日本海事新聞ニュース Japan Maritime Daily Apr 18, 2025 (Fri)

MOL to emphasize chemical logistics business including SCM

LBC tank

　MOL will strengthen its chemical logistics business, which handles liquid chemicals, by acquiring L ・・・ 続きはログインして下さいnext %E3%80%80%3Cb%3EMOL%3C%2Fb%3E+will+strengthen+its+chemical+logistics+business%2C+which+handles+liquid+chemicals%2C+by+acquiring+LBC+Tank+Terminals+in+the+Netherlands.+It+will+provide+a+one-stop+service+that+includes+marine+transport+by+chemical+tankers%2C+small-lot+transport+by+tank+containers%2C+and+storage+at+tank+terminals.+This+will+create+new+added+value.+The+company+will+also+contribute+to+building+next-generation+energy+supply+chains+by+utilizing+its+tank+terminals%2C+which+serve+as+chemical+logistics+hubs+in+Europe+and+North+America.+%3Cbr%3E%E3%80%80%E2%80%9CThere+is+a+lot+of+overlap+between+tank+terminal+and+chemical+tanker+customers.+When+we+approach+our+customers%2C+we+focus+on+the+overall+perspective+rather+than+specific+details.+By+doing+so%2C+business+opportunities+will+expand+dramatically.%E2%80%9C+%3Cbr%3E%E3%80%80This+was+stated+by+%3Cb%3EMOL%3C%2Fb%3E+Group+Executive+Officer+Osamu+Sakurada+%28President+of+%3Cb%3EMOL%3C%2Fb%3E+Logistics%2C+Head+of+Headquarters+of+Product+Transport+Business+at+the+time+of+the+interview%29%2C+who+led+the+acquisition+of+LBC.+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+plans+to+acquire+all+of+LBC%E2%80%99s+shares+by+June.+The+acquisition+price+was+approximately+1.715+billion+dollars%2C+which+is+approximately+260.5+billion+yen.+This+is+%3Cb%3EMOL%3C%2Fb%3E%E2%80%99s+largest+M%26A+%28mergers+and+acquisitions%29+ever.+%3Cbr%3E%E3%80%80LBC+was+formed+through+the+merger+of+three+French+tank+terminal+companies.+Currently%2C+the+company+operates+seven+tank+terminals+%28with+a+total+storage+capacity+of+3+million+cubic+meters%29+at+its+chemical+logistics+hubs+in+Europe+and+North+America.+%3Cbr%3E%E3%80%80The+terminals+are+located+in+ARA+%28Amsterdam%2C+Rotterdam%2C+Antwerp%29+on+the+border+between+the+Netherlands+and+Belgium%2C+and+in+the+Gulf+of+Mexico+region.+Storage+capacity+will+be+expanded+to+3.3+million+cubic+meters+by+around+2026.+%3Cbr%3E%E3%80%80Sakurada+cited+three+reasons+for+deciding+to+acquire+LBC%3A+strengthening+the+chemical+logistics+business%2C+promoting+next-generation+energy+business+efforts%2C+and+expanding+a+stable+revenue+base.+%3Cbr%3E%E3%80%80Chemicals+are+used+as+raw+materials+for+a+wide+variety+of+products%2C+including+textiles%2C+building+materials%2C+automobile+parts%2C+paints%2C+and+pharmaceuticals.+Demand+is+expected+to+grow+at+2-3%25+per+year%2C+basically+in+line+with+GDP+%28gross+domestic+product%29+growth.+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+is+focusing+on+chemical+logistics%2C+a+market+that+is+expected+to+see+steady+growth.+Taking+advantage+of+the+technical+capabilities+and+know-how+it+has+to+handle+the+transportation+of+a+wide+variety+of+petrochemical+products%2C+the+company+has+strengthened+its+chemical+logistics%2C+focusing+primarily+on+sea+transport.+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+CHEMICAL+TANKERS+%28%3Cb%3EMOL%3C%2Fb%3ECT%2C+headquartered+in+Singapore%29%2C+a+group+company+engaged+in+the+chemical+tanker+business%2C+has+successively+acquired+competitors+Nordic+Tankers+and+Fairfield+Chemical+Carriers.+It+now+has+the+world%E2%80%99s+largest+fleet+of+ocean-going+ships.+%3Cbr%3E%E3%80%80While+marine+transportation+remains+the+core+business%2C+the+company+has+expanded+its+business+area+to+include+small-lot+transportation+using+tank+containers.+%3Cb%3EMOL%3C%2Fb%3ECT+has+a+20%25+stake+in+the+Dutch+company+Den+Hartogh%2C+and+%3Cb%3EMOL%3C%2Fb%3E+itself+has+a+29%25+stake+in+Nippon+Concept.+Den+Hartogh+also+handles+tank+trucks+and+barge+transport.+%3Cbr%3E%E3%80%80By+acquiring+LBC+and+entering+the+tank+terminal+business%2C+the+company+has+added+storage+functionality%2C+which+serves+as+a+connection+point+for+chemical+tankers+and+tank+containers%2C+to+its+services.+Sakurada+expressed+his+hopes%2C+saying%2C+%E2%80%9CWe+will+be+able+to+further+increase+our+presence+in+the+market.%E2%80%9C+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+is+also+strengthening+its+efforts+in+next-generation+energy+and+CCS+%28CO2+%EF%BC%9Ccarbon+dioxide%EF%BC%9E+capture+and+storage%29.+With+regard+to+ammonia%2C+which+is+seen+as+a+leading+candidate+for+the+next+generation+of+energy%2C+the+company+is+broadly+involved%2C+from+upstream+to+downstream+of+the+manufacturing+process.+The+company+also+has+experience+in+transporting+liquefied+CO2.+%3Cbr%3E%E3%80%80Sakurada+said%2C+%E2%80%9CIt+is+still+unclear+what+the+commercial+flow+of+next-generation+energy+will+be.+However%2C+like+chemicals%2C+what+is+produced+will+be+stored+at+ports+and+shipped+by+sea.+There+is+great+significance+in+engaging+in+the+tank+terminal+business.%E2%80%9C+%3Cbr%3E%E3%80%80LBC+acquired+the+rights+to+develop+an+ammonia+storage+facility+at+a+tank+terminal+in+the+Netherlands+in+November+last+year.+Since+land+is+limited+around+ports%2C+having+terminals+at+key+logistics+hubs+in+Europe+and+North+America+will+be+a+major+advantage+in+building+value+chains+for+next-generation+energy.+%3Cbr%3E%E3%80%80Regarding+the+profitability+of+the+tank+terminal+business%2C+Sakurada+expressed+the+view+that+%E2%80%9Cit+is+probably+more+stable+than+the+real+estate+segment.%E2%80%9C+%3Cbr%3E%E3%80%80Tank+terminal+businesses+are+generally+based+on+long-term+contracts+with+major+chemical+manufacturers.+This+is+because+the+tank+terminal+will+be+connected+by+pipeline+to+petrochemical+plants+operated+by+chemical+manufacturers.+The+average+contract+period+is+about+10+years%2C+and+in+many+cases+the+contracts+are+renewed+after+expiry.+%3Cbr%3E%E3%80%80%3Cb%3EMOL%3C%2Fb%3E+is+promoting+the+transformation+of+its+business+portfolio+in+line+with+its+group+management+plan+%E2%80%9CBLUE+ACTION+2035.%E2%80%9C+In+order+to+mitigate+fluctuations+in+profits+due+to+fluctuations+in+the+shipping+market%2C+the+company+has+been+actively+investing+in+the+real+estate+segment+and+FSRUs+%28Floating+LNG+%EF%BC%9Cliquefied+natural+gas%EF%BC%9E+Storage+and+Regasification+Units%29+that+are+expected+to+generate+stable+profits.+The+tank+terminal+becomes+one+of+the+pillars+of+stable+revenue+sources.+%3Cbr%3E%E3%80%80In+M%26A%2C+post-acquisition+integration+%28PMI%29+is+important.+%3Cb%3EMOL%3C%2Fb%3E+will+set+up+a+specialized+team+at+its+headquarters+to+maximize+the+benefits+of+the+acquisition.+Sakurada+expressed+his+enthusiasm%2C+saying%2C+%E2%80%9CWe+will+aim+to+increase+the+value+of+LBC+by+adding+the+essence+of+the+%3Cb%3EMOL%3C%2Fb%3E+Group.%E2%80%9C+The+company+is+also+considering+expanding+its+tank+terminal+business+into+Asia%2C+an+area+where+the+%3Cb%3EMOL%3C%2Fb%3E+Group+has+expertise.+%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

商船三井、ケミカル物流を強化。新エネ供給網構築も

2025/04/18(金)

日本海事新聞 JMD

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