbr%3E%E3%80%80The+LPG+market+has+made+a+pretty+miraculous+turnaround+this+week+we+are+seeing+levels+fixed+not+seen+since+early+January+before+the+%E2%80%9Cbig+fall%E2%80%9D.+The+AG+market+is+awash+with+potential+ships+available+for+early+April+while+the+US+market+has+a+fair+amount+of+uncertainty+remaining+around+ships+itineraries.+In+any+case%2C+rates+have+bolstered+significantly+for+BLPG1+Ras+Tanura-Chiba+where+an+increase+of+%2415.428+has+put+us+back+on+track+with+a+closing+price+of+%2478.857+and+a+daily+TCE+earning+equivalent+of+%2459%2C825.%3Cbr%3E%E3%80%80The+Atlantic+market+was+very+busy+with+many+fixtures+reported+and+every+day+improving+bids%2Foffers+pushed+the+index+up.+With+BLPG3+Houston-Chiba+rising+by+%2419.571+throughout+the+week+and+a+close+of+%24137.714%2C+levels+fixed+that+have+not+been+seen+since+early+January.+The+BLPG2+Houston-Flushing+gained+a+comparably+modest+%2410.8+closing+at+%2477+but+it+is+still+not+to+be+sniffed+at.+Both+routes+TCE+earnings+gained+close+to+%2416%2C000+PD+and+finished+at+%2481%2C160+and+%2460%2C390+for+BLPG2+and+BLPG3+respectively.%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】(3月11―15日)LR型製品船、中東で急騰

2024/03/19(火)

日本海事新聞 JMD

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