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日本海事新聞ニュース Japan Maritime Daily Jun 24, 2024 (Mon)

Japanese shipyards rush to secure orders for late 2028 deliveries

Orderbook level up to the shipping boom period level
　Japanese shipyards have further extended their gantt charts, which had already reached the highest ・・・ %E3%80%80%3Cb%3EJapanese+shipyard%3C%2Fb%3Es+have+further+extended+their+gantt+charts%2C+which+had+already+reached+the+highest+level+since+the+shipping+boom%2C+with+several+companies+entering+slipways+with+deliveries+due+in+the+second+half+of+2028.+Major+companies+accumulated+orders+for+their+main+small+and+medium-sized+bulkers+in+the+January-March+period+when+dry+bulk+market+conditions+rose%2C+and+have+almost+sold+out+their+2027+slipways.+The+pace+of+orders+has+currently+slowed+due+to+a+shortage+of+near-term+slipways%2C+where+demand+is+particularly+strong+from+overseas+shipowners.+However%2C+Japanese+shipowners%2C+who+are+growing+increasingly+anxious+about+the+shortage+of+slipways%2C+are+moving+to+place+orders+for+small+and+medium-sized+vessels+with+delivery+dates+in+2028%2C+and+the+finalization+of+gantt+charts+is+progressing+steadily.+Lot+negotiations+have+been+concluded+for+the+larger+Capesize+vessels%2C+with+some+shipyards+already+targeting+slipways+in+2028.+%3Cbr%3E%E3%80%80The+progress+of+%3Cb%3EJapanese+shipyard%3C%2Fb%3Es+in+their+gantt+charts+varies%2C+but+several+major+companies+are+at+the+forefront%2C+extending+their+gantt+charts+until+the+second+half+of+2028.+There+are+several+factories+that+have+already+set+targets+for+construction+by+the+end+of+2028%2C+including+offers%2C+and+several+factories+that+will+sell+out+their+slipways+in+2028+if+the+deals+currently+in+negotiation+are+finalized.+%3Cbr%3E%E3%80%80As+dry+bulk+market+conditions+entered+an+upturn+during+the+off-season+from+January+to+March%2C+major+Japanese+shipbuilding+companies+have+seen+a+sharp+increase+in+inquiries+for+new+construction+projects+for+their+mainstay+small+and+medium-sized+bulkers+from+shipowners+both+at+home+and+abroad.+After+these+deals+were+concluded%2C+the+gantt+charts+were+finalized+in+a+short+period+of+time%2C+and+the+slipways+with+delivery+dates+in+2027+were+almost+sold+out.+%3Cbr%3E%E3%80%80As+a+result%2C+the+main+battlefield+for+negotiations+on+new+small+and+medium-sized+bulkers+will+shift+from+April+onwards+to+delivery+dates+in+the+first+half+of+2028.+Demand+from+overseas+shipowners%2C+particularly+those+in+Europe%2C+remains+strong+for+near-term+2027+slipways%2C+which+are+now+scarce%2C+and+as+for+2028+slipways%2C+%E2%80%9Cwith+new+shipbuilding+prices+rising+further%2C+many+shipowners+have+decided+to+wait+and+see+due+to+future+delivery%2C%E2%80%9C+according+to+a+%3Cb%3EJapanese+shipyard%3C%2Fb%3E+official.+%3Cbr%3E%E3%80%80As+a+result+of+overseas+shipowners+becoming+more+cautious+about+ordering+future+delivery+ships%2C+inquiries+for+new+shipbuilding+projects+to+%3Cb%3EJapanese+shipyard%3C%2Fb%3Es+have+currently+decreased+to+%E2%80%9Cabout+one-third+of+the+number+of+ships+compared+to+January-March%2C%E2%80%9C+according+to+the+same+source.+The+major+companies+have+secured+an+ample+backlog+of+orderbook+for+the+next+three+and+a+half+to+four+and+a+half+years%2C+and+are+slowing+down+the+pace+of+order+since+early+spring+when+they+were+rapidly+closing+deals.+%3Cbr%3E%E3%80%80On+the+other+hand%2C+while+some+Japanese+ship+owners+are+taking+a+wait-and-see+stance+as+the+gap+between+new+shipbuilding+prices+and+long-term+charter+rates+widens%2C+several+companies%2C+growing+increasingly+anxious+about+a+shortage+of+slipways%2C+appear+to+be+continuing+to+place+orders+for+small+and+medium-sized+bulkers+with+delivery+dates+in+2028.+%3Cbr%3E%E3%80%80%E2%80%9CAs+%3Cb%3EJapanese+shipyard%3C%2Fb%3Es%E2%80%99+gantt+charts+continue+to+progress%2C+it+will+become+more+difficult+for+Japanese+shipowners+to+secure+slipways%2C+and+a+certain+number+of+players+are+moving+to+place+orders+with+future+delivery%2C+as+they+believe+that+ship+prices+will+continue+to+rise.%E2%80%9C+%28Shipping+department+of+a+trading+company%29+%3Cbr%3E%E3%80%80%E2%80%9CIt%E2%80%99s+not+just+major+shipowners+but+mid-sized+shipowners+who+have+been+holding+off+on+newbuilding+program+for+the+past+few+years+are+also+increasingly+placing+charter-free+%28without+charter+contracts%29+orders+in+an+attempt+to+secure+slipways+early.%E2%80%9C+%28same+as+above%29+%3Cbr%3E%E3%80%80%E2%80%9CSome+Japanese+ship+owners+who+have+decided+to+sell+their+existing+ships+in+response+to+rising+secondhand+vessel+prices+are+also+ordering+small+and+medium-sized+bulkers+with+future+delivery+in+order+to+secure+depreciable+assets%2C%E2%80%9C+the+same+source+said.+%3Cbr%3E%E3%80%80Among+bulkers%2C+the+proportion+of+backorders+for+large+Capesize+vessels+is+particularly+low+in+the+existing+fleet%2C+and+orders+have+increased+sharply+as+several+Japanese+shipping+operators+%28operating+shipping+companies%29+and+shipowners+at+home+and+abroad+have+embarked+on+newbuilding+program.+It+appears+that+several+shipyards+are+setting+their+sights+on+slipways+for+this+type+of+vessel+in+2028.+%3Cbr%3E%E3%80%80%3Cb%3EJapanese+shipyard%3C%2Fb%3Es+have+secured+an+ample+backlog+of+orderbook+for+about+four+and+a+half+years%2C+the+longest+since+the+shipping+boom+of+the+2000s.+Given+that+future+increases+in+construction+costs+are+difficult+to+predict+due+to+increasing+upward+pressure+on+material+and+equipment+prices+and+labor+costs%2C+this+is+not+the+time+to+rush+to+receive+any+more+orders.+For+this+reason%2C+companies+are+currently+increasingly+selecting+projects+with+an+emphasis+on+profitability%2C+and+there+is+a+possibility+that+new+shipbuilding+prices+will+rise+further.+%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

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日本造船所、28年後半船台突入。線表確定 一層進展。海外減速も国内発注継続
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日本海事新聞 JMD


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