日本海事新聞ニュース Japan Maritime Daily Jul 10, 2024 (Wed)

‌【Baltic Weekly Market Report】(July 1-5) Capesize falls in the second half of the week

Trends in BDI (Baltic Dry Index, 1985 = 1000)

　■Capesize This week began on a positive note, with the BCI 5TC increasing significantly by $2,881 ・・・ 続きはログインして下さいnext %E3%80%80%E2%96%A0Capesize%3Cbr%3E%3Cbr%3EThis+week+began+on+a+positive+note%2C+with+the+BCI+5TC+increasing+significantly+by+%242%2C881+to+reach+%2431%2C438.+Early+in+the+week%2C+the+Pacific+market+saw+significant+activity%2C+with+increased+participation+from+all+of+the+miners+and+rising+rates.+However%2C+the+latter+part+of+the+week+experienced+a+downturn+due+to+increased+tonnage+availability+and+reduced+coal+demand%2C+leading+to+a+significant+drop+in+the+C5+index+to+%2410.28+on+Friday.+The+Atlantic+market%2C+previously+buoyant+with+strong+bids+for+end+July+loaders+from+south+Brazil+and+west+Africa+to+the+Far+East%2C+saw+limited+activity+as+index+dates+shifted+into+August%2C+resulting+in+a+rate+adjustments+and+weaker+fixtures.+Overall%2C+the+week+started+strong+but+ended+on+a+softer+note%2C+reflected+in+the+decline+of+the+BCI+5TC%2C+which+lost+%243%2C746+over+the+course+of+the+week+to+close+at+%2427%2C692.%3Cbr%3E%3Cbr%3E%E2%96%A0Panamax%3Cbr%3E%3Cbr%3EIt+has+been+another+week+that+saw+further+significant+losses.+A+similar+pattern+emerged+in+both+basins%2C+owing+predominantly+to+a+lack+of+mineral+demand+in+the+Atlantic+basin+and+little+fresh+cargo+emerging+from+Indonesia+and+NoPac+in+Asia.+Transatlantic+rates+fell+sharply+to+circa+%2411%2C000+BPI+type+whilst+reports+had+a+79%2C000-dwt+delivery+Gibraltar+achieving+%2410%2C750+for+a+trip+via+NC+South+America+redelivery+Skaw-Gibraltar.+Despite+decent+volume+ex+Australia%2C+Asia+lacked+any+meaningful+cargo+both+in+the+south+and+the+north.+Consequently%2C+rates+came+under+pressure+from+said+origins%2C+with+an+82%2C000-dwt+delivery+Korea+agreeing+%2412%2C000+for+a+NoPac+round+trip%2C+whilst+smaller%2Folder+types+absorbed+the+minimal+demand+ex+Indonesia+%2413%2C000+the+mean+average+on+the+week+for+route+P5%2C+highlighting+the+lack+of+support.+There+was+limited+period+activity%2C+although+an+84%2C000-dwt+delivery+Singapore-Japan+accomplished+117%25+of+the+BPI+timecharter+average+for+one-year+period.%3Cbr%3E%3Cbr%3E%3Cbr%3E%E2%96%A0Ultramax%2FSupramax%3Cbr%3E%3Cbr%3EA+rather+dull+week+for+the+sector+as+rates+and+demand+fell+away+in+most+areas.+The+only+bright+point+seemed+to+be+the+US+Gulf%2C+which%2C+despite+the+holiday%2C+saw+better+demand+and+the+Ultramax+size+seeing+in+the+mid-upper+%2420%2C000s+for+trips+to+Asia.+Elsewhere%2C+limited+fresh+enquiry+saw+vessels+struggle+from+the+Continent-Mediterranean%2C+although+a+56%2C000-dwt+fixed+a+trip+delivery+central+Mediterranean+via+the+Black+Sea+to+the+Far+East+in+the+low+%2420%2C000s.+From+Asia%2C+limited+cargo+from+the+south+saw+rates+drop.+A+56%2C000-dwt+open+Vietnam+fixing+an+Indonesian+round+at+%2414%2C000.+Further+north%2C+a+63%2C000-dwt+open+China+fixed+a+trip+to+the+US+Gulf+in+the+%2412%2C000s.+The+Indian+Ocean+similarly+lacked+fresh+impetus%2C+with+a+56%2C000-dwt+fixing+delivery+Maputo+trip+WC+India+at+%2416%2C500+plus+%24165%2C000+ballast+bonus.+There+was+little+appetite+for+period+cover+and+it+remains+to+be+seen+how+the+summertime+feel+might+change.%3Cbr%3E%3Cbr%3E%E2%96%A0Handysize%3Cbr%3E%3Cbr%3EA+week+of+minimal+visible+activity+across+both+basins+in+the+handy+sector.+In+the+Atlantic%2C+a+general+lack+of+cargo+availability+set+the+tone.+Whilst+Independence+Day+celebrations+in+the+US+slowed+activity+towards+the+end+of+the+week%2C+a+36%2C000-dwt+fixed+from+the+Mississippi+River+to+Chiile+at+%2417%2C000%2C+whilst+a+38%2C000-dwt+fixed+from+Atlantic+Columbia+to+the+Continent+with+coal+in+the+%2415%2C000s.+A+35%2C000-dwt+was+rumoured+to+have+fixed+from+SW+Pass+to+Morocco+in+the+%2412%2C000s.+Limited+prompt+enquiry+in+the+South+Atlantic+led+to+a+downward+trend+with+a+36%2C000-dwt+fixing+from+Fazendinah+to+Morocco+with+grains+at+%2414%2C500%2C+whilst+a+43%2C000-dwt+fixed+from+Recalada+to+Puerto+Quetzal+with+grains+at+%2423%2C500+both+earlier+in+the+week+and%2C+whilst+numbers+had+continued+to+soften%2C+many+had+hope+positivity+would+return+in+the+coming+weeks+with+cargo+availability+rumoured+to+improve.+In+Asia%2C+visible+activity+was+also+muted+but+sources+spoke+of+a+balanced+market+in+general.%3Cbr%3E%3Cbr%3E%E2%96%A0Clean%3Cbr%3E%3Cbr%3ELR2%3Cbr%3EMEG+LR2%E2%80%99s+saw+just+enough+demand+to+keep+rates+stable+this+week.+The+TC1+rate+for+75Kt+MEG%2FJapan+floated+around+the+WS180-WS190+level+all+week+and+the+90kt+MEG%2FUK-Continent+TC20+voyage+held+in+the+%245.8-%245.9m+region.++%3Cbr%3E%3Cbr%3EWest+of+Suez%2C+Mediterranean%2FEast+LR2%E2%80%99s+improved+off+the+back+of+some+activity+this+week.+The+TC15+index+hopped+up+%24200%2C000+to+%243.9m.%3Cbr%3E%3Cbr%3E%3Cbr%3ELR1%3Cbr%3EIn+the+MEG%2C+LR1%E2%80%99s+looked+to+soften+this+week+with+available+tonnage+abundant.+The+55kt+MEG%2FJapan+index+of+TC5+dipped+from+WS231.88+to+WS227.19+and+the+65kt+MEG%2FUK-Continent+of+TC8+remained+flat+at+%244.8m.++%3Cbr%3E%3Cbr%3EOn+the+UK-Continent%2C+a+60Kt+ARA%2FWest+Africa+run+on+TC16+came+down+to+WS138.61+%28-2.78%29+off+the+back+of+very+little+activity+this+week.++%3Cbr%3E%3Cbr%3EMR%3Cbr%3EMR%E2%80%99s+in+the+MEG+came+under+significant+pressure+this+week.+The+TC17+35Kt+MEG%2FEast+Africa+index+lost+55.72+points+to+WS248.57.%3Cbr%3E%3Cbr%3EOn+the+UK-Continent+MR%E2%80%99s+held+onto+current+freight+levels.+The+37kt+ARA%2FUS-Atlantic+coast+of+TC2+settled+at+the+end+of+the+week+at+WS182.19%2C+which+is+a+Baltic+round+trip+TCE+of+%2419%2C675%2Fday.+The+TC19+run+%2837kt+ARA%2FWest+Africa%29+mirrored+TC2+all+week+and+is+currently+pegged+at+WS202.19.%3Cbr%3E%3Cbr%3EAs+USG+MR%E2%80%99s+dropped+off+significantly+this+week+prior+to+the+national+holiday.+TC14+%2838kt+US-Gulf%2FUK-Continent%29+dropped+to+WS192.14+%28-37.86%29.+The+38kt+US+Gulf%2FBrazil+on+TC18+went+from+WS329.29+to+WS282.14+and+the+38kt+US-Gulf%2FCaribbean+of+TC21+came+down+36%25+to+%241.04m+now+returning+%2440%2C647+%2Fday+on+Baltic+description+round+trip+TCE.%3Cbr%3E%3Cbr%3EThe+MR+Atlantic+Triangulation+Basket+TCE+dropped+%248012+to+%2436%2C391.++%3Cbr%3E%3Cbr%3EHandymax%3Cbr%3EIn+the+Mediterranean%2C+30kt+Cross+Mediterranean+%28TC6%29+remained+flat+at+the+WS185-190+level.+In+northwest+Europe%2C+the+TC23+30kt+Cross+UK-Continent+came+back+down+10.84+points+this+week+to+WS165.83.%3Cbr%3E%3Cbr%3E%E2%96%A0VLCC%3Cbr%3E%3Cbr%3EThe+VLCC+market+eased+ever+so+slightly+this+week.+The+rate+for+the+benchmark+270%2C000+mt+Middle+East+Gulf+to+China+slipped+a+point+from+last+Friday+to+WS48.45%2C+which+provides+a+daily+round-trip+TCE+of+%2424%2C266+basis+the+Baltic+Exchange%E2%80%99s+vessel+description.%3Cbr%3E%3Cbr%3EIn+the+Atlantic%2C+market+weakness+was+matched.+The+260%2C000mt+West+Africa+to+China+was+down+a+point+for+the+week+at+WS54.17%2C+showing+a+round+voyage+TCE+of+%2430%2C976%2Fday%2C+and+the+rate+for+270%2C000mt+US+Gulf+to+China+fell+by+%24108%2C500+to+%247%2C630%2C000+corresponding+to+a+round-trip+daily+TCE+of+%2434%2C072.%3Cbr%3E%3Cbr%3E%E2%96%A0Suezmax+%3Cbr%3E%3Cbr%3EThe+Suezmax+market+in+West+Africa+took+a+tumble+this+week%2C+with+little+activity+being+reported.+An+oil+major+was+reported+to+have+had+a+cargo+early+in+the+week%2C+for+which+at+least+10+ships+were+offering+so+the+sentiment+dropped+off.+The+rate+for+130%2C000mt+Nigeria+to+UK+Continent+route+fell+almost+10+points+by+Thursday+to+WS100+%28a+daily+round-trip+TCE+of+%2436%2C509%29+while+the+135%2C000mt+CPC%2FMediterranean+route+remained+flat+hovering+around+the+WS120+mark+%28showing+a+daily+TCE+of+a+little+above+%2447%2C000+round-trip%29.+In+the+Middle+East%2C+the+rate+for+140%2C000mt+Middle+East+Gulf+to+the+Mediterranean+%28via+the+Suez+Canal%29+continues+to+be+assessed+around+the+WS93.5+level.%3Cbr%3E%3Cbr%3E%E2%96%A0Aframax%3Cbr%3EIn+the+North+Sea%2C+the+rate+for+the+80%2C000mt+Cross-UK+Continent+plummeted+14+points+to+WS131.67+%28a+daily+round-trip+TCE+of+%2432%2C041+basis+Hound+Point+to+Wilhelmshaven%29.%3Cbr%3EIn+the+Mediterranean+market+the+rate+for+80%2C000mt+Cross-Mediterranean+slipped+one+point+to+WS152.61+%28basis+Ceyhan+to+Lavera+that+shows+a+daily+round+trip+TCE+of+%2439%2C764%29.%3Cbr%3EAcross+the+Atlantic%2C+the+US+Independence+holiday+on+Thursday+meant+a+short+week.+For+the+70%2C000mt+East+Coast+Mexico%2FUS+Gulf+%28TD26%29+the+rate+slipped+2.5+points+to+WS171.56+on+Wednesday+%28a+daily+TCE+of+%2439%2C634+round+trip%29+and+the+rate+for+70%2C000mt+Covenas%2FUS+Gulf+%28TD9%29+was+a+little+over+three+points+softer+at+WS168.75+%28a+round-trip+TCE+of+%2432%2C041%2Fday%29.+The+rate+for+the+trans-Atlantic+route+of+70%2C000mt+US+Gulf%2FUK+Continent+%28TD25%29+eased+almost+2+points+to+WS171.39+%28a+round+trip+TCE+basis+Houston%2FRotterdam+of+%2438%2C404+per+day%29.%3Cbr%3E%3Cbr%3E%E2%96%A0LNG%3Cbr%3E%3Cbr%3EPlenty+of+fixing+activity+on+the+LNG+spot+market%2C+albeit+focused+primarily+on+the+Atlantic+side%2C+has+not+done+much+to+push+rates+up.+Reports+of+some+period+and+spot+fixing+early+on+in+the+week+led+to+around+4-5+fixtures+that+has+cemented+the+levels+we+are+seeing.+For+summer+months%2C+modern+2-stroke+tonnage+commanding+nearly+%24100%2C000%2Fday+shows+signs+of+a+healthy+and+active+fixing+market+but+with+the+main+holiday+season+approaching+it+will+be+a+hard+push+to+get+ships+fixing+too+much+higher.%3Cbr%3E%3Cbr%3EBLNG1+Aus-Japan+was+quite+flat+as+the+Pacific+languishes+behind+the+Atlantic%2C+160cbm+ships+lost+%24128+to+a+close+of+%2439%2C526+while+the+2-stroke+174cbm+ships+gained+%241%2C121+to+finish+at+%2452%2C021.+Out+in+the+Atlantic+BLNG2+Houston-Cont+gained+for+both+ships+and+the+160cbm+finished+up+at+%2469%2C600+while+the+2-strokes+maintained+a+%2420%2C000+delta+finishing+at+%2489%2C100.+Houston-Japan+BLNG3+inched+higher+with+2-stroke+174cbm+at+%2497%2C500+while+the+160cbm+TFDE+ships+closed+at+%2478%2C448.%3Cbr%3E%3Cbr%3EWith+two+ships+taken+by+Gail+from+Shell%2C+period+was+not+lacking+in+activity+but+rates+are+softer+while+owners+take+stock+of+potential+winter+spikes%2C+for+six-months+we+published+%24102%2C900%2C+one-year+terms+at+%2482%2C833+and+the+three-year+periods+finished+at+%2484%2C000.%3Cbr%3E%3Cbr%3E%E2%96%A0LPG%3Cbr%3E%3Cbr%3EThere+were+only+a+few+reported+fixtures+this+past+week+from+the+Middle+East%2C+and+rates+took+a+slight+downturn+as+a+result.+For+the+month+of+July%2C+there+has+been+a+spate+of+fixing+already+and+it+could%2C+in+terms+of+physical+fixtures%2C+outperform+other+summer+periods+from+years+previous.+But+it+is+early+in+the+month+still+and+there+are+no+absolutes+in+LPG.+The+BLPG1+Ras+Tanura-Chiba+index+fell+by+%244.071+to+a+close+of+%2463.143+and+a+daily+TCE+earning+equivalent+of+%2442%2C147.%3Cbr%3E%3Cbr%3EThe+Atlantic+market+has+improved+in+terms+of+activity%2C+but+rates+still+suffered%2C+if+only+slightly.+BLPG2+Houston-Flushing+lost+%241.8+to+close+a+%2461+and+a+daily+TCE+earning+of+%2458%2C262.+While+BLPG3+Houston-Chiba+fell+by+%242.143+to+%24108.571+and+a+daily+TCE+earning+equivalent+of+%2439%2C977.%3Cbr%3E%3Cbr%3E%E3%80%80%28Courtesy+of+The+Baltic+Exchange%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

【バルチックWeekly市況リポート】(7月1―5日)ケープ、週後半に反落

2024/07/10(水)

日本海事新聞 JMD

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