日本海事新聞ニュース Japan Maritime Daily Feb 03, 2025 (Mon)

‌【Current of Japanese shipowners】Greek shipowners waiting for opportunity to buy secondhand vessels

　“Dry bulk market conditions this year will be challenging.“ 　Late January, at an office on the outs ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CDry+bulk+market+conditions+this+year+will+be+challenging.%E2%80%9C%3Cbr%3E%E3%80%80Late+January%2C+at+an+office+on+the+outskirts+of+Athens%2C+the+Greek+capital.+The+head+of+a+mid-sized+Greek+shipowner+gave+a+bleak+market+outlook.%3Cbr%3E%E3%80%80Negative+factors+cited+include+the+sense+of+stagnation+in+the+Chinese+economy+and+the+negative+impact+of+tariff+barriers+following+the+inauguration+of+the+Trump+administration+in+the+United+States.+Furthermore%2C+he+points+out+that+China+may+have+built+up+raw+material+inventories+in+excess+of+actual+demand+last+year+in+anticipation+of+US-China+friction+and+predicts+that+this+year+there+will+be+a+backlash+and+that+%E2%80%9Cdemand+for+China+may+slow+down.%E2%80%9C%3Cbr%3E%E3%80%80An+executive+at+another+Greek+shipowner+said%2C+%E2%80%9CBased+on+forecasts+from+analysts+and+brokers%2C+2025+will+be+less+profitable+for+dry+cargo+shipping+than+2024.+The+main+reason+is+that+while+ton+mile+%28weight+distance+traveled%29+demand+is+growing+by+1.5+to+2%25%2C+shipping+capacity+supply+is+increasing+by+3.5%25.+The+numbers+aren%E2%80%99t+that+bad%2C+but+they+are+certainly+not+as+good+as+2024%2C+when+ton+mile+demand+increased+by+5%25+and+shipping+capacity+increased+by+3.5%25.%E2%80%9C%3Cbr%3E%E3%80%80%E2%96%A0+Towards+bridging+the+gap%3Cbr%3E%E3%80%80Greek+shipowners+are+not+sitting+back+and+waiting+in+the+face+of+a+tough+market.+Instead%2C+they+are+on+the+lookout+for+investment+opportunities.%3Cbr%3E%E3%80%80%E2%80%9CLast+year+we+focused+on+selling+our+aging+fleet+of+ships.+This+year+we+are+ready+to+resume+buying+secondhand+vessels.%E2%80%9D%3Cbr%3E%E3%80%80The+head+of+a+mid-sized+Greek+shipowner+said+this%2C+and+then+commented+on+this+year%E2%80%99s+investment+environment%2C+%E2%80%9CThe+market+price+for+secondhand+vessels%2C+which+had+remained+high+until+last+summer%2C+is+falling+and+approaching+the+low+level+of+the+charter+market.+The+gap+between+secondhand+vessel+prices+and+charter+rates+that+has+existed+until+now+will+begin+to+close.%E2%80%9C%3Cbr%3E%E3%80%80In+fact%2C+the+price+of+secondhand+vessels+has+been+falling+sharply+since+last+fall%2C+in+line+with+the+decline+in+the+charter+market.%3Cbr%3E%E3%80%80According+to+statistics+from+Clarksons+Research+in+the+UK%2C+as+of+mid-August+last+year%2C+10-year-old+Kamsarmax+ships+were+priced+at+%2430+million+and+Ultramaxes+at+%2427.5+million.%3Cbr%3E%E3%80%80However%2C+since+autumn+prices+have+continued+to+decline%2C+and+as+of+late+January%2C+prices+for+10-year-old+Kamsarmaxes+and+Ultramaxes+were+%2424.5+million+and+%2422.5+million%2C+respectively%2C+down+18%25+from+last+summer.%3Cbr%3E%E3%80%80The+head+of+the+Greek+shipowner+said%2C+%E2%80%9CThis+year%2C+at+a+time+when+further+progress+has+been+made+in+closing+the+gap+between+secondhand+vessel+prices+and+the+charter+market%2C+we+will+enter+the+market+and+start+purchasing+secondhand+vessels.+Our+target+is+eco-friendly+ships+equipped+with+electronically+controlled+main+engines+that+are+Japanese-built+and+under+10+years+old%2C%E2%80%9C+explaining+his+investment+plans.%3Cbr%3E%E3%80%80Furthermore%2C+with+regard+to+future+market+developments%2C+he+said%2C+%E2%80%9CThe+amount+of+scrap+is+increasing+due+to+the+sluggish+ship+chartering+market%2C+and+in+particular%2C+old%2C+fuel-inefficient+Chinese-built+ships+are+withdrawing+from+the+market.+As+a+result%2C+hopefully%2C+the+charter+market+could+start+to+pick+up+again+by+2026+or+2027%2C%E2%80%9C+suggesting+an+upturn+in+the+market+from+next+year+onwards.%3Cbr%3E%E3%80%80%E2%96%A0+The+revival+of+the+Greek+Bank%3Cbr%3E%E3%80%80Meanwhile%2C+in+the+secondhand+vessel+market%2C+Japanese+shipowners+are+not+very+keen+to+sell+their+ships+overall.%3Cbr%3E%E3%80%80%E2%80%9CIt+seems+that+the+number+of+vessels+Japanese+shipowners+are+selling+is+decreasing.+With+replacement+orders+difficult+due+to+high+ship+prices+and+an+upcoming+shortage+of+slipways%2C+if+the+company+were+to+sell+its+current+ships%2C+it+would+be+difficult+to+secure+funds+to+cover+depreciation+costs.+They+are+in+a+situation+where+they+are+unable+to+decide+to+sell+the+ships.%E2%80%9C%3Cbr%3E%E3%80%80That%E2%80%99s+how+an+official+from+the+shipping+department+of+a+trading+company+explained+the+business+environment+surrounding+Japanese+shipowners.%3Cbr%3E%E3%80%80So%2C+what+about+S%26LB+%28sale+and+leasebacks%29+transactions+between+Japanese+shipowners+and+overseas+shipowners%2C+which+could+be+a+means+of+securing+depreciation+funds+instead+of+ordering+new+ships%3F%3Cbr%3E%E3%80%80A+trading+company+source+said%2C+%E2%80%9CThis+is+also+difficult+to+progress.+European+financial+institutions+are+refocusing+their+efforts+on+ship+financing%2C+with+Greek+banks+in+particular+becoming+more+active+in+lending+to+local+shipowners.+As+a+result%2C+Japanese+shipowners%E2%80%99+S%26LBs+are+finding+it+difficult+to+remain+profitable+due+to+increased+competition.%E2%80%9C%3Cbr%3E%E3%80%80A+head+of+a+Greek+shipowner+said+of+local+banks%2C+%E2%80%9CDuring+the+Greek+economic+crisis+%282009+to+2018%29%2C+they+reduced+ship+financing.+But+as+the+country+has+recovered+from+the+economic+crisis%2C+Greek+banks+are+in+much+stronger+shape+and+are+now+offering+very+competitive+ship+financing.%E2%80%9C%3Cbr%3E%E3%80%80Another+Greek+shipowner+executive+said%2C+%E2%80%9CShipping+is+very+good+business+for+Greek+banks.+While+defaults+occurred+in+various+sectors+during+the+Greek+crisis%2C+shipping+loans+were+the+only+sector+that+did+not+incur+losses.+That%E2%80%99s+why+major+Greek+banks+are+now+keen+to+get+into+ship+financing+and+we+are+doing+more+business+with+them.%E2%80%9C%3Cbr%3E%28Japanese+ship+owners+coverage+team%29%3Cbr%3E%3D+Posted+every+other+Monday%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

【国内船主の今】(386)ギリシャ「難局は好機」。25年に暗雲 中古買船狙う

2025/02/03(月)

日本海事新聞 JMD

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