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日本海事新聞ニュース Japan Maritime Daily Jul 11, 2024 (Thu)

Japanese shipyards are amid a surge in inquiries on mega container vessels

Several mega carriers are considering building medium- to large-sized ships

　Japanese shipyards are seeing a surge in inquiries for new container ships. It appears that several ・・・続きはログインして下さいnext %E3%80%80Japanese+shipyards+are+seeing+a+surge+in+inquiries+for+new+container+ships.+It+appears+that+several+mega+carriers+have+begun+considering+additional+construction%2C+focusing+on+new+fuel+ships+of+around+10%2C000+TEU+class.+In+the+container+shipping+industry%2C+orders+for+new+ships+have+increased+sharply+due+to+unprecedented+increases+in+freight+rates+from+2021+to+2022.+The+backlog+of+orders+has+been+piling+up+rapidly%2C+and+with+the+number+of+completed+orders+reaching+a+peak+this+year%2C+there+have+been+concerns+about+an+oversupply+of+shipping+capacity.+However%2C+contrary+to+expectations%2C+a+shortage+of+shipping+capacity+has+become+the+norm+due+to+factors+such+as+the+increased+need+to+detour+via+the+Cape+of+Good+Hope+caused+by+the+worsening+situation+in+the+Red+Sea.+As+the+backlog+of+orders+approaches+zero+in+2028%2C+and+with+slipway+space+at+Chinese+shipyards+becoming+strained%2C+there+appears+to+have+been+increased+efforts+to+explore+building+in+Japan.+%3Cbr%3E%E3%80%80%E2%80%9CIn+response+to+the+sharp+rise+in+container+ship+freight+rates%2C+inquiries+to+Japan+for+new+shipbuilding+have+recently+increased+dramatically%2C%E2%80%9C+said+a+person+involved+in+the+shipbuilding+market.+%3Cbr%3E%E3%80%80According+to+sources%2C+several+major+overseas+owner-operators+%28ship+owners+and+operating+companies%29%2C+including+European+mega+carriers%2C+are+considering+newbuilding+programs+at+Japanese+shipyards.+%3Cbr%3E%E3%80%80It+appears+that+they+have+begun+approaching+Japanese+shipyards+about+whether+they+can+build+a+large+number+of+ships%2C+mainly+medium-+to+large-sized+new+fuel+ships+in+the+8%2C000-12%2C000+TEU+classes%2C+with+delivery+dates+after+2028.+%3Cbr%3E%E3%80%80It+is+said+that+operators+that+have+been+building+mega+container+ships+mainly+in+China+in+recent+years%2C+are+also+considering+Japan%2C+and+this+is+seen+as+%E2%80%9Cevidence+that+slipways+at+major+Chinese+yards+are+facing+shortages+in+2028%2C%E2%80%9C+according+to+the+same+source.+%3Cbr%3E%E3%80%80Furthermore%2C+although+no+formal+inquiries+have+been+made+at+this+point%2C+there+appear+to+be+several+operators+that+have+stated+that+they+will+make+offers+to+Japan+for+newbuilding+orders+in+the+near+future.+%3Cbr%3E%E3%80%80Regarding+the+newbuilding+programs+of+container+ships%2C+shipping+companies%2C+which+have+enjoyed+unprecedented+market+conditions+triggered+by+the+logistics+disruptions+caused+by+the+coronavirus+pandemic%2C+have+been+carrying+out+large-scale+ordering+projects+one+after+another+since+2021.+By+the+summer+of+2022%2C+when+market+conditions+had+returned+to+normal%2C+the+backlog+of+orders+had+rapidly+increased.+%3Cbr%3E%E3%80%80Delivery+of+new+ships+ordered+during+this+period+will+peak+this+year.+%3Cbr%3E%E3%80%80According+to+the+research+report+%E2%80%9CGlobal+Container+Transport+and+Service+Status%E2%80%9C+published+by+NYK+at+the+end+of+last+year%2C+the+expected+completion+volume+of+new+container+ships+is+294+ships+and+2.04+million+TEU+in+2023%2C+384+ships+and+2.38+million+TEU+in+2024%2C+and+247+ships+and+2.11+million+TEU+in+2025.+%3Cbr%3E%E3%80%80The+expected+number+of+completions+after+2026+is+unknown%2C+but+according+to+a+Japanese+carrier+official%2C+%E2%80%9Ccompletions+of+container+ships+will+be+about+30%25+lower+in+2026+compared+to+2025%2C+then+sharply+decrease+to+about+70%25+lower+in+2027%2C+and+are+expected+to+approach+zero+in+2028.%E2%80%9C+%3Cbr%3E%E3%80%80This+year%2C+when+a+large+number+of+new+ships+are+scheduled+to+be+delivered%2C+there+was+initially+some+concern+among+those+involved+in+container+shipping+that+a+softening+of+supply+and+demand+would+result+from+an+oversupply+of+shipping+capacity%2C+and+%E2%80%9Clarge-scale+orders+have+come+to+a+complete+halt+since+the+beginning+of+the+year%2C%E2%80%9C+according+to+a+Japanese+carrier+official.+%3Cbr%3E%E3%80%80However%2C+as+the+attacks+in+the+Red+Sea+continued%2C+detours+via+the+Cape+of+Good+Hope%2C+avoiding+the+Suez+Canal%2C+became+the+norm.+The+resulting+increase+in+ton+miles+has+absorbed+the+increased+space+supply%2C+resulting+in+a+current+shortage+of+shipping+capacity+and+a+sharp+rise+in+freight+rates.+%3Cbr%3E%E3%80%80Shipping+companies+appear+to+be+anticipating+that+once+shipping+routes+return+to+normal%2C+there+may+be+an+excess+supply+of+shipping+capacity+in+the+short+term.+%3Cbr%3E%E3%80%80Nevertheless%2C+as+medium+to+large+ships+of+around+10%2C000+TEU+that+were+ordered+in+large+quantities+during+the+shipping+boom+are+becoming+old%2C+and+as+slipways+at+Chinese+shipyards+are+rapidly+filling+up%2C+several+mega+carriers%2C+which+are+aiming+to+expand+their+fleets+in+the+medium+term+and+make+active+environmental+investments%2C+appear+to+have+begun+to+move+to+replace+them+with+new+fuel+ships.+%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