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日本海事新聞ニュース Japan Maritime Daily Jan 21, 2021 (Thu)

‌【Interview】Mr. Tanaka of MOL realizes one-stop service by dry reorganization

Mr. Toshiaki Tanaka, Director and Managing Executive Officer of MOL
 --The reorganization of the dry bulk business was announced in December last year. What is the aim ・・・ %E3%80%80--The+reorganization+of+the+dry+bulk+business+was+announced+in+December+last+year.+What+is+the+aim+and+purpose%3F+%3Cbr%3E%E3%80%80%E2%80%9CThe+purpose+is+to+strengthen+the+overall+dry+bulk+business.+In+April+2022%2C+a+new+company+will+be+established+after+separating+general+trampers%2C+wood+chip+carriers%2C+and+Panamax+%28excluding+those+for+the+steel+industry+and+domestic+electric+power+companies%29+from+%3Cb%3EMOL%3C%2Fb%3E+itself%2C+and+integrating+them+with+%3Cb%3EMOL%3C%2Fb%3E+Kinkai+this+April.+Originally%2C+the+entire+group+is+engaged+in+dry+freight+transportation%2C+but+we+will+review+the+organization+again%2C+strengthen+the+functions%2C+and+realize+a+one-stop+service+for+customers.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CThe+new+company+will+be+headquartered+in+Tokyo.+Overseas%2C+Singapore+will+be+the+main+sales+base.+The+new+company+is+expecting+synergies+between+%3Cb%3EMOL%3C%2Fb%3E+Kinkai+and+%3Cb%3EMOL%3C%2Fb%3E.+For+example%2C+the+%3Cb%3EMOL%3C%2Fb%3E%E2%80%99s+wood+chip+transportation+and+%3Cb%3EMOL%3C%2Fb%3E+Kinkai%E2%80%99s+multi-purpose+semi-liner+service+share+some+common+customers.+It+would+be+better+to+work+together+with+such+customers.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CWe+are+proud+that+the+%3Cb%3EMOL%3C%2Fb%3E+Kinkai+brand+is+solid.+With+that+value+at+the+core%2C+we+want+to+realize+the+flexibility+and+strength+of+the+new+company+in+response+to+changes.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9COn+the+other+hand%2C+the+transportation+to+the+steel+industry+and+domestic+electric+power%2C+which+remains+at+%3Cb%3EMOL%3C%2Fb%3E%2C+is+an+independent+and+self-contained+business+form.+There+are+many+bilateral+business+negotiations%2C+and+it+is+a+long-term+transportation+contract+with+a+dedicated+vessel.+The+unloading+site+is+not+a+public+berth%2C+but+a+customer-owned+berth.+We+often+think+about+transportation+plans+together+with+our+customers%2C+and+we+have+decided+that+the+current+system+is+sufficient.%E2%80%9C+%3Cbr%3E%E3%80%80--What+is+the+background+of+the+reorganization%3F+%3Cbr%3E%E3%80%80%E2%80%9CThe+industrial+structure+surrounding+shipper+companies+is+undergoing+major+changes.+There+is+no+waiting+for+environmental+measures+such+as+the+government%E2%80%99s+target+of+zero+GHG+%28greenhouse+gas%29+emissions+by+2050.+It+was+necessary+to+respond+to+these+changes.+The+organization+for+each+ship+type+was+the+traditional+way+of+a+shipping+company%2C+but+we+are+entering+an+era+where+a+flexible+organization+that+is+closely+related+to+the+transportation+demand+of+customers+and+the+market+is+required.%E2%80%9C+%3Cbr%3E%E2%96%A0+To+start+with+scale+of+200+ships+%3Cbr%3E%E3%80%80--What+is+the+new+company%E2%80%99s+fleet+maintenance+policy%3F+%3Cbr%3E%E3%80%80%E2%80%9CThe+new+company+will+start+with+an+operating+scale+of+about+200+vessels.+When+servicing+a+new+ship+with+a+shipowner%2C+the+charter+period+will+be+mainly+short-term+and+medium-term.+Long-term+charter+is+difficult.+For+long-term+charter+vessels%2C+there+is+no+choice+but+to+negotiate+that+the+charter+fee+is+less+than+our+cost.+If+it+exceeds+the+cost%2C+it+would+be+more+rational+to+do+it+on+their+own+ship.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CWe+assume+that+charter+fees+will+be+linked+to+market+conditions+to+a+certain+extent%2C+but+we+also+want+to+evaluate+them+based+on+their+competitiveness+compared+to+the+market.+If+it+is+competitive%2C+such+as+by+investing+its+own+funds%2C+it+will+generally+exceed+the+cost+of+the+shipowner+compared+to+past+market+conditions.+%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CAlso%2C+when+the+used+ship+sales+market+is+good%2C+the+shipowner+may+sell+the+ship+at+any+time.+We+would+like+to+renew+the+charter+fee+every+year+with+the+shipowners+who+agree+with+this+idea%2C+and+keep+going+with+them+for+3%2C+5%2C+and+7+years.%E2%80%9C+%3Cbr%3E%E3%80%80--Dry+structural+reforms+were+implemented+in+2012+and+2015+as+well.+%3Cbr%3E%E3%80%80%E2%80%9CThe+high+cost+and+long+ship+deficit+was+resolved+by+impairment+and+early+return.+After+two+structural+reforms%2C+it+is+now+in+the+black.+Nevertheless%2C+the+reason+for+the+dry+reorganization+this+time+is+to+respond+to+the+rapid+changes+in+the+business+environment+as+mentioned+above.+Speaking+of+structural+reforms%2C+there+is+a+strong+image+of+protection%2C+but+this+reorganization+is+a+business+strengthening+and+is+extremely+positive.+%E2%80%9C+%3Cbr%3E%E2%96%A0+New+fuel+x+existing+technology+%3Cbr%3E%E3%80%80--What+is+your+policy+for+next-generation+fuels%3F+%3Cbr%3E%E3%80%80%E2%80%9CThe+spread+of+LNG+%28liquefied+natural+gas%29+fuel+seems+to+be+a+matter+of+time.+Long-term+contracts+for+steel+raw+materials+and+steaming+coal+have+already+begun+to+spread.+However%2C+it+is+theorized+that+LNG+is+just+a+bridge+fuel.+Compared+to+existing+heavy+oil%2C+it+has+a+lower+environmental+impact%2C+but+it+is+insufficient+to+achieve+zero+GHG+emissions+in+2050.+On+the+other+hand%2C+it+is+unlikely+that+green+ammonia+and+hydrogen%2C+which+do+not+emit+CO2+%28carbon+dioxide%29%2C+will+spread+in+a+few+years.+I+think+LNG+is+an+important+bridge+that+connects+them+until+they+become+widespread.%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9COn+the+other+hand%2C+the+IMO+%28International+Maritime+Organization%29+is+expected+to+put+into+effect+the+fuel+economy+regulation+%E2%80%98EEXI%E2%80%99+for+existing+ships+as+well+as+new+ships.+While+advancing+such+regulatory+compliance%2C+we+will+accumulate+what+we+can+do+step+by+step.+%E2%80%9C+%3Cbr%3E%E3%80%80%E2%80%9CIt+is+important+not+only+for+next-generation+fuels%2C+but+also+for+environmental+friendliness+in+combination+with+existing+technologies.+At+the+end+of+November+2020%2C+we+started+the+%E2%80%9CWind+Hunter+Project%2C%E2%80%9C+a+zero-emission+project+that+utilizes+wind+power+and+hydrogen.+Sail+is+an+effective+existing+technology%2C+and+if+it+becomes+widespread+in+the+future%2C+costs+such+as+development+costs+will+decrease.%E2%80%9C+%3Cbr%3E%E3%80%80--What+is+the+outlook+for+the+dry+bulk+market+in+the+future%3F+%3Cbr%3E%E3%80%80%E2%80%9CI+don%E2%80%99t+know+how+much+it+will+recover+in+2021+compared+to+2019%2C+but+I+think+it+will+improve+from+2020.+There+are+few+new+ships+completed.+At+present+%28December+2020%29%2C+the+demand+for+material+manufacturers%2C+which+has+fallen+due+to+the+spread+of+the+new+coronavirus+infection%2C+is+returning.+Regarding+the+steel+industry%2C+Japan+is+in+the+direction+of+reducing+production%2C+but+China+is+still+active.+%E2%80%9C+%3Cbr%3E%28Posted+at+any+time%29+%3Cbr%3E+%3Cbr%3E%E3%80%80Toshiaki+Tanaka+Graduated+from+the+Faculty+of+Social+Sciences+of+Hitotsubashi+University+in+1984+and+joined+Mitsui+O.S.K.+Lines+%28currently+%3Cb%3EMOL%3C%2Fb%3E%29.+In+2011%2Cthe+general+manager+of+the+steel+raw+material+ship.+Executive+Officer+in+2014%2C+Managing+Executive+Officer+in+2017%2C+Director+and+Managing+Executive+Officer+in+2020%2C+60+years+old.%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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