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日本海事新聞ニュース Japan Maritime Daily Feb 03, 2026 (Tue)

Longer Voyages and Aging Fleet to Keep PCC Supply-Demand Tight: NYK Report

　The tight supply and demand for PCTCs, which transport automobiles, construction machinery, and oth ・・・ %E3%80%80The+tight+supply+and+demand+for+PCTCs%2C+which+transport+automobiles%2C+construction+machinery%2C+and+other+items%2C+is+likely+to+continue.+The+main+reason+for+this+is+that+the+transport+distance+per+vehicle+is+expected+to+remain+long.+In+addition%2C+the+increasing+proportion+of+older+ships+that+are+candidates+for+scrapping+and+slower+sailing+times+due+to+environmental+regulations+are+likely+to+be+factors+that+keep+the+supply-demand+situation+tight.+%3Cbr%3E+%3Cbr%3E%E3%80%80NYK+held+an+IR+briefing+on+January+20%2C+where+the+company%E2%80%99s+Research+Group+explained+their+analysis+of+the+supply+and+demand+of+container+ships+and+PCTCs%2C+as+well+as+shipbuilding.+Team+leader+Takayuki+Oshimoto+gave+an+explanation+regarding+PCTCs.+%3Cbr%3E%E3%80%80In+the+PCTC+market%2C+it+was+expected+that+the+completion+of+new+ships+would+begin+in+earnest+in+2024+and+2025%2C+easing+the+supply+and+demand+for+shipping+capacity.+There+is+almost+no+scrapping%2C+and+tonnage+increased+to+nearly+900+ships+in+2025.+However%2C+supply+and+demand+remain+tight.+%3Cbr%3E%E3%80%80Oshimoto+expects+the+tight+supply+and+demand+situation+for+tonnage+to+continue.+One+reason+for+this%2C+he+points+out%2C+is+the+worsening+imbalance+between+exports+and+imports+in+the+Asian+region.+The+imbalance+in+transport+demand%2C+with+more+exports+from+the+Asian+region+and+less+imports+to+the+region%2C+is+one+of+the+reasons+for+the+decline+in+transport+efficiency.+%3Cbr%3E%E3%80%80Oshimoto+said%2C+%E2%80%9CTraditionally%2C+exports+from+East+Asia+%28Japan%2C+South+Korea%2C+and+China%29+were+three+to+four+times+the+amount+of+imports+to+the+region%2C+but+with+the+expansion+of+exports+from+China%2C+they+increased+to+more+than+five+times+in+2025.+We+expect+it+to+remain+at+around+five+times+the+amount+of+imports+even+after+2026.%E2%80%9C+%3Cbr%3E%E3%80%80As+exports+from+China+increased%2C+export+destinations+expanded+to+more+distant+locations+such+as+Europe.+In+addition%2C+from+2024+onwards%2C+the+avoidance+of+the+Suez+Canal+due+to+the+worsening+situation+in+the+Red+Sea+also+led+to+longer+transport+distances.+%3Cbr%3E%E3%80%80Although+the+resumption+of+navigation+via+the+Suez+Canal+is+expected%2C+Oshimoto+said%2C+%E2%80%9CThe+impact+on+transport+distance+around+the+Cape+of+Good+Hope+is+around+6+to+7%25.+Even+if+navigation+is+fully+resumed%2C+the+transport+distance+per+vehicle+will+be+quite+long+by+historical+standards.%E2%80%9C++%3Cbr%3E%E3%80%80Even+if+the+supply+and+demand+for+tonnage+eases%2C+aging+ships+are+expected+to+act+as+a+balancing+mechanism.+%E2%80%9CThe+average+age+of+PCTCs+is+now+at+an+all-time+high+of+over+15+years.+Over+60%25+of+the+ships+are+over+16+years+old%2C+and+there+are+many+older+ships+that+can+be+scrapped%2C%E2%80%9C+said+Oshimoto.++%3Cbr%3E%E3%80%80He+mentioned+some+factors+easing+the+supply+and+demand+for+tonnage%2C+including+the+reopening+of+Suez+Canal%2C+increased+transport+capacity+due+to+the+launch+of+150+ships%2C+which+are+currently+in+the+order+backlog%2C+a+shift+in+production+within+the+US+and+EU%2C+and+a+decrease+in+demand+due+to+rising+vehicle+prices+caused+by+additional+US+tariffs.+%3Cbr%3E%E3%80%80Regarding+automobile+exports+from+China%2C+which+are+one+of+the+causes+of+the+tight+supply+and+demand+for+PCTCs%2C+he+said%2C+%E2%80%9CExports%2C+which+have+been+increasing+by+1+million+units+each+year+since+2021%2C+exceeded+7+million+units+in+2025.+China+is+gaining+momentum+with+the+global+trend+toward+electric+vehicles+%28EVs%29+and+is+also+increasing+exports+of+vehicles+other+than+EVs.%E2%80%9C+%3Cbr%3E%E3%80%80Regarding+future+exports%2C+he+said+%E2%80%9CThere+is+an+overproduction+in+China%2C+and+new+cars+cannot+be+sold+in+the+domestic+market.+This+appears+to+be+one+of+the+reasons+many+cars+are+being+exported.+If+the+transport+capacity+of+PCTCs+increases%2C+some+of+the+cargo+currently+being+transported+by+container+ships+will+be+switched+to+PCTCs.%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%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

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2026/02/03(火)
日本海事新聞 JMD


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