日本海事新聞ニュース Japan Maritime Daily Jan 25, 2023 (Wed)

‌【Baltic Weekly Market Report】(January 16-20) The Capesize market in the Atlantic Ocean plunges

Changes in BDI (Baltic Exchange Dry Index, 1985=1000)

■ Capesize The average of the Capesize timecharter routes climbed when the week first began, bu ・・・ 続きはログインして下さいnext ++%E2%96%A0+Capesize%3Cbr%3E%3Cbr%3E++The+average+of+the+Capesize+timecharter+routes+climbed+when+the+week+first+began%2C+but+soon+dropped+from+over+%2410%2C000+threshold+to+%246%2C529+on+Friday.+The+steep+decline+mainly+came+from+the+north+Atlantic+region.+The+transatlantic+and+fronthaul+trips+were+settled+at+%249%2C083+and+%2423%2C031%2C+losing+over+%245%2C000+and+%247%2C000+respectively+over+the+week.+In+the+Pacific%2C+the+rate+did+not+fluctuate+much+for+the+west+Australia+to+Qingdao+trade+by+maintaining+above+%247+but+was+lower+in+the+run+up+to+Lunar+New+Year%2C+however+Pacific+coal+round+voyages+were+offering+some+support+to+Owners.++%3Cbr%3E++On+the+period+front+a+206%2C000-dwt+2012-built+delivery+in+Tianjin+this+week+was+fixed+till+mid-year+2024+at+%2417%2C700.+Another+208%2C000-dwt+2020-built+delivery+Kaohsiung+on+13+January+was+fixed+for+9+to+11+months+at+%2421%2C500.%3Cbr%3E%3Cbr%3E%3Cbr%3E++%E2%96%A0+Panamax%3Cbr%3E%3Cbr%3E++Overall%2C+it+returned+a+further+week+of+in+the+doldrums+for+the+Panamax+market%2C+as+thin+cargo+volumes+versus+a+long+tonnage+count+continued+to+negatively+impact+the+market.+A+distinct+lack+of+mineral+requirements+in+the+North+Atlantic+undermined+the+market+here%2C+and+where+there+was+demand+it+paid+very+low+levels%2C+suppressed+all+week+by+an+increasing+tonnage+count+of+ballasters+and+early+ships+especially+in+the+North+Continent.+Front+haul+trips+from+the+Americas+fared+a+little+better%2C+highlighted+perhaps+by+reports+of+an+82%2C000dwt+delivery+Gibraltar+fixed+at+%2419%2C000+for+a+trip+via+NC+South+America+redelivery+Far+East.+Asia%2C+unsurprisingly%2C+proved+to+be+fairly+subdued+as+the+market+prepared+for+Lunar+New+Year+holidays.+Already+weak+and+imbalanced+in+recent+weeks%2C+despite+relatively+decent+activity+rates+here+failed+to+find+any+support+route%2C+with+P3A+averaging+out+at+around+the+%247%2C000+mark+throughout+the+week.%3Cbr%3E%3Cbr%3E++%E2%96%A0+Ultramax%2FSupramax%3Cbr%3E++Another+subdued+week+overall+for+the+sector%2C+with+sentiment+remaining+negative+in+the+Atlantic%3B+the+South+American+grain+season+has+yet+to+start+and+limited+fresh+enquiry.+A+similar+situation+from+North+America+combined+with+an+abundance+of+prompt+tonnage+kept+rates+in+check.+A+more+positive+feel+from+the+Asia+saw+rates+increase%2C+although+still+at+relatively+low+levels.+The+main+driver+for+the+area+is+the+Indonesian+coal+runs+but+further+north+there+remained+a+lack+of+fresh+enquiry+both+for+the+NoPac+and+backhaul+runs.+Period+enquiry+weakened%2C+with+a+55%2C000-dwt+open+China+failing+at+%2411%2C500+for+4-6+months+trading.+From+South+America%2C+a+56%2C000-dwt+fixed+delivery+North+Brazil+trip+to+Algeria+at+%249%2C000.+Elsewhere%2C+a+60%2C000-dwt+fixed+from+the+Baltic+to+South+Africa+in+the+upper+%2410%2C000s.+From+Asia%2C+a+50%2C000-dwt+open+Cambodia+fixed+a+trip+via+Indonesia+to+China+at+%246%2C500.+All+eyes+are+now+focused+on+the+Year+of+the+Rabbit+to+see+any+change+in+direction.+++%3Cbr%3E%3Cbr%3E%3Cbr%3E++%E2%96%A0+Handysize%3Cbr%3E%3Cbr%3E++A+week+of+further+retraction+for+the+BHSI%2C+with+limited+enquiry+and+upcoming+holidays+both+factors.+However%2C+there+were+some+quiet+whispers+that+positivity+may+be+around+the+corner+in+a+few+regions+but+as+yet+we+have+not+seen+any+gains.+East+Coast+South+America+saw+a+38%2C000+dwt+fixing+delivery+Santos+basis+end+of+January+dates+for+a+trip+to+the+Continent-Mediterranean+range+at+%2410%2C000+whilst+a+33%2C000+dwt+fixed+from+Vila+Do+Conde+via+Itaqui+to+Algeria+at+%249%2C250.+A+34%2C000+dwt+was+fixed+from+the+Western+Mediterranean+to+Brazil+with+an+intended+cargo+of+fertilizer+at+%245%2C250.+A+37%2C000+dwt+fixed-basis+delivery+Floro+for+20+to+30+January+at+%2411%2C000+for+two+to+three+laden+legs+with+worldwide+redelivery.+In+Asia%2C+a+38%2C000+dwt+was+fixed+from+Onsan+to+South+East+Asia+at+%246%2C000.+A+36%2C000+dwt+was+fixed+basis+delivery+Ex+Yard+in+Zhoushan+to+South+East+Asia+at+%244%2C500.%3Cbr%3E%3Cbr%3E%3Cbr%3E++%E2%96%A0+Clean%3Cbr%3E%3Cbr%3E++The+CPP+tanker+market+has+for+the+most+part+continued+its+drop+this+week.+As+with+last+week+there+are+a+couple+of+sectors+that+have+managed+to+see+small+improvements.%3Cbr%3E%3Cbr%3E++LR%E2%80%99s+in+the+Middle+East+Gulf+have+continued+to+freefall.+An+LR2+to+Japan%2C+TC1%2C+has+lost+just+under+50+points+this+week+to+WS128.13.+Similarly+TC5%2C+an+LR1+for+the+same+voyage%2C+has+dropped+62.5+points+to+WS148.93.+For+charters+heading+to+the+West%2C+TC20+%2890kt+Jubail%2FRotterdam%29+is+now+%243%2C614%2C286+%28-%24671%2C428%29+while+65kt+on+the+same+run+%28TC8%29+is+now+%242%2C879%2C500%2C+also+down+around+%24600%2C000.+At+these+levels+LR+TCE%E2%80%99s+are+returning+around+%2420%2C000-25%2C000%2Fday+round+trip.%3Cbr%3E%3Cbr%3E++MR%E2%80%99s+in+the+region+continued+upwards+this+week%2C+reflected+in+the+TC17+index+rising+11.5+points+to+WS251.14.%3Cbr%3E+%3Cbr%3E++LR%E2%80%99s+West+of+Suez+have+also+been+tested+down+this+week+with+a+widely+reported+TC15+voyage+at+%243%2C100%2C000+on+subjects+and+soft+sentiment+the+index+is+currently+marked+at+%243%2C000%2C000+%28-%24858%2C000%29.+TC16+has+also+dipped+58+points+to+WS135.14.%3Cbr%3E%3Cbr%3E++UK-Continent+MR%E2%80%99s+saw+a+flurry+of+activity+early+in+the+week+and+TC2+quickly+climbed+to+just+under+WS220+and+then+returned+down+to+WS205.+Similarly+TC19+peaked+at+WS235+to+return+down+to+WS218+at+time+of+writing.%3Cbr%3E%3Cbr%3E++Handymaxs+have+made+an+improvement+in+the+Mediterranean+and+we+have+seen+TC6+climb+11.87+points+to+WS191.25+from+increased+requirement.+TC23+%2830kt+Cross+UK-Continent%29+after+dropping+about+30+Worldscale+points+has+plateaued+at+WS150.%3Cbr%3E%3Cbr%3E++In+the+Americas%2C+the+downward+pressure+has+continued+this+week%2C+most+notably+on+a+vessel+needing+a+dry+dock+reported+on+subjects+at+WS75+for+a+Transatlantic+run.+The+TC14+index+has+come+down+to+WS80.83+%28-10.21%29+with+TC18+only+losing+an+incremental+five+points+to+WS145+and+a+trip+to+the+Caribbean+on+TC21+shedding+%2410%2C000+to+%24475%2C000.%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3E++%E2%96%A0+VLCC%3Cbr%3E%3Cbr%3E++The+VLCC+market+rose+marginally+this+week%2C+except+for+the+US+Gulf+to+China+route.+270%2C000mt+Middle+East+Gulf+to+China+recovered+a+modest+two+points+to+WS46.73%2C+which+translates+into+a+round+voyage+TCE+of+%2418%2C100+basis+the+Baltic+Exchange%E2%80%99s+vessel+description%2C+while+280%2C000mt+Middle+East+Gulf+to+US+Gulf+%28via+the+cape%2Fcape+routing%29+is+assessed+half+a+point+firmer+than+last+Friday+at+WS35.%3Cbr%3E%3Cbr%3E++In+the+Atlantic+markets%2C+the+rate+for+260%2C000mt+West+Africa%2FChina+stepped+up+2.5-3+points+to+WS50.88+%28a+round+trip+TCE+of+about+%2424%2C100+per+day%29+and+the+rate+for+270%2C000mt+US+Gulf%2FChina+fell+by+a+little+over+%24211%2C100+to+just+below+%248.17+million+%28%2428%2C500+per+day+round+trip+TCE%29.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3E++%E2%96%A0+Suezmax%3Cbr%3E%3Cbr%3E++The+Suezmax+market+was+a+mixed-bag+rate+wise+this+week.+The+rate+for+135%2C000mt+CPC%2FAugusta+remained+flat+at+about+the+WS203-204+level+%28a+round+trip+TCE+of+%24115%2C100+per+day%29.%3Cbr%3E%3Cbr%3E++In+West+Africa%2C+sentiment+is+lower+due+mainly+to+news+that+the+first+half+of+February+is+reported+to+have+fewer+chartering+opportunities+compared+to+recent+weeks.+For+the+130%2C000mt+Nigeria%2FRotterdam+voyage%2C+rates+dropped+10+points+to+WS125+%28a+daily+round+trip+TCE+of+%2448%2C600%29.+In+the+Middle+East%2C+the+rate+for+140%2C000mt+Basrah%2FLavera+slipped+one+point+to+WS71.25.++%3Cbr%3E%3Cbr%3E%3Cbr%3E++%E2%96%A0+Aframax%3Cbr%3E%3Cbr%3E++In+the+North+Sea+market%2C+rates+for+the+80%2C000mt+Hound+Point%2FWilhelmshaven+route+rose+a+meagre+one+point+to+a+WS162+%28a+round-trip+daily+TCE+of+%2457%2C400%29.+In+the+Mediterranean%2C+the+rate+for+80%2C000mt+Ceyhan%2FLavera+rose+five+points+to+WS244+%28a+daily+round+trip+TCE+of+%2492%2C300%29%2C+with+cargoes+from+Libya+and+the+Black+Sea+able+to+tap+into+the+Suezmax+market%2C+thereby+capping+the+rates+for+the+Aframax+market.%3Cbr%3E%3Cbr%3E++Across+the+Atlantic%2C+the+recent+rise+in+rates+seen+for+the+Stateside+Aframax+market+has+slowed%2C+with+the+rate+for+70%2C000mt+East+Coast+Mexico%2FUS+Gulf+climbing+through+the+WS200+barrier+and+settling+on+week-on-week+improvement+of+about+three+points+at+WS203+%28about+%2456%2C800+per+day+round-trip+TCE%29.+The+70%2C000mt+Covenas%2FUS+Gulf+market+also+benefitted+from+a+2.5+point+improvement+to+WS185+%28a+daily+round-trip+TCE+of+%2445%2C700%29.+For+the+trans-Atlantic+route+of+70%2C000mt+US+Gulf%2FRotterdam%2C+rates+climbed+another+five+points+to+WS176+%28showing+a+round+trip+TCE+of+%2442%2C100+per+day%29.++%3Cbr%3E%3Cbr%3E%3Cbr%3E++%E2%96%A0+LNG%3Cbr%3E%3Cbr%3E++Another+tough+week+for+LNG+spot+rates.+The+tonnage+for+both+East+and+West+is+lengthening+and+though+there+was+a+report+of+product+flowing+back+into+Freeport%2C+there+has+not+been+a+positive+affect+for+freight+rates%2C+which+have+kept+falling.+All+three+routes+now+sit+firmly+below+six-digits%2C+suffering+from+further+falls+of+close+to+%2430%2C000+over+the+week.+BLNG1g+our+Aus-Japan+was+published+at+%2479%2C517%2C+although+there+are+some+who+felt+it+could+have+been+worse.%3Cbr%3E%3Cbr%3E++BLNG2g+and+BLNG3g+suffered+similar+hardships.+Market+participants+have+said+that+liquidity+for+these+routes+has+been+especially+hard+to+get+with+perhaps+only+one+or+two+ships+with+the+length+to+offer+in+at+all+for+BLNG3g.+Rates+are+falling+hard+again+and%2C+though+volatility+in+LNG+is+expected+when+storage+remains+high%2C+a+cold+season+that+seems+unseasonably+warm+is+creating+further+uncertainty+in+the+volatility.+We+close+out+the+week+with+BLNG2g+and+BLNG3g+publishing+at+%2459%2C075+and+%2473%2C742%2C+respectively.%3Cbr%3E%3Cbr%3E%3Cbr%3E++%E2%96%A0+LPG%3Cbr%3E%3Cbr%3E++Bearish+is+the+sentiment+this+week.+The+market+has+dropped+on+all+three+routes%2C+tonnage+remains+long+for+all+AG+cargoes+and+planned+maintenance+in+Saudi+and+UAE+has+also+reduced+volume+so+the+shipping+market+has+been+quite+adversely+affected.+Rates+for+BLPG1+Ras+Tanura-Chiba+fell+by+%2422+this+week%2C+a+total+drop+of+%2488.643+from+market+highs+at+the+end+of+November+2022.+We+last+published+at+%2459.714+but+within+two+days+we+lost+nearly+%2420%3B+a+further+drop+cannot+be+ruled+out+as+fixing+now+moves+to+last+half+of+February.%3Cbr%3E%3Cbr%3E++The+US+market+has+also+taken+a+hit%2C+falling+over+%248.5+on+each+route%3B+sentiment+has+been+flailing+with+charterers+looking+happy+to+sit+back+and+see.+The+impact+of+the+shutdowns+in+the+AG+will+also+affect+the+US+liftings%2C+with+longer+tonnage+and+competition+now+looking+into+March+dates%2C+with+a+vessel+already+fixed+for+BLPG3+Houston-Chiba+at+%24132+off+end+January.+The+remaining+vessels+will+languish+in+the+interim%2C+which+has+hampered+any+gains.+We+close+the+week+at+%2462.8+for+BLPG+Houston-Flushing+and+%24115.143+for+Houston-Chiba.%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】(1月16―20日)ケープ、大西洋で急落

2023/01/25(水)

日本海事新聞 JMD

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