日本海事新聞ニュース Japan Maritime Daily Aug 06, 2025 (Wed)

‌【Baltic Weekly Market Report】(July 28-August 1) Capesize Market Falls Back

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

■Capesize The gains in the Capesize timecharter average from last week were reversed, with the 5TC ・・・ 続きはログインして下さいnext %E2%96%A0Capesize%3Cbr%3E%3Cbr%3EThe+gains+in+the+Capesize+timecharter+average+from+last+week+were+reversed%2C+with+the+5TC+closing+at+%2427%2C331+on+Friday%E2%80%94down+%244%2C425+week-on-week.+The+surge+in+the+North+Atlantic+paused%2C+with+fronthaul+rates+settling+thick+below+%2450%2C000+and+the+transatlantic+run+closing+at+%2431%2C214+per+day.+The+C3+index+%28Brazil%2FWest+Africa+to+China%29+with+end+of+August+cancelling+remained+in+the+%2424+range+for+most+of+the+week%2C+translating+to+approximately+%2424%2C000+for+a+China%E2%80%93Brazil+round+voyage.+Despite+poor+weather+conditions+in+the+CJK+region%2C+the+C5+index+%28West+Australia+to+China%29+began+the+week+in+the+low+%2410s%2C+dipped+slightly+but+eventually+rebounded+to+%2410.67+by+the+weekend%E2%80%94bringing+the+transpacific+round+voyage+in+line+with+the+average+of+the+five+timecharter+routes.%3Cbr%3E%3Cbr%3E%E2%96%A0Panamax%3Cbr%3E%3Cbr%3EThe+week+concluded+with+continued+declines+in+the+Panamax+market.+In+the+Atlantic%2C+conditions+remained+weak%2C+with+limited+fixing+activity+in+the+North+Atlantic+and+growing+pressure+on+owners+as+charterers+held+back.+Similarly%2C+South+America+remained+under+pressure+for+nearby+dates%2C+with+an+81%2C000-dwt+fixed+at+%2415%2C000+plus+a+%24500%2C000+gross+ballast+bonus+for+a+trip+via+EC+South+America+to+the+Singapore%E2%80%93Japan+range.+In+Asia%2C+momentum+continued+to+trend+downward%2C+as+subdued+NoPac+and+East+Australia+cargo+flows+forced+owners+to+lower+their+ideas+to+secure+employment.+NoPac+rounds+hovered+around+the+%2411%2C000+level%2C+with+only+limited+deals+reported%2C+while+Indonesian+round+trips+averaged+approximately+%2413%2C000.%3Cbr%3E%3Cbr%3E%E2%96%A0Ultramax%2FSupramax%3Cbr%3E%3Cbr%3EThe+summer+holiday+season+arrived+for+the+sector+this+week+certainly+within+the+Atlantic+with++a+rather+subdued+feel+to+proceedings+generally.+From+the+Atlantic%2C+the+US+Gulf+remained+rather+positional+although+sentiment+was+slightly+more+positive+as+the+week+closed.+A+61%2C000-dwt+fixing+a+trip+from+Houston+to+Turkey+at+%2421%2C000.+The+South+Atlantic+saw+a+widening+gap+between+owners%E2%80%99+and+charterers%E2%80%99+expectations%2C+a+63%2C000-dwt+fixed+delivery+Santos+for+a+trip+Chittagong+at+%2414%2C500+plus+%24450%2C000+ballast+bonus.++From+Asia%2C+a+slightly+stronger+feel+although+there+was+seemingly+a+north%2Fsouth+divide+in+demand.+A+61%2C000-open+Lumut+fixing+a+trip+via+Indonesia+to+Vietnam+at+%2414%2C000.+The+Indian+Ocean+was+activity+although+again+it+was+a+positional+affair%2C+a+63%2C000-dwt+fixing+delivery+Port+Elizabeth+trip+to+China+at+%2416%2C000+plus+%24600%2C000+ballast+bonus.+Period+activity+remained+sparce%2C+although+a+61%2C000-dwt+open+Barranquilla+was+heard+fixed+for+minimum+5+months+trading+at+around+%2416%2C000.%3Cbr%3E%3Cbr%3E%E2%96%A0Handysize%3Cbr%3E%3Cbr%3EThe+Handy+sector+saw+minimal+visible+activity+across+both+basins+this+week.+In+the+Continent+and+Mediterranean%2C+limited+information+surfaced%2C+with+rates+generally+holding+around+last-done+levels.+A+40%2C000-dwt+heard+fixed+delivery+Gdansk+4-7+Aug+via+Baltic+Russia+to+redelivery+Aratu+%E2%80%93+Rio+Grande+with+fertilisers+at+%2414%2C000.++In+both+the+South+Atlantic+and+U.S.+Gulf%2C+negative+sentiment+persisted+throughout+the+week%2C+with+only+a+few+new+inquiries+and+little+significant+activity.+A+37%2C000-dwt+open+Veracruz+5+Aug+fixed+via+Mobile+to+Continent+with+wood-pellets+at+%2413%2C750.++Meanwhile%2C+the+Asian+market+remained+resilient%2C+with+sources+noting+a+continued+shortage+of+available+vessels+in+the+North+Pacific.+A+38%2C000-dwt+open+CJK+30+July+-+5+Aug+fixed+for+a+trip+to+Philippine+with+steels+at+around+mid+%2413%2C000.%3Cbr%3E%3Cbr%3E%E2%96%A0Clean%3Cbr%3E%3Cbr%3ELR2%3Cbr%3E%3Cbr%3ELR2+freight+in+the+MEG+moved+upwards+optimistically+this+week.+The+TC1+75kt+MEG%2FJapan+index+climbed+18.34+points+to+WS147.78.+A+TC20+90kt+MEG%2FUK-Continent+trip+also+went+from+%243.78mill+to+%243.93mill.%3Cbr%3E%3Cbr%3EWest+of+Suez%2C+Mediterranean%2FEast+LR2%E2%80%99s+continued+along+the+%242.9mill+path+for+the+third+week+for+a+TC15+Baltic+description+voyage.%3Cbr%3E%3Cbr%3E+%3Cbr%3ELR1%3Cbr%3E%3Cbr%3EMEG+LR1%E2%80%99s+managed+a+small+push+up+this+week.+The+TC5+55kt+MEG%2FJapan+index+added+a+modest+6.56+points+to+WS156.65.+A+voyage+west+on+TC8+65kt+MEG%2FUK-Continent+managed+to+tick+up+%2489%2C310+to+%243.02mill.%3Cbr%3E%3Cbr%3EOn+the+UK-+Continent+LR1+freight+again+didn%E2%80%99t+deviate+from+its+current+mark+all+week.+The+TC16+60kt+ARA%2FWest+Africa+index+remains+at+WS112.5.%3Cbr%3E%3Cbr%3E%3Cbr%3EMR%3Cbr%3EMRs+in+the+MEG+saw+some+movement+this+week.+The+TC17+35kt+MEG%2FEast+Africa+index+dropped+from+WS227.14+to+WS220.71+to+them+return+to+WS245.36+at+time+of+writing.+This+corresponds+to+a+shade+under+%2426%2C000+%2Fday+on+Baltic+round+trip+description.%3Cbr%3E%3Cbr%3EUK-Continent+MRs+looked+like+they+were+going+up+in+a+big+way+early+in+the+week%2C+only+to+then+stall+and+resettle.+The+TC2+37kt+ARA%2FUS-Atlantic+coast+went+from+WS124.69+to+WS143.75+to+then+drop+back+to+WS120.94.+The+Baltic+Time+Charter+equivalent+round+trip%2C+is+back+to+just+under+%2410%2C000%2Fday+at+the+WS120+mark.%3Cbr%3E%3Cbr%3EUSG+MR+freight+has+seemingly+been+tricky+assess+this+week.+The+TC14+38kt+US-Gulf%2FUK-Continent+trip+has+hovered+around+the+WS160+mark+following+a+series+of+charterers+reported+around+these+levels.+A+Caribbean+trip+on+TC21%2C+38kt+US-Gulf%2FCaribbean+ultimately+saw+a+%2423%2C572+drop+to+%24733%2C571+this+week.%3Cbr%3E%3Cbr%3EThe+MR+Atlantic+Triangulation+Basket+TCE+went+from+%2427%2C367+to+%2426%2C867.%3Cbr%3E%3Cbr%3E+%3Cbr%3EHandymax%3Cbr%3E%3Cbr%3EThe+Mediterranean+Handymax+of+TC6%2C+30kt+Cross+Mediterranean%2C+went+up+6.39+points+to+WS184+where+it%E2%80%99s+sat+for+the+last+3+days.+Up+on+the+UK-Continent+the+TC23+30kt+Cross+UK-Continent+was+assessed+around+WS155+all+week.+%3Cbr%3E%3Cbr%3E%E2%96%A0VLCC%3Cbr%3E%3Cbr%3EThe+VLCC+eased+this+week+with+perhaps+the+bottom+being+found.+The+rate+for+the+270%2C000+mt+Middle+East+Gulf+to+China+trip+%28TD3C%29+slipped+a+further+2+points+to+WS43.30+corresponding+to+a+daily+round-trip+TCE+of+%2422%2C048.%3Cbr%3E%3Cbr%3EIn+the+Atlantic+market%2C+the+rate+for+260%2C000mt+West+Africa%2FChina+%28TD15%29+lost+a+point+to+WS47.63+giving+a+round+voyage+TCE+of+%2427%2C549+per+day.+In+the+US+Gulf+region%2C+the+rate+for+the+TD22+route+of+270%2C000+mt+US+Gulf+to+China+lost+over+%24310%2C000+and+is+now+assessed+at+just+under+%246%2C600%2C000+which+shows+a+daily+round+trip+TCE+of+about+%2430%2C000.%3Cbr%3E%3Cbr%3E%E2%96%A0Suezmax%3Cbr%3E%3Cbr%3EIn+the+Suezmax+market%2C+rates+have+appeared+to+level+out.+The+rate+for+the+130%2C000+mt+Nigeria%2FUK+Continent+voyage+%28TD20%29+regained+2+points+to+WS78.78+which+translates+into+a+daily+round-trip+TCE+of+about+%2428%2C500.+The+TD27+route+%28Guyana+to+UK+Continent+basis+130%2C000mt%29+also+meagrely+gained+a+point+to+WS76.96+meaning+a+daily+round+trip+TCE+of+about+%2427%2C000.+The+TD6+route+of+135%2C000+mt+CPC%2FAugusta+remained+at+the+WS97+level+giving+a+daily+TCE+of+a+little+about+%2432%2C800.+In+the+Middle+East%2C+the+TD23+route+of+140%2C000+mt+Middle+East+Gulf+to+the+Mediterranean+%28via+the+Suez+Canal%29+was+steady+at+the+WS95-96+mark.%3Cbr%3E%3Cbr%3E%E2%96%A0Aframax%3Cbr%3E%3Cbr%3EIn+the+North+Sea+market+for+the+80%2C000+mt+Cross-UK+Continent+route+%28TD7%29+the+rate+gained+2.5+points+to+WS117.5+giving+a+daily+round-trip+TCE+of+%2428%2C394+basis+Hound+Point+to+Wilhelmshaven.%3Cbr%3EIn+the+Mediterranean%2C+the+rate+for+80%2C000+mt+Cross-Mediterranean+%28TD19%29+recovered+by+10+points+to+the+WS140+level+%28basis+Ceyhan+to+Lavera%2C+that+shows+a+daily+round+trip+TCE+of+just+shy+of+%2432%2C000%29.%3Cbr%3EAcross+the+Atlantic%2C+owners+we+able+to+be+a+bit+more+positive%2C+pushing+rates+up+for+both+the+shorter+and+longer+routes.+The+70%2C000+mt+East+Coast+Mexico%2FUS+Gulf+route+%28TD26%29+gained+about+25+points+to+WS140+%28giving+a+daily+round-trip+TCE+of+about+%2426%2C300%29+and+the+70%2C000+mt+Covenas%2FUS+Gulf+route+%28TD9%29+improved+by+about+22+points+to+the+WS135+level+%28translating+into+daily+round+trip+TCE+of+around+%2424%2C500%29.%3Cbr%3EThe+rate+for+the+trans-Atlantic+route+of+70%2C000+mt+US+Gulf%2FUK+Continent+%28TD25%29+recovered+about+27+points+to+about+the+WS147+mark+giving+a+round+trip+TCE+basis+Houston%2FRotterdam+of+just+over+%2433%2C600+per+day.%3Cbr%3E%3Cbr%3E%E2%96%A0LNG%3Cbr%3E%3Cbr%3EThe+LNG+market+traded+largely+sideways+this+week%2C+following+a+relatively+quiet+period+of+activity.+With+tonnage+lists+remaining+stable+and+limited+fresh+enquiry%2C+market+sentiment+remained+flat+across+most+routes.%3Cbr%3EOn+the+BLNG1+Australia%E2%80%93Japan+route%2C+rates+for+174k+cbm+vessels+slipped+%241%2C500+to+%2433%2C400+per+day%2C+while+160k+cbm+units+held+steady+at+%2422%2C200%2C+reflecting+muted+Pacific+activity+and+weak+short-term+demand.%3Cbr%3EThe+BLNG2+US+Gulf%E2%80%93Continent+route+showed+little+change%2C+with+rates+for+174k+cbm+vessels+rising+%24500+to+%2434%2C900%2C+and+160k+cbm+units+climbing+%24800+to+%2421%2C300+per+day.%3Cbr%3EThe+BLNG3+US+Gulf%E2%80%93Japan+route+also+showed+little+change.+Rates+for+174k+cbm+vessels+edged+down+%24100+to+%2442%2C100%2C+while+160k+cbm+earnings+improved+%24600+to+%2426%2C100%2C+amid+patchy+demand+and+limited+arbitrage+opportunities+eastward.++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++%3Cbr%3ETime+charter+levels+continued+their+downward+trajectory.+The+six-month+rate+dropped+%243%2C600+to+%2447%2C250+per+day.+One-year+and+three-year+levels+each+fell+%241%2C250%2C+settling+at+%2446%2C250+and+%2457%2C000+respectively%2C+in+line+with+broader+market+softening+and+limited+forward+visibility.%3Cbr%3E%3Cbr%3E%E2%96%A0LPG%3Cbr%3E%3Cbr%3EThe+LPG+market+was+active+this+week%2C+though+rates+eased+slightly+as+charterers+appeared+to+reach+a+ceiling.+While+vessel+supply+remained+broadly+balanced%2C+appetite+for+pushing+rates+higher+diminished.%3Cbr%3E%3Cbr%3EOn+the+BLPG1+Ras+Tanura%E2%80%93Chiba+route%2C+levels+held+steady+at+%2485.00+per+metric+tonne.+With+TCE+earnings+dipping+by+%24820+to+%2471%2C129+per+day%2C+suggesting+that+recent+rate+highs+may+have+reached+resistance+in+the+Middle+East+market.%3Cbr%3E%3Cbr%3EThe+BLPG2+Houston%E2%80%93Flushing+route+corrected+moderately%2C+falling+%241.50+to+%2476.50%2C+with+TCE+earnings+down+%242%2C463+to+%2483%2C181+per+day.+On+the+BLPG3+Houston%E2%80%93Chiba+route%2C+rates+softened+%243.08+to+%24137.67+per+metric+tonne.+TCE+returns+slipped+%243%2C296+to+%2464%2C124+per+day.+The+decline+was+driven+mainly+by+a+narrowing+arbitrage%2C+reducing+incentive+for+long-haul+movements+into+the+East.%3Cbr%3E%3Cbr%3E%3Cbr%3E%E2%96%A0Container%3Cbr%3E%3Cbr%3EAs+we+arrive+into+August%2C+we+have+seen+the+EU+and+USA+finalise+a+15pct+tariff+deal.+We+still+wait+to+see+the+USA+and+China+come+to+an+agreement+on+tariff+levels+by+the+12th+August%2C+as+they+continue+to+negotiate%2C+currently+tariffs+have+been+reduced+to+30pct+between+the+two+trading+parties.+At+the+end+of+the+day+it%E2%80%99s+very+likely+that+any+tariffs+will+be+factored+into+the+price+charged+to+the+end+consumer%2C+with+reports+that+this+is+already+happening+in+the+USA.+With+the+current+tariff+uncertainty+still+remaining+rates+have+remained+fairly+flat+across+all+trade+lanes+this+week%2C+any+changes+in+rates+we+may+start+to+see+at+the+end+of+August+as+shippers+will+start+gearing+up+for+Q4.+FBX01+%28China%2FEast+Asia+%E2%80%93+USA+West+Coast%29+ended+the+week+at+%242%2C369%2FFEU%2C+up+%2410%2FFEU+from+last+Friday.+FBX03+%28China%2FEast+Asia+%E2%80%93+USA+East+Coast%29+ended+the+week+at+%243%2C705%2FFEU+down+%24392+compared+with+same+time+last+week.+FBX11+%28China%2FEast+Asia+%E2%80%93+North+Europe%29+ended+the+week+at+%243%2C457%2FFEU+down+%248+on+end+of+last+week.+FBX13+%28China%2FEast+Asia+%E2%80%93+Mediterranean%29+ended+the+week+at+%243%2C206%2FFEU+down+%24126+from+last+Friday.%3Cbr%3E%E3%80%80%3Cbr%3E%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28日―8月1日)ケープサイズ反落

2025/08/06(水)

日本海事新聞 JMD

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