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日本海事新聞ニュース Japan Maritime Daily Jan 26, 2023 (Thu)

The dry bulk market is forecast to be upward for the third quarter of 2023

　In the dry market, which transports iron ore, coal, and grain, FFA (Forward Freight Agreement) char ・・・ %E3%80%80In+the+dry+market%2C+which+transports+iron+ore%2C+coal%2C+and+grain%2C+FFA+%28Forward+Freight+Agreement%29+charter+rates+for+the+third+quarter+%28July-September%2C+3Q%29+of+2023+are+fluctuating+on+a+strong+note.+FFA+charter+rates+for+a+typical+Capesize+%28iron+ore+carrier%2C+180%2C000+dwt+class%29+ranged+from+%2419%2C900+to+%2420%2C100+in+the+third+quarter.+Although+the+dry+ship+market+is+currently+sluggish%2C+the+FFA+market+remains+strong+for+all+dry+ship+types+due+to+the+low+supply+pressure+of+new+ships.+%3Cbr%3E%E3%80%80According+to+the+London+market+dated+January+24%2C+the+Capesize+spot+charter+rate+is+%245%2C684+per+day%2C+down+to+a+quarter+of+the+%2420%2C000+to+%2423%2C000+that+is+considered+to+be+the+profit+margin+for+an+average+Capesize+vessel.+In+the+past%2C+when+Capesize+prices+dipped+below+%245%2C000%2C+ships%E2%80%99+operations+were+stopped.+%3Cbr%3E%E3%80%80The+biggest+reason+for+the+slump+in+the+dry+bulk+market+is+the+decline+in+China%E2%80%99s+economic+activity.+%3Cbr%3E%E3%80%80According+to+trade+statistics+released+by+China%E2%80%99s+General+Administration+of+Customs+on+January+13%2C+iron+ore+imports+in+2022+were+down+1.5%25+from+the+previous+year+to+1.10686+billion+tons.+This+is+the+second+year+in+a+row+that+iron+ore+imports+have+fallen+below+the+previous+year.+Iron+ore+imports+for+December+alone+were+90.85+million+tons%2C+lower+than+November%E2%80%99s+98.84+million+tons.+%3Cbr%3E%E3%80%80China+is+the+world%E2%80%99s+largest+importer+of+iron+ore%2C+but+demand+for+steel+has+slumped+due+to+the+recession.+Imports+of+raw+materials+are+slowing+down+due+to+a+decrease+in+automobile+production+and+a+drop+in+steel+demand+from+shipyards.+%3Cbr%3E%E3%80%80On+the+other+hand%2C+there+is+also+the+view+that+the+recent+slump+in+the+dry+bulk+market+is+%E2%80%9Cjust+a+seasonal+factor+that+we+see+every+year%E2%80%9C+%28shipping+broker%29.+%3Cbr%3E%E3%80%80It+can+be+said+that+it+is+a+trend+that+can+be+seen+every+year+that+China+enters+a+long+holiday+associated+with+the+Lunar+New+Year%2C+causing+economic+activity+to+come+to+a+halt+and+the+dry+bulk+market+to+stagnate.+%3Cbr%3E%E3%80%80In+particular%2C+some+point+out+this+year%E2%80%99s+slowdown+in+the+containership+market+has+led+some+to+point+out+that+the+weakening+market+for+small+and+medium-sized+feeder+containerships+is+having+a+negative+impact+on+the+market+for+small+and+medium-sized+bulkers.+%3Cbr%3E%E3%80%80Shipping+companies+have+already+factored+the+recent+softening+of+market+conditions+for+containerships+and+dry+ships+into+their+financial+results+for+the+January-March+2023+period.+Supported+by+the+continued+depreciation+of+the+yen+at+around+130+yen+to+the+dollar%2C+it+appears+that+the+performance+of+each+company+on+a+yen+basis+will+not+be+as+bad+as+the+worsening+market+conditions.+%3Cbr%3E%E3%80%80For+dry+bulkers%2C+the+supply+pressure+of+new+ships+is+weak+this+year+as+well.+For+this+reason%2C+many+market+participants+believe+that+the+dry+bulk+market+will+turn+upward+once+the+Lunar+New+Year+holiday+is+over+and+economic+activity+picks+up+as+China%E2%80%99s+zero-Covid+policy+is+eased.+%3Cbr%3E%E3%80%80In+fact%2C+looking+at+the+FFA+market+for+dry+vessels+other+than+Capesize%2C+market+conditions+is+recovering+from+the+second+quarter+of+2023+%28April-June%2C+2Q%29.+%3Cbr%3E%E3%80%80In+the+FFA+market+on+January+24%2C+in+the+2Q%2C+Panamax+traded+at+%2414%2C050+to+%2414%2C200%2C+Supramax+at+%2413%2C500+to+%2413%2C800%2C+and+Handysize+at+%2412%2C600+to+%2413%2C000.+All+of+these+deals+are+nearly+double+the+current+spot+charter+rate+of+around+%247%2C000+per+day.+%3Cbr%3E%E3%80%80In+the+shipping+market%2C+the+International+Maritime+Organization+%28IMO%29+has+started+regulations+such+as+EEXI+%28Energy+Efficiency+Existing+Ship+Index%29+and+CII+%28Carbon+Intensity+Indicator%29+from+January+1.+All+ships+are+expected+to+be+forced+to+slow+down+their+voyages%2C+and+some+say+that+this+will+be+a+factor+in+tightening+the+supply+and+demand+of+shipping+capacity.+%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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ドライ市況、FFAは3Qに向け2万ドルも。全船型で強含み、竣工圧力少なく
2023/01/26(木)
日本海事新聞 JMD


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