日本海事新聞ニュース Japan Maritime Daily Oct 28, 2026 (Wed)

Baltic Weekly Report: Capesize Rates Rebound Past $34,000 on Resurgent Pacific Demand

Trend in the BDI (Baltic Dry Index, 1985=1000)

　■ Capesize 　The market recovered steadily throughout the week. Sentiment improved in both the Pacif ・・・ 続きはログインして下さいnext %E3%80%80%E2%96%A0+Capesize+%3Cbr%3E%E3%80%80The+market+recovered+steadily+throughout+the+week.+Sentiment+improved+in+both+the+Pacific+and+Atlantic+basins%2C+and+the+average+spot+charter+rate+across+the+five+main+routes+for+182%2C000-DWT+%28182-type%29+vessels+rose+from+%2430%2C518+per+day+on+Monday+to+%2434%2C380+per+day+on+Friday.+%3Cbr%3E%E3%80%80Initially%2C+the+Pacific+basin+led+the+recovery.+This+was+supported+by+resurgent+demand+from+operators%2C+active+chartering+by+major+resources+companies%2C+and+the+possibility+of+weather-related+delays+in+China.+Freight+rates+on+C5+%28the+Western+Australia%E2%80%93China+route%29+rose+from+the+low+%2412s+per+tonne+early+in+the+week+to+%2414.15%E2%80%93%2414.25+per+tonne+by+midweek.+Although+fixture+activity+slowed+heading+into+Thursday%2C+major+mining+companies+continued+to+charter+ships+for+loading+in+the+first+half+of+November%2C+underpinning+the+market.+%3Cbr%3E%E3%80%80The+market+on+routes+from+southern+Brazil+and+West+Africa+to+China+also+gained+momentum.+With+offers+limited+and+bids+for+later+loading+dates+rising+incrementally%2C+freight+rates+on+C3+%28the+Brazil%E2%80%93China+route%29+climbed+from+the+low+%2431s+to+%2434.00%E2%80%93%2434.50.+%3Cbr%3E%E3%80%80However%2C+toward+the+end+of+the+week%2C+rumors+of+a+fixture+at+%2433.25+for+November+15%E2%80%9320+loading+weighed+on+sentiment.+Demand+became+even+more+concentrated+on+schedules+from+late+November+onward%2C+with+some+spanning+November+and+December.+%3Cbr%3E%E3%80%80In+contrast%2C+the+North+Atlantic+market+remained+relatively+subdued.+Although+there+was+some+fronthaul+activity+%28on+Atlantic%E2%80%93Pacific+routes%29+in+the+first+half+of+the+week%2C+the+market+softened+slightly+toward+the+end+of+the+week+amid+limited+inquiries+for+transatlantic+routes.+%3Cbr%3E%E3%80%80%E2%96%A0+Panamax+%2F+Kamsarmax+%3Cbr%3E%E3%80%80Both+basins+were+under+sustained+downward+pressure+during+the+week.+The+average+spot+rate+across+the+five+main+routes+declined+steadily+as+the+week+progressed.+The+Atlantic+market+remained+weak.+Limited+cargo+availability%2C+sluggish+demand+for+grain+and+minerals%2C+and+an+oversupply+of+vessels+continued+to+favor+charterers.+Reflecting+these+conditions%2C+an+82-type+vessel+open+in+Northern+Europe+secured+%2422%2C500+per+day+for+a+transatlantic+round-trip+route.+A+75-type+vessel+was+fixed+at+%2433%2C000+per+day+for+a+similar+voyage%2C+with+delivery+on+the+east+coast+of+South+America.+Transatlantic+routes+steadily+lost+momentum%2C+while+fronthaul+routes+also+came+under+downward+pressure+as+shipowners+repeatedly+lowered+their+rate+expectations+to+secure+fixtures.+A+93-type+vessel+was+fixed+at+%2431%2C000+for+a+voyage+to+India+via+the+U.S.+East+Coast%2C+basis+delivery+passing+Gibraltar.+%3Cbr%3E%E3%80%80It+was+particularly+challenging+for+the+east+coast+of+South+America%2C+with+ample+tonnage+supply+and+limited+inquiry+weighing+on+freight+rates.+Early+in+the+week%2C+an+82-type+vessel+secured+%2421%2C000+for+a+fronthaul+voyage+via+the+east+coast+of+South+America%2C+with+delivery+in+Singapore%2C+but+market+conditions+deteriorated+markedly+as+the+week+progressed.+%3Cbr%3E%E3%80%80The+Pacific+market+remained+firm+throughout+the+week.+Demand+in+the+North+Pacific+was+subdued%2C+but+strong+demand+from+Australia+and+a+balanced+supply-demand+situation+in+Indonesia+underpinned+sentiment.+%3Cbr%3E%E3%80%80An+85-type+vessel+was+fixed+at+%2424%2C000+for+an+Australian+East+Coast+round+trip%2C+while+an+82-type+vessel+secured+a+similar+rate+for+a+comparable+voyage.+An+85-type+vessel+was+fixed+at+%2426%2C000+for+a+North+Pacific+round+trip%2C+while+a+76-type+vessel+was+fixed+at+%2421%2C500+for+a+short+voyage+to+Indonesia.+%3Cbr%3E%E3%80%80%E2%96%A0+Ultramax+%2F+Supramax+%3Cbr%3E%E3%80%80Despite+a+week+of+considerably+quieter+chartering+activity%2C+the+index+ended+the+week+above+the+previous+week%E2%80%99s+close.+%3Cbr%3E%E3%80%80The+Gulf+of+Mexico+freight+rates+softened+as+fresh+inquiry+was+insufficient+to+absorb+the+growing+list+of+available+vessels.+Rates+for+grain+shipments+from+the+Gulf+of+Mexico+to+the+western+Mediterranean+on+64-type+vessels+fluctuated+between+%2431%2C000+and+%2434%2C000+throughout+the+week%2C+while+rates+for+longer-haul+shipments+to+the+Far+East+were+below+these+levels.+The+South+Atlantic+market+firmed+slightly+as+prompt+open+tonnage+was+limited%2C+but+it+lacked+a+clear+direction.+Meanwhile%2C+the+continental+European+and+Mediterranean+markets+had+a+quiet+week.+%3Cbr%3E%E3%80%80Asia+was+once+again+the+driving+force.+Although+grain+shipments+from+the+west+coast+of+North+America+slowed%2C+the+backhaul+%28Pacific%E2%80%93Atlantic%29+market+filled+the+gap%2C+pushing+rates+higher.+Fixtures+were+concluded+at+strong+levels%2C+with+a+63-type+vessel+fixed+from+northern+China+to+West+Africa+at+%2427%2C500+and+a+55-type+vessel+fixed+to+carry+clinker+from+northern+China+to+Chittagong+%28Bangladesh%29+at+%2432%2C000.+%3Cbr%3E%E3%80%80With+the+spot+market+remaining+firm%2C+operators+were+keen+to+secure+period+charters+to+cover+backhaul+requirements.+A+64-type+vessel+open+Busan+%28South+Korea%29+was+fixed+for+four+to+six+months+at+%2424%2C250.+%3Cbr%3E%E3%80%80%E2%96%A0+Handysize++%3Cbr%3E%E3%80%80The+market+firmed+slightly+during+the+week.+The+South+Atlantic+was+the+strongest+region%2C+supported+by+healthy+demand+and+tightening+prompt+open+tonnage.+Reported+fixtures+included+a+38-type+open+Santos+%28Brazil%29+on+October+30%2C+provisionally+fixed+at+%2436%2C000+for+a+trip+from+Recalada+%28Argentina%29+to+the+west+coast+of+South+America.+%3Cbr%3E%E3%80%80Meanwhile%2C+the+continental+European+and+Mediterranean+markets+remained+balanced%2C+broadly+at+the+previous+week%E2%80%99s+levels.+A+39-type+vessel+was+fixed+at+%2419%2C500+for+a+trip+from+Antwerp+%28Belgium%29+to+the+Gulf+of+Mexico.+The+Gulf+of+Mexico+remained+under+downward+pressure%2C+as+limited+demand+was+unable+to+absorb+the+growing+tonnage+list.+A+40-type+vessel+open+Houston+%28U.S.%29+on+October+21+was+fixed+at+%2419%2C000+to+carry+petroleum+coke+from+Dos+Bocas+%28Mexico%29+to+India.+%3Cbr%3E%E3%80%80The+Pacific+market+was+generally+positive+despite+periods+of+limited+activity%2C+with+tightening+tonnage+availability+supporting+firm+freight+rates+for+backhaul+and+round+trips.+A+40-type+vessel+open+at+the+Yangtze+River+Estuary+%28China%29+was+fixed+at+%2422%2C000+for+a+voyage+to+India%E2%80%99s+East+Coast.+%3Cbr%3E%E3%80%80Period+charter+activity+also+emerged%2C+with+a+notable+fixture+involving+a+37-type+vessel+at+%2419%2C500+for+five+to+seven+months%2C+with+delivery+Recalada+and+worldwide+redelivery.+%3Cbr%3E%E3%80%80%E2%96%A0+VLCC+%28Very+Large+Crude+Carrier%29+%3Cbr%3E%E3%80%80+Freight+rates+fell+further.+The+freight+rate+index+for+the+Persian+Gulf%E2%80%93China+route+fell+88+points+to+WS+%28Worldscale%29+1208.13%2C+with+a+time+charter+equivalent+earnings+%28TCE%29+of+%241%2C287%2C851+per+day.+%3Cbr%3E%E3%80%80The+Gulf+of+Oman%E2%80%93China+route+fell+more+sharply%2C+dropping+146+points+to+WS620%2C+with+a+TCE+of+%241%2C656%2C587+per+day.+%3Cbr%3E%E3%80%80In+the+Atlantic+market%2C+freight+rates+on+the+West+Africa%E2%80%93China+route+fell+147+points+to+WS556.13%2C+with+a+round-trip+TCE+of+%24550%2C946+per+day.+%3Cbr%3E%E3%80%80Meanwhile%2C+lump-sum+freight+on+the+Gulf+of+Mexico%E2%80%93China+route+plunged+by+%2411.4+million+to+%2458.22+million%2C+with+a+TCE+of+%24451%2C905+per+day.+%3Cbr%3E%E3%80%80%E2%96%A0+Product+carrier+%3Cbr%3E%E3%80%80For+LR+%28Large+Range%29+2+tankers+on+the+Middle+East%E2%80%93Japan+route+%28TC1%29%2C+WS+rose+92+points+to+1%2C075%2C+while+round-trip+TCE+increased+by+%2428%2C600+to+%24313%2C200+per+day.+Total+freight+on+the+Middle+East%E2%80%93Europe+route+%28TC20%29+rose+by+%24168%2C800+to+%2421.51+million%2C+equivalent+to+a+round-trip+TCE+of+%24336%2C400+per+day.+In+the+European+market%2C+total+freight+on+the+Mediterranean%E2%80%93Far+East+route+%28TC15%29+fell+by+%244.24+million+to+%2412+million%2C+while+round-trip+TCE+declined+by+%2457%2C900+to+%24115%2C100+per+day.+%3Cbr%3E%E3%80%80For+LR1+tankers+on+the+Middle+East%E2%80%93Japan+route+%28TC5%29%2C+WS+surged+121+points+to+1%2C105%2C+with+round-trip+TCE+reaching+%24229%2C900+per+day.+Total+freight+on+the+westbound+Middle+East%E2%80%93Europe+route+%28TC8%29+rose+by+%24392%2C900+to+%2416.28+million%2C+while+round-trip+TCE+increased+by+%246%2C500+to+%24250%2C500+per+day.+%3Cbr%3E%E3%80%80For+MR+%28Medium+Range%29+tankers+on+the+Middle+East%E2%80%93East+Africa+route+%28TC17%29%2C+WS+rose+approximately+2+points+to+896%2C+while+TCE+fell+by+%24200+to+%24113%2C200+per+day.+In+the+European+market%2C+WS+on+the+ARA+%28Amsterdam%E2%80%93Rotterdam%E2%80%93Antwerp%29%E2%80%93U.S.+Atlantic+Coast+route+%28TC2%29+rose+12+points+to+207%2C+while+round-trip+TCE+increased+by+%241%2C800+to+%2412%2C900+per+day.+%3Cbr%3E%E3%80%80For+MR+tankers+on+the+Gulf+of+Mexico%E2%80%93Europe+route+%28TC14%29%2C+WS+rose+8+points+to+399%2C+while+round-trip+TCE+increased+by+%241%2C100+to+%2453%2C900+per+day.+Total+freight+on+the+Gulf+of+Mexico%E2%80%93Caribbean+route+%28TC21%29+closed+the+week+at+%241.5+million%2C+up+%24246%2C400%2C+while+TCE+rose+by+%2414%2C000+to+%2461%2C500+per+day.+The+Atlantic+Triangulation+Basket+TCE+rose+from+%2463%2C400+to+%2465%2C800+per+day.+%3Cbr%3E%E3%80%80The+WS+rate+on+the+Handymax+trans-Mediterranean+route+%28TC6%29+rose+72+points+to+526%2C+while+round-trip+TCE+increased+by+%2420%2C700+to+%24109%2C600+per+day.+The+WS+rate+on+the+UK%E2%80%93Continental+Europe+route+%28TC23%29+rose+71+points+to+390%2C+while+TCE+increased+by+%2420%2C900+to+%2467%2C900+per+day.+%3Cbr%3E%28Source%3A+Baltic+Exchange%29+%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

【バルチックWeekly市況リポート】(10月19―23日)ケープ、太平洋主導で上昇

2026/10/28(水)

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