日本海事新聞ニュース Japan Maritime Daily Nov 12, 2025 (Wed)

‌【Weekly Market Report】VLCC Rates Hold Firm in WS100s Amid Market Fluctuation (Nov. 3-7)

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

■Capesize The Capesize market recorded a notable improvement this week, with momentum building stea ・・・ 続きはログインして下さいnext %E2%96%A0Capesize%3Cbr%3E%3Cbr%3EThe+Capesize+market+recorded+a+notable+improvement+this+week%2C+with+momentum+building+steadily+across+both+basins.+After+a+slow+start+on+Monday%2C+activity+gathered+pace+from+Tuesday+onward+as+improved+demand+and+a+tightening+tonnage+list+drove+gains+throughout+the+week.+In+the+Pacific%2C+sentiment+recovered+gradually%2C+initially+muted+before+strong+miner+demand+midweek+pushed+C5+rates+from+the+low+%249s+to+above+%2410.50%2C+before+easing+slightly+to+around+%2410.35+by+week%E2%80%99s+end.+The+Atlantic+followed+suit%2C+with+South+Brazil+and+West+Africa+to+China+routes+firming+as+C3+fixtures+advanced+from+the+low+%2422s+to+the+mid%E2%80%93high+%2423s.+The+North+Atlantic%2C+initially+quiet%2C+also+gained+traction+later+in+the+week%2C+with+transatlantic+rates+rising+toward+%2430%2C000+amid+tightening+tonnage+and+increased+demand.+All+in+all%2C+it+was+a+positive+week%2C+with+the+BCI+5TC+opening+at+%2423%2C955+on+Monday+and+climbing+steadily+to+close+at+%2427%2C709.%3Cbr%3E%3Cbr%3E%E2%96%A0Panamax%3Cbr%3E%3Cbr%3EA+mixed+week+for+the+sector+with+no+real+clear+direction+as+areas+such+as+the+North+Atlantic+saw+rates+under+pressure+for+most+part+only+to+consolidate+towards+the+back+end+of+the+week.+Similarly%2C+the+South+Atlantic+saw+renewed+decent+demand+on+fronthaul+business+for+first+half+December+which+gave+owners+some+hope.+The+headline+rate+seemingly+reports+of+a+scrubber+fitted+81%2C000-dwt+fixing+delivery+PMO+for+a+trip+via+EC+South+America+redelivery+Singapore-Japan+at+%2419%2C000%2C+the+scrubber+benefit+heading+to+Charterers.+From+Asia%2C+the+week+saw+increased+volume+of+coal+requirements+ex+Australia+and+Indonesia%2C+less+so+NoPac+with+sentiment+firm+throughout+the+week.+A+nicely+described+84%2C000-dwt+delivery+Japan+for+a+trip+via+EC+Australia+redelivery+Japan+achieving+a+strong+%2418%2C500%2C+whilst+ex+Indonesia+index+type+tonnage+were+able+to+achieve+varying+rates+ranging+from+%2417%2C000+to+%2419%2C500+highlighting+well+the+firm+push+here.+Period+activity+was+limited+but+did+include+reports+of+an+82%2C000-dwt+delivery+North+China+fixing+at+%2417%2C500+basis+5%2F7+months+trading.%3Cbr%3E%3Cbr%3E%E2%96%A0Ultramax%2FSupramax%3Cbr%3E%3Cbr%3EA+positional+week+overall.+The+US+Gulf+and+South+Atlantic+seeing+renewed+interest+as+the+week+progressed+with+stronger+rates+being+discussed+from+the+US+Gulf.+The+South+Atlantic+slowly+strengthened%2C+a+62%2C000-dwt+fixing+at+%2417%2C000+plus+%24700%2C000+ballast+bonus+for+a+trip+to+Chittagong.+By+contrast+the+Continent-Mediterranean+lacked+fresh+impetus+and+rates+struggled+to+gain+any+traction.+The+Asian+arena+also+was+a+patchy+affair+demand+grew+slowly+throughout+the+week+from+the+south.+A+63%2C000-dwt+fixing+delivery+Gresik+for+a+trip+via+Indonesia+redelivery+China+in+the+upper+%2416%2C000s.+Further+north%2C+it+remained+lacklustre+a+Nacks+64+fixing+delivery+North+China+for+a+NoPac+round+in+the+low+%2416%2C000s.+Activity+remained+from+the+Indian+Ocean%2C+a+57%2C000-dwt+was+heard+fixed+delivery+South+Africa+for+a+trip+to+the+Arabian+Gulf+at+%2418%2C000+plus+%24180%2C000+ballast+bonus.+Whilst+a+63%2C000-dwt+fixed+from+the+Arabian+Gulf+to+WC+India+at+%2414%2C000.++%3Cbr%3E%3Cbr%3E%E2%96%A0Handysize%3Cbr%3E%3Cbr%3EThe+market+endured+a+generally+subdued+week%2C+with+soft+sentiment+prevailing+across+all+regions.+In+the+Continent+and+Mediterranean%2C+the+market+remained+largely+positional%2C+with+minimal+activity+and+rates+slipping+below+previous+levels.+A+40%2C000-dwt+unit+was+reportedly+fixed+for+a+trip+via+the+Black+Sea+to+West+Africa+at+around+%2415%2C000.+The+South+Atlantic+and+U.S.+Gulf+were+similarly+quiet%2C+with+few+fixtures+reported+as+some+owners+opted+to+discount+to+secure+employment.+Among+these%2C+a+32%2C000-dwt+was+fixed+for+a+trip+delivery+Recalada+to+Fortaleza+with+grains+at+%2418%2C250%2C+while+a+37%2C000-dwt+was+fixed+delivery+Houston+for+a+trip+redelivery+Veracruz+with+scrap+at+%2421%2C000.+The+Asian+market+mirrored+same+tone%2C+showing+little+movement+and+limited+fresh+demand%2C+with+a+38%2C000-dwt+open+CJK+6%E2%80%938+November+were+placed+on+subjects+for+an+Australian+round+trip+at+%2412%2C000.+On+the+period+side%2C+a+39%2C000-dwt+new-building+was+fixed+for+two+years+at+120.5+percent+of+the+BHSI+index.+Overall%2C+the+tone+across+both+basins+remained+soft+and+market+sentiment+lacking+clear+direction.%3Cbr%3E%3Cbr%3E%E2%96%A0Clean%3Cbr%3E%3Cbr%3ELR2%3Cbr%3EMEG+LR2s+lost+steam+this+week.+The+TC1+75kt+MEG%2FJapan+index+dropped+a+modest+7.78+points+to+WS132.5%2C+with+the+corresponding+TCE+returns+falling+back+below+the+%2430%2C000%2Fday+mark+to+%2429%2C600%2Fday%2C+basis+Baltic+description.%3Cbr%3EA+voyage+west+on+TC20+90kt+MEG%2FUK-Continent+managed+to+remain+relatively+flat+across+the+week%2C+around+the+%243.8+million+mark.%3Cbr%3EThe+TC15+80kt+Mediterranean%2FEast+run+saw+the+index+close+%2456%2C000+up+this+week+at+%243.44+million.%3Cbr%3ELR1%3Cbr%3EMEG+LR1+freight+also+followed+the+movements+of+its+larger+siblings.+The+TC5+55kt+MEG%2FJapan+index+dropped+8.5+points+to+WS142%2C+corresponding+to+just+over+%2421%2C500%2Fday+on+Baltic+description+TCE.%3Cbr%3EA+run+west+on+TC8+65kt+MEG%2FUK-Continent+ended+the+week+%24150%2C000+lower+at+%242.88+million.%3Cbr%3EOn+the+UK-Continent%2C+LR1+freight+crept+up+this+week.+The+TC16+60kt+ARA%2FWest+Africa+index+settled+4.3+points+higher+at+WS120%2C+with+reports+indicating+available+tonnage+was+thinner+this+week%2C+driving+the+small+upturn.%3Cbr%3EMR%3Cbr%3EMR+freight+in+the+MEG+managed+to+recoup+a+little+this+week.+The+TC17+35kt+MEG%2FEast+Africa+index+ticked+up+5+points+to+the+WS215+level+mid-week%2C+where+it+currently+sits.%3Cbr%3EOn+the+UK-Continent%2C+MRs+have+remained+flat+this+week.+The+TC2+37kt+ARA%2FUS-Atlantic+Coast+index+has+been+consistently+marked+around+WS105+all+week.+The+Baltic+TCE+for+the+trip+has+subsequently+held+just+over+%246%2C000%2Fday.%3Cbr%3EIn+the+US+Gulf%2C+MRs+continued+their+way+to+the+bottom+this+week.+The+TC14+38kt+US+Gulf%2FUK-Continent+voyage+dropped+33+points+to+WS147%2C+with+the+Baltic+TCE+for+the+run+shedding+28%25+of+its+value+to+%246%2C700%2Fday+round+trip.+The+Caribbean+run+on+TC21%2C+38kt+US-Gulf%2FCaribbean%2C+came+down+from+%24607%2C000+to+%24466%2C000%2C+with+the+TCE+dropping+47%25+to+%248%2C900%2Fday+on+Baltic+description.%3Cbr%3EThe+MR+Atlantic+Triangulation+Basket+TCE+fell+from+%2429%2C237%2Fday+to+%2422%2C996%2Fday.%3Cbr%3EHandymax%3Cbr%3EIn+the+Mediterranean%2C+Handymaxes+on+TC6%2C+30kt+Cross-Mediterranean+index+reclaimed+some+value+this+week%2C+with+the+index+jumping+from+WS140+to+WS170%2C+taking+the+Baltic+TCE+up+78%25+to+around+%2416%2C700%2Fday+round+trip.%3Cbr%3EThe+TC23+30kt+Cross+UK-Continent+route+climbed+another+6+points+this+week+to+WS179.%3Cbr%3E%3Cbr%3E%3Cbr%3E%E3%80%80%28Provided+by+The+Baltic+Exchange%29%3Cbr%3E%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

【Weekly市況リポート】(11月3―7日)VLCC、依然WS100台

2025/11/12(水)

日本海事新聞 JMD

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