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日本海事新聞ニュース Japan Maritime Daily Jul 29, 2025 (Tue)

Japan-US Tariff Deal to Boost Car Carrier Trade

Global finished vehicle shipments may also be affected

　Shipping companies are closely monitoring the impact of US auto tariffs. A reduction in US tariffs ・・・続きはログインして下さいnext %E3%80%80Shipping+companies+are+closely+monitoring+the+impact+of+US+auto+tariffs.+A+reduction+in+US+tariffs+on+cars+imported+from+Japan+from+25%25+to+15%25+could+be+a+factor+that+boosts+profits+for+shipping+majors%E2%80%99+PCTC+businesses.+However%2C+if+tariffs+are+passed+on+to+auto+prices+and+sales+fall%2C+demand+for+transportation+could+slow.+%E2%80%9CAttention+will+be+focused+on+automakers%E2%80%99+production+and+export+plans+for+the+second+half+of+the+year%2C+taking+into+account+the+agreement+reached+in+Japan-US+tariff+negotiations%2C%E2%80%9C+said+a+shipping+industry+source.%3Cbr%3E%3Cbr%3E%E3%80%80In+April%2C+the+United+States+imposed+an+additional+25%25+tariff+on+imported+automobiles.+%3Cb%3ETariff%3C%2Fb%3Es+on+cars+imported+from+Japan+have+increased+from+the+previous+2.5%25+to+27.5%25.+As+tariffs+jumped+more+than+tenfold%2C+shipping+majors+became+increasingly+wary+of+the+negative+impact+on+PCTCs%2C+one+of+their+main+businesses.%3Cbr%3E%E3%80%80%E2%80%9CK%E2%80%9DLine+predicts+that+the+number+of+cars+transported+by+PCTCs+this+period+could+fall+by+30%25+compared+to+the+previous+period+due+to+additional+tariffs+imposed+by+the+United+States.+It+said+that+profits+from+the+business+could+be+pushed+down+by+nearly+13.5+billion+yen.%3Cbr%3E%E3%80%80MOL+has+also+factored+in+the+impact+of+tariffs+of+just+over+10+billion+yen+on+PCTCs+into+its+earnings+forecast+for+this+period.+NYK+did+not+include+this+in+its+earnings+forecast+but+released+an+estimate+that+additional+US+tariffs+could+result+in+a+20+billion+yen+decrease+in+profits+for+its+automobile+business.%3Cbr%3E%E3%80%80However%2C+in+terms+of+additional+tariffs+on+cars+imported+by+the+US%2C+the+impact+on+exports+from+Japan+is+much+smaller+than+expected.%3Cbr%3E%E3%80%80Shipping+industry+officials+say%2C+%E2%80%9CThe+decrease+in+the+number+of+vehicles+transported+compared+to+the+same+period+last+year+will+be+less+than+10%25%2C%E2%80%9C+%E2%80%9CSome+areas+are+affected%2C+but+there+will+be+no+noticeable+drop%2C%E2%80%9C+and+%E2%80%9CThe+first+half+of+the+year+%28April-September%29+is+likely+to+remain+resilient.%E2%80%9C%3Cbr%3E%E3%80%80In+the+Japan-US+tariff+negotiations+agreed+upon+on+July+22%2C+the+additional+25%25+tariff+on+automobiles+was+reduced+by+12.5%25%2C+bringing+the+total+to+15%25%2C+combined+with+the+existing+2.5%25.+Those+involved+in+PCTC+businesses+also+expressed+relief.%3Cbr%3E%E3%80%80However%2C+although+this+is+a+reduction+from+25%25%2C+it+is+still+significantly+higher+than+the+2.5%25+rate+up+until+March.+If+the+tariffs+are+passed+on+to+sales+prices%2C+it+could+discourage+US+consumers+from+making+purchases%2C+limiting+the+profit+growth+of+PCTCs.%3Cbr%3E%E3%80%80Attention+is+also+focused+on+whether+global+shipments+of+finished+vehicles+will+change.%3Cbr%3E%E3%80%80A+European+shipping+industry+insider+commented+regarding+the+impact+of+the+additional+tariffs+imposed+by+the+United+States%2C+%E2%80%9CInitially%2C+there+was+a+rush+to+meet+demand+for+transport+due+to+surge+in+demand.+After+that%2C+European+automakers+temporarily+suspended+exports%2C+while+Japanese+and+South+Korean+automakers+increased+exports+to+the+US+market.+In+response%2C+we+have+shifted+our+ship+allocations+from+Europe+to+Asia.%E2%80%9C%3Cbr%3E%E3%80%80Following+an+agreement+with+Japan+on+15%25+automobile+tariffs%2C+the+United+States+has+also+agreed+to+a+15%25+tariff+with+the+EU.+The+focus+will+likely+be+on+the+outcome+of+negotiations+with+South+Korea%2C+a+major+automobile+exporting+nation.%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%9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