日本海事新聞ニュース Japan Maritime Daily Nov 14, 2025 (Fri)

Japan Maritime Daily seminar: Hafnia Emphasizes Issue of Current Rule for Maritime Decarbonization

(From the left) Misaki, Jin, Oji, Kolding, Seto, and Hayashi

　“The best defense is to build a company that is financially strong through economic cycles.“ At a m ・・・ 続きはログインして下さいnext %E3%80%80%E2%80%9CThe+best+defense+is+to+build+a+company+that+is+financially+strong+through+economic+cycles.%E2%80%9C+At+a+maritime+seminar+held+in+Singapore+by+the+Japan+Maritime+Daily+in+late+October%2C+Peter+Kolding%2C+vice+president+of+%3Cb%3EHafnia%3C%2Fb%3E%2C+a+major+oil+product+carrier+company%2C+spoke+about+the+company%E2%80%99s+key+strategies+in+the+increasingly+uncertain+shipping+market.+He+emphasized+the+importance+of+%E2%80%9Ckeeping+the+fleet%E2%80%99s+break-even+point+low%E2%80%9C+as+the+first+step+in+strengthening+financial+strength.+Meanwhile%2C+Jin+Yu+Cheong%2C+head+of+Asia+at+The+Baltic+Exchange%2C+pointed+out+that+%E2%80%9CKnow+Your+Customer+%28KYC%29+for+ships+is+key+to+shipowner+compliance.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+AI+investment+for+competitiveness+%3Cbr%3E%E3%80%80On+October+27%2C+the+Japan+Maritime+Daily+held+a+seminar+at+the+global+headquarters+of+the+Singapore+Exchange+%28SGX%29+on+the+theme+of+%E2%80%9CUncertainties+in+Shipping+and+New+Transportation+Demand.%E2%80%9C+The+second+half+of+the+panel+discussion+was+moderated+by+our+newspaper%E2%80%99s+senior+editorial+committee+member%2C+Yohei+Misaki.+%3Cbr%3E%E3%80%80%3Cb%3EHafnia%3C%2Fb%3E+was+formed+in+2019+through+the+merger+of+the+former+%3Cb%3EHafnia%3C%2Fb%3E+Tankers+and+BW+Tankers.+It+is+%E2%80%9Ccurrently+one+of+the+top+three+tanker+and+chemical+tanker+owners+in+the+world%2C%E2%80%9C+according+to+Kolding.+In+addition+to+its+own+fleet+of+120+vessels%2C+the+company+operates+eight+tanker+pools%2C+with+a+total+of+80+vessels+from+approximately+25+pool+participating+companies.+%3Cbr%3E%E3%80%80Kolding+emphasized+the+importance+of+AI+%28artificial+intelligence%29+in+maintaining+future+competitiveness%2C+saying%2C+%E2%80%9CCross-sectional+efficiency+will+be+improved+through+the+use+of+AI.+It+will+be+important+to+start+these+efforts+early+and+make+investments+with+a+sense+of+urgency.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Talent+Access+in+Singapore+%3Cbr%3E%E3%80%80Also+speaking+was+Fuyo+Oji%2C+General+Manager+of+the+Singapore+branch+of+Mitsubishi+Corporation%E2%80%99s+shipping+subsidiary%2C+MC+Shipping.+As+an+owner-operator%2C+the+company+operates+a+fleet+of+37+vessels%2C+mainly+Kamsarmax+and+Supramax+bulkers%2C+and+operates+four+vessels+in+the+cargo+transport+business.+%3Cbr%3E%E3%80%80In+October+this+year%2C+the+company+centralized+the+operational+functions+of+its+ship-owning+business+in+Singapore.+Oji+said%2C+%E2%80%9CBy+clearly+separating+Tokyo%2C+which+handles+trading+%28brokerage+for+new+ships%2C+secondhand+vessels%2C+and+chartered+ships%29%2C+from+Singapore%2C+which+handles+ship-owning+business%2C+we+are+strengthening+both+functions+and+creating+synergy.%E2%80%9C+%3Cbr%3E%E3%80%80Furthermore%2C+he+cited+securing+human+resources+as+one+of+the+main+focuses+of+strengthening+the+Singapore+base.+%3Cbr%3E%E3%80%80%E2%80%9CThe+transition+to+decarbonization+will+inevitably+require+more+advanced+technical+skills+and+operational+capabilities.+Singapore+is+a+great+place+to+attract+highly+skilled+talent%2C+and+we+plan+to+access+a+strong+global+talent+pool+here%2C%E2%80%9C+said+Oji.+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Resilience+%3Cbr%3E%E3%80%80Regarding+how+to+respond+to+uncertainty%2C+Jigo+Hayashi%2C+global+marketing+head+at+Tokyo+Century%2C+a+major+leasing+company%2C+said%2C+%E2%80%9CI+believe+that+financial+resilience+is+the+most+important+thing+for+companies+and+managers.+We+need+to+have+the+mindset+of+%E2%80%99just+in+case%2C%E2%80%99+not+%E2%80%99just+in+time%2C%E2%80%99+meaning+we+need+to+always+be+prepared+for+uncertainty.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CShipowners+need+to+have+strong+balance+sheets+to+absorb+shocks.+As+a+financial+institution%2C+we+no+longer+just+look+at+ships+and+their+value+as+assets.+We+are+assessing+whether+operators+can+manage+this+new%2C+higher+level+of+operational+and+political+risk%2C%E2%80%9C+said+Hayashi.+%3Cbr%3E%E3%80%80The+Baltic+Exchange%E2%80%99s+Jin+said%2C+%E2%80%9CGeopolitical+risks+and+increased+sanctions+are+making+markets+even+more+volatile.+It+is+essential+to+manage+risk+through+data+and+FFA+%28Forward+Freight+Agreement%29.%E2%80%9C+%3Cbr%3E%E3%80%80He+added%2C+%E2%80%9CThe+Baltic+Exchange+has+been+providing+reliable+pricing+data+for+40+years+and+maintains+its+position+as+the+world%E2%80%99s+most+trusted+rate+benchmark.%E2%80%9C+He+also+emphasized+the+usefulness+of+the+KYC+platform+launched+this+year%2C+saying%2C+%E2%80%9CIt+is+a+unique+pay-as-you-go+service+that+integrates+multiple+databases.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Diversifying+the+fleet+%3Cbr%3E%E3%80%80In+a+session+on+reducing+greenhouse+gas+%28GHG%29+emissions+in+international+shipping%2C+Oji+pointed+out+that+the+%E2%80%9Ctwo+biggest+challenges+are+%E2%80%99regulatory+uncertainty%E2%80%99+and+the+%E2%80%99difficulty+of+selecting+appropriate+alternative+fuels%E2%80%99.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CThe+IMO+%28International+Maritime+Organization%29+has+decided+to+postpone+deliberations+on+adopting+mid-term+measures+to+reduce+GHG+emissions+by+one+year%2C+but+regulations+will+remain+strict+in+the+long+term.+However%2C+there+is+uncertainty+about+the+implementation+timing+and+level+of+strictness+of+the+measures%2C%E2%80%9C+Oji+said.+%3Cbr%3E%E3%80%80In+particular%2C+he+pointed+out+that+%E2%80%9Cthe+biggest+risk+is+the+deterioration+of+asset+values+due+to+decarbonization%2C%E2%80%9C+and+added%2C+%E2%80%9COur+focus+is+on+ships+that+are+efficient+and+can+maintain+their+value+over+the+long+term.+To+that+end%2C+we+are+working+to+%E2%80%99maintain+the+competitiveness+of+our+ships%2C%E2%80%99+%E2%80%99introduce+energy-saving+devices%2C%E2%80%99+and+%E2%80%99diversify+our+fleet%E2%80%99+while+promoting+cooperation+within+the+industry.%E2%80%9C+%3Cbr%3E%E3%80%80Regarding+fleet+diversification%2C+%E2%80%9CWe+are+seeking+investment+opportunities+not+only+in+bulkers+but+also+in+other+areas+where+the+adoption+of+alternative+fuels+may+progress+more+quickly%2C+such+as+container+ships+and+product+carriers.+Investment+diversification+allows+us+to+gain+knowledge+about+alternative+fuels%2C+spread+market+risk+and+ultimately+increase+resilience%2C%E2%80%9C+he+said%2C+indicating+the+company%E2%80%99s+strategy.+%3Cbr%3E%E3%80%80Yasushi+Seto+of+ClassNK+%28NK%29+said%2C+%E2%80%9CFor+NK%2C+the+biggest+challenge+in+the+green+transition+is+that+we+have+to+cover+everything.+We+are+working+on+all+the+best+technologies+available+to+shipping+companies+and+ship+management+companies%2C+including+alternative+fuels%2C%E2%80%9C+explaining+the+activities+of+the+classification+society.+%3Cbr%3E%E3%80%80%E2%80%9CMany+new+fuels+and+technologies+do+not+yet+have+established+rules+and+standards.+Therefore%2C+we+study+similar+existing+technologies%2C+regulations+and+fuels%2C+conduct+risk+assessments+and+establish+rules%2C+guidelines+and+standards+to+provide+our+customers+with+more+data+and+timely+services.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Regulations+lack+rationality+%3Cbr%3E%E3%80%80%3Cb%3EHafnia%3C%2Fb%3E%E2%80%99s+Peter+Kolding+commented+on+the+challenges+of+transitioning+international+shipping+to+decarbonization%3A+%E2%80%9CFirstly%2C+customers+are+not+willing+to+pay+the+additional+costs+at+the+moment.+Some+of+these+costs+are+driven+by+the+laws+and+regulations+we+must+comply+with.%E2%80%9C+%3Cbr%3E%E3%80%80He+added%2C+%E2%80%9CEven+if+it+is+for+climate+change+countermeasures%2C+it+is+not+our+job+to+promote+investments+that+cannot+be+justified+in+terms+of+returns.+In+that+sense%2C+there+is+a+limit+to+what+we+can+do%2C%E2%80%9C+emphasizing+the+challenges.+%3Cbr%3E%E3%80%80As+for+the+second+challenge%2C+he+said+that+%E2%80%9Cshort+supply+and+rising+prices+of+alternative+fuels+are+of+serious+concern.%E2%80%9C+He+added%2C+%E2%80%9CUnder+the+new+IMO+%28International+Maritime+Organization%29+GHG+%28greenhouse+gas%29+regulations%2C+there+will+not+be+enough+biofuel+supplies+to+keep+the+entire+global+fleet+in+compliance.%E2%80%9C+%3Cbr%3E%E3%80%80Furthermore%2C+Kolding+mentioned+the+third+point%2C+saying%2C+%E2%80%9CLegal+regulations+promoting+energy+efficiency+and+emission+reductions+lack+practical+rationality.%E2%80%9C+%3Cbr%3E%E3%80%80As+a+specific+example%2C+%E2%80%9CThe+IMO%E2%80%99s+proposed+GHG+regulations+are+designed+in+such+a+way+that+it+may+be+more+economically+rational+to+pay+a+fine+than+to+use+biofuels.+It+does+nothing+to+support+the+direction+of+environmental+protection+that+we+all+desire%2C%E2%80%9C+he+said.+He+called+for+corrections%2C+saying%2C+%E2%80%9CThe+CII+%28Carbon+Intensity+Indicator%29+also+has+obvious+flaws+in+its+calculation+methodology%2C+yet+has+made+little+improvement.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Stranded+asset+risk+%3Cbr%3E%E3%80%80Tokyo+Century%E2%80%99s+Global+Marketing+Head+Jigo+Hayashi+said+of+decarbonization%2C+%E2%80%9CFrom+the+perspective+of+finance+and+investment%2C+it+is+no+longer+simply+an+environmental+goal+but+has+become+a+core+pillar+of+asset+valuation+and+risk+management.%E2%80%9C+%3Cbr%3E%E3%80%80He+added%2C+%E2%80%9CFor+financial+institutions%2C+environmental+regulations+from+the+IMO+and+the+EU+%28European+Union%29+create+a+%E2%80%99two-tiered+market.%E2%80%99%E2%80%9C+He+warned%2C+%E2%80%9CShips+without+future+potential%2C+that+is%2C+ships+without+a+clear+path+to+achieving+GHG+targets%2C+will+rapidly+lose+their+competitiveness.+Operating+costs+will+rise%2C+and+charter+rates+will+fall.+There+is+a+risk+that+the+ships+will+ultimately+become+stranded+assets.%E2%80%9C+%3Cbr%3E%E3%80%80In+light+of+these+challenges%2C+he+explained+Tokyo+Century%E2%80%99s+key+policy%2C+%E2%80%9CWe+will+support+the+transition+by+providing+financing+to+shipowners+with+long-term+strategies+and+high+creditworthiness.+We+are+looking+to+support+investment+in+new+dual-fuel+vessels+and+retrofit+technologies+that+will+protect+asset+value+in+the+long+term.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CShipowners+face+a+wide+range+of+decarbonization+costs%2C%E2%80%9C+said+Jin+Yu+Cheong%2C+head+of+Asia+at+The+Baltic+Exchange.+%3Cbr%3E%E3%80%80He+said%2C+%E2%80%9CIf+shipowners+cannot+reliably+measure+costs+such+as+those+of+the+EU-ETS+%28European+Union+Emissions+Trading+System%29%2C+the+European+marine+fuel+regulation+FuelEU+Maritime%2C+the+IMO%E2%80%99s+EEOI%28Energy+Efficiency+Operational+Indicator%29%2C+and+CII%2C+they+will+not+be+able+to+make+optimal+decisions.%E2%80%9C+He+added%2C+%E2%80%9CWe+have+set+up+a+free+website+to+enable+the+industry+to+carry+out+some+of+these+calculations%2C%E2%80%9C+and+urged+seminar+participants+to+take+advantage+of+the+website.+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0+Data+analysis+is+the+foundation+%3Cbr%3E%E3%80%80The+panelists+expressed+their+opinions+one+after+another%2C+pointing+out+the+importance+of+data.+%3Cbr%3E%E3%80%80Hayashi+stated%2C+%E2%80%9CIf+I+had+to+choose+one+investment+that+would+best+enhance+our+resilience+against+geopolitical%2C+operational%2C+and+commercial+risks%2C+it+would+be+%E2%80%99data+and+advanced+analytics.%E2%80%99%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CData+makes+everything+possible.+In+an+uncertain+and+volatile+world%2C+end-to-end+visibility+is+absolutely+essential.+Advanced+analytics+and+AI+%28artificial+intelligence%29+can+help+us+detect+disruptions+to+operations+before+they+occur.%E2%80%9C+%3Cbr%3E%E3%80%80The+Baltic+Exchange%E2%80%99s+Jin+said%2C+%E2%80%9CImproving+risk+resilience+starts+with+data%2C+and+data+analytics+is+now+fundamental+to+business+and+decision-making.+Data+allows+for+informed+decisions+about+technology+and+alternative+fuels.+What%E2%80%99s+most+important+is+that+the+data+is+reliable+and+solid.%E2%80%9C+%3Cbr%3E%E3%80%80Yasushi+Seto+of+ClassNK+%28NK%29+stressed+the+importance+of+cybersecurity+measures%2C+saying%2C+%E2%80%9CThe+IACS+%28International+Association+of+Classification+Societies%29+has+established+uniform+cyber+requirements+E26+and+E27+for+newly+built+ships%2C+which+apply+to+newly+contracted+ships+from+July+last+year+onwards%2C+making+cyber+response+an+urgent+priority.+NK+will+help+customers+build+their+systems+by+providing+information+and+risk+assessments.%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%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%E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2025/11/14(金)

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