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日本海事新聞ニュース Japan Maritime Daily Sep 05, 2025 (Fri)

‌【Market2025】VLCC Rates Turn Upward, Driven by Russian Sanctions

　The spot charter market for VLCCs (Very Large Crude Carriers), which had been on a gradual decline, ・・・ %E3%80%80The+spot+charter+market+for+VLCCs+%28Very+Large+Crude+Carriers%29%2C+which+had+been+on+a+gradual+decline%2C+has+started+to+rise.+The+freight+rate+for+the+trunk+line+Middle+East-China+on+September+3+was+Worldscale+%28WS%29+66%2C+up+5.17+points+from+the+previous+business+day.+In+terms+of+charter+rates%2C+even+if+a+ship+uses+expensive+very+low+sulfur+fuel+oil+%28VLSFO%29%2C+the+daily+rate+is+%2442%2C000%2C+which+exceeds+the+general+break-even+point+of+%2430%2C000.+Market+participants+point+out+that+Asian+charterers+may+be+cutting+back+on+Russian+crude+oil+and+increasing+Middle+Eastern+crude+oil+in+order+to+avoid+Western+sanctions.+%3Cbr%3E%E3%80%80According+to+the+latest+market+report%2C+the+WS+for+the+Middle+East-China+route+on+September+3+rose+for+the+second+consecutive+trading+day+to+66.+As+September+began%2C+the+market+weakened+and+continued+to+decline+by+more+than+two+points+from+the+previous+trading+day+each+day.+However%2C+it+now+shows+an+increase+of+more+than+five+points.+%3Cbr%3E%E3%80%80When+converted+to+charter+rates%2C+the+daily+rate+is+%2442%2C000+if+VLSFO+is+used+and+%2451%2C000+if+high-sulfur+heavy+oil+is+used.+%3Cbr%3E%E3%80%80A+market+official+said%2C+%E2%80%9CIt+was+completely+on+a+downward+trend%2C+so+we%E2%80%99re+surprised+to+see+a+rebound+at+this+time.%E2%80%9C+He+said+the+exact+cause+was+unclear.+%3Cbr%3E%E3%80%80However%2C+he+pointed+out+one+possibility+is+that+Asian+charterers+are+moving+away+from+Russian+crude+oil+and+increasing+the+use+of+Middle+Eastern+crude+oil+in+order+to+avoid+sanctions+from+Europe+and+the+United+States.+%3Cbr%3E%E3%80%80Regarding+the+shipments+to+India%2C+he+said%2C+%E2%80%9CThe+sailing+distance+is+shorter+than+the+shipments+to+the+Far+East%2C+and+the+landing+sites+are+divided+into+east+and+west.+A+unique+vessel+allocation+is+required%2C+and+from+the+perspective+of+charterers%2C+it+could+easily+become+a+disruptive+factor+when+it+comes+to+chartering+ships.%E2%80%9C+He+suggested+that+the+increase+in+Indian+cargoes+may+have+resulted+in+a+squeeze+on+tonnage%2C+contributing+to+the+rise+in+market+prices.+%3Cbr%3E%E3%80%80As+of+September+4%2C+80+contracts+had+been+concluded+for+loading+in+the+Middle+East+in+September.+The+official+said%2C+%E2%80%9CWe+are+about+70+contracts+short+of+the+monthly+average+of+150+contracts.+We+will+be+watching+to+see+if+deals+will+be+closed+at+a+rapid+pace+by+the+end+of+the+second+week+of+September+%28for+September+loading%29.%E2%80%9C+%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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【市況2025】VLCC反発 4.2万ドル。露産原油回避が背景か
2025/09/05(金)
日本海事新聞 JMD


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