日本海事新聞ニュース Japan Maritime Daily Nov 27, 2025 (Thu)

Interview with NYK President Soga: FY25 Outlook, Decarbonization, and M&A Strategy

Takaya Soga, President of NYK

　--The company has revised its consolidated ordinary profit forecast for the full fiscal year ending ・・・ 続きはログインして下さいnext %E3%80%80--The+company+has+revised+its+consolidated+ordinary+profit+forecast+for+the+full+fiscal+year+ending+March+2026+downward+by+50+billion+yen+to+190+billion+yen+%28down+61%25+from+the+previous+period%29.+%3Cbr%3E%E3%80%80%E2%80%9CThe+main+reasons+for+this+are+the+downward+revision+of+forecasts+for+the+liner+vessel+business%2C+centered+on+ONE+%28Ocean+Network+Express%2C+a+container+ship+operating+company%29%2C+by+25+billion+yen%2C+and+the+automobile+business+by+12+billion+yen.+For+liner+vessels%2C+the+assumptions+for+spot+freight+market+conditions+have+been+revised+to+be+stricter+than+before.+The+automobile+business+has+factored+in+US+port+entry+fees+of+7+billion+yen+as+a+factor+pushing+down+profits.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CSpot+container+shipping+rates+have+been+on+an+upward+trend+since+late+October.+The+effects+of+supply+adjustments+implemented+by+shipping+companies+are+beginning+to+appear.+These+fare+increases+have+not+been+factored+into+the+earnings+forecast.+Additionally%2C+the+USTR+%28United+States+Trade+Representative%29+has+postponed+the+collection+of+port+entry+fees+from+PCTCs+for+one+year.+Although+the+container+shipping+freight+market+will+depend+on+future+trends%2C+there+is+room+for+our+full-year+results+to+exceed+expectations.%E2%80%9C+%3Cbr%3E%E3%80%80--The+United+States+and+China+have+postponed+for+one+year+the+collection+of+port+entry+fees+from+related+ships.+What+impact+will+this+have+on+the+shipping+market%3F+%3Cbr%3E%E3%80%80%E2%80%9CThe+port+entry+fee+regimes+in+both+countries+will+have+little+impact+on+our+business.+This+can+be+addressed+by+changing+the+allocation+of+some+ships.+As+for+the+impact+on+the+container+shipping+market+as+a+whole%2C+I+think+it+will+have+a+positive+effect.+Some+Chinese+shippers+may+have+hesitated+to+ship+to+the+United+States+in+order+to+assess+the+impact+of+port+entry+fees.+I+think+this+will+have+a+positive+effect+on+transport+demand+in+the+sense+that+it+will+eliminate+such+hesitation.%E2%80%9C+%3Cbr%3E%E3%80%80--Israel+and+the+Islamic+organization+Hamas+have+agreed+to+a+ceasefire.+The+reopening+of+Red+Sea+traffic+connected+to+the+Suez+Canal+will+also+affect+the+shipping+market.+%3Cbr%3E%E3%80%80%E2%80%9CWe+believe+that+the+environment+remains+unsuitable+for+navigation+through+the+Red+Sea.+It+is+possible+that+the+Houthis+%28a+Yemeni+militant+group%29+could+resume+attacks+on+commercial+ships+at+any+time.+Our+ships+will+not+resume+sailing+until+we+are+confident+that+it+is+safe+to+do+so.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9COnce+the+Red+Sea+and+Suez+Canal+are+fully+reopened%2C+container+ships+will+be+the+most+affected.+However%2C+if+the+resumption+of+shipping+traffic+eases+the+supply+and+demand+balance+for+shipping+capacity%2C+shipping+companies+will+likely+adjust+supply+by+scrapping+old+ships.+There+are+also+many+aging+PCTCs+and+dry+bulk+carriers%2C+so+there+is+a+possibility+that+scrapyard+capacity+will+be+insufficient+worldwide+in+the+future.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0GHG+measures+remain+unchanged+%3Cbr%3E%E3%80%80--Compared+to+the+energy+and+automotive+businesses%2C+profits+from+the+dry+bulk+business+remain+low.+%3Cbr%3E%E3%80%80%E2%80%9CWhile+there+are+temporary+factors+such+as+the+appreciation+of+the+yen+and+valuation+losses+due+to+falling+crude+oil+prices%2C+one+reason+is+that+we+were+slow+to+respond+to+changes+in+trading+patterns.+Following+Russia%E2%80%99s+invasion+of+Ukraine%2C+iron+ore+exports+from+Ukraine+have+decreased%2C+and+to+compensate+for+this%2C+competition+from+other+shipping+routes+has+intensified%2C+with+the+impact+being+particularly+noticeable+this+year.+It+was+necessary+to+respond+flexibly+to+these+changes+in+trading+patterns.+With+the+disposal+of+high-cost+ships+now+complete%2C+the+company+is+now+ready+to+take+on+the+challenge+head-on.+We+will+work+to+improve+profitability+by+responding+to+changes+in+trade.%E2%80%9C+%3Cbr%3E%E3%80%80--The+International+Maritime+Organization+%28IMO%29+has+postponed+deliberations+on+the+adoption+of+the+%E2%80%9CGHG+%28greenhouse+gas%29+intensity+regulations+for+fuels+used%E2%80%9C+%28GFI+regulations%29+by+one+year.+%3Cbr%3E%E3%80%80%E2%80%9CIf+the+vote+had+been+forced+through+despite+the+strong+opposition+from+the+United+States+and+been+rejected%2C+there+was+a+risk+that+the+GFI+regulations+would+never+be+put+into+practice.+In+this+situation%2C+I+believe+that+the+proposal+to+postpone+the+vote+was+an+extremely+excellent+decision.+Considering+the+potential+disasters+brought+about+by+climate+change%2C+our+efforts+to+reduce+GHG+emissions+will+remain+unchanged+even+if+the+implementation+of+the+GFI+regulations+is+delayed.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CHowever%2C+adjustments+will+be+necessary+due+to+changing+assumptions.+For+example%2C+in+the+area+of+offshore+wind+power+generation%2C+the+company+operates+a+school+in+Oga+City%2C+Akita+Prefecture%2C+to+train+sailors+and+workers%2C+and+deploys+CTVs+%28Crew+Transfer+Vessel%29+to+Ishikari+Bay+New+Port+and+coastal+projects+in+Oga+City%2C+Katagami+City%2C+and+Akita+City.+While+we+will+steadily+move+forward+with+those+confirmed+projects%2C+we+must+also+consider+how+to+respond+to+the+overall+delay+in+project+progress.%E2%80%9C+%3Cbr%3E+%3Cbr%3E%E3%80%80%E2%96%A0Focus+on+CX+and+DX+%3Cbr%3E%E3%80%80--This+fiscal+year+is+the+third+year+of+the+medium-term+management+plan%2C+and+next+year+will+be+the+final+fiscal+year.+How+is+the+current+medium-term+plan+progressing%3F+Several+M%26A+%28mergers+and+acquisitions%29+are+also+taking+shape.+%3Cbr%3E%E3%80%80%E2%80%9COur+core+strategy%2C+which+is+based+on+two+pillars%3A+deepening+existing+core+businesses+and+evolving+new+growth+businesses%2C+is+progressing+smoothly.+The+company+has+made+investments+that+will+strengthen+its+core+fleet+and+increase+its+earning+power%2C+such+as+placing+additional+orders+for+LNG+%28liquefied+natural+gas%29+carriers+and+acquiring+shipping+businesses+other+than+crude+oil+tankers+from+the+ENEOS+Group.+The+LNG+carrier+fleet+will+expand+to+130+vessels+by+FY2028.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CIn+new+growth+areas%2C+we+acquired+a+healthcare+logistics+company+from+a+European+company+for+approximately+210+billion+yen%2C+and+made+a+leading+European+shipping+company+with+a+fleet+of+70+CTVs+for+offshore+wind+power+generation+into+a+consolidated+subsidiary.+Healthcare+logistics%2C+which+involves+handling+pharmaceuticals+and+other+products%2C+requires+highly+sophisticated+logistics+technology.+We+aim+to+further+strengthen+our+logistics+business+through+this+acquisition.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CRight+now%2C+we+are+focusing+most+of+our+efforts+on+CX+%28corporate+transformation%29+and+DX+%28Digital+Transformation%29.+With+CX+aimed+at+transforming+our+human+resources%2C+organization%2C+and+group+management%2C+we+aim+to+create+an+organization+where+each+of+our+approximately+35%2C000+group+employees+worldwide+can+work+with+enthusiasm.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CAs+one+of+the+measures+to+achieve+this%2C+we+are+promoting+a+project+to+improve+the+motivation+of+maritime+engineers.+In+order+for+our+overseas+bases+to+become+organizations+that+aim+for+autonomous+growth%2C+we+are+also+working+to+change+the+mindset+of+both+our+overseas+personnel+and+ourselves.+In+terms+of+DX%2C+we+aim+to+raise+the+digital+literacy+of+all+employees.+As+part+of+this%2C+we+have+also+started+providing+training+to+all+employees.%E2%80%9C+%3Cbr%3E%28Published+from+time+to+time%29+%3Cbr%3E+%3Cbr%3E%E3%80%80Takaya+Soga+graduated+from+the+Faculty+of+Commerce+and+Management%2C+Hitotsubashi+University+in+1984+and+joined+%3Cb%3ENYK%3C%2Fb%3E.+In+2010%2C+he+became+the+head+of+the+Auto+Logistics+Group.+In+2015%2C+he+became+Corporate+Officer.+In+2018%2C+he+became+Managing+Corporate+Officer+%28renamed+Managing+Executive+Officer+in+2020%29.+In+2021%2C+he+became+Senior+Managing+Executive+Officer.+In+2022%2C+he+became+Director+and+Senior+Managing+Executive+Officer.+In+April+2023%2C+he+took+up+his+current+position.+Born+in+Sapporo%2C+65+years+old.+%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

【海運トップに聞く　下期の舵取り】(3)日本郵船社長・曽我貴也氏、M&Aで稼ぐ力強化

2025/11/27(木)

日本海事新聞 JMD

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